Matthew Petrik signed Hocking. Athens.Perry Community's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Hocking. Athens.Perry Community's EIN is 31-0718322.
Download the official 2024 Form 5500 (PDF) for Hocking. Athens.Perry Community from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Hocking. Athens.Perry Community's plan includes a 401(k) feature, profit-sharing, 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 INSURANCE & ANNUITY | 71-0294708 | — | SERVICE PROVIDER | $44K | — |
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 | |||||
|---|---|---|---|---|---|---|
| VARIABLE ANNUITY ACCOUNT D VOYA RETIREMENT INSURANCE & ANNUITY CO · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $6.0M | 83.5% | |
| Voya Index Modified 2045 Fund | Other securities | — | — | $1.5M | 20.5% | |
| Voya Index Modified 2035 Fund | Other securities | — | — | $984K | 13.8% | |
| Voya Fixed Account (4450) | Other securities | — | — | $918K | 12.9% | |
| Voya U.S. GARP Equity Fund R6 | Other securities | — | — | $745K | 10.4% | |
| MyCompass Ind Mod 2055 Fd R Common Collective Trust | Common Collective Trusts | — | — | $635K | 8.9% | |
| Fidelity 500 Index Fund Registered Investment Company | Common Collective Trusts | — | — | $547K | 7.7% | |
| MyCompass Ind Mod Ret Fd R Common Collective Trust | Common Collective Trusts | — | — | $379K | 5.3% | |
| Participant loans Interest rates ranging from 4.25% to 9.50% $0 | Bonds / Notes | — | — | $262K | 3.7% | |
| Voya American Balanced Fund R6 | Other securities | — | — | $161K | 2.3% | |
| MyCompass Ind Mod 2065 Fd R Common Collective Trust | Common Collective Trusts | — | — | $140K | 2.0% | |
| Nuveen Large Cap Res Eq R6 Registered Investment Company | Mutual Funds | — | — | $112K | 1.6% | |
| Fidelity Mid Cap Idx Fd Registered Investment Company | Common Collective Trusts | — | — | $93K | 1.3% | |
| Voya Equity Income Fund Admiral | Other securities | — | — | $89K | 1.2% | |
| Vangrd LifeStrat Grw Fd Inv Registered Investment Company | Common Stocks | — | — | $89K | 1.2% | |
| Voya LifeStrategy Moderate Growth Fund | Other securities | — | — | $75K | 1.1% | |
| Voya Intermediate Bond Fund R6 | Other securities | — | — | $72K | 1.0% | |
| Voya International Index Fund | Common Collective Trusts | — | — | $69K | 1.0% | |
| Vangrd Explorer Fund Adm Registered Investment Company | Common Stocks | — | — | $63K | 0.9% | |
| American Funds Nw Prspctv R6 Registered Investment Company | Mutual Funds | — | — | $50K | 0.7% | |
| Voya Real Estate Securities Portfolio Institutional Class | Other securities | — | — | $49K | 0.7% | |
| Voya Selected Value Fund | Other securities | — | — | $44K | 0.6% | |
| DFA Infl-Prot Sec Port Ins Registered Investment Company | Mutual Funds | — | — | $36K | 0.5% | |
| Voya Gv Mny Mkt F A (Hld Acct) Registered Investment Company | Common Stocks | — | — | $21K | 0.3% | |
| Voya LifeStrategy Income Fund | Other securities | — | — | $12K | 0.2% | |
| Neuberg Berm MdCp Grw Fnd R6 Registered Investment Company | Common Stocks | — | — | $11K | 0.2% | |
| Voya U.S. Targeted Value Portfolio Institutional Class | Other securities | — | — | $6K | <0.1% | |
| DFA US Targeted Vl Port Ins Registered Investment Company | Mutual Funds | — | — | $6K | <0.1% | |
| Fidelity Sm Cp Ind Fd Registered Investment Company | Mutual Funds | — | — | $6K | <0.1% | |
| Voya Small Cap Index Fund | Common Collective Trusts | — | — | $6K | <0.1% | |
| Voya Index Aggressive 2045 Fund ** 611 * Voya Index Aggressive 2055 Fund | Other securities | — | — | $2K | <0.1% | |
| MyCompass Ind Agg 2055 Fd R Common Collective Trust | Common Collective Trusts | — | — | $2K | <0.1% | |
| Voya New World Fund R6 | Other securities | — | — | $2K | <0.1% | |
| Voya High Yield Fund R6 | Other securities | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
