Brennan Cumming signed ING Financial Services LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
ING Financial Services LLC's EIN is 13-3713590.
Download the official 2024 Form 5500 (PDF) for ING Financial Services LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)ING Financial Services LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$67K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RWBAIRD | 39-6037917 | — | INVESTMENT ADVISOR | $139K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund Mutual Fund | Common Collective Trusts | — | — | $121.4M | 26.7% | |
| Harbor Capital Appreciation CIT 2 Collective Investment Trust | Common Collective Trusts | — | — | $70.8M | 15.6% | |
| HARB CAP APPR CIT 2 HARBOR TRUST COMPANY · EIN 84-4022934 / PN 001 | Common Collective Trust | — | — | $70.8M | 15.6% | |
| TRP STABLE VALUE T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $38.9M | 8.6% | |
| T. Rowe Price Equity Income Fund Mutual Fund | Other securities | — | — | $27.2M | 6.0% | |
| DFA U.S. Small Cap I Mutual Fund | Mutual Funds | — | — | $16.4M | 3.6% | |
| Fidelity Freedom 2040 K6 Mutual Fund | Mutual Funds | — | — | $16.1M | 3.5% | |
| Carillon Eagle Mid Cap Growth R6 Mutual Fund | Other securities | — | — | $14.5M | 3.2% | |
| Fidelity Mid Cap Index Fund Mutual Fund | Common Collective Trusts | — | — | $13.8M | 3.0% | |
| Fidelity International Index Fund Mutual Fund | Common Collective Trusts | — | — | $11.7M | 2.6% | |
| American Century Small Cap Growth IV Mutual Fund | Other securities | — | — | $10.7M | 2.3% | |
| Cohen & Steers Institutional Realty Shares Mutual Fund | Other securities | — | — | $9.4M | 2.1% | |
| Fidelity Freedom 2045 K6 Mutual Fund | Mutual Funds | — | — | $8.5M | 1.9% | |
| Fidelity Freedom 2055 K6 Mutual Fund | Mutual Funds | — | — | $7.9M | 1.7% | |
| Fidelity Freedom 2050 K6 Mutual Fund | Mutual Funds | — | — | $7.8M | 1.7% | |
| Fidelity International Capital Appreciation K6 Mutual Fund | Mutual Funds | — | — | $7.4M | 1.6% | |
| Fidelity Freedom 2030 K6 Mutual Fund | Mutual Funds | — | — | $7.3M | 1.6% | |
| American Funds American Balanced Fund Class R6 Mutual Fund | Mutual Funds | — | — | $7.3M | 1.6% | |
| Fidelity Freedom 2060 K6 Mutual Fund | Mutual Funds | — | — | $6.8M | 1.5% | |
| Federated Hermes Short-Term Government IS Mutual Fund | Other securities | — | — | $6.7M | 1.5% | |
| ING Groep NV Stock Purchase Account | Common Stocks | — | — | $6.4M | 1.4% | |
| Fidelity Freedom 2035 K6 Mutual Fund | Mutual Funds | — | — | $5.5M | 1.2% | |
| PIMCO High Yield Inst Mutual Fund | Mutual Funds | — | — | $5.5M | 1.2% | |
| iShares U.S. Aggregate Bond Index K Mutual Fund | Other securities | — | — | $5.4M | 1.2% | |
| Fidelity Freedom 2070 K6 Mutual Fund 375 Seafarer OS GR&IN IV Mutual Fund | Mutual Funds | — | — | $4.9M | 1.1% | |
| Baird Core Plus Institutional Mutual Fund | Other securities | — | — | $4.4M | 1.0% | |
| Fidelity Emerging Markets Index Fund Mutual Fund | Common Collective Trusts | — | — | $3.3M | 0.7% | |
| Fidelity Freedom 2065 K6 Mutual Fund | Mutual Funds | — | — | $1.7M | 0.4% | |
| with maturities through 2031 - | Other securities | — | — | $1.5M | 0.3% | |
| Fidelity Freedom 2025 K6 Mutual Fund | Mutual Funds | — | — | $1.3M | 0.3% | |
| Fidelity Freedom 2020 K6 Mutual Fund | Mutual Funds | — | — | $1.1M | 0.2% | |
| Fidelity Freedom Income K6 Mutual Fund | Mutual Funds | — | — | $1.0M | 0.2% | |
| Parnassus Core Equity IS Mutual Fund | Other securities | — | — | $992K | 0.2% | |
| PIMCO All Asset Institutional Mutual Fund | Mutual Funds | — | — | $731K | 0.2% | |
| Fidelity Freedom 2015 K6 Mutual Fund | Mutual Funds | — | — | $187K | <0.1% | |
| Fidelity Government Money Market Fund Mutual Fund | Mutual Funds | — | — | $154K | <0.1% | |
| Fidelity Freedom 2010 K6 Mutual Fund | Mutual Funds | — | — | $140K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| ADVISOR |
| $34K |
| — |
