Michael Kallmeyer signed Brown SIMS, P.C.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Brown SIMS, P.C.'s EIN is 74-2073784.
Download the official 2024 Form 5500 (PDF) for Brown SIMS, P.C. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Brown SIMS, P.C.'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 INSURANCE AND ANNUI | 02-0488491 | — | SERVICE PROVIDER | $19K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NOVA 401(K) ASSOCIATES | 20-1181458 | — | THIRD PARTY ADMINISTRATOR | $7K | — |
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 | |||||
|---|---|---|---|---|---|---|
| MAP CONTRACT - SEPARATE ACOUNT D VOYA LIFE INSURANCE AND ANNUITY CO. · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $21.1M | 94.9% | |
| Voya US Stock Index Port Ins | Other securities | — | — | $5.8M | 26.0% | |
| Voya Large Cap Growth Prt Srv | Other securities | — | — | $1.7M | 7.8% | |
| Voya Index Solution 2045 P Adv | Other securities | — | — | $1.6M | 7.2% | |
| Voya Index Solution 2035 P Adv | Other securities | — | — | $1.5M | 6.7% | |
| American Funds Amer Fnds New Perspective R3 | Mutual Funds | — | — | $1.0M | 4.6% | |
| Voya Index Solution Inc P Adv ** 403 * Voya Intermediate Bond Prt I | Common Stocks | — | — | $921K | 4.1% | |
| American Funds Amer Fnds EUPAC Fund R3 | Mutual Funds | — | — | $918K | 4.1% | |
| Voya Russell SmCp Indx Prt I | Other securities | — | — | $762K | 3.4% | |
| Voya Index Solution 2040 P Adv | Other securities | — | — | $716K | 3.2% | |
| Amana Growth Fund Inv ** 149 Amana Income Fund Inv ** 207 American Funds Amer Fnds American Balance R3 | Mutual Funds | — | — | $702K | 3.2% | |
| VY TRwPr Grw Equity Pt I | Other securities | — | — | $670K | 3.0% | |
| Voya Index Solution 2055 P Adv | Other securities | — | — | $645K | 2.9% | |
| Voya Fixed Account A | Other securities | — | — | $605K | 2.7% | |
| Vanguard Variable Insurance Fund VVIF Equity Income Portfolio | Mutual Funds | — | — | $491K | 2.2% | |
| American Funds Amer Fnds The Grw of Amer R3 | Mutual Funds | — | — | $482K | 2.2% | |
| Voya Index Solution 2050 P Adv | Other securities | — | — | $451K | 2.0% | |
| VY AmCen SM MdCp VI Port I | Other securities | — | — | $451K | 2.0% | |
| Voya Index Solution 2060 P Adv | Other securities | — | — | $377K | 1.7% | |
| PIMCO VIT Real Return Port Adm | Mutual Funds | — | — | $349K | 1.6% | |
| Voya Fixed Account | Other securities | — | — | $315K | 1.4% | |
| Voya Mid Cap Opport Port I | Other securities | — | — | $311K | 1.4% | |
| New York Life Investments NYLI CBRE Real Estate Fd A | Other securities | — | — | $220K | 1.0% | |
| Vict Pionr Strategic Inc Y | Common Stocks | — | — | $214K | 1.0% | |
| VY Baron Growth Port I | Other securities | — | — | $194K | 0.9% | |
| Vanguard Variable Insurance Fund VVIF Small Company Growth Port | Mutual Funds | — | — | $193K | 0.9% | |
| Voya Gov Money Market Port I | Cash / Money Market | — | — | $118K | 0.5% | |
| Participant Loans dates through 2029, secured by vested balances | Participant loans | — | — | $110K | 0.5% | |
| VY JPM MdCp Value Port I | Other securities | — | — | $103K | 0.5% | |
| Vict Pionr Eq Inc Y | Common Stocks | — | — | $65K | 0.3% | |
| CRM Funds CRM Mid Cap Value Fund Inv | Other securities | — | — | $59K | 0.3% | |
| Voya Index Solution 2025 P Adv | Other securities | — | — | $47K | 0.2% | |
| Voya Index Solution 2065 P Adv | Other securities | — | — | $32K | 0.1% | |
| Voya Gv Mny Mkt F A (HId Acct) | Other securities | — | — | $7K | <0.1% | |
| Voya Index Solution 2030 P Adv | Other securities | — | — | $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 |
|---|---|---|---|---|---|
| FRIERSON SOLA SIMONTON AND KUTAC | 76-0523829 | — | AUDITOR | $18K | — |
