TREY Smoak signed Virtual Business Office Associates, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Virtual Business Office Associates, Inc.'s EIN is 20-3099659.
Download the official 2024 Form 5500 (PDF) for Virtual Business Office Associates, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Virtual Business Office Associates, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $58K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | 13-5674085 | — | CONSULTANT | $7K | — |
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 | |||||
|---|---|---|---|---|---|---|
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $684K | 18.3% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $619K | 16.5% | |
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $570K | 15.2% | |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $465K | 12.4% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $425K | 11.4% | |
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $214K | 5.7% | |
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $211K | 5.6% | |
| Participant Loans Varying maturity dates and interest * Notes receivable from participants rates ranging from: 4.25% - 9.50% -- | Bonds / Notes | — | — | $162K | 4.3% | |
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $102K | 2.7% | |
| iShares S&P 500 Index K Fund Mutual fund -- | Mutual Funds | — | — | $101K | 2.7% | |
| (E) | Other securities | — | $29K | $41K | 1.1% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $41K | 1.1% | |
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $29K | 0.8% | |
| MFS Mass Investors Growth Stock Fund Mutual fund -- | Mutual Funds | — | — | $18K | 0.5% | |
| iShares Russell Mid-Cap Index K Fund Mutual fund -- | Other securities | — | — | $13K | 0.3% | |
| AB High Income Z Fund Mutual fund -- | Other securities | — | — | $9K | 0.3% | |
| MFS Value Fund Mutual fund -- | Mutual Funds | — | — | $9K | 0.2% | |
| iShares Russell 2000 Small-Cap Index K Fund Mutual fund -- | Common Collective Trusts | — | — | $8K | 0.2% | |
| PIMCO Income Institutional Fund Mutual fund -- | Mutual Funds | — | — | $7K | 0.2% | |
| Vanguard International Value Fund Mutual fund -- | Mutual Funds | — | — | $7K | 0.2% | |
| iShares MSCI EAFE International Index K Fund Mutual fund -- | Other securities | — | — | $7K | 0.2% | |
| Allspring Special Mid-Cap Value Fund Mutual fund -- | Other securities | — | — | $5K | 0.1% | |
| ClearBridge Small Cap Growth Fund Mutual fund -- | Other securities | — | — | $4K | 0.1% | |
| MFS International Growth Fund Mutual fund -- | Mutual Funds | — | — | $4K | 0.1% | |
| American Funds New World Fund Mutual fund -- | Mutual Funds | — | — | $4K | <0.1% | |
| Allspring Special Small-Cap Valus Fund Mutual fund -- | Other securities | — | — | $3K | <0.1% | |
| Neuberger Berman Mid Cap Growth Fund Mutual fund -- | Other securities | — | — | $2K | <0.1% | |
| American Beacon International Equity R5 Fund Mutual fund -- | Other securities | — | — | $2K | <0.1% | |
| Allspring Core Plus Bond R6 Mutual fund -- | Other securities | — | — | $1K | <0.1% | |
| PRIN LIFETIME HYBR INC CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $343 | <0.1% | |
| PRIN REAL ESTATE SECS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | — | — | $327 | <0.1% | |
| PRIN LIFETIME HYBR 2015 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $40 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BAUKNIGHT PIETRAS & STOR | 57-0940019 | — | ACCOUNTANT | $17K | — |
