TARA Evans, for TAG Resources signed Behavioral Transformations, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Behavioral Transformations, LLC's EIN is 47-2775819.
Download the official 2024 Form 5500 (PDF) for Behavioral Transformations, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Behavioral Transformations, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA), automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADMIN. GROUP, LLC DBA TAG RESOURCES | 42-1484983 | — | RECORD KEEPER | $2K | — |
| TRANSAMERICA FINANCIAL LIFE INS. CO | 36-6071399 | — | RECORD KEEPER | $1K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BENEFIT PLANS ADMIN SERVICES |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| TRANSAMERICA SMARTCOURSE 2060 WITH TRANSAMERICA FINANCIAL LIFE INS. CO · EIN 83-1098532 / PN 090 | Pooled Separate Account | — | — | $192K | 43.0% | |
| TRANSAMERICA SMARTCOURSE 2045 WITH TRANSAMERICA FINANCIAL LIFE INS. CO · EIN 83-1098532 / PN 655 | Pooled Separate Account | — | — | $110K | 24.5% | |
| TRANSAMERICA SMARTCOURSE 2055 WITH TRANSAMERICA FINANCIAL LIFE INS. CO · EIN 83-1098532 / PN 657 | Pooled Separate Account | — | — | $79K | 17.7% | |
| TRANSAMERICA SMARTCOURSE 2050 WITH TRANSAMERICA FINANCIAL LIFE INS. CO · EIN 83-1098532 / PN 656 | Pooled Separate Account | — | — | $39K | 8.7% | |
| from participants 9.00%, various maturities. | Bonds / Notes | — | — | $8K | 1.8% | |
| TRANSAMERICA SMARTCOURSE 2040 WITH TRANSAMERICA FINANCIAL LIFE INS. CO · EIN 83-1098532 / PN 654 | Pooled Separate Account | — | — | $5K | 1.1% | |
| STATE STREET S&P 500 INDEX CLASS II TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 405 | Pooled Separate Account | — | — | $3K | 0.6% | |
| TRANSAMERICA SMARTCOURSE 2030 WITH TRANSAMERICA FINANCIAL LIFE INS. CO · EIN 83-1098532 / PN 652 | Pooled Separate Account | — | — | $2K | 0.5% | |
| TRANSAMERICA SMARTCOURSE 2025 WITH TRANSAMERICA FINANCIAL LIFE INS. CO · EIN 83-1098532 / PN 651 | Pooled Separate Account | — | — | $2K | 0.4% | |
| STATE STREET INTERNATNL INDEX RET A TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 004 | Pooled Separate Account | — | — | $2K | 0.4% | |
| Transamerica Stable Value Core Option | Stable Value | — | — | $1K | 0.3% | |
| JP MORGAN CORE BOND RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 375 | Pooled Separate Account | — | — | $824 | 0.2% | |
| STATE STREET RUSSELL SM CAP INDEX R TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 437 | Pooled Separate Account | — | — | $487 | 0.1% | |
| FRANKLIN GROWTH RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 847 | Pooled Separate Account | — | — | $288 | <0.1% | |
| JPMORGAN U.S. EQUITY RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 334 | Pooled Separate Account | — | — | $283 | <0.1% | |
| MFS MD CAP VAL RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 709 | Pooled Separate Account | — | — | $279 | <0.1% | |
| BLACKROCK GLOBAL ALLOC RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 864 | Pooled Separate Account | — | — | $279 | <0.1% | |
| AMERICAN FUNDS INTERNAT'L GROWTH AN TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 366 | Pooled Separate Account | — | — | $220 | <0.1% | |
| CLEARBRIDGE INTERNATIONAL GROWTH RE TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 198 | Pooled Separate Account | — | — | $212 | <0.1% | |
| JPMORGAN EQT INC RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 579 | Pooled Separate Account | — | — | $210 | <0.1% | |
| JPMORGAN MID CAP GROWTH RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 379 | Pooled Separate Account | — | — | $207 | <0.1% | |
| STATE STREET S&P MD CAP INDX RET AC TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 438 | Pooled Separate Account | — | — | $206 | <0.1% | |
| FRANKLIN REAL ESTATE SECURITIES RET FRANKLIN · EIN 83-1098532 / PN 450 | Pooled Separate Account | — | — | $206 | <0.1% | |
| TRANSAMERICA BOND RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 744 | Pooled Separate Account | — | — | $202 | <0.1% | |
| AMERICAN FUNDS BLNCD RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 971 | Pooled Separate Account | — | — | $202 | <0.1% | |
| AMERICAN FUNDS NEW WORLD RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 625 | Pooled Separate Account | — | — | $149 | <0.1% | |
| TRANSAMERICA FUTUREFOCUS 2065 W AME TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 404 | Pooled Separate Account | — | — | $25 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 16-1503696 |
| — |
| PRIOR TPA |
| $13K |
| — |
