Steven Goldstein signed Cauldwell Wingate Company, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Cauldwell Wingate Company, LLC's EIN is 13-4196323.
Download the official 2024 Form 5500 (PDF) for Cauldwell Wingate Company, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Cauldwell Wingate Company, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT ADVISORS, LLC | 02-0488491 | — | SERVICE PROVIDER | $5K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASSOCIATED PENSION CONSULTANTS, INC | 11-3271022 | MELVILLE, NY | THIRD PARTY ADMINISTRATO | $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 | |||||
|---|---|---|---|---|---|---|
| MAP CONTRACT SEPARATE ACCOUNT D VOYA RETIRMEENT INSURANCE AND ANNUITY CO · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $22.6M | 92.5% | |
| Voya Retirement Insurance and Annuity Co VY JPM SmCp Cr Eq Port R6 | Common Stocks | — | — | $1.6M | 6.7% | |
| Voya Life Insurance and Annuity Company Voya Fixed Account(4634) | Common Stocks | — | — | $1.4M | 5.8% | |
| Voya Retirement Insurance and Annuity Co JPMorgan LgCp Grw Fnd R6 | Common Stocks | — | — | $1.3M | 5.5% | |
| Voya Life Insurance and Annuity Company TRwPr Retirement 2050 Fund I | Common Stocks | — | — | $1.3M | 5.2% | |
| Voya Life Insurance and Annuity Company TRwPr Retirement 2040 Fund I | Common Stocks | — | — | $1.3M | 5.1% | |
| Voya Life Insurance and Annuity Company Fidelity 500 Index Fund | Common Collective Trusts | — | — | $1.2M | 5.1% | |
| Voya Life Insurance and Annuity Company T Rowe Price Retire Balance I | Mutual Funds | — | — | $1.2M | 4.9% | |
| Voya Life Insurance and Annuity Company TRwPr Retirement 2045 Fund I | Common Stocks | — | — | $1.1M | 4.6% | |
| Voya Life Insurance and Annuity Company Amer Cent Mid Cap Value Fund R6 | Common Stocks | — | — | $1.0M | 4.3% | |
| Voya Life Insurance and Annuity Company TRwPr Retirement 2035 Fund I | Common Stocks | — | — | $1.0M | 4.2% | |
| Voya Life Insurance and Annuity Company MFS Core Equity Fund R6 | Mutual Funds | — | — | $1.0M | 4.2% | |
| Voya Life Insurance and Annuity Company TRwPr Retirement 2030 Fund I | Common Stocks | — | — | $963K | 4.0% | |
| Voya Life Insurance and Annuity Company TRwPr Retirement 2025 Fund I | Common Stocks | — | — | $945K | 3.9% | |
| Voya Life Insurance and Annuity Company American Funds New Perspective R6 | Mutual Funds | — | — | $804K | 3.3% | |
| Admiral Shares * Voya Life Insurance and Annuity Company Carillon Eagle Mid Cap Growth Fd R6 | Common Stocks | — | — | $771K | 3.2% | |
| Voya Life Insurance and Annuity Company TRwPr Retirement 2055 Fund I | Common Stocks | — | — | $739K | 3.0% | |
| Voya Life Insurance and Annuity Company American Funds Amer Mutual R6 | Mutual Funds | — | — | $665K | 2.7% | |
| Voya Life Insurance and Annuity Company MFS International Growth Fund R6 | Mutual Funds | — | — | $529K | 2.2% | |
| Voya Retirement Insurance and Annuity Co DFA Interm Govt Fix Inc Pt Ins | Mutual Funds | — | — | $520K | 2.1% | |
| Voya Life Insurance and Annuity Company TRwPr Retirement 2015 Fund I | Common Stocks | — | — | $331K | 1.4% | |
| Voya Life Insurance and Annuity Company TRwPr Retirement 2065 Fund I | Common Stocks | — | — | $281K | 1.2% | |
| Voya Life Insurance and Annuity Company TRowePrc Value Fund I | Common Stocks | — | — | $267K | 1.1% | |
| Voya Life Insurance and Annuity Company American Funds Grwth and Inc Pt R6 | Mutual Funds | — | — | $217K | 0.9% | |
| Voya Life Insurance and Annuity Company Voya Fixed Account | Common Stocks | — | — | $212K | 0.9% | |
| Plan Participants Participant loans (interest rates 5.25% to - | Bonds / Notes | — | — | $209K | 0.9% | |
| Voya Life Insurance and Annuity Company JPMorgan U.S. Equity Fund R6 | Common Stocks | — | — | $203K | 0.8% | |
| Voya Life Insurance and Annuity Company Vanguard Total Int Stk Index Fd Adm | Mutual Funds | — | — | $201K | 0.8% | |
| Voya Life Insurance and Annuity Company DFA Real Estate Securities Port Inst | Mutual Funds | — | — | $191K | 0.8% | |
| S: ** * Voya Life Insurance and Annuity Company Vanguard Mid-Cap Index Fund Admiral | Pooled Separate Accounts | — | — | $184K | 0.8% | |
| Admiral Shares * Voya Life Insurance and Annuity Company American Funds New World R6 | Mutual Funds | — | — | $175K | 0.7% | |
| Voya Life Insurance and Annuity Company TRwPr Retirement 2060 Fund I | Common Stocks | — | — | $153K | 0.6% | |
| Voya Life Insurance and Annuity Company Vanguard Interim-Tm Bond Index Fixed | Mutual Funds | — | — | $131K | 0.5% | |
| Voya Life Insurance and Annuity Company PGIM Jennison Utility Fund R6 | Common Stocks | — | — | $115K | 0.5% | |
| Shares * Voya Life Insurance and Annuity Company Vanguard Small-Cap Index Fund | Common Collective Trusts | — | — | $103K | 0.4% | |
| Voya Life Insurance and Annuity Company TRwPr Retirement 2020 Fund I | Common Stocks | — | — | $78K | 0.3% | |
| Voya Life Insurance and Annuity Company JPMorgan Emerging Mkts Eqty Fnd R6 | Common Stocks | — | — | $70K | 0.3% | |
| Voya Life Insurance and Annuity Company Voya Intermediate Bond Fund R6 | Common Stocks | — | — | $68K | 0.3% | |
| Voya Life Insurance and Annuity Company Vanguard High-Yld Corporate Fnd Adm | Mutual Funds | — | — | $40K | 0.2% | |
| Voya Life Insurance and Annuity Company Vanguard Balanced Index Fund Adm | Common Collective Trusts | — | — | $34K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
