Agencyea's EIN is 36-4345593.
Download the official 2024 Form 5500 (PDF) for Agencyea from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Agencyea'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 RETIREMENT INSURANCE & ANNUITY | 71-0294708 | — | RECORDKEEPER | $13 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONE DIGITAL INVESTMENT ADVISORS | 43-1451524 | — | INVESTMENT ADVISOR | $15 | — |
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 | |||||
|---|---|---|---|---|---|---|
| MYCOMPASS INDEX MODERATE 2055 VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $1.9M | 30.2% | |
| MYCOMPASS INDEX MODERATE 2045 VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $762K | 12.0% | |
| VANGUARD 500 INDEX FUND VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $672K | 10.6% | |
| MYCOMPASS INDEX MODERATE 2065 VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $650K | 10.2% | |
| LARGE CAP GROWTH FUND VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $615K | 9.7% | |
| VANGUARD MID-CAP INDEX FUND VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $229K | 3.6% | |
| AMERICAN FUNDS AMERICAN BALANCED FU VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $221K | 3.5% | |
| LARGE CAP VALUE FUND VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $162K | 2.5% | |
| DFA US TARGETED VALUE PORTFOLIO FUN VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $142K | 2.2% | |
| MYCOMPASS INDEX MODERATE 2035 VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $118K | 1.9% | |
| MYCOMPASS INDEX CONSERVATIVE 2035 VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $114K | 1.8% | |
| AMERICAN FUNDS NEW WORLD FUND VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $107K | 1.7% | |
| INTERNATIONAL GROWTH FUND VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $101K | 1.6% | |
| AMERICAN FUNDS NEW PERSPECTIVE FUND VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $87K | 1.4% | |
| Participants Notes receivable from participants (interest rates from 9.25 | Other securities | — | — | $70K | 1.1% | |
| MACQUARIE MID CAP GROWTH FUND VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $59K | 0.9% | |
| AMERICAN FUNDS THE BOND FUND OF AME VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $55K | 0.9% | |
| VANGUARD TOTAL BOND MARKET INDEX FU VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $50K | 0.8% | |
| MYCOMPASS INDEX MODERATE RETIRE VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $47K | 0.7% | |
| MID CAP VALUE FUND VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $41K | 0.6% | |
| VANGUARD SMALL-CAP INDEX FUND VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $34K | 0.5% | |
| MYCOMPASS INDEX AGGRESSIVE 2065 VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $19K | 0.3% | |
| DFA REAL ESTATE SECURITIES PORTFOLI VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $17K | 0.3% | |
| VOYA MONEY MARKET FUND VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $16K | 0.3% | |
| VOYA Retirement Insurance and Annuity Company Voya Fixed Account | Common Stocks | — | — | $16K | 0.2% | |
| MYCOMPASS INDEX AGGRESSIVE 2055 VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $16K | 0.2% | |
| CLEARBRIDGE SMALL CAP GROWTH FUND VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $10K | 0.2% | |
| MYCOMPASS INDEX CONSERVATIVE RETIRE VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $6K | 0.1% | |
| MYCOMPASS INDEX CONSERVATIVE 2045 VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $3K | <0.1% | |
| DFA INFLATION-PROTECTED SECURITIES VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| MORNINGSTAR INVESTMENT MANAGEMENT | 36-4317381 | — | INVESTMENT ADVISORY | $8 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HESSEL & ASSOCIATES LLC | 45-4090227 | — | TPA | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONE DIGITAL TOPCO LLC | 82-1434504 | — | OTHER FEES | $0 | — |
