Patty Flynn signed Institute for Applied Behavior Analysis Corp.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Institute for Applied Behavior Analysis Corp.'s EIN is 95-3693249.
Download the official 2023 Form 5500 (PDF) for Institute for Applied Behavior Analysis Corp. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Institute for Applied Behavior Analysis Corp.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA), automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA LIFE INSURANCE COMPANY | 39-0989781 | — | RECORDKEEPER | $8K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EXETER FINANCIAL LLC | 20-5920032 | — | INVESTMENT ADVISORY- PLAN | $8K | — |
| ACCELERATE RETIREMENT |
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 | |||||
|---|---|---|---|---|---|---|
| WMC DISCIPLINED US GR RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 101 | Pooled Separate Account | — | — | $1.3M | 25.7% | |
| TRANSAMERICA PTNR STOCK IDX RT OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 587 | Pooled Separate Account | — | — | $872K | 16.7% | |
| Transamerica Long Horizon Pooled Separate Account | Pooled Separate Accounts | — | — | $468K | 8.9% | |
| TRANS ASST ALLC LNG HORIZON RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 433 | Pooled Separate Account | — | — | $468K | 8.9% | |
| Transamerica Stable Value Option Fully Benefit-Responsive Investment Contracts | Stable Value | — | — | $406K | 7.8% | |
| TRANSAMERICA LG 2045 BLACKROCK TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 051 | Pooled Separate Account | — | — | $297K | 5.7% | |
| AEGON Bond Pooled Separate Account | Pooled Separate Accounts | — | — | $192K | 3.7% | |
| AEGON BD RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 100 | Pooled Separate Account | — | — | $192K | 3.7% | |
| TRANSAMERICA LG 2055 BLACKROCK TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 505 | Pooled Separate Account | — | — | $186K | 3.6% | |
| Transamerica LifeGoal Retirement Pooled Separate Account | Pooled Separate Accounts | — | — | $170K | 3.2% | |
| TRANSAMERICA LG D BLACKROCK OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 047 | Pooled Separate Account | — | — | $170K | 3.2% | |
| STATE STREET RUSSELL SM CP VAL IDX TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 046 | Pooled Separate Account | — | — | $159K | 3.0% | |
| TRANSAMERICA LG 2040 BLACKROCK TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 112 | Pooled Separate Account | — | — | $141K | 2.7% | |
| TRANSAMERICA LG 2050 BLACKROCK TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 113 | Pooled Separate Account | — | — | $137K | 2.6% | |
| Transamerica International Equity Pooled Separate Account | Pooled Separate Accounts | — | — | $121K | 2.3% | |
| TRANSAMERICA PTNR INTL EQ RT OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 389 | Pooled Separate Account | — | — | $121K | 2.3% | |
| TRANSAMERICA LG 2030 BLACKROCK TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 111 | Pooled Separate Account | — | — | $111K | 2.1% | |
| TA VANGUARD TTL STOCK MKT IDX OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 114 | Pooled Separate Account | — | — | $111K | 2.1% | |
| Transamerica Asset Allocation Intermediate/Long Horizon Pooled Separate Account | Pooled Separate Accounts | — | — | $94K | 1.8% | |
| TRANS ASST ALLC INTD/LNG HRZ RT OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 432 | Pooled Separate Account | — | — | $94K | 1.8% | |
| AMER FDS NEW PERSPECTIVE INV TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 023 | Pooled Separate Account | — | — | $79K | 1.5% | |
| Transamerica Large Value Opportunities Pooled Separate Account | Pooled Separate Accounts | — | — | $77K | 1.5% | |
| TRANSAMERICA PTNR LG VAL RT OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 428 | Pooled Separate Account | — | — | $77K | 1.5% | |
| TRANSAMERICA PTNR HIGH YIELD BD TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 434 | Pooled Separate Account | — | — | $70K | 1.3% | |
| TRANSAMERICA LG 2060 BLACKROCK TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 612 | Pooled Separate Account | — | — | $69K | 1.3% | |
| Participant Loans to participants, bearing interest from 5.5% to 8.5% | Bonds / Notes | — | — | $43K | 0.8% | |
| Transamerica Short Horizon Pooled Separate Account | Pooled Separate Accounts | — | — | $34K | 0.6% | |
| TRANSAMERICA AST ALLC SH HRZ RT OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 429 | Pooled Separate Account | — | — | $34K | 0.6% | |
| TRANSAMERICA LG 2035 BLACKROCK TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 050 | Pooled Separate Account | — | — | $33K | 0.6% | |
| TRANS ASST ALLC INTMD HRZN RT OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 431 | Pooled Separate Account | — | — | $27K | 0.5% | |
| Transamerica Asset Allocation Short/Intermediate Horizon Pooled Separate Account ** 23 * Transamerica Asset Allocation Intermediate Horizon Pooled Separate Account | Pooled Separate Accounts | — | — | $27K | 0.5% | |
| TRANSAMERICA LG 2025 BLACKROCK TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 049 | Pooled Separate Account | — | — | $15K | 0.3% | |
| AMERICAN FUNDS BALANCED INV OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 026 | Pooled Separate Account | — | — | $5K | <0.1% | |
| TA VANGUARD SMALL-CAP INDEX RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 107 | Pooled Separate Account | — | — | $3K | <0.1% | |
| TRANS AST ALLC SH/ITM HRZN RT OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 430 | Pooled Separate Account | — | — | $23 | <0.1% | |
| TA VANGUARD SMALL-CP GR IDX RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 106 | Pooled Separate Account | — | — | $0 | <0.1% | |
| STATE STREET INTL INDEX RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 035 | Pooled Separate Account | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 92-2678185 |
| — |
| INVESTMENT ADVISORY-PLAN |
| $6K |
| — |
