Barbara Lynn SILK signed Clarion Partners, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Clarion Partners, LLC's EIN is 13-3379970.
Download the official 2024 Form 5500 (PDF) for Clarion Partners, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Clarion Partners, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.
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 | $76K | — |
| VOYA RETIREMENT ADVISORS, LLC | 02-0488491 | — | SERVICE PROVIDER | $17K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COHNREZNICK LLP |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 33-4144829 |
| — |
| AUDITOR |
| $39K |
| — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| s * Voya U.S. Stock Index Portfolio - Institutional Class Mutual fund | Mutual Funds | — | — | $14.6M | 8.8% | |
| VY TRwPr Grw Eqty Pt I Registered Investment Company | Common Stocks | — | — | $13.8M | 8.2% | |
| T. Rowe Price Science and Technology Fund Mutual fund | Other securities | — | — | $10.9M | 6.5% | |
| JPMorgan U.S. Equity Fund - Class R6 Mutual fund | Other securities | — | — | $9.1M | 5.4% | |
| American Funds The Growth Fund of America - Class R-6 Mutual fund | Mutual Funds | — | — | $8.4M | 5.1% | |
| Voya Fixed Account (Fund 4653) Guaranteed investment contract | Stable Value | — | — | $7.6M | 4.6% | |
| American Funds EuroPacific Growth Fund - Class R-6 Mutual fund | Mutual Funds | — | — | $7.5M | 4.5% | |
| VOYA TARGET SOLUTION 2035 TRUST VOYA INVESTMENT TRUST CO. · EIN 06-1440627 / PN 056 | Common Collective Trust | — | — | $7.4M | 4.5% | |
| VOYA TARGET SOLUTION 2045 TRUST VOYA INVESTMENT TRUST CO. · EIN 06-1440627 / PN 058 | Common Collective Trust | — | — | $7.3M | 4.4% | |
| s * Voya Fixed Account (Fund 4633) Guaranteed investment contract | Guaranteed Income / GIC | — | — | $7.3M | 4.4% | |
| American Funds American Balanced Fund - Class R-6 Mutual fund | Mutual Funds | — | — | $6.5M | 3.9% | |
| Baron Asset Fund Ins Registered Investment Company | Common Stocks | — | — | $6.3M | 3.8% | |
| Cohen and Steers Real Estate Securities Fund - Class A Mutual fund | Other securities | — | — | $5.2M | 3.1% | |
| Voya Intermediate Bond Fund - Class I Mutual fund | Other securities | — | — | $4.9M | 2.9% | |
| VOYA TARGET SOLUTION 2055 TRUST VOYA INVESTMENT TRUST CO. · EIN 06-1440627 / PN 060 | Common Collective Trust | — | — | $4.8M | 2.9% | |
| Vangrd FTSE Social Ind Fd Adm Registered Investment Company | Common Stocks | — | — | $4.6M | 2.8% | |
| American Funds New Perspective Fund - Class R-6 Mutual fund | Mutual Funds | — | — | $4.5M | 2.7% | |
| Vangrd Explorer Fund Adm Registered Investment Company | Common Stocks | — | — | $4.5M | 2.7% | |
| VOYA TARGET SOLUTION 2025 TRUST VOYA INVESTMENT TRUST CO · EIN 06-1440627 / PN 054 | Common Collective Trust | — | — | $4.3M | 2.6% | |
| VOYA TARGET SOLUTION 2050 TRUST VOYA INVESTMENT TRUST CO. · EIN 06-1440627 / PN 059 | Common Collective Trust | — | — | $3.9M | 2.3% | |
| VOYA TARGET SOLUTION 2060 TRUST VOYA INVESTMENT TRUST CO. · EIN 06-1440627 / PN 086 | Common Collective Trust | — | — | $3.6M | 2.1% | |
| VOYA TARGET SOLUTION 2040 TRUST VOYA INVESTMENT TRUST CO. · EIN 06-1440627 / PN 057 | Common Collective Trust | — | — | $3.2M | 1.9% | |
| Voya Russell MdCp Indx Prt I Registered Investment Company | Common Stocks | — | — | $2.6M | 1.5% | |
| VY JPM MdCp Value Port I Registered Investment Company | Common Stocks | — | — | $2.2M | 1.3% | |
| VY TRwPr Eqty Income Prt Ins Registered Investment Company | Common Stocks | — | — | $2.1M | 1.3% | |
| Voya High Yield Portfolio - Institutional Class Mutual fund | Other securities | — | — | $1.9M | 1.1% | |
| Voya Russell Small Cap Index Portfolio - Class I Mutual fund | Other securities | — | — | $1.7M | 1.0% | |
| Victory Integrity SCp Vl Fd Y Registered Investment Company | Common Stocks | — | — | $1.4M | 0.9% | |
| WESTERN ASSET CORE PLUS BOND CIT WILMINGTON TRUST N.A. · EIN 82-4391232 / PN 374 | Common Collective Trust | — | — | $1.2M | 0.7% | |
| VOYA TARGET SOLUTION INCOME TRUST VOYA INVESTMENT TRUST CO. · EIN 06-1440627 / PN 051 | Common Collective Trust | — | — | $1.1M | 0.7% | |
| VOYA TARGET SOLUTION 2030 TRUST VOYA INVESTMENT TRUST CO. · EIN 06-1440627 / PN 055 | Common Collective Trust | — | — | $642K | 0.4% | |
| Principal Gl Rl Est Sec F Ins Registered Investment Company | Common Stocks | — | — | $527K | 0.3% | |
| maturing at various dates, secured by participants' account balances. | Other securities | — | — | $412K | 0.2% | |
| Voya Government Money Market Fund A Mutual fund | Cash / Money Market | — | — | $304K | 0.2% | |
| VOYA TARGET SOLUTION 2065 TRUST VOYA INVESTMENT TRUST CO. · EIN 06-1440627 / PN 097 | Common Collective Trust | — | — | $199K | 0.1% | |
| Franklin Intl Grw Fnd R6 Mutual fund | Mutual Funds | — | — | $130K | <0.1% |
