Double Diamond Management Corp.'s EIN is 75-2683668.
Download the official 2024 Form 5500 (PDF) for Double Diamond Management Corp. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Double Diamond Management Corp.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 |
|---|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE AND ANNUI | 71-0294708 | — | SERVICE PROVIDER | $3K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT | 36-4317381 | — | SERVICE PROVIDER | $3K |
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 | |||||
|---|---|---|---|---|---|---|
| AMERICAN FUNDS AM BALANCED R6 VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $1.4M | 13.3% | |
| Vanguard TOTAL STOCK MARKET INDEX FUND | Common Collective Trusts | — | — | $797K | 7.7% | |
| VANGRD TOT ST MKT INDX FD ADM VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $797K | 7.7% | |
| VOYA FIXED ACCOUNT (4062) VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $788K | 7.6% | |
| Vanguard TARGET RETIREMENT 2045 FUND | Mutual Funds | — | — | $782K | 7.5% | |
| VANGRD TRGT RETIRE 2045 FD VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $782K | 7.5% | |
| VOYA INTERMEDIATE BOND FUND R6 VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $729K | 7.0% | |
| Vanguard TARGET RETIREMENT 2035 FUND | Mutual Funds | — | — | $630K | 6.1% | |
| VANGRD TRGT RETIRE 2035 FD VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $630K | 6.1% | |
| AMERICAN FUNDS FDMNTL INV R6 VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $545K | 5.3% | |
| Vanguard TARGET RETIREMENT 2025 FUND | Mutual Funds | — | — | $467K | 4.5% | |
| VANGRD TRGT RETIRE 2025 FD VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $467K | 4.5% | |
| PIMCO REAL RETURN FUND INS VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $432K | 4.2% | |
| VANGRD MID-CAP INDEX FUND ADM VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $420K | 4.0% | |
| Vanguard LIFESTRATEGY INCOME FUND | Mutual Funds | — | — | $408K | 3.9% | |
| VANGRD LIFESTRAT INC FD INV VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $408K | 3.9% | |
| AMERICAN FUNDS NW PRSPCTV R6 VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $396K | 3.8% | |
| AMERICAN FUNDS EUROPACIFIC R6 VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $334K | 3.2% | |
| VICTORY SYCMR EST VL FD R6 VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $222K | 2.1% | |
| Vanguard TARGET RETIREMENT INCOME FUND | Mutual Funds | — | — | $215K | 2.1% | |
| VANGRD TRGT RETIRE INC FD VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $215K | 2.1% | |
| AMERICAN FUNDS GROWTH FND R6 VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $209K | 2.0% | |
| Participant Loan Balance at Estimated Market Prices Term: 1-5 yrs at 4.25%-9.50% interest rate paid monthly until fully paid -0- | Bonds / Notes | — | — | $194K | 1.9% | |
| Vanguard INTERNATIONAL EXPLORER FUND | Mutual Funds | — | — | $191K | 1.8% | |
| VANGRD INTL EXPLORER FUND INV VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $191K | 1.8% | |
| AMERICAN FUNDS WASH MUTUAL R6 VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $152K | 1.5% | |
| DFA REAL ESTATE SECS PORT INS VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $129K | 1.2% | |
| Vanguard TARGET RETIREMENT 2030 FUND | Mutual Funds | — | — | $127K | 1.2% | |
| VANGRD TRGT RETIRE 2030 FD VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $127K | 1.2% | |
| Vanguard LIFESTRATEGY GROWTH FUND | Mutual Funds | — | — | $110K | 1.1% | |
| VANGRD LIFESTRAT GRW FD INV VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $110K | 1.1% | |
| EATON VANCE INC FD OF BSTN R6 VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $100K | 1.0% | |
| AMER BCN LARGE CAP VALUE R5 VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $99K | 1.0% | |
| Vanguard TARGET RETIREMENT 2050 FUND | Mutual Funds | — | — | $84K | 0.8% | |
| VANGRD TRGT RETIRE 2050 FD VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $84K | 0.8% | |
| Vanguard LIFESTRATEGY MOD GROWTH FD | Mutual Funds | — | — | $73K | 0.7% | |
| VANGRD LIFESTRAT MD GRW FD INV VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $73K | 0.7% | |
| Legg Mason CLEARBRIDGE SMALL CAP GRWOTH FUND | Other securities | — | — | $62K | 0.6% | |
| CLRBRG SMCP GRW FD IS VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $62K | 0.6% | |
| DFA US TARGETED VL PORT INS VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $59K | 0.6% | |
| DFA US SMALL CAP PORTFOLIO INS VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $47K | 0.5% | |
| Vanguard TARGET RETIREMENT 2055 FUND | Mutual Funds | — | — | $45K | 0.4% | |
| VANGRD TRGT RETIRE 2055 FD VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $45K | 0.4% | |
| Vanguard TARGET RETIREMENT 2040 FUND | Mutual Funds | — | — | $39K | 0.4% | |
| VANGRD TRGT RETIRE 2040 FD VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $39K | 0.4% | |
| Neuberger Berman NB MID CAP GROWTH FUND | Other securities | — | — | $32K | 0.3% | |
| NEUBERG BERM MDCP GRW FND R6 VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $32K | 0.3% | |
| Voya MONEY MARKET | Cash / Money Market | — | — | $19K | 0.2% | |
| VOYA GV MNY MKT F A (HLD ACCT) VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $19K | 0.2% | |
| Vanguard TARGET RETIREMENT 2065 FUND | Mutual Funds | — | — | $17K | 0.2% |
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 |
|---|---|---|---|---|---|
| VOYA RETIREMENT ADVISORS, LLC | 02-0488491 | — | INVESTMENT ADVISORY | $5K | — |
| MORNINGSTAR | 36-3297908 | — | INVESTMENT ADVISORY | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LOREN D. STARK COMPANY | — | HOUSTON, TX | OTHER SERVICES | $0 | — |
