Karla de la Garza signed Winedirect, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Winedirect, Inc.'s EIN is 20-3100579.
Download the official 2024 Form 5500 (PDF) for Winedirect, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Winedirect, Inc.'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 | $28K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KESTRA ADVISORY SERVICES LLC | 35-2552359 | — | 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 | |||||
|---|---|---|---|---|---|---|
| JPMorgan Large Cap Growth Fund | Other securities | — | — | $919K | 13.3% | |
| Vanguard Total Stock Market Index Fund | Common Collective Trusts | — | — | $842K | 12.1% | |
| VOYA TARGET SOLUTION TRUST FUND 205 VOYA INVESTMENT TRUST CO · EIN 06-1440627 / PN 000 | Common Collective Trust | — | — | $674K | 9.7% | |
| VOYA TARGET SOLUTION TRUST FUND 204 VOYA INVESTMENT TRUST CO · EIN 06-1440627 / PN 007 | Common Collective Trust | — | — | $553K | 8.0% | |
| VOYA TARGET SOLUTION TRUST FUND 203 VOYA INVESTMENT TRUST CO · EIN 06-1440627 / PN 006 | Common Collective Trust | — | — | $449K | 6.5% | |
| VOYA TARGET SOLUTION TRUST FUND 204 VOYA INVESTMENT TRUST CO · EIN 06-1440627 / PN 008 | Common Collective Trust | — | — | $384K | 5.5% | |
| Franklin Small-Mid Cap Growth Fund | Mutual Funds | — | — | $342K | 4.9% | |
| Voya Fixed Account | Other securities | — | — | $339K | 4.9% | |
| Vanguard Wellington Fund | Mutual Funds | — | — | $309K | 4.5% | |
| VOYA TARGET SOLUTION TRUST FUND 206 VOYA INVESTMENT TRUST CO · EIN 06-1440627 / PN 006 | Common Collective Trust | — | — | $291K | 4.2% | |
| JPMorgan U.S. Equity Fund | Other securities | — | — | $269K | 3.9% | |
| VOYA TARGET SOLUTION TRUST FUND 205 VOYA INVESTMENT TRUST CO · EIN 06-1440627 / PN 009 | Common Collective Trust | — | — | $259K | 3.7% | |
| VOYA TARGET SOLUTION TRUST FUND 202 VOYA INVESTMENT TRUST CO · EIN 06-1440627 / PN 004 | Common Collective Trust | — | — | $254K | 3.7% | |
| Janus Henderson Flexible Bond Fund | Mutual Funds | — | — | $232K | 3.3% | |
| Vanguard Total Bond Market Index Fund | Common Collective Trusts | — | — | $220K | 3.2% | |
| American Funds International Vantage Fund | Mutual Funds | — | — | $184K | 2.6% | |
| VOYA TARGET SOLUTION TRUST FUND 203 VOYA INVESTMENT TRUST CO · EIN 06-1440627 / PN 005 | Common Collective Trust | — | — | $178K | 2.6% | |
| VOYA TARGET SOLUTION TRUST FUND INC VOYA INVESTMENT TRUST CO · EIN 06-1440627 / PN 001 | Common Collective Trust | — | — | $160K | 2.3% | |
| American Beacon Small Cap Value Fund | Other securities | — | — | $45K | 0.6% | |
| Participant Loans/Notes receivable from participants | Participant loans | — | — | $22K | 0.3% | |
| Voya Government Money Market Fund | Cash / Money Market | — | — | $5K | <0.1% | |
| VOYA TARGET SOLUTION TRUST FUND 206 VOYA INVESTMENT TRUST CO · EIN 06-1440627 / PN 970 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
