Angela LYN Peterson signed SO. Highlands COMM. Mental Health CTR., Inc.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
SO. Highlands COMM. Mental Health CTR., Inc.'s EIN is 55-0521143.
Download the official 2023 Form 5500 (PDF) for SO. Highlands COMM. Mental Health CTR., Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)SO. Highlands COMM. Mental Health CTR., Inc.'s plan includes 403(b) custodial accounts, ERISA 404(c) participant direction, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENSUS LLC | 11-3665754 | — | NONE | $845 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| T. Rowe Price Retirement 2035 I T. Rowe Price 0 | Other securities | — | — | $1.1M | 37.1% | |
| T. Rowe Price Retirement 2040 I T. Rowe Price 0 | Other securities | — | — | $582K | 19.8% | |
| T. Rowe Price Retirement 2045 I T. Rowe Price 0 | Other securities | — | — | $344K | 11.7% | |
| PIMCO Intl Bond (USDHedged) I PIMCO 0 428 T. Rowe Price Retirement 2025 I T. Rowe Price 0 | Mutual Funds | — | — | $282K | 9.6% | |
| T. Rowe Price Retirement 2050 I T. Rowe Price 0 | Other securities | — | — | $191K | 6.5% | |
| T. Rowe Price Retirement 2055 I T. Rowe Price 0 | Other securities | — | — | $156K | 5.3% | |
| T. Rowe Price Retirement 2060 I T. Rowe Price 0 | Other securities | — | — | $92K | 3.1% | |
| Vanguard 500 Index Adm Vanguard 0 | Common Collective Trusts | — | — | $64K | 2.2% | |
| T. Rowe Price Retirement 2030 I T. Rowe Price 0 | Other securities | — | — | $52K | 1.8% | |
| American Century Growth R6 American Century 0 | Other securities | — | — | $48K | 1.6% | |
| Fidelity Small Cap Index Fidelity 0 961 American Funds US Government Sec R6 American Funds 0 407 Delaware Ivy Mid Cap Growth R6 Delaware 0 | Mutual Funds | — | — | $17K | 0.6% | |
| (CL) Invesco Discovery R6 Invesco 0 | Mutual Funds | — | — | $17K | 0.6% | |
| Fidelity Mid Cap Index Fidelity 0 | Mutual Funds | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
