Truecore Behavioral Solutions, LLC's EIN is 54-1859903.
Download the official 2024 Form 5500 (PDF) for Truecore Behavioral Solutions, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Truecore Behavioral Solutions, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $30K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $0 |
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 | |||||
|---|---|---|---|---|---|---|
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTOR TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $513K | 18.7% | |
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTOR TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $406K | 14.8% | |
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTOR TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $342K | 12.5% | |
| PRIN LIFETIME HYBR 2015 CIT Z PRINCIPAL GLOBAL INVESTOR TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $340K | 12.4% | |
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTOR TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $272K | 9.9% | |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTOR TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $204K | 7.4% | |
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTOR TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $196K | 7.2% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTOR TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $171K | 6.2% | |
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTOR TRUST CO · EIN 26-6557574 / PN 003 | Common Collective Trust | — | — | $135K | 4.9% | |
| Participant Loans Interest rates range from 4.25% to 10.50% | Bonds / Notes | — | — | $105K | 3.8% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTOR TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $37K | 1.4% | |
| Investment Trust Charles Schwab Investment S&P Index Fund | Common Collective Trusts | — | — | $4K | 0.2% | |
| Management * Principal Smallcap Index fund | Common Collective Trusts | — | — | $4K | 0.1% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $4K | 0.1% | |
| PRIN EQUITY INCOME SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 120 | Pooled Separate Account | — | — | $4K | 0.1% | |
| PRIN MIDCAP VALUE I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 043 | Pooled Separate Account | — | — | $4K | 0.1% | |
| Management/Victory * Principal Fixed Income Guaranteed Option | Other securities | — | — | $4K | 0.1% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTOR TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $2K | <0.1% | |
| PRIN LIFETIME HYBR 2070 CIT Z PRINCIPAL GLOBAL INVESTOR TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $56 | <0.1% | |
| PRIN DIVERSIFIED INTL SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015 | Pooled Separate Account | — | — | $16 | <0.1% | |
| PRIN MIDCAP S&P 400 INX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $16 | <0.1% | |
| PRIN REAL ESTATE SECS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | — | — | $16 | <0.1% | |
| PRIN BLUE CHIP SA-A PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 133 | Pooled Separate Account | — | — | $16 | <0.1% | |
| PRIN LIFETIME HYBR INC CIT Z PRINCIPAL GLOBAL INVESTOR TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $8 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILSHIRE ADVISORS LLC | 95-2755361 | — | INVESTMENT ADVISORY | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENSERVCO INC | 59-3634521 | — | CONTRACT ADMINISTRATOR | $4K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL SECURITIES INC | 42-0941553 | — | OTHER SERVICES | $0 | — |
