Agency for Community Treatment Services Inc.'s EIN is 59-1860626.
Download the official 2023 Form 5500 (PDF) for Agency for Community Treatment Services Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Agency for Community Treatment Services Inc.'s plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | 93-1253576 | — | NONE | $40K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL CORPORATION RPCP | 04-3046611 | — | NONE | $16K | — |
| CBIZ CPAS P.C. | 43-1947695 |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| NONE |
| $10K |
| — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund Registered investment company | Common Collective Trusts | — | — | $944K | 16.0% | |
| PGIM Total Return Bond Fund R6 Registered investment company | Common Stocks | — | — | $923K | 15.6% | |
| The Standard Stable Asset Account Crediting interest rate - 2.94% | Bonds / Notes | — | — | $761K | 12.9% | |
| MFS International Intrinsic Value Fund R6 Registered investment company | Mutual Funds | — | — | $562K | 9.5% | |
| Schwab Total Stock Market Index Fund Registered investment company | Common Collective Trusts | — | — | $470K | 8.0% | |
| JPMorgan Large Cap Growth Fund R6 Registered investment company | Common Stocks | — | — | $458K | 7.8% | |
| Vanguard Value Index Fund Admiral Registered investment company | Common Collective Trusts | — | — | $388K | 6.6% | |
| Vanguard Total Bond Market Index Fund Admiral Registered investment company | Common Collective Trusts | — | — | $239K | 4.0% | |
| Vanguard Small Cap Index Fund Admiral Registered investment company | Common Collective Trusts | — | — | $215K | 3.6% | |
| Interest rates ranging from * Participant loans 3.25% to 8.50% | Bonds / Notes | — | — | $176K | 3.0% | |
| JPMorgan Mid Cap Growth Fund R6 Registered investment company | Common Stocks | — | — | $158K | 2.7% | |
| MFS Mid Cap Value Fund R6 Registered investment company | Mutual Funds | — | — | $148K | 2.5% | |
| Fidelity International Index Fund Registered investment company | Common Collective Trusts | — | — | $126K | 2.1% | |
| VARIABLE ANNUITY ACCOUNT C VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $55K | 0.9% | |
| Voya Small Cap Growth Fund I Registered investment company | Common Stocks | — | — | $54K | 0.9% | |
| American Funds New Perspective Fund R6 Registered investment company | Mutual Funds | — | — | $52K | 0.9% | |
| American Funds American Balanced Fund R6 Registered investment company | Mutual Funds | — | — | $34K | 0.6% | |
| Voya Fixed Account Crediting interest rate - 4% | Other securities | — | — | $32K | 0.5% | |
| Vanguard Emerging Markets Stock Index Fund Admiral Registered investment company | Common Collective Trusts | — | — | $13K | 0.2% | |
| Voya Government Money Market Portfolio I Pooled separate account | Pooled Separate Accounts | — | — | $13K | 0.2% | |
| Fidelity VIP Contrafund Portfolio I Pooled separate account | Pooled Separate Accounts | — | — | $8K | 0.1% | |
| Vanguard Mid Cap Index Fund Admiral Registered investment company | Common Collective Trusts | — | — | $7K | 0.1% | |
| Voya T. Rowe Price Capital Appreciation Portfolio Service Pooled separate account | Pooled Separate Accounts | — | — | $6K | <0.1% | |
| Voya Strategic Allocation Growth Portfolio I Pooled separate account | Pooled Separate Accounts | — | — | $5K | <0.1% | |
| Voya Index Plus Large Cap Portfolio I Pooled separate account | Pooled Separate Accounts | — | — | $4K | <0.1% | |
| Voya Invesco Equity & Income Portfolio I Pooled separate account | Pooled Separate Accounts | — | — | $4K | <0.1% | |
| Voya T. Rowe Price Growth Equity Portfolio I Pooled separate account | Pooled Separate Accounts | — | — | $3K | <0.1% | |
| American Funds Growth Fund R4 Pooled separate account 812 * Voya T. Rowe Price Equity Income Portfolio Service Pooled separate account | Pooled Separate Accounts | — | — | $3K | <0.1% | |
| Invesco Developing Markets Fund A Pooled separate account | Pooled Separate Accounts | — | — | $2K | <0.1% | |
| Voya Growth and Income Portfolio I Pooled separate account | Pooled Separate Accounts | — | — | $2K | <0.1% | |
| Voya Fixed Plus Account Crediting interest rate - 3% | Other securities | — | — | $2K | <0.1% | |
| Voya Large Cap Growth Portfolio Institutional Pooled separate account | Pooled Separate Accounts | — | — | $1K | <0.1% | |
| Allspring Special Small Cap Value Fund A Pooled separate account 319 * Voya Global Insights Portfolio I Pooled separate account | Pooled Separate Accounts | — | — | $1K | <0.1% | |
| Voya Small Company Portfolio I Pooled separate account | Pooled Separate Accounts | — | — | $1K | <0.1% | |
| Lord Abbett Series Fund Mid Cap Stock Portfolio VC Pooled separate account 229 Fidelity VIP Equity-Income Portfolio I Pooled separate account | Pooled Separate Accounts | — | — | $1K | <0.1% |
