Kaylee Amodia signed Benefit Plan Administrators of EAU Claire's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Benefit Plan Administrators of EAU Claire's EIN is 39-0819344.
Download the official 2024 Form 5500 (PDF) for Benefit Plan Administrators of EAU Claire from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Benefit Plan Administrators of EAU Claire'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 | 71-0294708 | — | RECORDKEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HAUSER RETIREMENT SOLUTIONS | 36-4906731 | — | FINANCIAL ADVISOR | $0 | — |
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 | |||||
|---|---|---|---|---|---|---|
| VOYA INDEX SOLUTION 2035 P Z VOYA RETIREMENT INSURANCE & ANNUITY CO · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $3.3M | 19.1% | |
| VOYA INDEX SOLUTION 2030 P Z VOYA RETIREMENT INSURANCE & ANNUITY CO · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $3.0M | 17.9% | |
| VOYA INDEX SOLUTION 2025 P Z VOYA RETIREMENT INSURANCE & ANNUITY CO · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $1.6M | 9.2% | |
| VOYA INDEX SOLUTION 2040 P Z VOYA RETIREMENT INSURANCE & ANNUITY CO · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $1.2M | 7.2% | |
| VOYA INDEX SOLUTION 2045 P Z VOYA RETIREMENT INSURANCE & ANNUITY CO · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $950K | 5.6% | |
| VANGUARD 500 INDEX FUND ADM VANGUARD FUNDS · EIN 23-1999755 / PN 000 | Pooled Separate Account | — | — | $884K | 5.2% | |
| LARGE CAP GROWTH FUND IV R1 WILMINGTON TRUST FUNDS · EIN 38-7289851 / PN 001 | Pooled Separate Account | — | — | $849K | 5.0% | |
| Voya Fixed Account (4450) Investment Contract N/A | Other securities | — | — | $608K | 3.6% | |
| VOYA INDEX SOLUTION 2050 P Z VOYA RETIREMENT INSURANCE & ANNUITY CO · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $483K | 2.8% | |
| LARGE CAP VALUE FUND II R1 WILMINGTON TRUST FUNDS · EIN 38-7264544 / PN 707 | Pooled Separate Account | — | — | $408K | 2.4% | |
| VOYA INDEX SOLUTION 2055 P Z VOYA RETIREMENT INSURANCE & ANNUITY CO · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $407K | 2.4% | |
| VOYA INDEX SOLUTION 2060 P Z VOYA RETIREMENT INSURANCE & ANNUITY CO · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $348K | 2.0% | |
| VOYA INDEX SOLUTION INC P Z VOYA RETIREMENT INSURANCE & ANNUITY CO · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $338K | 2.0% | |
| JPMORGAN US EQUITY FUND R6 JPMORGAN FUNDS · EIN 33-1043149 / PN 000 | Pooled Separate Account | — | — | $335K | 2.0% | |
| INTERNATIONAL GROWTH FND II R1 WILMINGTON TRUST FUNDS · EIN 38-4139842 / PN 619 | Pooled Separate Account | — | — | $257K | 1.5% | |
| JPMORGAN MID CAP GROWTH FD R6 JPMORGAN FUNDS · EIN 33-1043149 / PN 000 | Pooled Separate Account | — | — | $231K | 1.4% | |
| VANGUARD MID-CAP INDEX FUND ADM VANGUARD FUNDS · EIN 23-1999755 / PN 000 | Pooled Separate Account | — | — | $196K | 1.2% | |
| JPMORGAN CORE PLUS BOND FND R6 JPMORGAN FUNDS · EIN 33-1043149 / PN 000 | Pooled Separate Account | — | — | $194K | 1.1% | |
| Participant loans Interest rates range of 4.25 to 10.50% - | Bonds / Notes | — | — | $185K | 1.1% | |
| BLACKROCK HIGH YIELD PORT K BLACK ROCK FUNDS · EIN 51-0383635 / PN 000 | Pooled Separate Account | — | — | $167K | 1.0% | |
| PUTNAM SMALL CAP GROWTH FND R6 VOYA RETIREMENT INSURANCE & ANNUITY CO · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $162K | 1.0% | |
| AMERICAN FUNDS NEW WORLD R6 AMERICAN FUNDS · EIN 95-4727424 / PN 000 | Pooled Separate Account | — | — | $133K | 0.8% | |
| AMERICAN FUNDS NEW PERSPECTIVE R6 AMERICAN FUNDS · EIN 95-2817150 / PN 000 | Pooled Separate Account | — | — | $124K | 0.7% | |
| Royce Small-Cap Opportunity Fund Institutional Class Pooled Separate Account N/A | Pooled Separate Accounts | — | — | $116K | 0.7% | |
| ROYAL SMCAPOPPFD INSTL CLASS VOYA RETIREMENT INSURANCE & ANNUITY CO · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $116K | 0.7% | |
| VANGUARD SMALL-CAP INDEX FUND ADM VANGUARD FUNDS · EIN 23-1999755 / PN 000 | Pooled Separate Account | — | — | $106K | 0.6% | |
| AMERICAN FUNDS AM BALANCED R6 AMERICAN FUNDS · EIN 94-6050854 / PN 000 | Pooled Separate Account | — | — | $95K | 0.6% | |
| VOYA INDEX SOLUTION 2065 P Z VOYA RETIREMENT INSURANCE & ANNUITY CO · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $91K | 0.5% | |
| AB DISC VALUE FUND Z RETIREMENT INSURANCE & ANNUITY CO · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $55K | 0.3% | |
| COLUMBIA OVERSEAS VAL INST 3 VOYA RETIREMENT INSURANCE & ANNUITY CO · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $55K | 0.3% | |
| VANGUARD INTERM-TM BND INDEX FD ADM VANGUARD FUNDS · EIN 23-1945930 / PN 000 | Pooled Separate Account | — | — | $44K | 0.3% | |
| MFS MID CAP VALUE FUND R6 VOYA RETIREMENT INSURANCE & ANNUITY CO · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $33K | 0.2% | |
| BlackRock Commodity Strategies Fund K Pooled Separate Account N/A | Pooled Separate Accounts | — | — | $28K | 0.2% | |
| BLK RCK COMMODITY STRAT FD K BLACK ROCK FUNDS · EIN 51-0383635 / PN 000 | Pooled Separate Account | — | — | $28K | 0.2% | |
| COHEN & STEERS INSTIT REALTY SHARES COHEN & STEERS · EIN 01-3335336 / PN 000 | Pooled Separate Account | — | — | $25K | 0.1% | |
| VOYA GOV MONEY MKT FND A (HOLD ACCT VOYA MUTUAL FUNDS · EIN 06-1330795 / PN 000 | Pooled Separate Account | — | — | $14K | <0.1% | |
| MFS VALUE FUND R6 VOYA RETIREMENT INSURANCE & ANNUITY CO · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| MFS INTERNATIONAL GRW FUND R6 VOYA RETIREMENT INSURANCE & ANNUITY CO · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| AMCEN ULTRA FUND R6 VOYA RETIREMENT INSURANCE & ANNUITY CO · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| MSSMTL MD CP GR FD I VOYA RETIREMENT INSURANCE & ANNUITY CO · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
