Francis Jones signed Nisivoccia LLP's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Nisivoccia LLP's EIN is 22-1914888.
Download the official 2024 Form 5500 (PDF) for Nisivoccia LLP from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Nisivoccia LLP's plan includes ERISA 404(c) participant direction, a 401(k) feature, profit-sharing, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENSUS | 71-0294708 | — | OTHER SERVICES | $0 | — |
| VOYA RETIREMENT INSURANCE AND ANNUI | 71-0294708 | — | SERVICE PROVIDER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT ADVISORS, LLC | 02-0488491 |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| INVESTMENT ADVISOR |
| $5K |
| — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard LifeStrat Growth Fund Investment | Mutual Funds | — | — | $14.6M | 41.6% | |
| VANGRD LIFESTRAT GRW FD INV VOYA FINANCIAL · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $14.6M | 41.6% | |
| Transamerica Variable annuity accounts | Other securities | — | — | $2.0M | 5.6% | |
| VANGRD 500 INDEX FUND ADM VOYA FINANCIAL · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $1.8M | 5.2% | |
| AB LARGE CAP GRW FND Z VOYA FINANCIAL · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $1.5M | 4.2% | |
| VANGRD INFO TECH INDX FD ADM VOYA FINANCIAL · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $1.4M | 4.0% | |
| Brighthouse Variable annuity accounts | Other securities | — | — | $1.2M | 3.5% | |
| VOYA FIXED ACCOUNT (4062) VOYA FINANCIAL · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $772K | 2.2% | |
| Vanguard LifeStrat Conservative Growth Fund Investment | Mutual Funds | — | — | $727K | 2.1% | |
| VANGRD LIFESTRAT CNS GR FD INV VOYA FINANCIAL · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $727K | 2.1% | |
| Voya Fixed interest account | Other securities | — | — | $699K | 2.0% | |
| Vanguard LifeStrat Mod Growth Fund Investment | Mutual Funds | — | — | $683K | 1.9% | |
| VANGRD LIFESTRAT MD GRW FD INV VOYA FINANCIAL · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $683K | 1.9% | |
| Vanguard Total International Stock Index Fund Admiral | Common Collective Trusts | — | — | $607K | 1.7% | |
| VANGRD TOT INT STK IN F ADM VOYA FINANCIAL · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $607K | 1.7% | |
| Vanguard Total Stock Market Index Fund Admiral | Common Collective Trusts | — | — | $601K | 1.7% | |
| VANGRD TOT ST MKT INDX FD ADM VOYA FINANCIAL · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $601K | 1.7% | |
| VANGRD MID-CAP INDEX FUND ADM VOYA FINANCIAL · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $567K | 1.6% | |
| VANGRD SMALL-CAP INDEX FND ADM VOYA FINANCIAL · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $555K | 1.6% | |
| INVESCO DIVRSD DIVIDEND FD R6 VOYA FINANCIAL · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $485K | 1.4% | |
| VOYA INDEX SOLUTION 2055 P Z VOYA FINANCIAL · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $467K | 1.3% | |
| VOYA MIDCAP OPPORTUNITIES F R6 VOYA FINANCIAL · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $379K | 1.1% | |
| VANGRD HEALTH CARE IND FD ADM VOYA FINANCIAL · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $356K | 1.0% | |
| Vanguard Total Bond Market Index Fund Admiral | Common Collective Trusts | — | — | $329K | 0.9% | |
| VANGRD TOT BD MKT IND FD ADM VOYA FINANCIAL · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $329K | 0.9% | |
| United States Treasury Notes 4.50% 5/31/2029 | U.S. Treasuries | — | — | $317K | 0.9% | |
| AB HIGH INCOME FUND Z VOYA FINANCIAL · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $293K | 0.8% | |
| DFA INTL CORE EQUITY PORT INS VOYA FINANCIAL · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $288K | 0.8% | |
| AMERICAN FUNDS NW PRSPCTV R6 VOYA FINANCIAL · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $264K | 0.8% | |
| VOYA INDEX SOLUTION 2030 P Z VOYA FINANCIAL · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $248K | 0.7% | |
| MFS VALUE FUND R6 VOYA FINANCIAL · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $239K | 0.7% | |
| VOYA INDEX SOLUTION 2060 P Z VOYA FINANCIAL · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $219K | 0.6% | |
| VOYA INTERMEDIATE BOND FUND R6 VOYA FINANCIAL · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $215K | 0.6% | |
| DFA EMERGING MARKETS PT INS VOYA FINANCIAL · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $203K | 0.6% | |
| VANGRD BALANCED INDEX FND ADM VOYA FINANCIAL · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $198K | 0.6% | |
| VOYA INDEX SOLUTION 2040 P Z VOYA FINANCIAL · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $175K | 0.5% | |
| VOYA INDEX SOLUTION 2045 P Z VOYA FINANCIAL · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $161K | 0.5% | |
| Invesco Exchange Traded Fund TR II NASDAQ 100 | Mutual Funds | — | — | $153K | 0.4% | |
| AXA Variable annuity accounts | Other securities | — | — | $151K | 0.4% | |
| Invesco Exchange Traded Fund TR S&P 500 | Common Collective Trusts | — | — | $141K | 0.4% | |
| VOYA INDEX SOLUTION 2035 P Z VOYA FINANCIAL · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $127K | 0.4% | |
| Interest-bearing cash | Cash / Money Market | — | — | $102K | 0.3% | |
| CARILLON EAGLE SM CAP GRW R6 VOYA FINANCIAL · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $96K | 0.3% | |
| DFA REAL ESTATE SECS PORT INS VOYA FINANCIAL · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $83K | 0.2% | |
| GS Fin Corp 0.00% 3/5/2029 | Bonds / Notes | — | — | $83K | 0.2% | |
| VOYA INDEX SOLUTION 2050 P Z VOYA FINANCIAL · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $81K | 0.2% | |
| MFS International Equity Fund CL I | Mutual Funds | — | — | $73K | 0.2% | |
| HSBC Bank USA Index-Linked CD | Other securities | — | — | $71K | 0.2% | |
| Virtus Investments KAR Mid Cap Core Fund Class I | Other securities | — | — | $70K | 0.2% | |
| Goldman Sachs GQG Partners Intl Opp I | Other securities | — | — | $68K | 0.2% |
