QIAN LIU signed Three Oaks Behavioral Health & Wellness' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Three Oaks Behavioral Health & Wellness' EIN is 82-3430191.
Download the official 2024 Form 5500 (PDF) for Three Oaks Behavioral Health & Wellness from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Three Oaks Behavioral Health & Wellness' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Group Total Stock Index Admiral Class Mutual Fund | Mutual Funds | — | — | $545K | 45.4% | |
| Vanguard Funds Developed Markets Index Admiral Mutual Fund | Mutual Funds | — | — | $201K | 16.8% | |
| Vanguard Group Bond Index Admiral Class Mutual Fund | Mutual Funds | — | — | $170K | 14.2% | |
| Vanguard Emerging Markets Stock Admiral Class Mutual Fund | Mutual Funds | — | — | $108K | 9.0% | |
| Vanguard Funds Total International Bond Index Admiral Mutual Fund | Mutual Funds | — | — | $53K | 4.4% | |
| Vanguard Specialized Div REIT Index Admiral Shares Mutual Fund | Mutual Funds | — | — | $51K | 4.2% | |
| Vanguard Group Mid Cap Index Admiral Mutual Fund ** 378 Vanguard Group Growth Index Admiral Mutual Fund | Mutual Funds | — | — | $32K | 2.7% | |
| Vanguard Group FTSE Social Index Admiral Mutual Fund | Mutual Funds | — | — | $11K | 1.0% | |
| Vanguard FTSE All-World ex-US Index Fund Admiral Shares Mutual Fund | Common Collective Trusts | — | — | $11K | 0.9% | |
| Vanguard Group Index 500 Admiral Mutual Fund | Mutual Funds | — | — | $4K | 0.3% | |
| Vanguard Health Care Index Admiral Mutual Fund | Mutual Funds | — | — | $4K | 0.3% | |
| Vanguard Group Reserve Federal Money Market Fund Mutual Fund ** 57 Vanguard Specialized Div Dividend Appreciation Index Admiral Mutual Fund | Mutual Funds | — | — | $2K | 0.2% | |
| Vanguard Short-Term Inflation-Protected Securities Index Admiral Mutual Fund | Mutual Funds | — | — | $2K | 0.2% | |
| Participant Loans to participants, bearing interest at 6.50% | Bonds / Notes | — | — | $2K | 0.1% | |
| Vanguard Group Small Cap Index Admiral Mutual Fund ** 751 Vanguard Group Extended Market Index Mutual Fund | Mutual Funds | — | — | $2K | 0.1% | |
| Vanguard Group Total Institutional Stock Index Admiral Mutual Fund | 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.
