Discovery CUBE Orange County's EIN is 33-0828380.
Download the official 2024 Form 5500 (PDF) for Discovery CUBE Orange County from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Discovery CUBE Orange County's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 RET INS AND ANNUITY COMPANY | 71-0294708 | HARTFORD, CT | SERVICE PROVIDER | $4K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALMICH AND ASSOCIATES | 33-0526284 | — | SERVICE PROVIDER | $16K | — |
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 | |||||
|---|---|---|---|---|---|---|
| POOLED SEPARATE ACCOUNT D VOYA REITIREMENT AND INSURANCE ANNUITY CONTRACT · EIN 71-0294708 / PN 001 | Pooled Separate Account | — | — | $6.2M | 79.3% | |
| JPMorgan LgCp Grw Fnd R6 Mutual Fund | Other securities | — | — | $1.3M | 17.0% | |
| Voya Small Cap Growth Fund R6 * Mutual Fund 495 Voya Fixed Account * General Fixed Account | Other securities | — | — | $225K | 2.9% | |
| Fidelity 500 Index Fund Mutual Fund | Common Collective Trusts | — | — | $29K | 0.4% | |
| Participant Loans (maturing through July 2028) * Interest rates: 5 to 9.5% | Bonds / Notes | — | — | $25K | 0.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
