EARL W. Colvard, Inc.'s EIN is 59-2183177.
Download the official 2024 Form 5500 (PDF) for EARL W. Colvard, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)EARL W. Colvard, Inc.'s 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 | — | RECORDKEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT ADVISORS LLC | 02-0488491 | — | FINANCIAL ADVISOR | $5K |
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 | |||||
|---|---|---|---|---|---|---|
| VANGRD TRGT RETIRE 2030 FD VOYA LIFE INSURANCE AND AUNNITY CO · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $2.4M | 10.2% | |
| VANGRD TRGT RETIRE 2025 FD VOYA LIFE INSURANCE AND AUNNITY CO · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $2.2M | 9.6% | |
| VANGRD TRGT RETIRE 2035 FD VOYA LIFE INSURANCE AND AUNNITY CO · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $1.9M | 8.2% | |
| VANGRD TRGT RETIRE 2040 FD VOYA LIFE INSURANCE AND AUNNITY CO · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $1.9M | 8.1% | |
| VANGRD TRGT RETIRE 2050 FD VOYA LIFE INSURANCE AND AUNNITY CO · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $1.7M | 7.3% | |
| VANGRD TRGT RETIRE 2045 FD VOYA LIFE INSURANCE AND AUNNITY CO · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $1.7M | 7.2% | |
| JPMORGAN LGCP GRW FND R6 VOYA LIFE INSURANCE AND AUNNITY CO · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $1.5M | 6.6% | |
| AMERICAN FUNDS AM BALANCED R6 VOYA LIFE INSURANCE AND AUNNITY CO · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $1.3M | 5.5% | |
| AMERICAN FUNDS WASH MUTUAL R6 VOYA LIFE INSURANCE AND AUNNITY CO · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $994K | 4.3% | |
| VANGRD TRGT RETIRE 2055 FD VOYA LIFE INSURANCE AND AUNNITY CO · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $930K | 4.0% | |
| VANGRD 500 INDEX FUND ADM VOYA LIFE INSURANCE AND AUNNITY CO · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $893K | 3.9% | |
| VANGRD TRGT RETIRE 2020 FD VOYA LIFE INSURANCE AND AUNNITY CO · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $662K | 2.9% | |
| Notes receivable from participants maturity dates from one to 27 years -0- | Other securities | — | — | $637K | 2.7% | |
| VANGRD SM-CAP VL INDEX FND ADM VOYA LIFE INSURANCE AND AUNNITY CO · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $547K | 2.4% | |
| Voya Fixed Account Guaranteed Interest Account | Other securities | — | — | $522K | 2.3% | |
| MFS MID CAP GROWTH FD R6 VOYA LIFE INSURANCE AND AUNNITY CO · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $411K | 1.8% | |
| AMCEN MID CAP VALUE FUND R6 VOYA LIFE INSURANCE AND AUNNITY CO · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $348K | 1.5% | |
| VANGRD TOT BD MKT IND FD ADM VOYA LIFE INSURANCE AND AUNNITY CO · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $331K | 1.4% | |
| VANGRD TRGT RETIRE 2060 FD VOYA LIFE INSURANCE AND AUNNITY CO · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $317K | 1.4% | |
| AMERICAN FUNDS NEW WORLD R6 VOYA LIFE INSURANCE AND AUNNITY CO · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $305K | 1.3% | |
| FIDELITY SM CP IND FD VOYA LIFE INSURANCE AND AUNNITY CO · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $297K | 1.3% | |
| VANGRD MID-CAP INDEX FUND ADM VOYA LIFE INSURANCE AND AUNNITY CO · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $273K | 1.2% | |
| VANGRD TOT INT STK IN F ADM VOYA LIFE INSURANCE AND AUNNITY CO · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $225K | 1.0% | |
| AMERICAN FUNDS CAP WD BD R6 VOYA LIFE INSURANCE AND AUNNITY CO · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $176K | 0.8% | |
| VANGRD TRGT RETIRE 2065 FD VOYA LIFE INSURANCE AND AUNNITY CO · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $165K | 0.7% | |
| DFA REAL ESTATE SECS PORT INS VOYA LIFE INSURANCE AND AUNNITY CO · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $143K | 0.6% | |
| VANGRD TRGT RETIRE INC FD VOYA LIFE INSURANCE AND AUNNITY CO · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $142K | 0.6% | |
| CLRBRG SMCP GRW FD IS VOYA LIFE INSURANCE AND AUNNITY CO · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $43K | 0.2% | |
| VOYA GV MNY MKT F A (HLD ACCT) VOYA LIFE INSURANCE AND AUNNITY CO · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $1K | <0.1% | |
| VANGRD TRGT RETIRE 2070 FD VOYA LIFE INSURANCE AND AUNNITY CO · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| LPL FINANCIAL CORPORATION | 04-3046611 | — | FINANCIAL ADVISOR | $0 | — |
| ONEDIGITAL LLC | 85-3439612 | — | FINANCIAL ADVISOR | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENSION INVESTORS CORP OF ORLANDO | 59-2166422 | — | THIRD PARTY ADMINISTRATO | — | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JAMES MOORE AND CO PL | 59-3204548 | — | — | $2K | — |
