Jeanne HAWS signed Wellspring Philanthropic Fund, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Wellspring Philanthropic Fund, Inc.'s EIN is 22-3692921.
Download the official 2024 Form 5500 (PDF) for Wellspring Philanthropic Fund, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Wellspring Philanthropic Fund, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 ADVISORS, LLC | 02-0488491 | — | SERVICE PROVIDER | $21K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STANDARD PENSION SERVICES LLC | — | UNIONDALE, NY | THIRD PARTY ADMINISTRATO | $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 | |||||
|---|---|---|---|---|---|---|
| VRIAC SEPARATE ACCOUNT D VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 009 | Pooled Separate Account | — | — | $42.2M | 94.7% | |
| Voya Retirement Insurance & Annuity Company Vanguard Target Retirement 2050 Fund | Mutual Funds | — | — | $4.4M | 9.9% | |
| Voya Retirement Insurance & Annuity Company Vanguard Target Retirement 2045 Fund | Mutual Funds | — | — | $4.0M | 8.9% | |
| Voya Retirement Insurance & Annuity Company Vanguard Total Stock Market Index Fund | Common Collective Trusts | — | — | $3.6M | 8.2% | |
| Voya Retirement Insurance & Annuity Company Vanguard Target Retirement 2035 Fund | Mutual Funds | — | — | $3.5M | 7.9% | |
| Voya Retirement Insurance & Annuity Company Vanguard Target Retirement 2040 Fund | Mutual Funds | — | — | $2.7M | 6.2% | |
| Voya Retirement Insurance & Annuity Company Vanguard Target Retirement 2055 Fund | Mutual Funds | — | — | $2.5M | 5.6% | |
| Voya Retirement Insurance & Annuity Company Vanguard Target Retirement Inc Fund | Mutual Funds | — | — | $2.1M | 4.8% | |
| Voya Retirement Insurance & Annuity Company Voya Intermediate Bond Fund | Common Stocks | — | — | $2.1M | 4.7% | |
| Voya Retirement Insurance & Annuity Company American Funds Growth | Mutual Funds | — | — | $2.0M | 4.6% | |
| Voya Retirement Insurance & Annuity Company Voya Fixed Account | Common Stocks | — | — | $1.7M | 3.9% | |
| Voya Retirement Insurance & Annuity Company MFS International Growth Fund | Mutual Funds | — | — | $1.6M | 3.6% | |
| Voya Retirement Insurance & Annuity Company Vanguard Target Retirement 2060 Fund | Mutual Funds | — | — | $1.3M | 3.0% | |
| Voya Retirement Insurance & Annuity Company American Funds New World | Mutual Funds | — | — | $1.3M | 2.9% | |
| Voya Retirement Insurance & Annuity Company Vanguard Target Retirement 2030 Fund | Mutual Funds | — | — | $1.2M | 2.7% | |
| Voya Retirement Insurance & Annuity Company Vanguard Target Retirement 2025 Fund | Mutual Funds | — | — | $1.2M | 2.7% | |
| Voya Retirement Insurance & Annuity Company American Funds Wash Mutual | Mutual Funds | — | — | $1.1M | 2.5% | |
| Voya Retirement Insurance & Annuity Company Vanguard Small-Cap Index Fund | Common Collective Trusts | — | — | $1.0M | 2.3% | |
| Voya Retirement Insurance & Annuity Company American Funds New Perspective | Mutual Funds | — | — | $922K | 2.1% | |
| Voya Retirement Insurance & Annuity Company Victory Sycamore Established Value Fund | Common Stocks | — | — | $662K | 1.5% | |
| Voya Retirement Insurance & Annuity Company Neuberg Berman Sus Equ Fund | Common Stocks | — | — | $620K | 1.4% | |
| Voya Retirement Insurance & Annuity Company Vanguard Target Retirement 2065 Fund | Mutual Funds | — | — | $553K | 1.2% | |
| Voya Retirement Insurance & Annuity Company Vanguard Mid-Cap Index Fund | Common Collective Trusts | — | — | $524K | 1.2% | |
| Voya Retirement Insurance & Annuity Company PGIM High Yield Fund | Common Stocks | — | — | $417K | 0.9% | |
| Voya Retirement Insurance & Annuity Company Vanguard Target Retirement 2020 Fund | Mutual Funds | — | — | $409K | 0.9% | |
| Voya Retirement Insurance & Annuity Company JPMorgan Large Cap Growth Fund | Common Stocks | — | — | $378K | 0.8% | |
| Voya Retirement Insurance & Annuity Company PIMCO Real Return Fund | Mutual Funds | — | — | $348K | 0.8% | |
| Voya Retirement Insurance & Annuity Company DFA US Targeted Value Portfolio | Mutual Funds | — | — | $346K | 0.8% | |
| Voya Retirement Insurance & Annuity Company DFA Real Estate Securities Portfolio | Mutual Funds | — | — | $245K | 0.6% | |
| Voya Retirement Insurance & Annuity Company Invesco Equity & Income Fund | Mutual Funds | — | — | $231K | 0.5% | |
| Voya Retirement Insurance & Annuity Company Nuveen Core Impact Bond Fund | U.S. Treasuries | — | — | $231K | 0.5% | |
| Voya Retirement Insurance & Annuity Company PIMCO Commodity Real Return Strategy Fund | Mutual Funds | — | — | $163K | 0.4% | |
| Voya Retirement Insurance & Annuity Company VY Baron Growth Portfolio | Common Stocks | — | — | $118K | 0.3% | |
| Voya Retirement Insurance & Annuity Company Neuberg Berman Genesis Fund | Common Stocks | — | — | $97K | 0.2% | |
| Voya Retirement Insurance & Annuity Company Vanguard Target Retirement 2070 Fund | Mutual Funds | — | — | $97K | 0.2% | |
| Participant loans Rates from 3.79% to 7.20% - 0 - | Bonds / Notes | — | — | $66K | 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 |
|---|---|---|---|---|---|
| MORNINGSTAR | 36-3297908 | — | SERVICE PROVIDER | $0 | — |
