AMY Williams signed Primary ARMS, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Primary ARMS, LLC's EIN is 11-3837722.
Download the official 2024 Form 5500 (PDF) for Primary ARMS, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Primary ARMS, LLC'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 INSURANCE & ANNUITY | 71-0294708 | — | SERVICE PROVIDER | $30K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS | 43-1451524 | — | 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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| VARIABLE ANNUITY ACCOUNT D VOYA RETIREMENT INSURANCE & ANNUITY CO · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $4.9M | 94.9% | |
| MyCompass Ind Moderate 2035 Fd R | Other securities | — | — | $971K | 18.7% | |
| MyCompass Ind Moderate 2045 Fd R | Other securities | — | — | $730K | 14.0% | |
| MyCompass Ind Moderate 2055 Fd R | Other securities | — | — | $541K | 10.4% | |
| Schwab S&P 500 Index Fund | Common Collective Trusts | — | — | $489K | 9.4% | |
| Massachusetts Investment Growth Stock Fund R6 | Other securities | — | — | $342K | 6.6% | |
| MyCompass Ind Aggressive 2045 Fd R | Other securities | — | — | $244K | 4.7% | |
| American Funds New World R6 | Mutual Funds | — | — | $209K | 4.0% | |
| PGIM Jennison Small Company Fund R6 | Common Stocks | — | — | $188K | 3.6% | |
| MFS International Growth Fund R6 | Mutual Funds | — | — | $174K | 3.3% | |
| Voya Fixed Account | Other securities | — | — | $171K | 3.3% | |
| Vanguard Mid Cap Index Fund Admiral | Common Collective Trusts | — | — | $144K | 2.8% | |
| American Funds Bond Fund Amer R6 | Mutual Funds | — | — | $119K | 2.3% | |
| MyCompass Ind Aggressive 2055 Fd R | Other securities | — | — | $118K | 2.3% | |
| Participant loans | Participant loans | — | — | $95K | 1.8% | |
| MyCompass Ind Moderate Ret Fd R | Other securities | — | — | $94K | 1.8% | |
| Vanguard Windsor Fund Admiral | Mutual Funds | — | — | $91K | 1.8% | |
| Vanguard Strategic Sm Cap Equity Fd Investment | Mutual Funds | — | — | $88K | 1.7% | |
| MyCompass Ind Conservative 2035 Fd | Other securities | — | — | $79K | 1.5% | |
| BlackRock Inflation Protected Bond K | Other securities | — | — | $72K | 1.4% | |
| MyCompass Ind Aggressive 2065 Fd R | Other securities | — | — | $57K | 1.1% | |
| American Century Global Real Estate Fund R6 | Other securities | — | — | $47K | 0.9% | |
| MyCompass Ind Conservative Ret Fund | Other securities | — | — | $35K | 0.7% | |
| Victory NASDAQ 100 Index Fund R6 | Common Collective Trusts | — | — | $35K | 0.7% | |
| MyCompass Ind Aggressive Ret Fd R | Other securities | — | — | $19K | 0.4% | |
| PIMCO RAE US Small Ins | Mutual Funds | — | — | $18K | 0.4% | |
| MyCompass Ind Aggressive 2035 Fd R | Other securities | — | — | $11K | 0.2% | |
| Voya Gov Money Mkt Fnd A | Cash / Money Market | — | — | $5K | 0.1% | |
| MyCompass Ind Conservative 2065 Fd | Other securities | — | — | $5K | <0.1% | |
| MyCompass Ind Conservative 2055 Fd | Other securities | — | — | $3K | <0.1% | |
| BrandywineGLOBAL Glb Opp Bond Fund | Other securities | — | — | $1K | <0.1% |
