James Sharp signed Little Hill Foundation's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Little Hill Foundation's EIN is 22-1656055.
Download the official 2024 Form 5500 (PDF) for Little Hill Foundation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Little Hill Foundation's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, automatic enrollment, 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 INS. AND ANNUITY | 71-0294708 | — | RECORD-KEEPING FEES | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT ADVISORS LLC | 02-0488491 | — | INVESTMENT ADVISORY | $3K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Voya Target Retirement 2035 Fund | Other securities | — | — | $686K | 15.7% | |
| Insurance company general contracts * Voya Fixed Account | Common Stocks | — | — | $558K | 12.7% | |
| MAP CONTRACT SEPARATE ACCOUNT VOYA RETIREMENT INS. & ANNUITY CO. · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $558K | 12.7% | |
| Voya Target Retirement 2045 Fund | Other securities | — | — | $407K | 9.3% | |
| Voya Target In- Retirement Fund R | Other securities | — | — | $380K | 8.7% | |
| Voya Target Retirement 2030 Fund | Other securities | — | — | $279K | 6.4% | |
| JPMorgan Lrg Cp Val Fd - R6 | Other securities | — | — | $275K | 6.3% | |
| Voya Target Retirement 2050 Fund | Other securities | — | — | $263K | 6.0% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $196K | 4.5% | |
| Fidelity International Idx Fund | Common Collective Trusts | — | — | $171K | 3.9% | |
| Voya Target Retirement 2040 Fund | Other securities | — | — | $145K | 3.3% | |
| Voya Target Retirement 2025 Fund | Other securities | — | — | $128K | 2.9% | |
| Fidelity US Bd Idx Fund | Common Collective Trusts | — | — | $100K | 2.3% | |
| Janus Hndrsn Balanced Fund N | Mutual Funds | — | — | $100K | 2.3% | |
| Fidelity Mid Cap Index Fd | Mutual Funds | — | — | $85K | 1.9% | |
| Putnam Lrg Cp Val Fd - Cl R6 | Mutual Funds | — | — | $74K | 1.7% | |
| PIMCO Intl Bnd Fnd | Mutual Funds | — | — | $73K | 1.7% | |
| MFS International Growth Fund R6 | Mutual Funds | — | — | $71K | 1.6% | |
| PIMCO Total Return Fund Inst | Mutual Funds | — | — | $66K | 1.5% | |
| Voya Target Retirement 2055 Fund | Other securities | — | — | $56K | 1.3% | |
| Fidelity Sm Cp Ind Fund | Mutual Funds | — | — | $49K | 1.1% | |
| Fidelity Emerging Mkts Id Fd | Mutual Funds | — | — | $44K | 1.0% | |
| MFS New discovery Fund R6 | Mutual Funds | — | — | $30K | 0.7% | |
| Voya Gov Money Mkt Fnd A | Cash / Money Market | — | — | $18K | 0.4% | |
| Carillon Eagle Mid Cap Growth Fd R6 | Other securities | — | — | $17K | 0.4% | |
| Voya Target Retirement 2065 Fund | Other securities | — | — | $14K | 0.3% | |
| Amer Cent Small Cap Value Fund R6 | Other securities | — | — | $10K | 0.2% | |
| Voya Target Retirement 2060 Fund | Other securities | — | — | $6K | 0.1% | |
| Allspg Spec Midcap VI Fd R6 | Other securities | — | — | $4K | <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 |
|---|---|---|---|---|---|
| RED BANK PENSION | 22-2755716 | — | TPA | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| 401K SAFE | 83-0824803 | — | OTHER FEES | $5K | — |
| MASSACHUSETTS MUTUAL LIFE | 04-1590850 | — | SERVICE PROVIDER | $0 | — |
