VU TRAN signed Applied Behavior Health Management, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Applied Behavior Health Management, LLC's EIN is 83-1082259.
Download the official 2024 Form 5500 (PDF) for Applied Behavior Health Management, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Applied Behavior Health Management, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, automatic enrollment, 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 ADMINISTRATOR | $38K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $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 | |||||
|---|---|---|---|---|---|---|
| Guaranteed Interest Account * Principal Life Insurance Company Guaranteed Investment Option {+} | Common Stocks | — | — | $1.4M | 19.2% | |
| Vanguard Investments Intermediate-Term Bond Index Fund {+} | Common Collective Trusts | — | — | $1.3M | 18.3% | |
| Vanguard Investments Developed Markets Index Fund {+} | Common Collective Trusts | — | — | $1.0M | 14.2% | |
| Vanguard Investments Growth Index Fund {+} | Common Collective Trusts | — | — | $665K | 9.2% | |
| Vanguard Investments Value Index Fund {+} | Common Collective Trusts | — | — | $634K | 8.8% | |
| Fidelity Investments 500 Index Fund {+} | Common Collective Trusts | — | — | $541K | 7.5% | |
| Vanguard Investments Small-Cap Value Index Fund {+} | Common Collective Trusts | — | — | $286K | 4.0% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $194K | 2.7% | |
| PRIN MIDCAP S&P 400 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $192K | 2.7% | |
| Fidelity Investments Mid Cap Value Index Fund {+} | Common Collective Trusts | — | — | $173K | 2.4% | |
| Vanguard Investments Small-Cap Growth Index Fund {+} | Common Collective Trusts | — | — | $143K | 2.0% | |
| Vanguard Investments Mid-Cap Growth Index Fund {+} | Common Collective Trusts | — | — | $131K | 1.8% | |
| Vanguard Investments Real Estate Index Fund {+} | Common Collective Trusts | — | — | $25K | 0.3% | |
| Vanguard Investments High-Yield Corporate Fund {+} | Mutual Funds | — | — | $23K | 0.3% | |
| Participant Loans Rate 9.00% - 9.50% {+} | Bonds / Notes | — | — | $22K | 0.3% | |
| Vanguard Investments Emerginf Markets Stock Index Fund {+} | Common Collective Trusts | — | — | $9K | 0.1% | |
| Vanguard Investments Intermediate-Term Treasury Index Fund {+} | Common Collective Trusts | — | — | $5K | <0.1% | |
| Vanguard Investments Total International Bond Index Fund {+} | Common Collective Trusts | — | — | $2K | <0.1% | |
| Vanguard Investments Long-Term Investment Grade 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.
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERIPRISE FINANCIAL SERVICES INC. | 51-6041053 | — | INVESTMENT ADVISORY | $0 | — |
| WILSHIRE ADVISORS LLC | 95-2755361 | — | INVESTMENT ADVISORY | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ORENDA RETIREMENT, LLC | 36-4877979 | — | CONTRACT ADMINISTRATOR | $15K | — |
