Michael a Flynn signed Friendship Senior Options, NFP's 2022 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Friendship Senior Options, NFP's EIN is 20-1278553.
Download the official 2022 Form 5500 (PDF) for Friendship Senior Options, NFP from the U.S. Department of Labor's EFAST2 system.
Download the official 2022 Form 5500 (PDF)Friendship Senior Options, NFP'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 | — | RECORDKEEPER | $3K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WRIGHT BENEFIT ADVISORS INC | 82-2311130 | — | 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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| VARIABLE ANNUITY ACCOUNT D VOYA RETIREMENT INSURANCE & ANNUITY CO · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $10.7M | 67.4% | |
| Voya Fixed Account | Other securities | — | — | $3.1M | 19.5% | |
| Voya Fixed Account A Insurance Company General Account | Common Stocks | — | — | $1.8M | 11.4% | |
| T. Rowe Price Blue Chip Growth | Other securities | — | — | $1.5M | 9.7% | |
| American Funds Income Fund of America | Mutual Funds | — | — | $1.5M | 9.4% | |
| Voya Index Solution 2065 377 * Voya U.S. Stock Index Portfolio | Other securities | — | — | $1.2M | 7.8% | |
| Voya Index Solution 2035 | Other securities | — | — | $1.1M | 6.7% | |
| Voya Index Solution 2025 | Other securities | — | — | $880K | 5.5% | |
| Voya Russell Mid Cap Index | Other securities | — | — | $746K | 4.7% | |
| Voya Index Solution 2045 | Other securities | — | — | $718K | 4.5% | |
| T. Rowe Price Value Fund | Other securities | — | — | $607K | 3.8% | |
| Voya Indx Solution 2040 Pt Adv Registered Investment Company | Common Stocks | — | — | $389K | 2.4% | |
| Dodge & Cox International Stock Fund | Mutual Funds | — | — | $363K | 2.3% | |
| Voya Index Solution 2055 | Other securities | — | — | $336K | 2.1% | |
| American Funds Capital World Growth and Income | Mutual Funds | — | — | $317K | 2.0% | |
| Voya Intermediate Bond Fund | Other securities | — | — | $286K | 1.8% | |
| Participants Participant Loans Rates from 4.25% to 7.25% - | Bonds / Notes | — | — | $261K | 1.6% | |
| Voya Index Solution 2050 | Other securities | — | — | $224K | 1.4% | |
| Voya Index Solution 2030 | Other securities | — | — | $154K | 1.0% | |
| Eaton Vance Atlanta Capital SMID-Cap | Other securities | — | — | $152K | 1.0% | |
| Voya JP Morgan Mid Cap Value | Other securities | — | — | $101K | 0.6% | |
| Voya Index Solution 2060 | Other securities | — | — | $67K | 0.4% | |
| Voya Index Solution Income Portfolio | Other securities | — | — | $51K | 0.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
