Janet Coutts signed Crestwood Behavioral Health, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Crestwood Behavioral Health, Inc.'s EIN is 68-0399495.
Download the official 2024 Form 5500 (PDF) for Crestwood Behavioral Health, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Crestwood Behavioral Health, Inc.'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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $264K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BAYBRIDGE CAPITAL GROUP LLC | 47-5067434 | — | CONSULTANT | $12K | — |
| STRATEGIC ADVISORS, INC. |
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 | |||||
|---|---|---|---|---|---|---|
| T. Rowe Price Retirement 2030 Trust Class A Common/Collective Trust | Common Collective Trusts | — | — | $10.2M | 9.6% | |
| TRP RETIRE 2030 A T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $10.2M | 9.6% | |
| T. Rowe Price Retirement 2040 Trust Class A Common/Collective Trust | Common Collective Trusts | — | — | $9.9M | 9.3% | |
| TRP RETIRE 2040 A T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $9.9M | 9.3% | |
| Fidelity Contrafund K6 Registered Investment Company | Mutual Funds | — | — | $9.4M | 8.8% | |
| TRP RETIRE 2035 A T. ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $8.5M | 8.0% | |
| T. Rowe Price Retirement 2035 Trust Class A Common/Collective Trust | Common Collective Trusts | — | — | $8.5M | 8.0% | |
| T. Rowe Price Retirement 2045 Trust Class A Common/Collective Trust | Common Collective Trusts | — | — | $7.4M | 6.9% | |
| TRP RETIRE 2045 A T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $7.4M | 6.9% | |
| T. Rowe Price Retirement 2050 Trust Class A Common/Collective Trust | Common Collective Trusts | — | — | $6.9M | 6.5% | |
| TRP RETIRE 2050 A T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $6.9M | 6.5% | |
| TRP RETIRE 2025 A T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $6.9M | 6.5% | |
| Fidelity 500 Index Registered Investment Company | Common Collective Trusts | — | — | $6.8M | 6.4% | |
| T. Rowe Price Retirement 2055 Trust Class A Common/Collective Trust | Common Collective Trusts | — | — | $5.4M | 5.1% | |
| TRP RETIRE 2055 A T. ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $5.4M | 5.1% | |
| T. Rowe Price Retirement 2060 Trust Class A Common/Collective Trust | Common Collective Trusts | — | — | $4.6M | 4.3% | |
| TRP RETIRE 2060 A T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 018 | Common Collective Trust | — | — | $4.6M | 4.3% | |
| T. Rowe Price Retirement 2020 Trust Class A Common/Collective Trust | Common Collective Trusts | — | — | $4.4M | 4.2% | |
| TRP RETIRE 2020 A T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $4.4M | 4.2% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $3.2M | 3.0% | |
| Participant Loans Interest rates at (4.25% ~ 9.50%) $0 | Bonds / Notes | — | — | $3.0M | 2.8% | |
| T. Rowe Price Retirement 2065 Trust Class A Common/Collective Trust | Common Collective Trusts | — | — | $2.3M | 2.2% | |
| TRP RETIRE 2065 A T. ROWE PRICE TRUST COMPANY · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $2.3M | 2.2% | |
| American Funds Washington Mutual Investors R6 Registered Investment Company | Mutual Funds | — | — | $2.2M | 2.1% | |
| Interest-bearing Cash Vanguard Federal Money Market Fund Interest-bearing Cash | Mutual Funds | — | — | $2.2M | 2.0% | |
| Fidelity Total Bond K6 Fund Registered Investment Company | Mutual Funds | — | — | $1.9M | 1.8% | |
| Fidelity US Sustainibility Index Registered Investment Company | Mutual Funds | — | — | $1.8M | 1.7% | |
| Fidelity International Index Registered Investment Company | Mutual Funds | — | — | $1.8M | 1.6% | |
| Fidelity Small Cap Index Registered Investment Company | Mutual Funds | — | — | $1.5M | 1.4% | |
| Fidelity Mid Cap Index Registered Investment Company | Mutual Funds | — | — | $1.4M | 1.3% | |
| T. Rowe Price Retirement 2015 Trust Class A Common/Collective Trust | Common Collective Trusts | — | — | $1.3M | 1.2% | |
| TRP RETIRE 2015 A T. ROWE PRICE TRUST COMPANY · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $1.3M | 1.2% | |
| Pioneer Bond Fund Class K Registered Investment Company | Common Stocks | — | — | $977K | 0.9% | |
| MFS International Intrinsic Value R7 Registered Investment Company | Mutual Funds | — | — | $469K | 0.4% | |
| Vanguard Value Index Fund Adm Registered Investment Company | Common Collective Trusts | — | — | $322K | 0.3% | |
| JP Morgan Strategic Income Opportunities R6 Registered Investment Company ** 927 DFA Inflation Protected Securities Port Registered Investment Company | Mutual Funds | — | — | $309K | 0.3% | |
| T. Rowe Price Retirement 2010 Trust Class A Common/Collective Trust | Common Collective Trusts | — | — | $306K | 0.3% | |
| TRP RETIRE 2010 A T. ROWE PRICE TRUST COMPANY · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $306K | 0.3% | |
| Vanguard Emerging Markets Stock Index Fund Registered Investment Company | Common Collective Trusts | — | — | $304K | 0.3% | |
| T. Rowe Price Retirement 2005 Trust Class A Common/Collective Trust | Common Collective Trusts | — | — | $294K | 0.3% | |
| TRP RETIRE 2005 A T. ROWE PRICE TRUST COMPANY · EIN 61-6434302 / PN 001 | Common Collective Trust | — | — | $294K | 0.3% | |
| American Fund Europac Growth R6 Registered Investment Company | Common Stocks | — | — | $179K | 0.2% | |
| T. Rowe Price Retirement Balanced Trust Class A Common/Collective Trust | Common Collective Trusts | — | — | $107K | 0.1% | |
| TRP RETIRE BAL A T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 005 | Common Collective Trust | — | — | $107K | 0.1% | |
| T. Rowe Price Dividend Growth Fund I Class Registered Investment Company | Common Stocks | — | — | $80K | <0.1% | |
| Registered Investment Companies PIMCO International Bond Fund Ins Class Registered Investment Company | Mutual Funds | — | — | $7K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 04-2654524 |
| — |
| ADVISOR |
| $11K |
| — |
