The Centers for Habilitation's EIN is 86-0217033.
Download the official 2023 Form 5500 (PDF) for The Centers for Habilitation from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)The Centers for Habilitation's plan includes ERISA 404(c) participant direction, a 403(b) annuity, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Provider | Nondisclosure info |
|---|---|
| NATIONWIDE | REPORTS WITH DISCREPANCIES THAT WERE NOT RECTIFIED IN TIME. |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fixed Contract Fixed Account N/A | Other securities | — | — | $784K | 12.5% | |
| American Funds 2055 Target Retirement R6 Omnibus Account- Mutual Fund N/A | Mutual Funds | — | — | $747K | 11.9% | |
| TIAA Cref Large Cap Growth Index Omnibus Account- Mutual Fund N/A | Mutual Funds | — | — | $661K | 10.6% | |
| American Funds 2040 Target Retirement R6 Omnibus Account- Mutual Fund N/A | Mutual Funds | — | — | $411K | 6.6% | |
| Vanguard 500 Index Fund As Omnibus Account- Mutual Fund N/A | Common Collective Trusts | — | — | $406K | 6.5% | |
| American Funds 2045 Target Retirement R6 Omnibus Account- Mutual Fund N/A | Mutual Funds | — | — | $341K | 5.5% | |
| TIAA Cref Socchoice Bd Inst Omnibus Account- Mutual Fund N/A | Mutual Funds | — | — | $313K | 5.0% | |
| American Funds Am Mut R6 Omnibus Account- Mutual Fund N/A | Mutual Funds | — | — | $311K | 5.0% | |
| American Funds 2050 Target Retirement R6 Omnibus Account- Mutual Fund N/A | Mutual Funds | — | — | $298K | 4.8% | |
| American Funds 2035 Target Retirement R6 Omnibus Account- Mutual Fund N/A | Mutual Funds | — | — | $245K | 3.9% | |
| American Funds 2030 Target Retirement R6 Omnibus Account- Mutual Fund N/A | Mutual Funds | — | — | $245K | 3.9% | |
| Vanguard Mid-Cap Index Fund As Omnibus Account- Mutual Fund N/A | Common Collective Trusts | — | — | $235K | 3.8% | |
| American Funds 2020 Target Retirement R6 Omnibus Account- Mutual Fund N/A | Mutual Funds | — | — | $215K | 3.4% | |
| American Funds 2025 Target Retirement R6 Omnibus Account- Mutual Fund N/A | Mutual Funds | — | — | $156K | 2.5% | |
| Notes receivable from participants Maturing 2025-2030 at interest rates of 4.25%-9.50% - | Bonds / Notes | — | — | $134K | 2.1% | |
| Dfa US Small Cap Inst Omnibus Account- Mutual Fund N/A | Mutual Funds | — | — | $128K | 2.0% | |
| American Funds New World R6 Omnibus Account- Mutual Fund N/A | Mutual Funds | — | — | $123K | 2.0% | |
| American Funds 2060 Target Retirement R6 Omnibus Account- Mutual Fund N/A | Mutual Funds | — | — | $69K | 1.1% | |
| Vanguard Wlsly Inc Adml Omnibus Account- Mutual Fund N/A | Mutual Funds | — | — | $69K | 1.1% | |
| American Funds 2015 Target Retirement R6 Omnibus Account- Mutual Fund N/A | Mutual Funds | — | — | $51K | 0.8% | |
| American Funds Europacific Growth Omnibus Account- Mutual Fund N/A | Mutual Funds | — | — | $25K | 0.4% | |
| American Funds 2010 Target Retirement R6 Omnibus Account- Mutual Fund N/A | Mutual Funds | — | — | $22K | 0.3% | |
| Fidelity 500 Index Omnibus Account- Mutual Fund N/A | Common Collective Trusts | — | — | $10K | 0.2% | |
| American Funds 2065 Target Retirement R6 Omnibus Account- Mutual Fund N/A | Mutual Funds | — | — | $9K | 0.1% | |
| Fed Gov Obligations Prmr Omnibus Account- Mutual Fund N/A | Other securities | — | — | $9K | 0.1% | |
| Goldman Sachs International Omnibus Account- Mutual Fund N/A | Other securities | — | — | $6K | <0.1% | |
| Fidelity International Index Omnibus Account- Mutual Fund N/A | Mutual Funds | — | — | $6K | <0.1% | |
| Dodge Cox International Stock Omnibus Account- Mutual Fund N/A | Mutual Funds | — | — | $6K | <0.1% | |
| NW Loomis All Cap Growth R6 Omnibus Account- Mutual Fund N/A | Other securities | — | — | $5K | <0.1% | |
| Avantis US Large Cap Value Omnibus Account- Mutual Fund N/A | Other securities | — | — | $5K | <0.1% | |
| JP Morgan Large Cap Growth Index Omnibus Account- Mutual Fund N/A | Other securities | — | — | $5K | <0.1% | |
| DFA Emerging Markets Omnibus Account- Mutual Fund N/A | Mutual Funds | — | — | $4K | <0.1% | |
| JP Morgan Equity Income R5 Omnibus Account- Mutual Fund N/A | Other securities | — | — | $4K | <0.1% | |
| MFS Mid Cap Growth R6 Omnibus Account- Mutual Fund N/A | Mutual Funds | — | — | $3K | <0.1% | |
| Black Rock Total Return K Omnibus Account- Mutual Fund N/A 149 * Diamond Hill Mid Cap I Omnibus Account- Mutual Fund N/A | Other securities | — | — | $3K | <0.1% | |
| Principal Global Real Estate R6 Omnibus Account- Mutual Fund N/A | Other securities | — | — | $3K | <0.1% | |
| Fidelity US Bond Index Omnibus Account- Mutual Fund N/A | Mutual Funds | — | — | $3K | <0.1% | |
| AB Global Bond I Omnibus Account- Mutual Fund N/A 210 * PGIM Total Return Bond R6 Omnibus Account- Mutual Fund N/A | Other securities | — | — | $2K | <0.1% | |
| PIMCO Real Return Inst Omnibus Account- Mutual Fund N/A | Mutual Funds | — | — | $2K | <0.1% | |
| Legal & General Commodity Strategy Fund Omnibus Account- Mutual Fund N/A | Other securities | — | — | $2K | <0.1% | |
| Black Rock High Yield Bond Omnibus Account- Mutual Fund N/A | Other securities | — | — | $1K | <0.1% | |
| Vanguard Explore Omnibus Account- Mutual Fund N/A | Mutual Funds | — | — | $1K | <0.1% | |
| Avantis US Small Cap Value Omnibus Account- Mutual Fund N/A | Other securities | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
