Advantage Behavioral Health Services II, LLC's EIN is 92-0509261.
Download the official 2024 Form 5500 (PDF) for Advantage Behavioral Health Services II, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Advantage Behavioral Health Services II, LLC's plan includes profit-sharing, 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 ADMINISTRATO | $4K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILSHIRE ADVISORS LLC | 95-2755361 | — | INVESTMENT ADVISORY | $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 | — | — | $1.4M | 21.9% | |
| Vanguard Group - Growth Index Fund Registered Investment Company | Common Collective Trusts | — | — | $741K | 11.5% | |
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $682K | 10.6% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $664K | 10.3% | |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $573K | 8.9% | |
| Vanguard Group - Value Index Adm Fund Registered Investment Company | Mutual Funds | — | — | $415K | 6.5% | |
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $294K | 4.6% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $181K | 2.8% | |
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $164K | 2.5% | |
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $156K | 2.4% | |
| Vanguard Group - Intl Growth Adm Registered Investment Company | Mutual Funds | — | — | $116K | 1.8% | |
| Capital Research and Mgmt Co Registered Investment Company | Common Stocks | — | — | $108K | 1.7% | |
| AllspringGlobal Investments Registered Investment Company | Common Stocks | — | — | $107K | 1.7% | |
| Dimensional Fund Advisors - Intl Core Registered Investment Company | Mutual Funds | — | — | $104K | 1.6% | |
| Carillom Eagle Mid ca Gwth Registered Investment Company | Common Stocks | — | — | $102K | 1.6% | |
| PRIN SMCAP VALUE II SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 096 | Pooled Separate Account | — | — | $54K | 0.8% | |
| Black Rock Advisors , LLC Registered Investment Company | Common Stocks | — | — | $54K | 0.8% | |
| PGIM Investments, LLC Registered Investment Company | Common Stocks | — | — | $49K | 0.8% | |
| Dimensional Fund Advisors - Emer Mkt Core Registered Investment Company | Mutual Funds | — | — | $42K | 0.6% | |
| Prin Lifetime Hybr 2070 CIT Z Common/Collective Trust ** 394 Prin Fixed Inc Guar Option Fixed Account | Common Collective Trusts | — | — | $36K | 0.6% | |
| Janus Henderson Triton Registered Investment Company | Mutual Funds | — | — | $33K | 0.5% | |
| PRIN DIVERSIFIED INTL SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015 | Pooled Separate Account | — | — | $32K | 0.5% | |
| PIMCO Registered Investment Company ** 729 Vanguard Group - SEC ADM Fund Registered Investment Company | Mutual Funds | — | — | $27K | 0.4% | |
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $23K | 0.4% | |
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $15K | 0.2% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $12K | 0.2% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $4K | <0.1% | |
| PRIN LIFETIME HYBR 2015 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $714 | <0.1% | |
| PRIN REAL ESTATE SECS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | — | — | $499 | <0.1% | |
| PRIN LIFETIME HYB 2070 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $394 | <0.1% | |
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $0 | <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 |
|---|---|---|---|---|---|
| ASSOCIATED BENEFIT PLANNERS, LTD. | 23-2250214 | — | CONTRACT ADMINISTRATOR | $4K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| OSAIC FA, INC. | 35-1151034 | — | OTHER SERVICES | $0 | — |
