Anne Marie Anderson signed Whitridge Associates, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Whitridge Associates, Inc.'s EIN is 04-3155904.
Download the official 2024 Form 5500 (PDF) for Whitridge Associates, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Whitridge Associates, Inc.'s 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 |
|---|---|---|---|---|---|
| VOYA RETIREMENT INS & ANNUITY CO. | 02-0488491 | — | SERVICE PROVIDER | $8K | — |
| ASCENSUS C/O FUTURE PLAN | — | CHICAGO, IL | THIRD PARTY ADMINISTRATO | $0 | — |
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 | |||||
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT D VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 001 | Pooled Separate Account | — | — | $11.5M | 97.7% | |
| s - * Voya Financial Services Vanguard 500 Index Fund Admiral | Pooled Separate Accounts | — | — | $2.2M | 18.5% | |
| Voya Financial Services American Funds Growth Fund R6 | Mutual Funds | — | — | $2.1M | 17.9% | |
| Voya Financial Services Vanguard Target Retirement 2025 Fund | Mutual Funds | — | — | $760K | 6.5% | |
| Voya Financial Services Vanguard Target Retirement 2030 Fund | Mutual Funds | — | — | $549K | 4.7% | |
| Voya Financial Services Vanguard Mid-Cap Index Fund Admiral | Common Collective Trusts | — | — | $509K | 4.3% | |
| Voya Financial Services American Century Mid Cap Value Fund R6 | Other securities | — | — | $493K | 4.2% | |
| Voya Financial Services Vanguard Target Retirement 2055 Fund | Mutual Funds | — | — | $437K | 3.7% | |
| Voya Financial Se1vices Vanguard Small-Cap Index Fund | Common Collective Trusts | — | — | $399K | 3.4% | |
| Voya Financial Se1vices Vanguard Target Retirement 2045 Fund | Mutual Funds | — | — | $398K | 3.4% | |
| Voya Financial Services Vanguard Target Retirement 2035 Fund | Mutual Funds | — | — | $390K | 3.3% | |
| Voya Financial Services Vanguard Total Stock Market Index Fund Admiral | Common Collective Trusts | — | — | $381K | 3.2% | |
| Voya Financial Se1vices American Funds Europacific Growth Fund R6 | Mutual Funds | — | — | $310K | 2.6% | |
| Voya Financial Se1vices MFS Technology Fund R6 | Mutual Funds | — | — | $294K | 2.5% | |
| Voya Financial Se1vices American Funds Cap World Growth and Income | Mutual Funds | — | — | $284K | 2.4% | |
| Voya Financial Se1vices Vanguard Total International Stock Index Fund Admiral | Common Collective Trusts | — | — | $273K | 2.3% | |
| Voya Financial Se1vices Vanguard Total Bond Market Index Fund Admiral | Common Collective Trusts | — | — | $248K | 2.1% | |
| Voya Financial Services Vanguard Health Care Index Fund Admiral | Common Collective Trusts | — | — | $200K | 1.7% | |
| Voya Financial Se1vices Vanguard Emerging Markets Stock Index Fund Admiral | Common Collective Trusts | — | — | $175K | 1.5% | |
| Voya Financial Se1vices Vanguard Target Retirement 2040 Fund | Mutual Funds | — | — | $154K | 1.3% | |
| Voya Financial Se1vices Vanguard Target Retirement 2050 Fund | Mutual Funds | — | — | $145K | 1.2% | |
| Voya Financial Services Vanguard Balance Index Fund Admiral | Common Collective Trusts | — | — | $131K | 1.1% | |
| Voya Financial Se1vices DFA lnllation-Protected Secmities Portfolio Institutional | Mutual Funds | — | — | $129K | 1.1% | |
| Voya Financial Se1viccs MFS Mid Cap Growth Fund R6 | Mutual Funds | — | — | $108K | 0.9% | |
| Voya Financial Se1vices DFA Real Estate Securities Pm1folio Institutional | Mutual Funds | — | — | $73K | 0.6% | |
| Voya Financial Sc1vices PGIM High Yield Bond Fund | Other securities | — | — | $70K | 0.6% | |
| Voya Financial Se1vices Vanguard Target Retirement 2060 Fund | Mutual Funds | — | — | $68K | 0.6% | |
| Voya Financial Se1vices PIMCO Income Fund Institutional | Mutual Funds | — | — | $63K | 0.5% | |
| Voya Financial Services American Funds Capital World Bond Fund | Mutual Funds | — | — | $61K | 0.5% | |
| Voya Financial Services Vanguard Energy Fund Admiral | Mutual Funds | — | — | $47K | 0.4% | |
| Voya Financial Services Invesco International Small-Mid Company Fund | Mutual Funds | — | — | $24K | 0.2% | |
| Voya Financial Services Vanguard FTSE Social Index Fund | Common Collective Trusts | — | — | $17K | 0.1% | |
| Voya Financial Se1vices Voya Government Money Market Fund A | Cash / Money Market | — | — | $9K | <0.1% | |
| Voya Financial Services Vanguard Target Retinnent 2070 Fund | Mutual Funds | — | — | $6K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
