BUSH Ross, P.A.'s EIN is 59-2753805.
Download the official 2024 Form 5500 (PDF) for BUSH Ross, P.A. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)BUSH Ross, P.A.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 AND ANNUI | 71-0294708 | — | SERVICE PROVIDER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT ADVISORS, LLC | 02-0488491 | — | INVESTMENT ADVISORY | $2K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| UBS FINANCIAL SERVICES INC. |
| 13-2638166 |
| — |
| INVESTMENT ADVISOR |
| $0 |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RETIREMENT SOLUTIONS SPECIALISTS | 27-0293282 | — | THIRD PARTY ADMINISTRATO | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT VOYA RETIREMENT INSURANCE AND ANNUITY CO · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $32.7M | 87.5% | |
| Charles Schwab PCRA | Self-Directed Brokerage | — | — | $8.5M | 22.8% | |
| Vangrd 500 Index Fund Adm | Common Collective Trusts | — | — | $6.4M | 17.2% | |
| Voya Fixed Account (4062) | Other securities | — | — | $3.4M | 9.0% | |
| American Funds Fdmntl Inv R6 | Mutual Funds | — | — | $2.5M | 6.7% | |
| Voya Index Solution 2040 P Z | Other securities | — | — | $2.1M | 5.5% | |
| Vangrd Small-Cap Index Fnd Adm | Other securities | — | — | $2.0M | 5.3% | |
| Vangrd Tot Int Stk In F Adm | Other securities | — | — | $1.7M | 4.6% | |
| Vangrd Mid-Cap Index Fund Adm | Common Collective Trusts | — | — | $1.7M | 4.5% | |
| Voya Index Solution 2045 P Z | Other securities | — | — | $1.1M | 2.9% | |
| PGIM Total Return Bond Fund R6 | Other securities | — | — | $717K | 1.9% | |
| Voya Index Solution 2055 P Z | Other securities | — | — | $678K | 1.8% | |
| Voya Index Solution 2030 P Z | Other securities | — | — | $600K | 1.6% | |
| Voya Index Solution 2025 P Z | Other securities | — | — | $537K | 1.4% | |
| ClrBrg SmCp Grw Fd IS | Other securities | — | — | $536K | 1.4% | |
| BlackRock 4060 Target Alloc K | Other securities | — | — | $398K | 1.1% | |
| BlackRock 60 40 Target Alloc K | Other securities | — | — | $362K | 1.0% | |
| American Funds Nw Prspctv R6 | Mutual Funds | — | — | $353K | 0.9% | |
| Voya Index Solution 2050 P Z | Other securities | — | — | $339K | 0.9% | |
| BlackRock 2080 Target Alloc K | Other securities | — | — | $312K | 0.8% | |
| Notes receivable from participants (4.25%-9.50%) | Bonds / Notes | — | — | $301K | 0.8% | |
| BlackRock 80 20 Target Alloc K | Other securities | — | — | $274K | 0.7% | |
| AmCen Ultra Fund R6 | Other securities | — | — | $242K | 0.6% | |
| Vangrd Tot Bd Mkt Ind Fd Adm | Other securities | — | — | $235K | 0.6% | |
| Voya Index Solution 2060 P Z | Other securities | — | — | $208K | 0.6% | |
| PIMCO Income Fund Ins | Mutual Funds | — | — | $195K | 0.5% | |
| American Funds Wash Mutual R6 | Mutual Funds | — | — | $174K | 0.5% | |
| American Funds EuroPacific R6 | Mutual Funds | — | — | $152K | 0.4% | |
| Voya Index Solution 2035 P Z | Other securities | — | — | $95K | 0.3% | |
| Voya Index Solution 2065 P Z | Other securities | — | — | $63K | 0.2% | |
| PIMCO Real Return Fund Ins | Mutual Funds | — | — | $53K | 0.1% | |
| Neuberg Berm MdCp Grw Fnd R6 | Other securities | — | — | $43K | 0.1% | |
| American Funds New World R6 | Mutual Funds | — | — | $30K | <0.1% | |
| American Funds Am Balanced R6 | Mutual Funds | — | — | $28K | <0.1% | |
| MFS Mid Cap Value Fund R6 | Mutual Funds | — | — | $14K | <0.1% | |
| Voya Index Solution Inc P Z | Common Stocks | — | — | $11K | <0.1% | |
| Franklin Sm Cap Value Fnd R6 | Mutual Funds | — | — | $9K | <0.1% | |
| BrandywineGLOBAL Glb Opp Bd IS | Other securities | — | — | $9K | <0.1% | |
| Voya Gv Mny Mkt F A (Hld Acct) | Other securities | — | — | $3K | <0.1% |
