Craig Dunlap signed Frontier Behavioral Health's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Frontier Behavioral Health's EIN is 91-0853801.
Download the official 2024 Form 5500 (PDF) for Frontier Behavioral Health from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Frontier Behavioral Health's plan includes 403(b) custodial accounts, ERISA 404(c) participant direction.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NORTHWESTEN MUTUAL WEALTH MGMT CO | 39-2018056 | MILWAUKEE, WI | NONE | $85K | — |
| NORTHWEST PLAN SERVICES | 91-2090931 | MILL CREEK, WA | NONE | $53K | — |
| MATRIX TRUST COMPANY | 75-3182674 | — | NONE | $22K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Matrix Trust Company American Funds Washington Mutual Investors R6 - 67,245.203 shares | Mutual Funds | — | $67K | $4.1M | 9.0% | |
| Matrix Trust Company American Funds 2045 Target Date Retire R6 - 179,101.891 shares | Mutual Funds | — | $179K | $3.8M | 8.2% | |
| Matrix Trust Company American Funds 2055 Target Date Retire R6 - 143,422.426 shares | Mutual Funds | — | $143K | $3.8M | 8.2% | |
| Matrix Trust Company American Funds 2040 Target Date Retire R6 - 168,521.413 shares | Mutual Funds | — | $169K | $3.5M | 7.5% | |
| Matrix Trust Company American Funds Growth Fund of America R6 - 45,865.058 shares | Mutual Funds | — | $46K | $3.4M | 7.4% | |
| Matrix Trust Company Calvert Moderate Allocation I - 136,755.635 shares | Common Stocks | — | $137K | $3.0M | 6.5% | |
| Matrix Trust Company Fidelity 500 Index Institutional - 14,100.138shares | Common Collective Trusts | — | $14K | $2.9M | 6.2% | |
| Matrix Trust Company American Funds 2060 Target Date Retire R6 - 151,359.384 shares | Mutual Funds | — | $151K | $2.7M | 5.9% | |
| Matrix Trust Company American Funds 2050 Target Date Retire R6 - 111,247.263 shares | Mutual Funds | — | $111K | $2.3M | 5.0% | |
| Matrix Trust Company American Funds Income Fund of America R6 - 80,688.188 shares | Mutual Funds | — | $81K | $2.0M | 4.3% | |
| Matrix Trust Company American Funds 2030 Target Date Retire R6 - 112,304.517 shares | Mutual Funds | — | $112K | $1.9M | 4.2% | |
| Matrix Trust Company American Funds 2035 Target Date Retire R6 - 97,498.350 shares | Mutual Funds | — | $97K | $1.9M | 4.0% | |
| Matrix Trust Company Calvert Growth Allocation I - 58,853.922 shares | Common Stocks | — | $59K | $1.6M | 3.4% | |
| Matrix Trust Company Prudential Guaranteed Income Fund - 49,188.558 shares | Common Stocks | — | $49K | $1.5M | 3.1% | |
| FBH STABLE VALUE FUND 74444E538 PRUDENTIAL LIFE INSURANCE COMPANY · EIN 22-1211670 / PN 001 | Common Collective Trust | — | — | $1.5M | 3.1% | |
| Matrix Trust Company American Funds 2025 Target Date Retire R6 - 75,866.148 shares | Mutual Funds | — | $76K | $1.2M | 2.5% | |
| Matrix Trust Company American Funds Strategic Bond R6 - 104,831.818 shares | Mutual Funds | — | $105K | $940K | 2.0% | |
| Matrix Trust Company Fidelity Small Cap Index Institutional - 28,158.256 shares | Mutual Funds | — | $28K | $779K | 1.7% | |
| Matrix Trust Company American Funds 2020 Target Date Retire R6 - 49,726.055 shares | Mutual Funds | — | $50K | $669K | 1.4% | |
| Matrix Trust Company American Funds Small Cap World Fund R6 - 8,887.275 shares | Mutual Funds | — | $9K | $622K | 1.3% | |
| Matrix Trust Company American Funds EuroPacific Growth R6 - 11,387.024 shares | Mutual Funds | — | $11K | $612K | 1.3% | |
| Matrix Trust Company American Funds 2065 Target Date Retire R6 - 34,396.196 shares | Mutual Funds | — | $34K | $602K | 1.3% | |
| Matrix Trust Company American Funds 2015 Target Date Retire R6 - 40,280.005 shares | Mutual Funds | — | $40K | $493K | 1.1% | |
| Notes receivable from participants Interest at 4.25% to 9.50%, maturing from 2025 through 2029 | Bonds / Notes | — | — | $487K | 1.1% | |
| Matrix Trust Company American Funds New World Fund R6 - 6,217.103 shares | Mutual Funds | — | $6K | $479K | 1.0% | |
| Matrix Trust Company Principal Real Estate Securities Fund R6 - 15,431.164 shares | Common Stocks | — | $15K | $434K | 0.9% | |
| Matrix Trust Company Calvert Conservative Allocation I - 23,129.531 shares | Common Stocks | — | $23K | $411K | 0.9% | |
| Matrix Trust Company Fidelity Mid Cap Index Institutional - 6,235.854 shares | Mutual Funds | — | $6K | $211K | 0.5% | |
| Matrix Trust Company VanEck CM Commodity Index Y - 761.823 shares | Common Stocks | — | — | $52K | 0.1% | |
| Matrix Trust Company Non-interest bearing cash account | Cash / Money Market | — | — | $8K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
