Roy Adams signed Combined Resources, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Combined Resources, LLC's EIN is 20-3722852.
Download the official 2024 Form 5500 (PDF) for Combined Resources, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Combined Resources, LLC'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 |
|---|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | 71-0294708 | — | SERVICE PROVIDER | $6K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING HOLD CO, LLC | 84-4519624 | — | 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 | — | — | $9.2M | 95.4% | |
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $8.8M | 91.0% | |
| [Assets held in common collective trust] | Other | — | — | $421K | 4.4% | |
| [Assets held in participant loans] | Other | — | — | $172K | 1.8% |
