JEFF Mamaux signed Heat Transfer Solutions, Inc.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Heat Transfer Solutions, Inc.'s EIN is 76-0653510.
Download the official 2023 Form 5500 (PDF) for Heat Transfer Solutions, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Heat Transfer Solutions, 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 AND ANNUI | 02-0488491 | — | INVESTMENT ADVISOR PARTI | $2K | — |
| MORNINGSTAR | 36-3297908 | — | INVESTMENT ADVISORY PLAN | $886 | — |
| VOYA RETIREMENT INSURANCE AND ANNUI | 71-0294708 | — | INVESTMENT ADVISOR PARTI | $886 | — |
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 | |||||
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND ADM VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $2.5M | 11.5% | |
| AMERICAN FUNDS GROWTH FND R6 VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $2.3M | 10.5% | |
| VANGRD MID-CAP INDEX FUND ADM VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $1.6M | 7.3% | |
| Vanguard Target Retirement 2050 Fund | Mutual Funds | — | — | $1.5M | 7.1% | |
| VANGRD TRGT RETIRE 2050 FD INV VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $1.5M | 7.1% | |
| Vanguard Target Retirement 2045 Fund | Mutual Funds | — | — | $1.3M | 6.1% | |
| VANGRD TRGT RETIRE 2045 FD INV VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $1.3M | 6.1% | |
| American Funds New Perspective Fund | Mutual Funds | — | — | $1.1M | 5.0% | |
| AMERICAN FUNDS NW PRSPCTV MTUAL R6 VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $1.1M | 5.0% | |
| Vanguard Target Retirement 2055 Fund | Mutual Funds | — | — | $1.0M | 4.8% | |
| VANGRD TRGT RETIRE 2055 FD INV VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $1.0M | 4.8% | |
| American Funds Washington Mutual Investors Fund | Mutual Funds | — | — | $828K | 3.9% | |
| AMERICAN FUNDS WASH MTUAL R6 VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $828K | 3.9% | |
| Vanguard Total International Stock Index Fund | Common Collective Trusts | — | — | $791K | 3.7% | |
| VANGRD TOT INT STK IN F ADM VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $791K | 3.7% | |
| Vanguard Target Retirement 2040 Fund | Mutual Funds | — | — | $734K | 3.4% | |
| VANGRD TRGT RETIRE 2040 FD INV VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $734K | 3.4% | |
| AMER BNC LARGE CAP VALUE R5 VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $729K | 3.4% | |
| Vanguard Target Retirement 2060 Fund | Mutual Funds | — | — | $640K | 3.0% | |
| VANGRD TRGT RETIRE 2060 FD INV VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $640K | 3.0% | |
| Vanguard Target Retirement 2030 Fund | Mutual Funds | — | — | $626K | 2.9% | |
| VANGRD TRGT RETIRE 2030 FD INV VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $626K | 2.9% | |
| VOYA INTERMEDIATE BOND FUND R6 VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $557K | 2.6% | |
| Vanguard Target Retirement 2020 Fund ** 366 Vanguard Target Retirement 2025 Fund | Mutual Funds | — | — | $531K | 2.5% | |
| VANGRD TRGT RETIRE 2025 FD INV VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $531K | 2.5% | |
| Voya Retirement Insurance and Annuity Company American Beacon International Equity Fund | Common Stocks | — | — | $496K | 2.3% | |
| AMER BCN INTL EQUITY R5 VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $496K | 2.3% | |
| VOYA MID CAP GROWTH EQTY FD 8 VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $467K | 2.2% | |
| ClearBridge Small Cap Growth Fund | Other securities | — | — | $439K | 2.0% | |
| CLRBRG SMCP GRW FD IS VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $439K | 2.0% | |
| Voya Retirement Insurance and Annuity Company Fixed Account | Common Stocks | — | — | $420K | 2.0% | |
| AMERICAN FUNDS AMCAP FUND R6 VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $420K | 2.0% | |
| DFA US SMALL CAP PORTFOLIO INS VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $416K | 1.9% | |
| BrandywineGLOBAL Global Opportunities Bond Fund | Other securities | — | — | $408K | 1.9% | |
| BRANDYWINEGLOBAL GLB OPP BD IS VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $408K | 1.9% | |
| INVESCO EQUITY & INCOME FD R6 VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $329K | 1.5% | |
| PIMCO REAL RETURN FUNDS INS VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $297K | 1.4% | |
| Vanguard Target Retirement 2035 Fund | Mutual Funds | — | — | $276K | 1.3% | |
| VANGRD TRGT RETIRE 2035 FD INV VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $276K | 1.3% | |
| Vanguard Target Retirement 2065 Fund | Mutual Funds | — | — | $247K | 1.2% | |
| VANGRD TRGT RETIRE 2065 FD INV VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $247K | 1.2% | |
| Victory Sycamore Established Value Fund | Other securities | — | — | $196K | 0.9% | |
| VICTORY SYCMR EST VI FD R6 VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $196K | 0.9% | |
| Participant Loans 4.25% - 9.50% 0 | Bonds / Notes | — | — | $195K | 0.9% | |
| DFA US TARGETED VI PORTFOLIO INS VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $131K | 0.6% | |
| Vanguard Target Retirement Income Fund | Mutual Funds | — | — | $64K | 0.3% | |
| VANGRD TRGT RETIRE FD INV VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $64K | 0.3% | |
| Vanguard Target Retirement 2070 Fund | Mutual Funds | — | — | $7K | <0.1% | |
| VANGRD TRGT RETIRE 2070 FD INV VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $7K | <0.1% | |
| VOYA GV MKT F A VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
