The Plateau Group, Inc.'s EIN is 62-1103416.
Download the official 2024 Form 5500 (PDF) for The Plateau Group, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The Plateau Group, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 |
|---|---|---|---|---|---|
| ERISA SERVICES, INC. | 62-1200951 | — | THIRD PARTY ADMIN | $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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| VRIAC VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 001 | Pooled Separate Account | — | — | $10.8M | 87.2% | |
| Vanguard 500 Index Fund - Admiral Common/Collective Trust | Common Collective Trusts | — | — | $1.7M | 13.8% | |
| Voya Index Solution 2025 Mutual Fund | Other securities | — | — | $1.3M | 10.8% | |
| Voya Index Solution 2040 Mutual Fund | Other securities | — | — | $979K | 7.9% | |
| Self-directed brokerage accounts | Self-Directed Brokerage | — | — | $942K | 7.6% | |
| AB Large Cap Grw Fnd K Common/Collective Trust | Common Collective Trusts | — | — | $914K | 7.4% | |
| Vanguard Strategic Equity Fund Inv Common/Collective Trust | Common Collective Trusts | — | — | $785K | 6.4% | |
| VY TRwPr Cap Apprec Port Srv Common/Collective Trust | Common Collective Trusts | — | — | $770K | 6.2% | |
| Janus Henderson Enterprise Fund N Mutual Fund | Mutual Funds | — | — | $669K | 5.4% | |
| American Funds Nw Prspctv R3 Common/Collective Trust | Common Collective Trusts | — | — | $595K | 4.8% | |
| Voya Intermediate Bond Fund A Common/Collective Trust | Common Collective Trusts | — | — | $501K | 4.1% | |
| Voya Fixed Account Guaranteed Investment Contract | Stable Value | — | — | $494K | 4.0% | |
| Allspg Spec Med Cap Core Value Fnd R6 Mutual Fund ** $ | Other securities | — | — | $485K | 3.9% | |
| American Funds New World R3 Common/Collective Trust | Common Collective Trusts | — | — | $438K | 3.6% | |
| Voya Index Solution 2045 Mutual Fund | Other securities | — | — | $211K | 1.7% | |
| Voya Index Solution 2050 Mutual Fund | Other securities | — | — | $154K | 1.2% | |
| Voya Index Solution 2060 Mutual Fund | Other securities | — | — | $137K | 1.1% | |
| Voya Index Solution 2030 Mutual Fund | Other securities | — | — | $135K | 1.1% | |
| Notes receivable from participants 4.25% - 9.50% -0- | Bonds / Notes | — | — | $133K | 1.1% | |
| Vanguard Inflation Protected Secs Adm Common/Collective Trust | Common Collective Trusts | — | — | $132K | 1.1% | |
| Voya Index Solution 2035 Mutual Fund | Other securities | — | — | $125K | 1.0% | |
| Voya High Yield Port Srv Common/Collective Trust | Common Collective Trusts | — | — | $115K | 0.9% | |
| Janus Henderson Balanced Fund N Mutual Fund | Mutual Funds | — | — | $113K | 0.9% | |
| Voya Index Solution 2055 Mutual Fund | Other securities | — | — | $108K | 0.9% | |
| Clear Bridge Lg Cap V1 Fnd A Common/Collective Trust | Common Collective Trusts | — | — | $107K | 0.9% | |
| Allspg Spec Small Cap Value R6 Mutual Fund | Other securities | — | — | $88K | 0.7% | |
| VY JPM SmCp Cr Eq Port Srv Common/Collective Trust | Common Collective Trusts | — | — | $76K | 0.6% | |
| Voya Index Solution 2065 Mutual Fund | Other securities | — | — | $46K | 0.4% | |
| Cohen & Steers Real Estate S Fund Z Mutual Fund | Other securities | — | — | $33K | 0.3% | |
| Voya Index Solution Inc Mutual Fund | Common Stocks | — | — | $15K | 0.1% | |
| Real estate | Real Estate | — | — | $15K | 0.1% |
