This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT INS. AND ANNUITY | 71-0294708 | — | SERVICE PROVIDER | $252 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ANNEX WEALTH MANAGEMENT LLC | 68-0524298 | — | SERVICE PROVIDER | $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.
| % of plan | |||
|---|---|---|---|
| VANGRD LIFESTRAT GRW FD INV VOYA RETIREMENT · EIN 46-1478054 / PN 001 | Pooled Separate Account | $330K | 16.6% |
| VANGRD TRGT RETIRE 2040 FD INV VOYA RETIREMENT · EIN 46-1478054 / PN 001 | Pooled Separate Account | $273K | 13.7% |
| VANGRD 500 INDEX FUND ADM VOYA RETIREMENT · EIN 46-1478054 / PN 001 | Pooled Separate Account | $254K | 12.7% |
| VANGRD TRGT RETIRE 2035 FD INV VOYA RETIREMENT · EIN 46-1478054 / PN 001 | Pooled Separate Account | $149K | 7.5% |
| VANGRD TRGT RETIRE 2025 FD INV VOYA RETIREMENT · EIN 46-1478054 / PN 001 | Pooled Separate Account | $146K | 7.4% |
| AMCEN ULTRA FUND R6 VOYA RETIREMENT · EIN 46-1478054 / PN 001 | Pooled Separate Account | $124K | 6.2% |
| AMCEN MID CAP VALUE FUND R6 VOYA RETIREMENT · EIN 46-1478054 / PN 001 | Pooled Separate Account | $103K | 5.2% |
| VANGRD TRGT RETIRE 2055 FD INV VOYA RETIREMENT · EIN 46-1478054 / PN 001 | Pooled Separate Account | $77K | 3.9% |
| VANGRD TRGT RETIRE 2045 FD INV VOYA RETIREMENT · EIN 46-1478054 / PN 001 | Pooled Separate Account | $58K | 2.9% |
| VANGRD LIFESTRAT MD GRW FD INV VOYA RETIREMENT · EIN 46-1478054 / PN 001 | Pooled Separate Account | $57K | 2.9% |
| VOYA FIXED ACCOUNT (4062) VOYA RETIREMENT · EIN 46-1478054 / PN 001 | Pooled Separate Account | $54K | 2.7% |
| VANGRD TRGT RETIRE 2060 FD INV VOYA RETIREMENT · EIN 46-1478054 / PN 001 | Pooled Separate Account | $54K | 2.7% |
| VOYA MID-CAP GROWTH EQTY FD 8 VOYA RETIREMENT · EIN 46-1478054 / PN 001 | Pooled Separate Account | $49K | 2.5% |
| VOYA LARGE CAP GROWTH FUND 8 VOYA RETIREMENT · EIN 46-1478054 / PN 001 | Pooled Separate Account | $41K | 2.1% |
| VANGRD TRGT RETIRE 2050 FD INV VOYA RETIREMENT · EIN 46-1478054 / PN 001 | Pooled Separate Account | $28K | 1.4% |
| VANGRD TOT INT STK IN F ADM VOYA RETIREMENT · EIN 46-1478054 / PN 001 | Pooled Separate Account | $27K | 1.4% |
| AMCEN EMERGING MARKETS FD R6 VOYA RETIREMENT · EIN 46-1478054 / PN 001 | Pooled Separate Account | $25K | 1.2% |
| VANGRD BALANCED INDEX FND ADM VOYA RETIREMENT · EIN 46-1478054 / PN 001 | Pooled Separate Account | $23K | 1.1% |
| VANGRD TRGT RETIRE 2030 FD INV VOYA RETIREMENT · EIN 46-1478054 / PN 001 | Pooled Separate Account | $17K | 0.8% |
| AMERICAN FUNDS EUROPACIFIC R6 VOYA RETIREMENT · EIN 46-1478054 / PN 001 | Pooled Separate Account | $15K | 0.7% |
| VANGRD TRGT RETIRE 2065 FD VOYA RETIREMENT · EIN 46-1478054 / PN 001 | Pooled Separate Account | $13K | 0.7% |
| VANGRD LIFESTRAT CNS GR FD INV VOYA RETIREMENT · EIN 46-1478054 / PN 001 | Pooled Separate Account | $13K | 0.6% |
| VOYA INTERMEDIATE BOND FUND R6 VOYA RETIREMENT · EIN 46-1478054 / PN 001 | Pooled Separate Account | $9K | 0.4% |
| JPMORGAN US VAL FD R6 VOYA RETIREMENT · EIN 46-1478054 / PN 001 | Pooled Separate Account | $9K | 0.4% |
| VANGRD SMALL-CAP INDEX FND ADM VOYA RETIREMENT · EIN 46-1478054 / PN 001 | Pooled Separate Account | $8K | 0.4% |
| DFA GLOBAL REAL EST SEC PT INS VOYA RETIREMENT · EIN 46-1478054 / PN 001 | Pooled Separate Account | $8K | 0.4% |
| INV GLOBAL FD R6 VOYA RETIREMENT · EIN 46-1478054 / PN 001 | Pooled Separate Account | $6K | 0.3% |
| PGIM HIGH YIELD FUND R6 VOYA RETIREMENT · EIN 46-1478054 / PN 001 | Pooled Separate Account | $2K | 0.1% |
| VANGRD MID-CAP INDEX FUND ADM VOYA RETIREMENT · EIN 46-1478054 / PN 001 | Pooled Separate Account | $2K | 0.1% |
| DFA INFL-PROT SEC PORT INS VOYA RETIREMENT · EIN 46-1478054 / PN 001 | Pooled Separate Account | $2K | 0.1% |
| DFA US TARGETED VL PORT INS VOYA RETIREMENT · EIN 46-1478054 / PN 001 | Pooled Separate Account | $2K | <0.1% |
| JANUS HNDR DEV WRLD BND FD N VOYA RETIREMENT · EIN 46-1478054 / PN 001 | Pooled Separate Account | $2K | <0.1% |
| CLRBRG SMCP GRW FD IS VOYA RETIREMENT · EIN 46-1478054 / PN 001 | Pooled Separate Account | $1K | <0.1% |
| VOYA GV MNY MKT F A (HLD ACCT) VOYA RETIREMENT · EIN 46-1478054 / PN 001 | Pooled Separate Account | $288 | <0.1% |
| VANGRD TRGT RETIRE 2020 FD INV VOYA RETIREMENT · EIN 46-1478054 / PN 001 | Pooled Separate Account | $108 | <0.1% |
| PIMCO INCOME FUND INS VOYA RETIREMENT · EIN 46-1478054 / PN 001 | Pooled Separate Account | $3 | <0.1% |
| VANGRD TRGT RETIRE 2015 FD INV VOYA RETIREMENT · EIN 46-1478054 / PN 001 | Pooled Separate Account | $0 | <0.1% |
