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Original filing (PDF)20250909072243NAL0012738243001
BEHAVIORAL OUTCOMES MANAGEMENT, LLC
Form 5500
FILING_RECEIVED
VERSICARE GROUP 401(K) PLAN
401(k) retirement plan
Signals · 2
~76 bps in Sched C feesNo recordkeeper disclosed
Active participants
847
Accounts w/ balance
239
Plan assets (EOY)
$5.5M
Net assets (EOY)
$5.5M
How this plan invests
This plan
13 pooled trusts
Schedule D
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
88
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
80
Vendor stack
80
Participation health
65
Knocking points off
- 76 bps in Schedule C fees — modestly above peer band of 52 bps.
- No recordkeeper disclosed on Schedule C.
- Only 28% as many balances as active participants — suggests many active employees aren't deferring.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BEHAVIORAL OUTCOMES MANAGEMENT, LLC.
Plan sponsor
Name
BEHAVIORAL OUTCOMES MANAGEMENT, LLC
EIN
82-3561431
Address
210 TOWN CENTER DRIVE · TROY, MI · 48084
Phone
(248) 643-8900
Industry
Admin Support & Waste Mgmtsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-09
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
DOEREN MAYHEW ASSURANCE
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMIN | $42K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SIGMA FINANCIAL CORPORATION | 38-2472555 | — | OTHER SERVICES | $0 | — |
Investments
18 direct securities · 13 pooled funds· $5.5M(100% of reported assets)
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.
Common Collective Trust
$4.8M
13 holdings
Uncategorized
$717K
17 holdings
Mutual Funds
$3K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $1.1M | 20.6% | |
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $1.1M | 19.1% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $942K | 17.1% | |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $863K | 15.7% | |
| PIMCO Intl Bond (USD-Hdg) I Fund 682 Putnam Dynamic Asset Allocation Growth R6 Fund 179 Vanguard Group Vanguard 500 Index Admiral Fund | — | — | — | $480K | 8.7% | |
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $225K | 4.1% | |
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $225K | 4.1% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $121K | 2.2% | |
| PRIN LIFETIME HY 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $64K | 1.2% | |
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $62K | 1.1% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $56K | 1.0% | |
| Vanguard Group Vanguard Mid Cap Index Admiral Fund | — | — | — | $54K | 1.0% | |
| PRIN LIFETIME HY 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $37K | 0.7% | |
| Vanguard Group Vanguard Small Cap Index Admiral Fund | — | — | — | $31K | 0.6% | |
| Eaton Vance Eaton Vance Global Macro Absolute Return R6 Fund 395 Fidelity Advanced Equity Growth Z Fund | — | — | — | $29K | 0.5% | |
| Carillon Tower Carillon Eagle Mid Cap Growth R6 Fund | — | — | — | $24K | 0.4% | |
| Vanguard Group Vanguard Wellesley Income Admiral Fund | — | — | — | $22K | 0.4% | |
| PGIM Jenn Gib Opp R6 Fund | — | — | — | $14K | 0.3% | |
| Capital Research American Funds American Balanced R6 Fund | — | — | — | $14K | 0.2% | |
| Vanguard Group Vanguard Developed Markets Index Admiral Fund | — | — | — | $11K | 0.2% | |
| PRIN LIFETIME HYBR 2015 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $8K | 0.1% | |
| BlackRock Mid-Cap Value K Fund | — | — | — | $7K | 0.1% | |
| Capital Research American Funds New World R6 Fund | — | — | — | $7K | 0.1% | |
| Harris Associates Oakmark R6 Fund | — | — | — | $5K | <0.1% | |
| Vanguard Group Vanguard International Growth Admiral Fund | — | — | — | $5K | <0.1% | |
| Cohen & Steers Cohen & Steers Real Estate Securities Z Fund | — | — | — | $5K | <0.1% | |
| PIMCO Real Return Instl Fund | — | — | — | $4K | <0.1% | |
| American Century American Century Small Cap Value R6 Fund | Mutual Funds | — | — | $3K | <0.1% | |
| First Eagle First Eagle Global R6 Fund | — | — | — | $3K | <0.1% | |
| PGIM Total Return Bond R6 Fund 88 PIMCO Income Institutional Fund | — | — | — | $2K | <0.1% | |
| PRIN LIFETIME HYB 2070 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO. · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $463 | <0.1% |
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