Claudette Guerrero signed Kairoi Management, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Kairoi Management, LLC's EIN is 82-2520944.
Download the official 2024 Form 5500 (PDF) for Kairoi Management, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Kairoi Management, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 | $1K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WORLD INVESTMENT ADVISORS LLC | 61-1758632 | — | SERVICE PROVIDER | $0 | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Voya INDEX SOLUTION 2050 P Z $ - | Other securities | — | — | $1.1M | 17.6% | |
| Voya INDEX SOLUTION 2055 P Z - | Other securities | — | — | $884K | 14.7% | |
| Voya AB LARGE CAP GRW FND Z - | Other securities | — | — | $700K | 11.6% | |
| Voya INDEX SOLUTION 2035 P Z - | Other securities | — | — | $644K | 10.7% | |
| Voya INDEX SOLUTION 2045 P Z - | Other securities | — | — | $594K | 9.9% | |
| Voya INDEX SOLUTION 2060 P Z - | Other securities | — | — | $477K | 7.9% | |
| Voya INDEX SOLUTION 2040 P Z - | Other securities | — | — | $339K | 5.6% | |
| Voya INDEX SOLUTION 2030 P Z - | Other securities | — | — | $272K | 4.5% | |
| Voya PIONEER BOND FUND K - | Other securities | — | — | $180K | 3.0% | |
| Voya INDEX SOLUTION 2065 P Z - | Other securities | — | — | $150K | 2.5% | |
| Voya VANGRD 500 INDEX FUND ADM - | Common Collective Trusts | — | — | $122K | 2.0% | |
| Participant loans Interest Rates (5.25% - 10.50%) - | Bonds / Notes | — | — | $97K | 1.6% | |
| Voya INDEX SOLUTION 2025 P Z - | Other securities | — | — | $95K | 1.6% | |
| Voya JPMORGAN EQUITY INCOME FUND R6 - | Other securities | — | — | $67K | 1.1% | |
| VOYA FIXED ACCOUNT VOYA RETIREMENT AND ANNUITY COMPANY · EIN 71-0294708 / PN 001 | Pooled Separate Account | — | — | $62K | 1.0% | |
| Voya GV MNY MKT F A (HLD ACCT) - | Other securities | — | — | $58K | 1.0% | |
| Voya AMERICAN FUNDS EUROPACIFIC R6 - | Mutual Funds | — | — | $51K | 0.9% | |
| Voya VANGRD SMALL-CAP INDEX FND ADM - | Other securities | — | — | $41K | 0.7% | |
| Voya VANGRD MID-CAP INDEX FUND ADM - | Common Collective Trusts | — | — | $40K | 0.7% | |
| Voya DFA GLOBAL REAL EST SEC PT INS - | Mutual Funds | — | — | $36K | 0.6% | |
| Voya INDEX SOLUTION INC P Z - | Common Stocks | — | — | $6K | 0.1% | |
| Voya PIMCO INCOME FUND INS - | Mutual Funds | — | — | $5K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
