Elaine Jackson signed NCR Voyix Corporation's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
NCR Voyix Corporation's EIN is 31-0387920.
Download the official 2024 Form 5500 (PDF) for NCR Voyix Corporation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)NCR Voyix Corporation'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 |
|---|---|---|---|---|---|
| FID INV INST OPS CO | 04-2647786 | — | RECORDKEEPER | $499K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | NONE | $205K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| NTGI-QM COL DLY SP500 EQ INDX Common Collective Trust Fund | Common Collective Trusts | — | — | $269.1M | 18.0% | |
| NTGI-QM COLL DAILY S&P 500 EQUITY NORTHERN TRUST INVESTMENTS, N.A. · EIN 45-6138589 / PN 001 | Common Collective Trust | — | — | $269.1M | 18.0% | |
| BTC LPTH IDX RET W Common Collective Trust Fund | Common Collective Trusts | — | — | $268.4M | 17.9% | |
| BLKRCK LIFEPATH INDEX RETIRE FUND W BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 87-1103620 / PN 001 | Common Collective Trust | — | — | $268.4M | 17.9% | |
| BTC LPTH IDX 2030 W Common Collective Trust Fund | Common Collective Trusts | — | — | $187.5M | 12.5% | |
| BLKRCK LIFEPATH INDEX 2030 FUND W BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 87-1035932 / PN 001 | Common Collective Trust | — | — | $187.5M | 12.5% | |
| BTC LPTH IDX 2035 W Common Collective Trust Fund | Common Collective Trusts | — | — | $151.2M | 10.1% | |
| BLKRCK LIFEPATH INDEX 2035 FUND W BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 87-1053383 / PN 001 | Common Collective Trust | — | — | $151.2M | 10.1% | |
| BTC LPTH IDX 2040 W Common Collective Trust Fund | Common Collective Trusts | — | — | $117.0M | 7.8% | |
| BLKRCK LIFEPATH INDEX 2040 FUND W BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 87-1054299 / PN 001 | Common Collective Trust | — | — | $117.0M | 7.8% | |
| BTC LPTH IDX 2045 W Common Collective Trust Fund | Common Collective Trusts | — | — | $82.5M | 5.5% | |
| BLKRCK LIFEPATH INDEX 2045 FUND W BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 87-1081115 / PN 001 | Common Collective Trust | — | — | $82.5M | 5.5% | |
| BTC LPTH IDX 2050 W Common Collective Trust Fund | Common Collective Trusts | — | — | $65.0M | 4.3% | |
| BLKRCK LIFEPATH INDEX 2050 FUND W BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 87-1081397 / PN 001 | Common Collective Trust | — | — | $65.0M | 4.3% | |
| JPM US GOVT MM CAP Mutual Funds | Other securities | — | — | $44.0M | 2.9% | |
| NTGI-QM COLL DAILY RUSSELL 2000 NORTHERN TRUST INVESTMENTS, N.A. · EIN 45-6138589 / PN 009 | Common Collective Trust | — | — | $39.6M | 2.6% | |
| BROKERAGELINK Self Directed Accounts | Self-Directed Brokerage | — | — | $34.7M | 2.3% | |
| BTC LPTH IDX 2055 W Common Collective Trust Fund | Common Collective Trusts | — | — | $32.2M | 2.1% | |
| BLKRCK LIFEPATH INDEX 2055 FUND W BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 87-1102204 / PN 001 | Common Collective Trust | — | — | $32.2M | 2.1% | |
| OAKMARK R6 Mutual Funds | Other securities | — | — | $25.8M | 1.7% | |
| FIDELITY MID CAP IDX Mutual Funds | Common Collective Trusts | — | — | $23.6M | 1.6% | |
| NTGI-QM COLL DAILY AGGREGATE BOND NORTHERN TRUST INVESTMENTS, N.A. · EIN 45-6138589 / PN 029 | Common Collective Trust | — | — | $23.2M | 1.6% | |
| BTC LPTH IDX 2060 W Common Collective Trust Fund | Common Collective Trusts | — | — | $19.4M | 1.3% | |
| BLKRCK LIFEPATH INDEX 2060 FUND W BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 87-1102365 / PN 001 | Common Collective Trust | — | — | $19.4M | 1.3% | |
| NTGI-QM COLL DAILY EAFE INDEX FUND NORTHERN TRUST INVESTMENTS, N.A. · EIN 45-6138589 / PN 017 | Common Collective Trust | — | — | $19.3M | 1.3% | |
| DODGE & COX INTL STK Mutual Funds | Mutual Funds | — | — | $12.4M | 0.8% | |
| Notes Receivable From Participants Notes Receivable From Participants (1) | Other securities | — | — | $10.0M | 0.7% | |
| BTC LPTH IDX 2065 W Common Collective Trust Fund | Common Collective Trusts | — | — | $9.1M | 0.6% | |
| BLKRCK LIFEPATH INDEX 2065 FUND W BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 87-1130439 / PN 001 | Common Collective Trust | — | — | $9.1M | 0.6% | |
| EV INC FND BOSTON I Mutual Funds | Common Stocks | — | — | $6.5M | 0.4% | |
| FIDELITY INFL PR BD IDX Mutual Funds | Common Collective Trusts | — | — | $5.3M | 0.4% | |
| EARNEST SMID CP CORE SEI TRUST COMPANY · EIN 26-4377500 / PN 041 | Common Collective Trust | — | — | $5.1M | 0.3% | |
| FIDELITY LT TR BD IDX Mutual Funds | Common Collective Trusts | — | — | $4.0M | 0.3% | |
| Party in interest ** Per Department of Labor Section 2520.103-11(d), cost may be omitted as all investments | Other securities | — | — | $3K | <0.1% | |
| FIAM SMALL-MID CAP CORE COMM POOL FIDELITY INSTITUTIONAL ASSET MGMT CO · EIN 20-4659714 / PN 029 | Common Collective Trust | — | — | $0 | <0.1% | |
| BLKRCK LIFEPATH INDEX 2025 FUND W BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 87-1035812 / PN 001 | Common Collective Trust | — | — | $0 | <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 |
|---|---|---|---|---|---|
| CARRS RIGGS & INGRAM | 72-1396621 | — | NONE | $56K | — |
| AON HEWITT | 36-3109431 | — | NONE | $40K | — |
