Werner Orthodontics, P.C.'s EIN is 62-0969313.
Download the official 2023 Form 5500 (PDF) for Werner Orthodontics, P.C. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Werner Orthodontics, P.C.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
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 | |||
|---|---|---|---|
| VOYA STRATEGIC ALLOC MOD PRT 1 VOYA LIFE INSURANCE AND ANNUITY CO · EIN 71-0294708 / PN 001 | Pooled Separate Account | $177K | 55.0% |
| VOYA GOV MAONEY MARKET PORT 1 VOYA LIFE INSURANCE AND ANNUITY CO · EIN 71-0294708 / PN 001 | Pooled Separate Account | $51K | 15.7% |
| VOYA GROWTH AND INCOME PORT 1 VOYA LIFE INSURANCE AND ANNUITY CO · EIN 71-0294708 / PN 001 | Pooled Separate Account | $22K | 6.7% |
| VOYA GLOBAL BOND PORT 1 VOYA LIFE INSURANCE AND ANNUITY CO · EIN 71-0294708 / PN 001 | Pooled Separate Account | $18K | 5.5% |
| VOYA STRATEGIC ALLOC GRW PRT 1 VOYA LIFE INSURANCE AND ANNUITY CO · EIN 71-0294708 / PN 001 | Pooled Separate Account | $17K | 5.2% |
| VOYA STRATEGIC ALLOC CNS PRT 1 VOYA LIFE INSURANCE AND ANNUITY CO · EIN 71-0294708 / PN 001 | Pooled Separate Account | $16K | 4.8% |
| FIDELITY VIP CONTRAFUND PT1 VOYA LIFE INSURANCE AND ANNUITY CO · EIN 71-0294708 / PN 001 | Pooled Separate Account | $7K | 2.0% |
| VY INVESCO EQTY & INC PT1 VOYA LIFE INSURANCE AND ANNUITY CO · EIN 71-0294708 / PN 001 | Pooled Separate Account | $5K | 1.7% |
| VY TRWPR DIVR MDCP GR PT 1 VOYA LIFE INSURANCE AND ANNUITY CO · EIN 71-0294708 / PN 001 | Pooled Separate Account | $4K | 1.2% |
| FIDELITY VIP EQTY-INC PRT 1 VOYA LIFE INSURANCE AND ANNUITY CO · EIN 71-0294708 / PN 001 | Pooled Separate Account | $4K | 1.1% |
| VOYA BALANCED PORTFOLIO I VOYA LIFE INSURANCE AND ANNUITY CO · EIN 71-0294708 / PN 001 | Pooled Separate Account | $2K | 0.6% |
| VOYA GLOB INSIGHTS PORT INIT VOYA LIFE INSURANCE AND ANNUITY CO · EIN 71-0294708 / PN 001 | Pooled Separate Account | $2K | 0.5% |
| VOYA INDEX PLUS SMALLCAP PRT 1 VOYA LIFE INSURANCE AND ANNUITY CO · EIN 71-0294708 / PN 001 | Pooled Separate Account | $92 | <0.1% |