Data Search NY Inc. DBA Trakamerica's EIN is 11-3566258.
Download the official 2024 Form 5500 (PDF) for Data Search NY Inc. DBA Trakamerica from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Data Search NY Inc. DBA Trakamerica'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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE CO | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $17K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $3K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Freedom Index 2030 Instl Prem | Mutual Funds | — | — | $2.1M | 25.1% | |
| Fidelity Freedom Index 2040 Instl Prem | Mutual Funds | — | — | $1.1M | 13.5% | |
| Fidelity Freedom Index 2050 Instl Prem | Mutual Funds | — | — | $1.0M | 12.4% | |
| Fidelity Freedom Index 2035 Instl Prem | Mutual Funds | — | — | $822K | 9.8% | |
| Fidelity Freedom Index 2045 Instl Prem | Mutual Funds | — | — | $679K | 8.1% | |
| Fidelity Freedom Index 2025 Instl Prem | Mutual Funds | — | — | $439K | 5.2% | |
| Fidelity Freedom Index 2055 Instl Prem | Mutual Funds | — | — | $371K | 4.4% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $323K | 3.9% | |
| Fidelity Adv Balanced Z | Mutual Funds | — | — | $187K | 2.2% | |
| Fidelity Freedom Index 2060 Instl Prem | Mutual Funds | — | — | $170K | 2.0% | |
| Invesco Small Cap Value R6 | Mutual Funds | — | — | $149K | 1.8% | |
| Fidelity Freedom Index 2020 Instl Prem | Mutual Funds | — | — | $135K | 1.6% | |
| American Fds New World R6 | Other securities | — | — | $102K | 1.2% | |
| Fidelity International Index | Mutual Funds | — | — | $88K | 1.1% | |
| Fidelity US Bond Index | Mutual Funds | — | — | $87K | 1.0% | |
| American Fds Gr & Inc Port R6 | Common Stocks | — | — | $84K | 1.0% | |
| Participant Loans | Participant loans | — | — | $75K | 0.9% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $53K | 0.6% | |
| Cohen & Steers Real Estate Securities Z | Other securities | — | — | $44K | 0.5% | |
| Fidelity Advisor Value Strategies I | Mutual Funds | — | — | $41K | 0.5% | |
| Fidelity Freedom Index 2065 Instl Prem | Mutual Funds | — | — | $39K | 0.5% | |
| Fidelity Small Cap Index | Mutual Funds | — | — | $37K | 0.4% | |
| EI Fixed Account - Series Class I | Other securities | — | — | $34K | 0.4% | |
| American Fds Europacific GR R6 | Other securities | — | — | $28K | 0.3% | |
| Oakmark International Institutional | Other securities | — | — | $23K | 0.3% | |
| Fidelity Advisor Growth Opps Z | Mutual Funds | — | — | $22K | 0.3% | |
| Franklin Income R6 | Mutual Funds | — | — | $16K | 0.2% | |
| Neuberger Berman Large Cap Value R6 | Other securities | — | — | $12K | 0.1% | |
| Blackrock Inflation Protected Bond K | Other securities | — | — | $9K | 0.1% | |
| Employer Contribution Receivable | Other securities | — | — | $9K | 0.1% | |
| Lord Abbett Bond Debenture R6 | U.S. Treasuries | — | — | $5K | <0.1% | |
| Fidelity Freedom Index Income Investor | Mutual Funds | — | — | $5K | <0.1% | |
| American Fds American Hi Inc Tr R6 | Common Stocks | — | — | $4K | <0.1% | |
| Pimco Income Instl | Mutual Funds | — | — | $4K | <0.1% | |
| Forfeitures | Other securities | — | — | $3K | <0.1% | |
| Baird Aggregate Bond Inst | Other securities | — | — | $3K | <0.1% | |
| Lord Abbett Developing Growth R6 | Mutual Funds | — | — | $1K | <0.1% | |
| BNY Mellon Appreciation Y | Other securities | — | — | $33 | <0.1% | |
| Pioneer Bond K | Other securities | — | — | $12 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| PENNINGTON, NJ |
| INVESTMENT ADVISOR |
| $21K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BSP CONSULTING | — | OLDSMAR, FL | CONTRACT ADMIN | $2K | — |
