Michelle Borja signed Arizona Charter Solutions' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Arizona Charter Solutions' EIN is 45-2665218.
Download the official 2024 Form 5500 (PDF) for Arizona Charter Solutions from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Arizona Charter Solutions' plan includes 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 & ANNUITY | 71-0294708 | HARTFORD, CT | INVESTMENT ADVISORY | $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 | |||||
|---|---|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY VOYA RETIREMENT INSURANCE & ANNUITY CO. · EIN 71-0294709 / PN 000 | Pooled Separate Account | — | — | $4.4M | 96.9% | |
| Voya Index Solution 2035 P Z Mutual Funds | Other securities | — | — | $868K | 19.1% | |
| Voya Index Solution 2040 P Z Mutual Funds | Other securities | — | — | $850K | 18.7% | |
| Voya Index Solution 2045 P Z Mutual Funds | Other securities | — | — | $599K | 13.2% | |
| Voya Index Solution 2055 P Z Mutual Funds | Other securities | — | — | $519K | 11.4% | |
| Voya Index Solution 2050 P Z Mutual Funds | Other securities | — | — | $381K | 8.4% | |
| Voya Index Solution 2060 P Z Mutual Funds | Other securities | — | — | $198K | 4.4% | |
| Voya Index Solution Inc P Z Mutual Funds | Common Stocks | — | — | $119K | 2.6% | |
| Voya Index Solution 2030 P Z Mutual Funds | Other securities | — | — | $115K | 2.5% | |
| Voya American Funds Am Balanced R6 Mutual Funds | Mutual Funds | — | — | $115K | 2.5% | |
| Voya American Funds AMCAP Fund R6 Mutual Funds | Mutual Funds | — | — | $99K | 2.2% | |
| Loan with interest at 4.25% - 9.50% due through 2029 | Bonds / Notes | — | — | $83K | 1.8% | |
| Voya Index Solution 2025 P Z Mutual Funds | Other securities | — | — | $82K | 1.8% | |
| Voya American Funds Wash Mutual R6 Mutual Funds | Mutual Funds | — | — | $71K | 1.6% | |
| Voya PIMCO Income Fund Ins Mutual Funds | Mutual Funds | — | — | $69K | 1.5% | |
| Voya Index Solution 2065 P Z Mutual Funds | Other securities | — | — | $58K | 1.3% | |
| Voya Vangrd Small-Cap Index Fnd Adm Mutual Funds | Other securities | — | — | $54K | 1.2% | |
| Voya Vangrd Mid-Cap Index Fund Adm Mutual Funds | Common Collective Trusts | — | — | $49K | 1.1% | |
| Voya Vangrd 500 Index Fund Adm Mutual Funds | Common Collective Trusts | — | — | $49K | 1.1% | |
| Voya American Funds Nw Prspctv R6 Mutual Funds | Mutual Funds | — | — | $46K | 1.0% | |
| Voya DFA US Targeted Vl Port Ins Mutual Funds | Mutual Funds | — | — | $13K | 0.3% | |
| Voya MFS Mid Cap Value Fund R6 Mutual Funds | Mutual Funds | — | — | $12K | 0.3% | |
| Voya Mid Cap Opport Port R6 Mutual Funds | Other securities | — | — | $10K | 0.2% | |
| Voya Vangrd Tot Int Stk In F Adm Mutual Funds | Other securities | — | — | $8K | 0.2% | |
| Voya Vangrd Em Mkts Stk Ind Fd Adm Mutual Funds | Other securities | — | — | $6K | 0.1% | |
| Voya AB Global Bond Fund Z Mutual Funds | Other securities | — | — | $1K | <0.1% | |
| Voya DFA Infl-Prot Sec Port Ins Mutual Funds | Mutual Funds | — | — | $1K | <0.1% | |
| Voya DFA Real Estate Secs Port Ins Mutual Funds | Mutual Funds | — | — | $1K | <0.1% | |
| Voya PGIM High Yield Fund R6 Mutual Funds | Other securities | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
