Mark Thompson signed Infoverity U.S., Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Infoverity U.S., Inc.'s EIN is 45-2428631.
Download the official 2024 Form 5500 (PDF) for Infoverity U.S., Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Infoverity U.S., Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, 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 ADVISORS, LLC | 02-0488491 | — | INVESTMENT ADVISORY | $8K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE RETIREMENT SYSTEMS, INC | 31-1299207 | — | OTHER SERVICES | $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 | |||||
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT D VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $19.1M | 95.6% | |
| Voya Financial Vanguard 500 Index Fund Admiral Shares | Common Collective Trusts | — | — | $3.0M | 15.2% | |
| Voya Financial Voya Large Cap Growth Portfolio Class R6 | Other securities | — | — | $2.4M | 12.1% | |
| Voya Financial Voya Index Solution 2060 Portfolio Class Z | Other securities | — | — | $1.7M | 8.3% | |
| Voya Financial PGIM Total Return Bond Fund Class R6 | Other securities | — | — | $1.2M | 6.2% | |
| Voya Financial Voya Index Solution 2050 Portfolio Class Z | Other securities | — | — | $948K | 4.8% | |
| Voya Financial Voya Index Solution 2055 Portfolio Class Z | Other securities | — | — | $936K | 4.7% | |
| Voya Financial American Funds EuroPacific Growth Fund Class R6 | Mutual Funds | — | — | $917K | 4.6% | |
| Voya Financial Voya Index Solution 2040 Portfolio Class Z | Other securities | — | — | $807K | 4.0% | |
| Voya Financial American Funds New Perspective Fund Class R6 | Mutual Funds | — | — | $743K | 3.7% | |
| Voya Financial Eaton Vance Atlanta Capital SMID-Cap Fund Class R6 | Other securities | — | — | $736K | 3.7% | |
| Voya Financial American Funds New World Fund Class R6 | Mutual Funds | — | — | $714K | 3.6% | |
| Voya Financial American Funds Washington Mutual Investors Fund Class R6 | Mutual Funds | — | — | $697K | 3.5% | |
| Voya Financial American Funds American Balanced Fund Class R6 | Mutual Funds | — | — | $641K | 3.2% | |
| Voya Financial Fixed Account (4062) | Other securities | — | — | $593K | 3.0% | |
| Voya Financial Vanguard Mid-Cap Index Fund Admiral Shares | Common Collective Trusts | — | — | $515K | 2.6% | |
| Voya Financial Vanguard Small-Cap Index Fund Admiral Shares | Common Collective Trusts | — | — | $463K | 2.3% | |
| Voya Financial Voya Index Solution 2065 Portfolio Class Z | Other securities | — | — | $436K | 2.2% | |
| Voya Financial Voya Index Solution 2045 Portfolio Class Z | Other securities | — | — | $386K | 1.9% | |
| Voya Financial Voya Index Solution 2035 Portfolio Class Z | Other securities | — | — | $323K | 1.6% | |
| Voya Financial Voya Index Solution 2030 Portfolio Class Z | Other securities | — | — | $303K | 1.5% | |
| Voya Financial DFA Global Real Estate Securities Portfolio Institutional Class | Mutual Funds | — | — | $259K | 1.3% | |
| Voya Financial PGIM High Yield Fund Class R6 | Other securities | — | — | $166K | 0.8% | |
| Voya Financial DFA Inflation-Protected Securities Portfolio Institutional Class | Mutual Funds | — | — | $152K | 0.8% | |
| Voya Financial DFA U.S. Targeted Value Portfolio Institutional Class | Mutual Funds | — | — | $144K | 0.7% | |
| dates through 2029. | Other securities | — | — | $141K | 0.7% | |
| Voya Financial ClearBridge Small Cap Growth Fund Class Institutional Shares | Other securities | — | — | $124K | 0.6% | |
| Voya Financial PIMCO International Bond Fund (Unhedged) Institutional Class | Mutual Funds | — | — | $115K | 0.6% | |
| Voya Financial Victory Sycamore Established Value Fund Class R6 | Other securities | — | — | $93K | 0.5% | |
| Voya Financial BNY Mellon Dynamic Value Fund Class Y | Other securities | — | — | $80K | 0.4% | |
| Voya Financial Voya Index Solution Income Portfolio Class Z | Other securities | — | — | $30K | 0.1% | |
| Voya Financial Voya Index Solution 2025 Portfolio Class Z | Other securities | — | — | $11K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
