Harmony Hill School, Inc.'s EIN is 05-0369168.
Download the official 2023 Form 5500 (PDF) for Harmony Hill School, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Harmony Hill School, Inc.'s plan includes a 403(b) annuity.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS | 47-1411118 | — | SERVICE PROVIDER | $0 | — |
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 | |||||
|---|---|---|---|---|---|---|
| QUALIFIED VARIABLE ANNUITY ACCOUNT VOYA RETIREMENT INSURANCE AND ANNUITY CO · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $2.2M | 83.4% | |
| Management Fund R6 ** Vanguard Group Inc. Vanguard Balanced Index | Mutual Funds | — | — | $596K | 23.0% | |
| Fund ** J.P. Morgan Asset JPMorgan Large Cap | Other securities | — | — | $591K | 22.9% | |
| Investments Fund I3 ** Fidelity Investments Inc Fidelity 500 Index Fund | Common Collective Trusts | — | — | $369K | 14.3% | |
| Insurance Company account ** Voya Retirement Fixed Income account | Common Stocks | — | — | $365K | 14.1% | |
| Admiral ** Voya Retirement Voya Government Money 61 Insurance and Market F A (Hld Acct) Annuity Company ** Voya Retirement Voya Index Solution 2030 | Common Stocks | — | — | $243K | 9.4% | |
| Voya Retirement Voya Index Solution 2040 | Other securities | — | — | $110K | 4.2% | |
| Columbia Threadneedle Columbia Dividend Income | Other securities | — | — | $108K | 4.2% | |
| Insurance and Annuity Portfolio Z Company ** Voya Retirement Voya Index Solution 2045 | Common Stocks | — | — | $52K | 2.0% | |
| Brighthouse Life T-Flex guaranteed interest | Other securities | — | — | $47K | 1.8% | |
| Fund ** Fidelity Investments Inc Fidelity Small Cap Index | Mutual Funds | — | — | $21K | 0.8% | |
| Management, Inc. Growth Fund R6 ** John Hancock Advisors, John Hancock Bond Fund | Common Stocks | — | — | $20K | 0.8% | |
| Participant Loans Interest rates at 8.50% | Bonds / Notes | — | — | $13K | 0.5% | |
| Insurance and Annuity Portfolio Z Company ** Voya Retirement Voya Index Solution 2065 | Common Stocks | — | — | $11K | 0.4% | |
| Fund Admiral ** Vanguard Group Inc. Vangauard Explorer Fund | Mutual Funds | — | — | $7K | 0.3% | |
| LLC R6 ** Lord Abbett & Co. LLC Lord Abbett Short Duration | Mutual Funds | — | — | $7K | 0.3% | |
| Fund ** BlackRock Inc. High Yield Bond Portfolio | Common Stocks | — | — | $6K | 0.2% | |
| Insurance and Annuity Portfolio Z Company ** Voya Retirement Voya Index Solution 2060 | Common Stocks | — | — | $6K | 0.2% | |
| Fidelity Investments Inc Fidelity International Index 608 Fund ** Fidelity Investments Inc Fidelity Mid Cap Index | Mutual Funds | — | — | $5K | 0.2% | |
| Income Fund R6 ** MFS Investment MFS Mid Cap Growth | Mutual Funds | — | — | $3K | 0.1% | |
| BlackRock Inc. Ultra Short Term Bond | Common Stocks | — | — | $3K | <0.1% | |
| Insurance and Annuity Portfolio Z Company ** Voya Retirement Voya Index Solution 2055 | Common Stocks | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
