This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LEVEL FOUR ADVISORY SERVICES, LLC | 11-3738689 | — | SERVICE PROVIDER | $0 | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| AMERICAN FUND AM BALANCED VOYA RETIREMENT INSURANCED & ANNUITY CO. · EIN 71-0294708 / PN 000 | Pooled Separate Account | $0 | — |
| DFA REAL ESTATE SECS PORT INS VOYA RETIREMENT INSURANCE & ANNUITY CO · EIN 71-0294708 / PN 000 | Pooled Separate Account | $0 | — |
| AMERIAN FUNDS NEW WORLD VOYA RETIREMENT INSURANCE & ANNUITY CO · EIN 71-0294708 / PN 000 | Pooled Separate Account | $0 | — |
| DFA U. S. TARGETED VALUE PORTFOLIO VOYA RETIREMENT INSURANCE & ANNUITY CO. · EIN 71-0294708 / PN 000 |
Pooled Separate Account |
| $0 |
| — |
| DFA LARGE CAP VALUE VOYA RETIREMENT INSURANCE & ANNUITY CO. · EIN 71-0294708 / PN 000 | Pooled Separate Account | $0 | — |
| FRANKLIN UTILITIES FUND 6 VOYA RETIREMENT INSURANCE & ANNUITY CO. · EIN 71-0294708 / PN 000 | Pooled Separate Account | $0 | — |
| VANGRD HEALTH CARE IND FD ADM VOYA RETIREMENT INSURANCE & ANNUITY CO. · EIN 71-0294708 / PN 000 | Pooled Separate Account | $0 | — |
| VANUGARD LIFESTRAT CONSERVATIVE GRO VOYA RETIREMENT INSURANCE & ANNUITY CO · EIN 71-0294708 / PN 000 | Pooled Separate Account | $0 | — |
| VANGUARD LIFESTRAT GROWTH FUND VOYA RETIREMENT INSURANCE & ANNUITY CO. · EIN 71-0294708 / PN 000 | Pooled Separate Account | $0 | — |
| VANGUARD LIFESTRAT INCOME FUND VOYA RETIREMENT INSURANCE & ANNUITY CO. · EIN 71-0294708 / PN 000 | Pooled Separate Account | $0 | — |
| VANGUARD LIFESTRAT MODERTE GROWTH VOYA RETIREMENT INSURANCE & ANNUITY CO. · EIN 71-0294708 / PN 000 | Pooled Separate Account | $0 | — |
| AMERICAN FUNDS GROWTH VOYA RETIREMENT INSURANCE & ANNUITY CO. · EIN 71-0294708 / PN 000 | Pooled Separate Account | $0 | — |
| VANGUARD TARGET RETIREMENT 2015 VOYA RETIREMENT INSURANCE & ANNUITY CO. · EIN 71-0294708 / PN 000 | Pooled Separate Account | $0 | — |
| VANGUARD TARGET RETIREMENT 2020 VOYA RETIREMENT INSURANCE & ANNUITY CO. · EIN 71-0294708 / PN 000 | Pooled Separate Account | $0 | — |
| VANGUARD TARGET RETIREMENT 2025 VOYA RETIREMENT INSURANCE & ANNUITY CO. · EIN 71-0294708 / PN 000 | Pooled Separate Account | $0 | — |
| VANGUARD TARGET RETIREMENT 2030 VOYA RETIREMENT INSURANCE & ANNUITY CO. · EIN 71-0294708 / PN 000 | Pooled Separate Account | $0 | — |
| VANGUARD TARGET RETIREMENT 2035 VOYA RETIREMENT INSURANCE & ANNUITY CO. · EIN 71-0294708 / PN 000 | Pooled Separate Account | $0 | — |
| VANGUARD TARGET RETIREMENT 2040 VOYA RETIREMENT INSURANCE & ANNUITY CO. · EIN 71-0294708 / PN 000 | Pooled Separate Account | $0 | — |
| VANGUARD TARGET RETIREMENT 2045 VOYA RETIREMENT INSURANCE & ANNUITY CO. · EIN 71-0294708 / PN 000 | Pooled Separate Account | $0 | — |
| VANGUARD TARGET RETIREMENT 2050 VOYA RETIREMENT INSURANCE & ANNUITY CO. · EIN 71-0294708 / PN 000 | Pooled Separate Account | $0 | — |
| VANGUARD TARGET RETIREMENT 2055 VOYA RETIREMENT INSURANCE & ANNUITY CO. · EIN 71-0294708 / PN 000 | Pooled Separate Account | $0 | — |
| VANGUARD TARGET RETIREMENT 2060 VOYA RETIREMENT INSURANCE & ANNUITY CO · EIN 71-0294708 / PN 000 | Pooled Separate Account | $0 | — |
| VANGUARD TARGET RETIREMENT 2065 VOYA RETIREMENT INSURANCE & ANNUITY CO · EIN 71-0294708 / PN 000 | Pooled Separate Account | $0 | — |
| VOYA FIXED ACCOUNT VOYA RETIREMENT INSURANCE & ANNUITY CO · EIN 71-0294708 / PN 000 | Pooled Separate Account | $0 | — |
| MFS TECHNOLOGY FUND VOYA RETIREMENT INSURANCE & ANNUITY CO · EIN 71-0294708 / PN 000 | Pooled Separate Account | $0 | — |
| VANGUARD MID-CAP INDEX FUND ABMIRAL VOYA RETIREMENT INSURANCE & ANNUITY CO · EIN 71-0294708 / PN 000 | Pooled Separate Account | $0 | — |
| CLEARBRIDGE SMALL CAP GROWTH FUND VOYA RETIREMENT INSURANCE & ANNUITY CO · EIN 71-0294708 / PN 000 | Pooled Separate Account | $0 | — |
| AMBEN SHAPIRO SMID IND FE ADM VOYA RETIREMENT INSURANCE & ANNUITY CO. · EIN 71-0294708 / PN 000 | Pooled Separate Account | $0 | — |
| AMBEN SHAPIRO SMID CP EQ FE R5 VOYA RETIREMENT INSURANCE & ANNUITY CO. · EIN 71-0294708 / PN 000 | Pooled Separate Account | $0 | — |
| PIMCO TOTAL RETURN FUND INS VOYA RETIREMENT INSURANCE & ANNUITY CO. · EIN 71-0294708 / PN 000 | Pooled Separate Account | $0 | — |
| VANGUARD TARGET RETIRE, INC VOYA RETIREMENT INSURANCE & ANNUITY CO. · EIN 71-0294708 / PN 000 | Pooled Separate Account | $0 | — |
| VANGUARD TARGET RETIRE 2010 FD INV VOYA RETIREMENT INSURANCE & ANNUITY CO. · EIN 71-0294708 / PN 000 | Pooled Separate Account | $0 | — |
| VANGUARD TOTAL ST MKT INDEX FD VOYA RETIREMENT INSURANCE & ANNUITY CO · EIN 71-0294708 / PN 000 | Pooled Separate Account | $0 | — |
| FRANKLIN BIOTECH DSC FD R6 VOYA RETIREMENT INSURANCE & ANNUITY CO. · EIN 71-0294708 / PN 000 | Pooled Separate Account | $0 | — |
| JPMORGAN DEV INTL VAL FD R6 VOYA RETIREMENT INSURANCE & ANNUITY CO · EIN 71-0294708 / PN 000 | Pooled Separate Account | $0 | — |
| AMER BCH MID-CAP ALUE R5 VOYA RETIREMENT INSURANCE & ANNUITY CO · EIN 71-0294708 / PN 000 | Pooled Separate Account | $0 | — |
| DFA US CORE EQUITY 1 PORT INS VOYA RETIREMENT INSURANCE & ANNUITY CO · EIN 71-0294708 / PN 000 | Pooled Separate Account | $0 | — |
| INV GLBL OPP FE R6 VOYA RETIREMENT INSURANCE & ANNUITY CO. · EIN 71-0294708 / PN 000 | Pooled Separate Account | $0 | — |
| PIMCO INCOME FUND IN VOYA RETIREMENT INSURANCE & ANNUITY CO. · EIN 71-0294708 / PN 000 | Pooled Separate Account | $0 | — |
| VICTORY INTEGRITY SCP VI FD R6 VOYA RETIREMENT INSURANCE & ANNUITY CO. · EIN 71-0294708 / PN 000 | Pooled Separate Account | $0 | — |
| COLUMBIA ACORN FUND 13 VOYA RETIREMENT INSURANCE & ANNUITY CO. · EIN 71-0294708 / PN 000 | Pooled Separate Account | $0 | — |
| MFS UTILITIES FUD R6 VOYA RETIREMENT INSURANCE & ANNUITY CO. · EIN 71-0294708 / PN 000 | Pooled Separate Account | $0 | — |
| VANGRD TOT ST MKET INDX FE ADM VOYA RETIREMENT INSURANCE & ANNUITY CO. · EIN 71-0294708 / PN 000 | Pooled Separate Account | $0 | — |