Behavioral Outcomes Management, LLC's EIN is 82-3561431.
Download the official 2024 Form 5500 (PDF) for Behavioral Outcomes Management, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Behavioral Outcomes Management, LLC's plan includes 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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMIN | $42K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SIGMA FINANCIAL CORPORATION | 38-2472555 | — | OTHER SERVICES | $0 | — |
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 | |||||
|---|---|---|---|---|---|---|
| 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 | Common Collective Trusts | — | — | $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 | Mutual Funds | — | — | $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 | Mutual Funds | — | — | $31K | 0.6% | |
| Eaton Vance Eaton Vance Global Macro Absolute Return R6 Fund 395 Fidelity Advanced Equity Growth Z Fund | Mutual Funds | — | — | $29K | 0.5% | |
| Carillon Tower Carillon Eagle Mid Cap Growth R6 Fund | Other securities | — | — | $24K | 0.4% | |
| Vanguard Group Vanguard Wellesley Income Admiral Fund | Mutual Funds | — | — | $22K | 0.4% | |
| PGIM Jenn Gib Opp R6 Fund | Other securities | — | — | $14K | 0.3% | |
| Capital Research American Funds American Balanced R6 Fund | Mutual Funds | — | — | $14K | 0.2% | |
| Vanguard Group Vanguard Developed Markets Index Admiral Fund | Mutual Funds | — | — | $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 | Other securities | — | — | $7K | 0.1% | |
| Capital Research American Funds New World R6 Fund | Mutual Funds | — | — | $7K | 0.1% | |
| Harris Associates Oakmark R6 Fund | Other securities | — | — | $5K | <0.1% | |
| Vanguard Group Vanguard International Growth Admiral Fund | Mutual Funds | — | — | $5K | <0.1% | |
| Cohen & Steers Cohen & Steers Real Estate Securities Z Fund | Other securities | — | — | $5K | <0.1% | |
| PIMCO Real Return Instl Fund | Mutual Funds | — | — | $4K | <0.1% | |
| American Century American Century Small Cap Value R6 Fund | Mutual Funds | — | — | $3K | <0.1% | |
| First Eagle First Eagle Global R6 Fund | Other securities | — | — | $3K | <0.1% | |
| PGIM Total Return Bond R6 Fund 88 PIMCO Income Institutional Fund | Mutual Funds | — | — | $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% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
