Janet Culpepper signed Infinity Global, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Infinity Global, Inc.'s EIN is 41-2155840.
Download the official 2024 Form 5500 (PDF) for Infinity Global, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Infinity Global, Inc.'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 | — | SERVICE PROVIDER | $519 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL SERVICES AD | 59-2937883 | — | 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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| VARIABLE ANNUITY ACCOUNT D VOYA RETIREMENT INSURANCE & ANNUITY CO. · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $8.5M | 99.0% | |
| Voya MyCompass Index Moderate 2035 Fund - Fee Class R | Other securities | — | — | $2.2M | 26.3% | |
| MyCompass Ind Mod Ret Fd R Common Collective Trust | Common Collective Trusts | — | — | $1.6M | 19.2% | |
| Voya MyCompass Index Moderate 2045 Fund - Fee Class R | Other securities | — | — | $1.4M | 16.1% | |
| BlackRock S&P 500 Index Fund - Class K | Common Collective Trusts | — | — | $909K | 10.6% | |
| MyCompass Ind Mod 2055 Fd R Common Collective Trust | Common Collective Trusts | — | — | $850K | 9.9% | |
| Mass Investors Grw Stk Fnd R6 Registered Investment Company | Common Stocks | — | — | $241K | 2.8% | |
| American Funds Nw Prspctv R6 Registered Investment Company | Mutual Funds | — | — | $236K | 2.8% | |
| Voya MyCompass Index Aggressive 2055 Fund - Fee Class R | Other securities | — | — | $137K | 1.6% | |
| PGIM Short-Term Corporate Bond Fund - Class R6 ** 13 Putnam Large Cap Value Fund - Class R6 | Mutual Funds | — | — | $105K | 1.2% | |
| Vanguard Mid-Cap Index Fund - Admiral | Common Collective Trusts | — | — | $100K | 1.2% | |
| MyCompass Ind Agg 2045 Fd R Common Collective Trust | Common Collective Trusts | — | — | $95K | 1.1% | |
| MyCompass Ind Cns Ret Fd R Common Collective Trust | Common Collective Trusts | — | — | $85K | 1.0% | |
| Vanguard Small-Cap Index Fund - Admiral | Common Collective Trusts | — | — | $81K | 0.9% | |
| Participants notes * receivable 4.25% - 9.50%, various maturity dates through 2029 | Bonds / Notes | — | — | $67K | 0.8% | |
| American Funds American Funds New World Fund - Class R-6 | Mutual Funds | — | — | $60K | 0.7% | |
| BlackRock iShares U.S. Aggregate Bond Index Fund - Class K | Common Collective Trusts | — | — | $59K | 0.7% | |
| Allspg Spec SmCp Vl Fd R6 Registered Investment Company | Common Stocks | — | — | $47K | 0.6% | |
| Voya MyCompass Index Conservative 2055 Fund - Fee Class R | Other securities | — | — | $33K | 0.4% | |
| American Funds American Funds American Balanced Fund - Class R-6 | Mutual Funds | — | — | $31K | 0.4% | |
| Gldmn Sachs GQG Prt Int Opp R6 Registered Investment Company | Common Stocks | — | — | $29K | 0.3% | |
| Voya Government Money Market Fund A ** 146 AB Global AB Global Bond Fund - Class Z ** 935 Allspring Special Mid Cap Value Fund - Class R6 | Cash / Money Market | — | — | $26K | 0.3% | |
| Voya MyCompass Index Conservative 2035 Fund - Fee Class R | Other securities | — | — | $23K | 0.3% | |
| Voya Fixed Account | Other securities | — | — | $19K | 0.2% | |
| Janus Hndr Triton Fd N Registered Investment Company | Mutual Funds | — | — | $15K | 0.2% | |
| MyCompass Ind Mod 2065 Fd R Common Collective Trust | Common Collective Trusts | — | — | $14K | 0.2% | |
| American Funds American Funds American High-Income Trust - Class R-6 | Mutual Funds | — | — | $11K | 0.1% | |
| Eaton Vance Eaton Vance Atlanta Capital SMID-Cap Fund - Class R6 | Common Stocks | — | — | $8K | <0.1% |
