Edward Danskin signed Intensive Behavior Interventio's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Intensive Behavior Interventio's EIN is 76-0713886.
Download the official 2024 Form 5500 (PDF) for Intensive Behavior Interventio from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Intensive Behavior Interventio'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 |
|---|---|---|---|---|---|
| PAYCHEX, INC. | 16-1124166 | ROCHESTER, NY | RECORDKEEPER | $8K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LEVELIZED COMPENSATION ADVISOR | — | — | INVESTMENT ADVISORY | $12K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| BlackRock Global Allocation Fund, Inc. Class R Registered Investment Company | Common Stocks | — | — | $702K | 20.4% | |
| DFA Commodity Strategy Portfolio Institutional Class Registered Investment Company ** 735 Vanguard Balanced Index Fund Admiral Shares Registered Investment Company | Common Collective Trusts | — | — | $684K | 19.9% | |
| MFS Lifetime 2030 Fund Class R2 Registered Investment Company | Mutual Funds | — | — | $633K | 18.4% | |
| Pioneer Fund Class R Registered Investment Company | Common Stocks | — | — | $584K | 17.0% | |
| American Funds Capital World Growth and Income F Registered Investment Company | Mutual Funds | — | — | $299K | 8.7% | |
| Interest-bearing Cash American Funds US Government Money Market Fund Interest-bearing Cash ** 96 Registered Investment Companies American Funds Growth Fund of America Registered Investment Company | Mutual Funds | — | — | $126K | 3.7% | |
| American Funds Fundamental Investors Registered Investment Company | Mutual Funds | — | — | $122K | 3.6% | |
| MFS Lifetime 2040 Fund Class R2 Registered Investment Company | Mutual Funds | — | — | $114K | 3.3% | |
| Lord Abbett Fundamental Equity Fund Class R2 Registered Investment Company | Mutual Funds | — | — | $97K | 2.8% | |
| JPMorgan Core Plus Bond Fund Class R6 Registered Investment Company | Common Stocks | — | — | $30K | 0.9% | |
| Fidelity Short Term Treasury Bond Index Registered Investment Company ** 242 Vanguard Mid Cap Index Fund Registered Investment Company | U.S. Treasuries | — | — | $18K | 0.5% | |
| MFS Government Securties Fund Class R2 Registered Investment Company ** 232 Vanguard Small-Cap Index Fund Admiral Registered Investment Company | Common Collective Trusts | — | — | $18K | 0.5% | |
| MFS Inflation-Adjusted Bond Fund Class R2 Registered Investment Company | Mutual Funds | — | — | $5K | 0.1% | |
| JPMorgan High Yield Fund Class R2 Registered Investment Company | Common Stocks | — | — | $3K | <0.1% | |
| Participant Loans Interest rates at (9.50%) $0 | Bonds / Notes | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
