Annie Yonemura signed Video Voice Data Communications' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Video Voice Data Communications' EIN is 02-0541562.
Download the official 2024 Form 5500 (PDF) for Video Voice Data Communications from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Video Voice Data Communications' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, 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 | $11K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS | 47-1411118 | — |
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 | |||||
|---|---|---|---|---|---|---|
| MFS LIFETIME 2050 FUND - R6 | Registered Investment Companies | — | — | $406K | 13.1% | |
| MFS LIFETIME 2040FUND - R6 | Registered Investment Companies | — | — | $372K | 12.0% | |
| MFS LIFETIME 2045 FUND - R6 | Registered Investment Companies | — | — | $331K | 10.7% | |
| FID 500 IND | Registered Investment Companies | — | — | $261K | 8.4% | |
| MFS LIFETIME 2035 FUND R6 | Registered Investment Companies | — | — | $258K | 8.3% | |
| MFS LIFETIME 2060 FUND - R6 | Registered Investment Companies | — | — | $249K | 8.0% | |
| MFS LIFETIME 2055 FUND - R6 | Registered Investment Companies | — | — | $243K | 7.8% | |
| MFS LIFETIME 2030 FUND - R6 | Registered Investment Companies | — | — | $158K | 5.1% | |
| JPMORGAN LARGE CAP GROWTH R6 | Registered Investment Companies | — | — | $153K | 4.9% | |
| MFS LIFETIME 2025 FUND R6 | Registered Investment Companies | — | — | $151K | 4.9% | |
| MFS LIFETIME INCOME FUND - R6 | Registered Investment Companies | — | — | $148K | 4.8% | |
| AMC SMALL CAP VALUE FUND - R6 | Registered Investment Companies | — | — | $84K | 2.7% | |
| FID SMALL CAP INDEX | Registered Investment Companies | — | — | $70K | 2.2% | |
| FID INTERNATIONAL INDEX | Registered Investment Companies | — | — | $27K | 0.9% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $21K | 0.7% | |
| CLEARBRIDGE SMALL CAP GROWTH I | Registered Investment Companies | — | — | $19K | 0.6% | |
| MFS INTERNATIONAL GROWTH R6 | Registered Investment Companies | — | — | $19K | 0.6% | |
| VIRTUS NFJ MID-CAP VALUE R6 | Registered Investment Companies | — | — | $12K | 0.4% | |
| GS SV COL TR INSTL SER 1 GOLDMAN SACHS TRUST COMPANY · EIN 13-4166989 / PN 025 | Common Collective Trust | — | — | $5K | 0.2% | |
| PIMCO RAE US INSTL | Registered Investment Companies | — | — | $4K | 0.1% | |
| FID US BOND IND | Registered Investment Companies | — | — | $3K | <0.1% | |
| BLACKROCK CORE BOND K | Registered Investment Companies | — | — | $2K | <0.1% | |
| CARILLON EAGLE MID CAP GRTH R6 | Registered Investment Companies | — | — | $1K | <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 |
| — |
