Jennifer Chavira signed Knowledge Link Inc.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Knowledge Link Inc.'s EIN is 75-3125857.
Download the official 2023 Form 5500 (PDF) for Knowledge Link Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Knowledge Link 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 INSURANCE & ANNUITY | 71-0294708 | HARFORD, CT | 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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| VARIABLE ANNUITY ACCOUNT D VOYA RETIREMENT INSURANCE & ANNUITY CO · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $10.6M | 94.2% | |
| Voya Large Cap Growth Portfolio Pooled Separate Account NR | Pooled Separate Accounts | — | — | $2.4M | 21.6% | |
| Voya MidCap Opportunities Portfolio Pooled Separate Account NR | Pooled Separate Accounts | — | — | $1.1M | 10.0% | |
| Voya Index Solution 2025 Portfolio Pooled Separate Account NR | Pooled Separate Accounts | — | — | $748K | 6.7% | |
| Voya Index Solution 2040 Portfolio Pooled Separate Account NR | Pooled Separate Accounts | — | — | $644K | 5.7% | |
| American Funds Fundamental Investors Fund Pooled Separate Account NR | Pooled Separate Accounts | — | — | $574K | 5.1% | |
| Voya Index Solution 2030 Portfolio Pooled Separate Account NR | Pooled Separate Accounts | — | — | $491K | 4.4% | |
| Virtus Ceredex Mid-Cap Value Equity Fund Pooled Separate Account NR | Pooled Separate Accounts | — | — | $403K | 3.6% | |
| Voya Index Solution 2045 Portfolio Pooled Separate Account NR | Pooled Separate Accounts | — | — | $395K | 3.5% | |
| Invesco Oppenheimer International Growth Fund Pooled Separate Account NR | Pooled Separate Accounts | — | — | $355K | 3.2% | |
| Carillon Eagle Small Cap Growth Pooled Separate Account NR | Pooled Separate Accounts | — | — | $341K | 3.0% | |
| Voya Index Solution 2050 Portfolio Pooled Separate Account NR | Pooled Separate Accounts | — | — | $306K | 2.7% | |
| American Funds Washington Mutual Investors Fund Pooled Separate Account NR | Pooled Separate Accounts | — | — | $300K | 2.7% | |
| American Funds New Perspective Fund Pooled Separate Account NR | Pooled Separate Accounts | — | — | $299K | 2.7% | |
| Guaranteed investment Voya Fixed Account contract NR | Other securities | — | — | $289K | 2.6% | |
| American Funds American Balanced Fund Pooled Separate Account NR | Pooled Separate Accounts | — | — | $235K | 2.1% | |
| VY Clarion Real Estate Portfolio Pooled Separate Account NR | Pooled Separate Accounts | — | — | $235K | 2.1% | |
| Voya Intermediate Bond Fund Pooled Separate Account NR | Pooled Separate Accounts | — | — | $223K | 2.0% | |
| Voya Index Solution 2035 Portfolio Pooled Separate Account NR | Pooled Separate Accounts | — | — | $219K | 1.9% | |
| American Funds EuroPacific Growth Fund Pooled Separate Account NR | Pooled Separate Accounts | — | — | $176K | 1.6% | |
| Invesco Developing Markets Fund Pooled Separate Account NR | Pooled Separate Accounts | — | — | $162K | 1.4% | |
| Various, bearing interest from * Participant loans 4.25%-6.50% - | Bonds / Notes | — | — | $151K | 1.3% | |
| Franklin Small Cap Value Fund Pooled Separate Account NR | Pooled Separate Accounts | — | — | $142K | 1.3% | |
| Voya High Yield Portfolio Pooled Separate Account NR | Pooled Separate Accounts | — | — | $139K | 1.2% | |
| Voya Russell Mid Cap Index Portfolio Pooled Separate Account NR | Pooled Separate Accounts | — | — | $132K | 1.2% | |
| Voya Index Solution Income Portfolio Pooled Separate Account NR | Pooled Separate Accounts | — | — | $129K | 1.1% | |
| PIMCO Commodity Real Return Strategy Fund Pooled Separate Account NR | Pooled Separate Accounts | — | — | $59K | 0.5% | |
| Voya Russell Small Cap Index Portfolio Pooled Separate Account NR | Pooled Separate Accounts | — | — | $53K | 0.5% | |
| PIMCO Real Return Fund Pooled Separate Account NR | Pooled Separate Accounts | — | — | $42K | 0.4% | |
| PIMCO International Bond Fund Pooled Separate Account NR | Pooled Separate Accounts | — | — | $10K | <0.1% | |
| Voya Government Money Market Fund Pooled Separate Account NR | Pooled Separate Accounts | — | — | $4K | <0.1% | |
| Voya Index Solution 2060 Portfolio Pooled Separate Account NR | 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.
