RON Gillis signed Barletta Engineering Corporation's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Barletta Engineering Corporation's EIN is 04-3034210.
Download the official 2023 Form 5500 (PDF) for Barletta Engineering Corporation from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Barletta Engineering Corporation's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, 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 |
|---|---|---|---|---|---|
| VOYA RETIREMENT ADVISORS, LLC | 02-0488491 | — | SERVICE PROVIDER | $9K | — |
| VOYA RETIREMENT INS & ANNUITY CO. | 71-0294708 | — | SERVICE PROVIDER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| VOYA VARIABLE INVESTMENT FUNDS VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $52.5M | 93.2% | |
| Vanguard Group Inc | Mutual Funds | — | — | $7.7M | 13.6% | |
| Vanguard Group Inc | Mutual Funds | — | — | $4.6M | 8.2% | |
| Vanguard Group Inc | Mutual Funds | — | — | $4.5M | 7.9% | |
| Fidelity Investments | Mutual Funds | — | — | $4.0M | 7.1% | |
| Vanguard Group Inc | Mutual Funds | — | — | $3.4M | 6.0% | |
| Fidelity Investments | Mutual Funds | — | — | $2.8M | 4.9% | |
| Vanguard Group Inc | Mutual Funds | — | — | $2.6M | 4.6% | |
| Vanguard Group Inc | Mutual Funds | — | — | $2.6M | 4.6% | |
| Voya Retirement Insurance and Annuity Company | Common Stocks | — | — | $2.2M | 3.9% | |
| Fidelity Investments | Mutual Funds | — | — | $2.2M | 3.8% | |
| Vanguard Group Inc | Mutual Funds | — | — | $1.9M | 3.3% | |
| Fidelity Investments | Mutual Funds | — | — | $1.6M | 2.8% | |
| Vanguard Group Inc | Mutual Funds | — | — | $1.5M | 2.6% | |
| Fidelity Investments | Mutual Funds | — | — | $1.4M | 2.5% | |
| Fidelity Investments | Mutual Funds | — | — | $1.3M | 2.4% | |
| Fidelity Investments | Mutual Funds | — | — | $1.3M | 2.3% | |
| Fidelity Investments | Mutual Funds | — | — | $1.2M | 2.1% | |
| Fidelity Investments | Mutual Funds | — | — | $1.1M | 2.0% | |
| Fidelity Investments | Mutual Funds | — | — | $1.1M | 2.0% | |
| Fidelity Investments | Mutual Funds | — | — | $1.0M | 1.8% | |
| Vanguard Group Inc | Mutual Funds | — | — | $972K | 1.7% | |
| Vanguard Group Inc | Mutual Funds | — | — | $954K | 1.7% | |
| Vanguard Group Inc | Mutual Funds | — | — | $795K | 1.4% | |
| Fidelity Investments | Mutual Funds | — | — | $741K | 1.3% | |
| Fidelity Investments | Mutual Funds | — | — | $589K | 1.0% | |
| Fidelity Investments | Mutual Funds | — | — | $489K | 0.9% | |
| Voya Retirement Insurance and Annuity Company | Common Stocks | — | — | $384K | 0.7% | |
| Fidelity Investments | Mutual Funds | — | — | $137K | 0.2% | |
| Notes receivable from participants | Other securities | — | — | $60K | 0.1% | |
| Voya Investments, LLC | Other securities | — | — | $53K | <0.1% | |
| Fidelity Investments | Mutual Funds | — | — | $32K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| WILLIAM BLAIR & COMPANY |
| 36-2214610 |
| — |
| OTHER FEES |
| $0 |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR | 36-3297908 | — | SERVICE PROVIDER | $0 | — |
