Andrew Germann signed Carter Mario P.C.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Carter Mario P.C.'s EIN is 06-1277333.
Download the official 2024 Form 5500 (PDF) for Carter Mario P.C. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Carter Mario P.C.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.
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 | 71-0294708 | — | SERVICE PROVIDER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASSOCIATED PENSION CONSULTANTS | 11-3271022 | MELVILLE, NY | THIRD PARTY ADMIN | $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 | |||||
|---|---|---|---|---|---|---|
| COLLECTIVE INVESTMENT TRUSTS VOYA LIFE INSURANCE AND ANNUITY CO. · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $11.6M | 97.8% | |
| MyWayRetirement Balanced Fund - Class R CIT | Common Collective Trusts | — | $266K | $3.1M | 26.0% | |
| BlackRock Equity Index Fund - Class 1 CIT | Common Collective Trusts | — | $113K | $2.6M | 22.2% | |
| BlackRock Mid Cap Equity Index Fund - Class 1 CIT | Common Collective Trusts | — | $3K | $858K | 7.2% | |
| S UNITS * BlackRock Russell 2000 Index Fund - Class R CIT | Common Collective Trusts | — | $50K | $804K | 6.8% | |
| MyWayRetirement Index 2045 Fund - Class R CIT | Common Collective Trusts | — | $41K | $699K | 5.9% | |
| MyWayRetirement Large Cap Growth Fund - Class R CIT | Common Collective Trusts | — | $38K | $553K | 4.7% | |
| MyWayRetirement Core Bond Fund - Class R CIT | Common Collective Trusts | — | $52K | $488K | 4.1% | |
| MyWayRetirement Index 2035 Fund - Class R CIT | Common Collective Trusts | — | $30K | $462K | 3.9% | |
| BlackRock EAFE Equity Index Fund - Class R CIT | Common Collective Trusts | — | $29K | $403K | 3.4% | |
| MyWayRetirement Index 2050 Fund - Class R CIT | Common Collective Trusts | — | $15K | $261K | 2.2% | |
| MyWayRetirement Index 2055 Fund - Class R CIT | Common Collective Trusts | — | $12K | $214K | 1.8% | |
| MyWayRetirement Index 2040 Fund - Class R CIT | Common Collective Trusts | — | $13K | $210K | 1.8% | |
| MyWayRetirement Index 2060 Fund - Class R CIT | Common Collective Trusts | — | $10K | $183K | 1.5% | |
| MyWayRetirement Commodities Fund - Class R CIT | Common Collective Trusts | — | $11K | $137K | 1.2% | |
| MyWayRetirement International Value Fund - Class R CIT | Common Collective Trusts | — | $6K | $107K | 0.9% | |
| MyWayRetirement Mid Cap Value Fund - Class R CIT | Common Collective Trusts | — | $8K | $94K | 0.8% | |
| MyWayRetirement Index Retirement Fund - Class R CIT | Common Collective Trusts | — | $7K | $93K | 0.8% | |
| MyWayRetirement Index 2065 Fund - Class R CIT | Common Collective Trusts | — | $7K | $89K | 0.7% | |
| MyWayRetirement Mid Cap Growth Fund - Class R CIT | Common Collective Trusts | — | $4K | $47K | 0.4% | |
| BlackRock US Debt Index Fund - Class 1 CIT | Common Collective Trusts | — | $4K | $41K | 0.3% | |
| INSURANCE COMPANY INVESTMENT CONTRACT UNITS * Voya Fixed Account | Common Stocks | — | $40K | $40K | 0.3% | |
| MyWayRetirement Emerging Markets Fund - Class R CIT | Common Collective Trusts | — | $4K | $38K | 0.3% | |
| MyWayRetirement Index 2030 Fund - Class R CIT | Common Collective Trusts | — | $3K | $37K | 0.3% | |
| MyWayRetirement Large Cap Value Fund - Class R CIT | Common Collective Trusts | — | $3K | $37K | 0.3% | |
| MyWayRetirement International Growth Fund - Class R CIT | Common Collective Trusts | — | $1K | $12K | 0.1% | |
| MyWayRetirement Global Bond Fund - Class R CIT | Common Collective Trusts | — | $1K | $10K | <0.1% | |
| MyWayRetirement Real Estate Fund - Class R CIT 536 | Common Collective Trusts | — | — | $6K | <0.1% | |
| MyWayRetirement Small Cap Growth Fund - Class R CIT 522 | Common Collective Trusts | — | — | $5K | <0.1% | |
| MyWayRetirement Multisector Bond Fund - Class R CIT 109 | Common Collective Trusts | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RAYMOND JAMES AND ASSOCIATES | 59-1237041 | — | SERVICE PROVIDER | $34K | — |
