Shirley Horner signed TURN Behavioral Health Services' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
TURN Behavioral Health Services' EIN is 95-3302967.
Download the official 2024 Form 5500 (PDF) for TURN Behavioral Health Services from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)TURN Behavioral Health Services' 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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $31K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CORNERSTONE WEALTH ADVISORS, INC. | 27-4371298 |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| BLACKROCK LIFEPATH 2030 K | Registered Investment Companies | — | — | $3.5M | 16.0% | |
| BLACKROCK LIFEPATH 2035 K | Registered Investment Companies | — | — | $3.5M | 16.0% | |
| BLACKROCK LIFEPATH RET K | Registered Investment Companies | — | — | $3.2M | 14.3% | |
| BLACKROCK LIFEPATH 2040 K | Registered Investment Companies | — | — | $2.6M | 11.6% | |
| BLACKROCK LIFEPATH 2045 K | Registered Investment Companies | — | — | $2.5M | 11.2% | |
| BLACKROCK LIFEPATH 2050 K | Registered Investment Companies | — | — | $2.0M | 9.1% | |
| BLACKROCK LIFEPATH 2055 K | Registered Investment Companies | — | — | $1.5M | 6.7% | |
| BLACKROCK LPD 2060 K | Registered Investment Companies | — | — | $1.1M | 5.0% | |
| AMERICAN FUNDS NEW WORLD R6 454 REGISTERED INVESTMENT COMPANY FID 500 IND | Registered Investment Companies | — | — | $717K | 3.2% | |
| VANGUARD FEDERAL MM INV | Registered Investment Companies | — | — | $224K | 1.0% | |
| JPMORGAN LARGE CAP GROWTH R6 | Registered Investment Companies | — | — | $224K | 1.0% | |
| FIDELITY SMALL CAP GROWTH FUND | Registered Investment Companies | — | — | $132K | 0.6% | |
| BLACKROCK ADV INTERNATIONAL I | Registered Investment Companies | — | — | $94K | 0.4% | |
| HARTFORD DIVIDEND & GROWTH R6 | Registered Investment Companies | — | — | $91K | 0.4% | |
| JANUS HENDERSON ENTERPRISE N | Registered Investment Companies | — | — | $64K | 0.3% | |
| COLUMBIA MID CAP INDEX I2 | Registered Investment Companies | — | — | $62K | 0.3% | |
| TRANSAMERICA SHORT TERM BD R6 | Registered Investment Companies | — | — | $58K | 0.3% | |
| FIDELITY ADVISOR TOTAL BOND Z | Registered Investment Companies | — | — | $56K | 0.3% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $51K | 0.2% | |
| BLACKROCK LIFEPATH 2065 K | Registered Investment Companies | — | — | $41K | 0.2% | |
| ALLSPRING SPECIAL MC VAL R6 | Registered Investment Companies | — | — | $25K | 0.1% | |
| DFA US TARGETED VAL PORT INST | Registered Investment Companies | — | — | $12K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| INVESTMENT/FINANCIAL ADVI |
| $12K |
| — |
