Cynthia Lindholm signed Behavioral Systems Southwest, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Behavioral Systems Southwest, Inc.'s EIN is 95-3238991.
Download the official 2024 Form 5500 (PDF) for Behavioral Systems Southwest, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Behavioral Systems Southwest, Inc.'s plan includes a default investment (QDIA), profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $12K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL LLC | 04-3046611 | — | ADVISOR | $14K | — |
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 | |||||
|---|---|---|---|---|---|---|
| AB Lg Cap Grth Z 5,992 shares | Other securities | — | — | $655K | 10.4% | |
| DH Large Cap I 15,451 shares | Other securities | — | — | $499K | 8.0% | |
| FA STABLE VALUE I FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 026 | Common Collective Trust | — | — | $467K | 7.4% | |
| Pif Sam Bal Inst 29,465 shares | Other securities | — | — | $463K | 7.4% | |
| JPM US Equity R6 17,964 shares | Other securities | — | — | $449K | 7.2% | |
| Pif Sam Strat Gr Is 15,773 shares | Other securities | — | — | $338K | 5.4% | |
| Ev Atl Cap Smid-Cp I 7,885 shares | Other securities | — | — | $328K | 5.2% | |
| Vrts NFJ MC Val Is 11,119 shares | Other securities | — | — | $318K | 5.1% | |
| FA Stk Sel Sm Cap I 8,388 shares | Other securities | — | — | $314K | 5.0% | |
| AF Trgt Date 2025 R6 17,005 shares | Other securities | — | — | $258K | 4.1% | |
| Af Europac Growth R5 4,445 shares | Other securities | — | — | $238K | 3.8% | |
| Col S Tech & Info I2 1,447 shares | Other securities | — | — | $217K | 3.4% | |
| AF Trgt Date 2035 R6 10,634 shares | Other securities | — | — | $202K | 3.2% | |
| AF Trgt Date 2045 R6 8,562 shares | Other securities | — | — | $182K | 2.9% | |
| AF Trgt Date 2055 R6 6,612 shares | Other securities | — | — | $175K | 2.8% | |
| Davis Financial Y 2,512 shares | Other securities | — | — | $167K | 2.7% | |
| Fh Mdt Sm Cap Gr R6 4,773 shares | Other securities | — | — | $134K | 2.1% | |
| JPM Core Plus Bnd R6 18,799 shares | Other securities | — | — | $134K | 2.1% | |
| Pif Sam Cnsrv Bal I 9,645 shares | Other securities | — | — | $117K | 1.9% | |
| Notes receivable from participants maturing through September 2029 - | Other securities | — | — | $95K | 1.5% | |
| Col Mid Cap Index I2 5,427 shares | Other securities | — | — | $82K | 1.3% | |
| ABF Sm Cap Val R5 2,892 shares | Other securities | — | — | $71K | 1.1% | |
| AF Trgt Date 2010 R6 18 shares ** 204 AF Trgt Date 2020 R6 4,573 shares | Other securities | — | — | $62K | 1.0% | |
| AF Trgt Date 2050 R6 2,851 shares | Other securities | — | — | $60K | 0.9% | |
| Mgl Em Mkts Eq I 2,913 shares | Other securities | — | — | $56K | 0.9% | |
| BWG Corp Credit IS 4,177 shares | Common Stocks | — | — | $44K | 0.7% | |
| AF Trgt Date 2060 R6 2,451 shares | Other securities | — | — | $44K | 0.7% | |
| AF Trgt Date 2065 R6 2,227 shares | Other securities | — | — | $39K | 0.6% | |
| AF Trgt Date 2040 R6 1,618 shares | Other securities | — | — | $33K | 0.5% | |
| Col Overseas Val I 2,783 shares | Other securities | — | — | $29K | 0.5% | |
| AF Trgt Date 2030 R6 356 shares | Other securities | — | — | $6K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
