Maegen Pierce signed Breakthrough Behavior, LLC's 2025 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Breakthrough Behavior, LLC's EIN is 81-0899676.
Download the official 2025 Form 5500 (PDF) for Breakthrough Behavior, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2025 Form 5500 (PDF)Breakthrough Behavior, LLC's plan includes profit-sharing, a 401(k) feature, a default investment (QDIA).
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK USA | 01-0233346 | — | RECORDKEEPER | $571 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EDWARD D. JONES & CO, L.P. | 43-0345811 | — | INVESTMENT ADVISOR | $4K | — |
| WILSHIRE ASSOCIATES INC | 95-2755361 |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| % of plan | |||
|---|---|---|---|
| JH LIFETIME BLEND 2055 JOHN HANCOCK USA · EIN 01-0233346 / PN 001 | Pooled Separate Account | $180K | 34.8% |
| JH LIFETIME BLEND 2060 JOHN HANCOCK USA · EIN 01-0233346 / PN 001 | Pooled Separate Account | $126K | 24.4% |
| JH LIFETIME 2045 JOHN HANCOCK USA · EIN 01-0233346 / PN 001 | Pooled Separate Account | $53K | 10.3% |
| JH LIFETIME 2050 JOHN HANCOCK USA · EIN 01-0233346 / PN 001 | Pooled Separate Account | $50K | 9.6% |
| 500 INDEX FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 001 | Pooled Separate Account | $21K | 4.0% |
| VANGUARD EXPLORER FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 001 | Pooled Separate Account | $12K | 2.3% |
| JH LIFETIME 2035 JOHN HANCOCK USA · EIN 01-0233346 / PN 001 | Pooled Separate Account | $10K | 2.0% |
| JH LIFETIME 2040 JOHN HANCOCK USA · EIN 01-0233346 / PN 001 | Pooled Separate Account | $9K | 1.7% |
| JH LIFETIME 2030 JOHN HANCOCK USA · EIN 01-0233346 / PN 001 | Pooled Separate Account | $8K | 1.5% |
| BLUE CHIP GROWTH FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 001 | Pooled Separate Account | $7K | 1.4% |
| PIMCO INCOME FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 001 | Pooled Separate Account | $5K | 1.1% |
| PGIM JENNISON MID CAP GROWTH JOHN HANCOCK USA · EIN 01-0233346 / PN 001 | Pooled Separate Account | $2K | 0.5% |
| JP MORGAN EQUITY INCOME FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 001 | Pooled Separate Account | $2K | 0.4% |
| CAPITAL WORLD GROWTH & INCOME JOHN HANCOCK USA · EIN 01-0233346 / PN 001 | Pooled Separate Account | $2K | 0.4% |
| DODGE & COX STOCK FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 001 | Pooled Separate Account | $2K | 0.3% |
| INVESTMENT COMPANY OF AMERICA JOHN HANCOCK USA · EIN 01-0233346 / PN 001 | Pooled Separate Account | $1K | 0.3% |
| JH LIFETIME 2015 JOHN HANCOCK USA · EIN 01-0233346 / PN 001 | Pooled Separate Account | $1K | 0.2% |
| MFS MID CAP VALUE FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 001 | Pooled Separate Account | $990 | 0.2% |
| FIDELITY INTERNATIONAL INDEX JOHN HANCOCK USA · EIN 01-0233346 / PN 001 | Pooled Separate Account | $716 | 0.1% |
| DFA US TARGETED VALUE FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 001 | Pooled Separate Account | $693 | 0.1% |
| AMERICAN FUNDS AMCAP FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 001 | Pooled Separate Account | $467 | <0.1% |
| PGIM TOTAL RETURN BOND FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 001 | Pooled Separate Account | $452 | <0.1% |
| JOHN HANCOCK DISCIPLINED VALUE JOHN HANCOCK USA · EIN 01-0233346 / PN 001 | Pooled Separate Account | $413 | <0.1% |
| AMERICAN FUNDS NEW WORLD FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 001 | Pooled Separate Account | $302 | <0.1% |
| FEDERATED HIGH YIELD BOND JOHN HANCOCK USA · EIN 01-0233346 / PN 001 | Pooled Separate Account | $207 | <0.1% |
| DFA INTL SMALL COMPANY FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 001 | Pooled Separate Account | $117 | <0.1% |
| AB GLOBAL BOND FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 001 | Pooled Separate Account | $75 | <0.1% |
| TOTAL BOND MARKET FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 001 | Pooled Separate Account | $47 | <0.1% |
| — |
| INVESTMENT ADVISOR |
| $100 |
| — |
