Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMBREE FINANCIAL GROUP | 36-3983748 | — | FINANCIAL ADVISORS | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CBIZ BENEFITS & INSURANCE | 31-1582098 | — | THIRD PARTY ADMIN | $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 | |||||
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT D VOYA RETIREMENT INSURANCE & ANNUITY CO. · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $16.6M | 92.2% | |
| Pooled Separate Account | Pooled Separate Accounts | — | — | $2.4M | 13.5% | |
| Pooled Separate Account | Pooled Separate Accounts | — | — | $2.0M | 11.2% | |
| Pooled Separate Account | Pooled Separate Accounts | — | — | $1.9M | 10.4% | |
| Pooled Separate Account | Pooled Separate Accounts | — | — | $1.7M | 9.3% | |
| Voya Fixed Account (4062) | Other securities | — | — | $1.4M | 7.7% | |
| Pooled Separate Account | Pooled Separate Accounts | — | — | $1.2M | 6.9% | |
| Pooled Separate Account | Pooled Separate Accounts | — | — | $989K | 5.5% | |
| Pooled Separate Account | Pooled Separate Accounts | — | — | $906K | 5.0% | |
| Pooled Separate Account | Pooled Separate Accounts | — | — | $792K | 4.4% | |
| Pooled Separate Account | Pooled Separate Accounts | — | — | $607K | 3.4% | |
| Pooled Separate Account | Pooled Separate Accounts | — | — | $507K | 2.8% | |
| Pooled Separate Account | Pooled Separate Accounts | — | — | $473K | 2.6% | |
| Pooled Separate Account | Pooled Separate Accounts | — | — | $461K | 2.6% | |
| Pooled Separate Account | Pooled Separate Accounts | — | — | $332K | 1.9% | |
| Pooled Separate Account | Pooled Separate Accounts | — | — | $292K | 1.6% | |
| Pooled Separate Account | Pooled Separate Accounts | — | — | $287K | 1.6% | |
| Pooled Separate Account | Pooled Separate Accounts | — | — | $228K | 1.3% | |
| Pooled Separate Account | Pooled Separate Accounts | — | — | $220K | 1.2% | |
| Pooled Separate Account | Pooled Separate Accounts | — | — | $202K | 1.1% | |
| Pooled Separate Account | Pooled Separate Accounts | — | — | $200K | 1.1% | |
| Pooled Separate Account | Pooled Separate Accounts | — | — | $194K | 1.1% | |
| Pooled Separate Account | Pooled Separate Accounts | — | — | $174K | 1.0% | |
| Pooled Separate Account | Pooled Separate Accounts | — | — | $126K | 0.7% | |
| Pooled Separate Account | Pooled Separate Accounts | — | — | $116K | 0.6% | |
| Pooled Separate Account | Pooled Separate Accounts | — | — | $76K | 0.4% | |
| Pooled Separate Account | Pooled Separate Accounts | — | — | $70K | 0.4% | |
| Pooled Separate Account | Pooled Separate Accounts | — | — | $67K | 0.4% | |
| Pooled Separate Account | Pooled Separate Accounts | — | — | $21K | 0.1% | |
| Participant Loans | Participant loans | — | — | $15K | <0.1% | |
| Pooled Separate Account | Pooled Separate Accounts | — | — | $686 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
