Mandel Group, Inc.'s EIN is 39-1710347.
Download the official 2024 Form 5500 (PDF) for Mandel Group, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Mandel Group, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 AND ANNUI | 71-0294708 | — | SERVICE PROVIDER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CETERA INVESTMENT ADVISERS, LLC | 36-3258176 | EL SEGUNDO, CA | SERVICE PROVIDER | $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 | |||||
|---|---|---|---|---|---|---|
| MAP CONTRACT SEPARATE ACCT D 813803 VOYA RETIREMENT INSURANCE & ANNUITY CO · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $14.7M | 95.3% | |
| Voya Vanguard 500 Index Fund | Common Collective Trusts | — | — | $2.7M | 17.7% | |
| Voya JPMorgan Large Cap Growth Fund | Other securities | — | — | $1.7M | 11.1% | |
| Voya American Funds Washington Mutual Investors Fund | Mutual Funds | — | — | $1.0M | 6.8% | |
| Voya American Funds New Perspective Fund | Mutual Funds | — | — | $1.0M | 6.7% | |
| Voya Vanguard Mid-Cap Index Fund | Common Collective Trusts | — | — | $1.0M | 6.7% | |
| Voya Vanguard Target Retirement 2055 Fund | Mutual Funds | — | — | $957K | 6.2% | |
| Voya Vanguard Target Retirement 2045 Fund | Mutual Funds | — | — | $753K | 4.9% | |
| Voya Victory Sycamore Established Value Fund | Other securities | — | — | $710K | 4.6% | |
| Voya Fixed Account | Other securities | — | — | $693K | 4.5% | |
| Voya American Funds EuroPacific Growth Fund | Mutual Funds | — | — | $589K | 3.8% | |
| Voya Vanguard Target Retirement 2050 Fund | Mutual Funds | — | — | $532K | 3.4% | |
| Voya Vanguard Small-Cap Index Fund | Common Collective Trusts | — | — | $497K | 3.2% | |
| Voya Vanguard Target Retirement 2035 Fund | Mutual Funds | — | — | $488K | 3.2% | |
| Voya Neuberger Berman Mid Cap Growth Fund | Other securities | — | — | $454K | 2.9% | |
| Voya Vanguard Target Retirement 2060 Fund | Mutual Funds | — | — | $306K | 2.0% | |
| Voya Vanguard Balanced Index Fund | Common Collective Trusts | — | — | $269K | 1.7% | |
| Voya PIMCO Income Fund | Mutual Funds | — | — | $229K | 1.5% | |
| Voya Intermediate Bond Fund | Other securities | — | — | $224K | 1.4% | |
| Voya Vanguard Target Retirement 2025 Fund | Mutual Funds | — | — | $216K | 1.4% | |
| Voya American Funds Fundamental Investors | Mutual Funds | — | — | $202K | 1.3% | |
| Voya Vanguard Target Retirement 2040 Fund | Mutual Funds | — | — | $177K | 1.1% | |
| Voya DFA Emerging Markets Portfolio | Mutual Funds | — | — | $162K | 1.1% | |
| Voya Vanguard Target Retirement 2030 Fund | Mutual Funds | — | — | $82K | 0.5% | |
| Voya Vanguard Target Retirement 2065 Fund | Mutual Funds | — | — | $80K | 0.5% | |
| Voya DFA U.S. Targeted Value Portfolio | Mutual Funds | — | — | $76K | 0.5% | |
| Voya ClearBridge Small-Cap Growth Fund | Other securities | — | — | $53K | 0.3% | |
| Voya Vanguard Target Retirement 2020 Fund | Mutual Funds | — | — | $44K | 0.3% | |
| Voya PIMCO Real Return Fund | Mutual Funds | — | — | $40K | 0.3% | |
| Voya PIMCO International Bond Fund | Mutual Funds | — | — | $30K | 0.2% | |
| Voya Government Money Market Fund (Holding Account) | Cash / Money Market | — | — | $15K | <0.1% | |
| Participants Notes receivable from participants - various repayment schedules through April 2029, interest rates ranging from 4.25% to 9.50% | Bonds / Notes | — | — | $13K | <0.1% | |
| Voya Vanguard Target Retirement 2070 Fund | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LATITUDE SERVICE COMPANY, INC | — | PLYMOUTH, IN | TPA | $0 | — |
