James Allen King signed Blake & Pendleton, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Blake & Pendleton, Inc.'s EIN is 58-1094736.
Download the official 2024 Form 5500 (PDF) for Blake & Pendleton, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Blake & Pendleton, 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 | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRECISION PLAN ADMINISTRATION | — | WARNER ROBINS, GA | TPA | $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 | |||||
|---|---|---|---|---|---|---|
| MYWAYRET INDEX 2035 FD R VOYA RETIREMENT INSURANCE & ANNUITY CO. · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $2.5M | 17.3% | |
| MYWAYRET INDEX 2045 FD R VOYA RETIREMENT INSURANCE & ANNUITY CO. · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $2.4M | 16.2% | |
| Voya Retirement Insurance and Annuity Company MyWay Retirement Index Retirement Fd R | Common Stocks | — | — | $1.4M | 9.9% | |
| MYWAYRETIREMENT INDEX RET FD R VOYA RETIREMENT INSURANCE & ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $1.4M | 9.9% | |
| Voya Retirement Insurance and Annuity Company MyWay Retirement Lg Cap Growth Fd R | Common Stocks | — | — | $1.3M | 9.0% | |
| MYWAYRETIREMENT LG CP GRW FD R VOYA RETIREMENT INSURANCE & ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $1.3M | 9.0% | |
| BLKRCK EQUITY INDEX FUND 1 VOYA RETIREMENT INSURANCE & ANNUITY CO. · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $1.1M | 7.8% | |
| Voya Retirement Insurance and Annuity Company Voya Fixed Account | Common Stocks | — | — | $952K | 6.5% | |
| Voya Retirement Insurance and Annuity Company MyWay Retirement Lg Cap Value Fd R | Common Stocks | — | — | $568K | 3.9% | |
| MYWAYRETIREMENT LG CP VAL FD R VOYA RETIREMENT INSURANCE & ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $568K | 3.9% | |
| MYWAYRET INDEX 2040 FD R VOYA RETIREMENT INSURANCE & ANNUITY CO. · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $522K | 3.6% | |
| MYWAYRET INDEX 2055 FD R VOYA RETIREMENT INSURANCE & ANNUITY CO. · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $512K | 3.5% | |
| MYWAYRET INDEX 2060 FD R VOYA RETIREMENT INSURANCE & ANNUITY CO. · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $472K | 3.2% | |
| MYWAYRET INDEX 2030 FD R VOYA RETIREMENT INSURANCE & ANNUITY CO. · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $453K | 3.1% | |
| Voya Retirement Insurance and Annuity Company Voya Fixed Account (4450) | Common Stocks | — | — | $430K | 2.9% | |
| MYWAYRET INDEX 2050 FD R VOYA RETIREMENT INSURANCE & ANNUITY CO. · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $363K | 2.5% | |
| BLKRCK US DEBT INDEX FUND 1 VOYA RETIREMENT INSURANCE & ANNUITY CO. · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $271K | 1.9% | |
| Notes receivable from participants 4.25% - 9.50% | Bonds / Notes | — | — | $220K | 1.5% | |
| Voya Retirement Insurance and Annuity Company MyWay Retirement Md Cap Growth Fd R | Common Stocks | — | — | $151K | 1.0% | |
| MYWAYRETIREMENT MD CP GRW FD R VOYA RETIREMENT INSURANCE & ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $151K | 1.0% | |
| MYWAYRETIREMENT SM CP GROWTH FD R VOYA RETIREMENT INSURANCE & ANNUITY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $118K | 0.8% | |
| Voya Retirement Insurance and Annuity Company Blackrock Mid Cap Equity Index Fd 1 | Common Collective Trusts | — | — | $89K | 0.6% | |
| BLACKROCK MD CP EQTY IDN FD 1 VOYA RETIREMENT INSURANCE & ANNUITY CO. · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $89K | 0.6% | |
| BLKRCK RUSSELL 2000 IND FD R VOYA RETIREMENT INSURANCE & ANNUITY CO. · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $79K | 0.5% | |
| MYWAYRET COMMODITIES FD R VOYA RETIREMENT INSURANCE & ANNUITY CO. · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $69K | 0.5% | |
| MYWAYRET INDEX 2065 FD R VOYA RETIREMENT INSURANCE & ANNUITY CO. · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $68K | 0.5% | |
| Voya Retirement Insurance and Annuity Company MyWay Retirement Real Estate Fd R | Common Stocks | — | — | $63K | 0.4% | |
| MYWAYRETIREMENT REAL EST FD R VOYA RETIREMENT INSURANCE & ANNUITY CO · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $63K | 0.4% | |
| Voya Retirement Insurance and Annuity Company MyWay Retirement Intl Value Fd R | Common Stocks | — | — | $61K | 0.4% | |
| MYWAYRETIREMENT INTL VAL R CIT VOYA RETIREMENT INSURANCE & ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $61K | 0.4% | |
| Voya Retirement Insurance and Annuity Company Blackrock US TIPS Index Fd 1 ** 435 * Voya Retirement Insurance and Annuity Company MyWay Retirement Balanced Fund R | Common Stocks | — | — | $58K | 0.4% | |
| MYWAYRETIREMENT BALANCED FND R VOYA RETIREMENT INSURANCE & ANNUITY CO. · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $58K | 0.4% | |
| Voya Retirement Insurance and Annuity Company MyWay Retirement Intl Growth Fd R | Common Stocks | — | — | $55K | 0.4% | |
| MYWAYRETIREMENT INTL GRW FD R VOYA RETIREMENT INSURANCE & ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $55K | 0.4% | |
| Voya Retirement Insurance and Annuity Company MyWay Retirement Multisector Bd Fd R | Common Stocks | — | — | $52K | 0.4% | |
| MYWAYRETIREMENT MLTSCT BD F R VOYA RETIREMENT INSURANCE & ANNUITY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $52K | 0.4% | |
| VANGRD SELECTED VALUE FUND INV VOYA RETIREMENT INSURANCE & ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $43K | 0.3% | |
| BLKRCK EAFE EQUITY INDEX FND R VOYA RETIREMENT INSURANCE & ANNUITY CO. · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $39K | 0.3% | |
| Voya Retirement Insurance and Annuity Company MyWay Retirement Emerging Mkt Fund R | Common Stocks | — | — | $29K | 0.2% | |
| MYWAYRET EMERGING MKTS FD R VOYA RETIREMENT INSURANCE & ANNUITY CO. · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $29K | 0.2% | |
| VOYA GV MONEY MARKET F A (HLD ACCT) VOYA RETIREMENT INSURANCE & ANNUITY CO · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $9K | <0.1% | |
| BLACKROCK US TIPS INDEX FD 1 VOYA RETIREMENT INSURANCE & ANNUITY CO. · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $435 | <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 |
|---|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY | 20-8764829 | — | SERVICE PROVIDER | $0 | — |
