Jessica Wilson signed Superior Optical Labs, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Superior Optical Labs, Inc.'s EIN is 64-0807765.
Download the official 2024 Form 5500 (PDF) for Superior Optical Labs, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Superior Optical Labs, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 INS AND ANNUITY CO | 71-0294708 | — | RECORD-KEEPING FEES | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE AIMPOINT GROUP, LLC | 46-1931817 | POMPANO BEACH, FL | THIRD PARTY ADMINISTRATO | $0 | — |
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 | |||||
|---|---|---|---|---|---|---|
| VOYA RTRMT INS & ANN SEP ACCT VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $2.7M | 97.1% | |
| T. Rowe Price Retirement 2030 Fund Pooled separate accounts | Pooled Separate Accounts | — | — | $314K | 11.2% | |
| T. Rowe Price Retirement 2050 Fund Pooled separate accounts | Pooled Separate Accounts | — | — | $298K | 10.6% | |
| T. Rowe Price Retirement 2025 Fund Pooled separate accounts | Pooled Separate Accounts | — | — | $292K | 10.4% | |
| American Funds American Balanced Fund Class R6 Pooled separate accounts | Pooled Separate Accounts | — | — | $286K | 10.2% | |
| T. Rowe Price Retirement 2035 Fund Pooled separate accounts | Pooled Separate Accounts | — | — | $279K | 9.9% | |
| T. Rowe Price Retirement 2045 Fund Pooled separate accounts | Pooled Separate Accounts | — | — | $255K | 9.1% | |
| Fidelity 500 Index Fund Pooled separate accounts | Pooled Separate Accounts | — | — | $189K | 6.7% | |
| T. Rowe Price Retirement 2040 Fund Pooled separate accounts | Pooled Separate Accounts | — | — | $139K | 5.0% | |
| T. Rowe Price Retirement 2055 Fund Pooled separate accounts | Pooled Separate Accounts | — | — | $125K | 4.5% | |
| Fidelity Small Cap Index Fund Pooled separate accounts | Pooled Separate Accounts | — | — | $113K | 4.0% | |
| T. Rowe Price Retirement 2060 Fund Pooled separate accounts | Pooled Separate Accounts | — | — | $86K | 3.1% | |
| T. Rowe Price Retirement 2065 Fund Pooled separate accounts | Pooled Separate Accounts | — | — | $78K | 2.8% | |
| The Hartford Dividend and Growth Fund R6 Pooled separate accounts | Pooled Separate Accounts | — | — | $77K | 2.7% | |
| JPMorgan U.S. Equity Fund Class R6 Pooled separate accounts | Pooled Separate Accounts | — | — | $76K | 2.7% | |
| Participant loans Rates range from 5.25% to 10.50% | Bonds / Notes | — | — | $70K | 2.5% | |
| American Funds New World Fund Class R6 Pooled separate accounts | Pooled Separate Accounts | — | — | $24K | 0.9% | |
| JPMorgan Large Cap Growth Fund Class R6 Pooled separate accounts | Pooled Separate Accounts | — | — | $17K | 0.6% | |
| T. Rowe Price Retirement 2005 Fund Pooled separate accounts 100 T. Rowe Price Retirement 2020 Fund Pooled separate accounts | Pooled Separate Accounts | — | — | $17K | 0.6% | |
| Fidelity Advisor Int'l Capital Appreciation Fund Class Z Pooled separate accounts | Pooled Separate Accounts | — | — | $13K | 0.5% | |
| Voya Government Money Market Fund Class A Pooled separate accounts | Pooled Separate Accounts | — | — | $12K | 0.4% | |
| Putnam Internation Value Fund R6 Pooled separate accounts | Pooled Separate Accounts | — | — | $10K | 0.3% | |
| AllSpg SMID Capital Growth Fund R6 Pooled separate accounts 195 BlackRock Mid-Cap Growth Equity Portfolio Class K Pooled separate accounts | Pooled Separate Accounts | — | — | $9K | 0.3% | |
| Guggenheim Total Return Bond Fund Class R6 Pooled separate accounts | Pooled Separate Accounts | — | — | $7K | 0.3% | |
| Fidelity Mid Cap Index Fund Pooled separate accounts | Pooled Separate Accounts | — | — | $7K | 0.3% | |
| Voya Fixed Account (4450) Pooled separate accounts | Pooled Separate Accounts | — | — | $4K | 0.2% | |
| American Funds Mortgage Fund Class R6 Pooled separate accounts | Pooled Separate Accounts | — | — | $4K | 0.1% | |
| MFS New Discovery Value Fund Class R6 Pooled separate accounts | Pooled Separate Accounts | — | — | $3K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ELEMENT WEALTH LLC | 20-4821221 | — | SERVICE PROVIDER | $0 | — |
