State Holding Company's EIN is 71-0595088.
Download the official 2024 Form 5500 (PDF) for State Holding Company from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)State Holding Company'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 FINANCIAL ADVISORS, INC. | 41-0945505 | — | INVESTMENT MANAGER | $19K | — |
| MORNINGSTAR | 36-3297908 | — | INVESTMENT MANAGER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DEFINITI, LLC | 85-0833363 |
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 | |||||
|---|---|---|---|---|---|---|
| VRIAC SEPARATE ACCOUNT D VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $12.2M | 97.2% | |
| Vanguard LifeStrat Mod Grwth Fd Inv Interest in Pooled Separate Accounts | Pooled Separate Accounts | — | — | $2.3M | 18.7% | |
| TRowe Price Blue Chip Growth Fund I Interest in Pooled Separate Accounts | Pooled Separate Accounts | — | — | $1.7M | 13.4% | |
| Vanguard LifeStrat Growth Fd Inv Interest in Pooled Separate Accounts | Pooled Separate Accounts | — | — | $1.3M | 10.2% | |
| DFA U.S. Targeted Value Port Inst Interest in Pooled Separate Accounts | Pooled Separate Accounts | — | — | $1.3M | 10.0% | |
| Fidelity 500 Index Fund Interest in Pooled Separate Accounts | Pooled Separate Accounts | — | — | $788K | 6.3% | |
| Vanguard Balanced Index Fund Adm Interest in Pooled Separate Accounts | Pooled Separate Accounts | — | — | $653K | 5.2% | |
| Voya Index Solution 2025 P Z Interest in Pooled Separate Accounts | Pooled Separate Accounts | — | — | $588K | 4.7% | |
| Voya Index Solution 2030 P Z Interest in Pooled Separate Accounts | Pooled Separate Accounts | — | — | $584K | 4.6% | |
| JPMorgan U.S. Research Enhance Eq Interest in Pooled Separate Accounts | Pooled Separate Accounts | — | — | $476K | 3.8% | |
| PGIM High Yield Fund R6 Interest in Pooled Separate Accounts | Pooled Separate Accounts | — | — | $472K | 3.8% | |
| Vangrd LifeStrat Inc Fd Inv Interest in Pooled Separate Accounts | Pooled Separate Accounts | — | — | $406K | 3.2% | |
| American Funds New Perspective R6 Interest in Pooled Separate Accounts | Pooled Separate Accounts | — | — | $366K | 2.9% | |
| Voya Fixed Account Interest in Guaranteed Interest Contract | Other securities | — | — | $358K | 2.8% | |
| DFA Inflat-Prot Securities Port Inst Interest in Pooled Separate Accounts | Pooled Separate Accounts | — | — | $295K | 2.3% | |
| Voya Index Solution 2035 P Z Interest in Pooled Separate Accounts | Pooled Separate Accounts | — | — | $260K | 2.1% | |
| Vanguard Equity Income Fund Adm Interest in Pooled Separate Accounts | Pooled Separate Accounts | — | — | $237K | 1.9% | |
| Vanguard LifeStrat Cnsrv Grw Fd Inv Interest in Pooled Separate Accounts | Pooled Separate Accounts | — | — | $219K | 1.7% | |
| DFA INFL-PROT SEC PORT INS Pooled Separate Account | Pooled Separate Accounts | — | — | $210K | 1.7% | |
| Vanguard Explorer Fund Adm Interest in Pooled Separate Accounts | Pooled Separate Accounts | — | — | $202K | 1.6% | |
| Amer Cent Mid Cap Value Fund R6 Interest in Pooled Separate Accounts | Pooled Separate Accounts | — | — | $200K | 1.6% | |
| Neuberger Berman Md Cp Grw Fnd R6 Interest in Pooled Separate Accounts | Pooled Separate Accounts | — | — | $179K | 1.4% | |
| Voya Intermediate Bond Fund R6 Interest in Pooled Separate Accounts | Pooled Separate Accounts | — | — | $155K | 1.2% | |
| Vanguard Emr MktsStck Ind Fd Adm Interest in Pooled Separate Accounts | Pooled Separate Accounts | — | — | $106K | 0.8% | |
| Voya Index Solution 2055 P Z Interest in Pooled Separate Accounts | Pooled Separate Accounts | — | — | $105K | 0.8% | |
| VY TRwPr Cap Apprec Port R6 Interest in Pooled Separate Accounts | Pooled Separate Accounts | — | — | $90K | 0.7% | |
| American Funds EuroPacific Grw R6 Interest in Pooled Separate Accounts | Pooled Separate Accounts | — | — | $87K | 0.7% | |
| Voya Index Solution 2045 P Z Interest in Pooled Separate Accounts | Pooled Separate Accounts | — | — | $77K | 0.6% | |
| Fidelity Sm Cp Ind Fund Interest in Pooled Separate Accounts | Pooled Separate Accounts | — | — | $76K | 0.6% | |
| DFA Real Estate Securities Port Inst Interest in Pooled Separate Accounts | Pooled Separate Accounts | — | — | $68K | 0.5% | |
| Voya Index Solution 2050 P Z Interest in Pooled Separate Accounts | Pooled Separate Accounts | — | — | $62K | 0.5% | |
| Voya Gov Money Mkt Fnd A Interest in Pooled Separate Accounts ** 547 * American Funds EuroPacific Grw R6 Interest in Pooled Separate Accounts | Pooled Separate Accounts | — | — | $57K | 0.5% | |
| Voya Index Solution 2060 P Z Interest in Pooled Separate Accounts | Pooled Separate Accounts | — | — | $53K | 0.4% | |
| VANGRD LIFESTRAT CNS GR FD INV Pooled Separate Account | Pooled Separate Accounts | — | — | $45K | 0.4% | |
| Voya Index Solution 2065 P Z Interest in Pooled Separate Accounts | Pooled Separate Accounts | — | — | $33K | 0.3% | |
| AB Global Bond Fund Z Interest in Pooled Separate Accounts | Pooled Separate Accounts | — | — | $31K | 0.2% | |
| Voya Index Solution 2040 P Z Interest in Pooled Separate Accounts | Pooled Separate Accounts | — | — | $30K | 0.2% | |
| Voya Gov Money Mkt Fnd A Interest in Pooled Separate Accounts | Pooled Separate Accounts | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| 3RD PARTY ADMINISTRATOR |
| $3K |
| — |
