Kelly Reichert signed Brayton Purcell, LLP's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Brayton Purcell, LLP's EIN is 20-1361089.
Download the official 2024 Form 5500 (PDF) for Brayton Purcell, LLP from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Brayton Purcell, LLP'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 | $63K | — |
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 | — | — | $39.3M | 89.9% | |
| Voya Life Insurance and Annuity Company American Funds Growth Fund R6 105,528 Shares ^ | Mutual Funds | — | — | $6.1M | 13.9% | |
| Vangrd Trgt Retire 2045 Fd Registered Investment Company | Common Stocks | — | — | $4.6M | 10.6% | |
| Voya Life Insurance and Annuity Company Voya Fixed Account ^ | Common Stocks | — | — | $4.3M | 9.7% | |
| Vangrd Trgt Retire 2035 Fd Registered Investment Company | Common Stocks | — | — | $3.6M | 8.3% | |
| Voya Life Insurance and Annuity Company Vanguard Target Retirement 2030 Fund 125,024 Shares ^ | Mutual Funds | — | — | $3.2M | 7.4% | |
| Voya Life Insurance and Annuity Company DFA U.S. Large Cap Value Portfolio Institutional 54,459 Shares ^ | Mutual Funds | — | — | $2.4M | 5.4% | |
| Voya Life Insurance and Annuity Company Fidelity 500 Index Fund 96,215 Shares ^ | Common Collective Trusts | — | — | $2.3M | 5.2% | |
| Voya Life Insurance and Annuity Company Vanguard Target Retirement 2025 Fund 80,329 Shares ^ | Mutual Funds | — | — | $1.9M | 4.4% | |
| DFA Glbl Alloc 60/40 Prt Ins Registered Investment Company | Mutual Funds | — | — | $1.6M | 3.7% | |
| Voya Life Insurance and Annuity Company American Funds EuroPacific Growth Fund R6 64,162 Shares ^ | Mutual Funds | — | — | $1.4M | 3.1% | |
| Fidelity Sm Cp Ind Fd Registered Investment Company | Mutual Funds | — | — | $1.3M | 3.0% | |
| Voya Life Insurance and Annuity Company Fidelity Mid Cap Index Fund 62,832 Shares ^ | Common Collective Trusts | — | — | $1.2M | 2.7% | |
| Voya Life Insurance and Annuity Company Vanguard Target Retirement 2020 Fund 42,455 Shares ^ | Mutual Funds | — | — | $932K | 2.1% | |
| Voya Life Insurance and Annuity Company Vanguard Target Retirement Income Fund 50,047 Shares ^ | Mutual Funds | — | — | $868K | 2.0% | |
| DFA Intl Value Portfolio Ins Registered Investment Company | Mutual Funds | — | — | $747K | 1.7% | |
| Fidelity Tot Intl Idx Fund Registered Investment Company | Common Collective Trusts | — | — | $681K | 1.6% | |
| DFA US Targeted Vl Port Ins Registered Investment Company | Mutual Funds | — | — | $659K | 1.5% | |
| Voya Life Insurance and Annuity Company Vanguard Target Retirement 2055 Fund 19,577 Shares ^ | Mutual Funds | — | — | $616K | 1.4% | |
| Voya Life Insurance and Annuity Company ClearBridge Small Cap Growth Fund IS 16,329 Shares ^ | Common Stocks | — | — | $593K | 1.4% | |
| Voya Life Insurance and Annuity Company Fidelity U.S. Bond Index Fund 52,314 Shares ^ | Common Collective Trusts | — | — | $568K | 1.3% | |
| Voya Life Insurance and Annuity Company Vanguard Target Retirement 2050 Fund 17,095 Shares ^ | Mutual Funds | — | — | $539K | 1.2% | |
| Voya Life Insurance and Annuity Company Vanguard Target Retirement 2040 Fund 17,728 Shares ^ | Mutual Funds | — | — | $527K | 1.2% | |
| Voya Life Insurance and Annuity Company DFA Inflation-Protected Securities Portfolio Institutional 39,152 Shares ^ | Mutual Funds | — | — | $480K | 1.1% | |
| Voya Life Insurance and Annuity Company Voya Mid Cap Growth Equity Fund 8 12,769 Shares ^ | Common Stocks | — | — | $437K | 1.0% | |
| DFA US Vector Equity Port Ins Registered Investment Company | Mutual Funds | — | — | $416K | 1.0% | |
| Voya Life Insurance and Annuity Company DFA Emerging Markets Portfolio Institutional 26,691 Shares ^ | Mutual Funds | — | — | $399K | 0.9% | |
| Voya Life Insurance and Annuity Company DFA Global Real Estate Securities Portfolio Institutional 16,051 Shares ^ | Mutual Funds | — | — | $329K | 0.8% | |
| DFA Global Equity Port Ins Registered Investment Company | Mutual Funds | — | — | $256K | 0.6% | |
| Vangrd Trgt Retire 2060 Fd Registered Investment Company | Common Stocks | — | — | $234K | 0.5% | |
| Voya Life Insurance and Annuity Company Janus Henderson Flexible Bond Fund N 13,998 Shares ^ | Mutual Funds | — | — | $176K | 0.4% | |
| LOAN FUND Participant Loans - Rates 9.00% to 9.50% | Bonds / Notes | — | — | $149K | 0.3% | |
| Voya Life Insurance and Annuity Company Vanguard Target Retirement 2065 Fund 4,291 Shares ^ | Mutual Funds | — | — | $82K | 0.2% | |
| Voya Life Insurance and Annuity Company Vanguard Target Retirement 2070 Fund 2,751 Shares ^ | Mutual Funds | — | — | $76K | 0.2% | |
| PIMCO CmdtyRlRtn Strat Fnd Ins Registered Investment Company | Mutual Funds | — | — | $64K | 0.1% | |
| Voya Life Insurance and Annuity Company DFA Global Allocation 25/75 Portfolio Institutional 1,144 Shares ^ | Mutual Funds | — | — | $19K | <0.1% | |
| Voya Life Insurance and Annuity Company Voya Government Money Market Portfolio 556 Shares ^ | Cash / Money Market | — | — | $8K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
