Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HUNTER BENEFITS CONSULTING GROUP | 36-4430093 | — | TPA | $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 | |||||
|---|---|---|---|---|---|---|
| VARIABLE ANNUITY ACCOUNT D VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $3.4M | 94.6% | |
| MyCompass Ind Mod 2045 Fd R | Other securities | — | — | $732K | 20.1% | |
| MyCompass Ind Mod 2035 Fd R | Other securities | — | — | $517K | 14.2% | |
| The Vanguard Group, Inc. Balanced Index Fund | Common Stock | — | — | $512K | 14.1% | |
| The Vanguard Group, Inc. Vanguard 500 Index Fund | Common Stock | — | — | $387K | 10.6% | |
| MyCompass Ind Mod Ret Fd R | Other securities | — | — | $206K | 5.7% | |
| The Vanguard Group, Inc. LifeStrategy Moderate Growth Fund | Common Stock | — | — | $172K | 4.7% | |
| The Vanguard Group, Inc. LifeStrategy Growth Fund | Common Stock | — | — | $155K | 4.3% | |
| The Vanguard Group, Inc. Information Technology Index Fund | Common Stock | — | — | $110K | 3.0% | |
| The Vanguard Group, Inc. Growth Index Fund | Common Stock | — | — | $103K | 2.8% | |
| The Vanguard Group, Inc. LifeStrategy Conservative Growth | Common Stock | — | — | $100K | 2.7% | |
| The Vanguard Group, Inc. Health Care Index Fund | Common Stock | — | — | $83K | 2.3% | |
| MyCompass Ind Mod 2065 Fd R | Other securities | — | — | $68K | 1.9% | |
| MyCompass Ind Mod 2055 Fd R | Other securities | — | — | $53K | 1.5% | |
| The Vanguard Group, Inc. Emerging Markets Index Fund 664 The Vanguard Group, Inc. Energy Fund | Common Stock | — | — | $42K | 1.2% | |
| Participant loans Interest rates of 5.00% - 9.50% | Bonds / Notes | — | — | $39K | 1.1% | |
| The Vanguard Group, Inc. Small-Cap Value Index fund | Common Stock | — | — | $39K | 1.1% | |
| The Vanguard Group, Inc. Real Estate Index Fund | Common Stock | — | — | $27K | 0.7% | |
| The Vanguard Group, Inc. LifeStrategy Income Fund | Common Stock | — | — | $24K | 0.7% | |
| Invesco Gold & Special Minerals Fund | Other securities | — | — | $22K | 0.6% | |
| The Vanguard Group, Inc. Value Index Fund | Common Stock | — | — | $16K | 0.4% | |
| MyCompass Index Aggressive 2065 Fund 514 MyCompass Index Conservative 2035 Fund | Other securities | — | — | $12K | 0.3% | |
| MyCompass Index Conservative 2045 Fund | Other securities | — | — | $11K | 0.3% | |
| The Vanguard Group, Inc. Mid-Cap Value Index Fund | Common Stock | — | — | $9K | 0.3% | |
| The Vanguard Group, Inc. Total International Bond Fund | Common Stock | — | — | $9K | 0.3% | |
| MyCompass Index Conservative 2065 Fund | Other securities | — | — | $6K | 0.2% | |
| Voya Retirement Insurance and Annuity Company Voya Fixed Account | Other securities | — | — | $5K | 0.1% | |
| PIMCO Income Fund | Other securities | — | — | $5K | 0.1% | |
| The Vanguard Group, Inc. Intermediate Term Treasury | Common Stock | — | — | $5K | 0.1% | |
| MyCompass Index Conservative 2055 Fund | Other securities | — | — | $5K | 0.1% | |
| MyCompass Index Conservative Retirement Fund | Other securities | — | — | $5K | 0.1% | |
| The Vanguard Group, Inc. MFS Utilities Fund | Common Stock | — | — | $3K | <0.1% | |
| The Vanguard Group, Inc. Mid-Cap Growth Index Fund | Common Stock | — | — | $2K | <0.1% | |
| Voya Money Market Account Voya Gv Mny Mkt F A (Hld Acct) | Cash / Money Market | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
