Headlands Research, Inc.'s EIN is 83-0520149.
Download the official 2024 Form 5500 (PDF) for Headlands Research, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Headlands Research, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, 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 INS AND ANNUITY CO | 71-0294797 | — | RECORDKEEPING FEES | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT INS AND ANNUITY CO | 71-0294737 | — | INVESTMENT ADVISORY | $353 | — |
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 ACCOUNT D VOYA LIFE INSURANCE AND ANNUITY CO · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $9.7M | 96.1% | |
| Vangrd 500 Index Fund Adm | Common Collective Trusts | — | — | $2.5M | 24.8% | |
| MyCompass Amer Fds 2050 Fd R | Other securities | — | — | $1.2M | 12.0% | |
| MyCompass Amer Fds 2035 Fd R | Other securities | — | — | $1.2M | 11.9% | |
| MyCompass Amer Fds 2025 Fd R | Other securities | — | — | $1.2M | 11.7% | |
| MyCompass Amer Fds 2045 Fd R | Other securities | — | — | $791K | 7.8% | |
| MyCompass Amer Fds 2020 Fd R | Other securities | — | — | $543K | 5.4% | |
| MyCompass Amer Fds 2030 Fd R | Other securities | — | — | $515K | 5.1% | |
| MyCompass Amer Fds 2055 Fd R | Other securities | — | — | $403K | 4.0% | |
| MyCompass Amer Fds 2060 Fd R | Other securities | — | — | $328K | 3.3% | |
| MyCompass Amer Fds 2040 Fd R | Other securities | — | — | $245K | 2.4% | |
| AB Large Cap Grw Fnd Z | Other securities | — | — | $159K | 1.6% | |
| MyCompass Amer Fds 2015 Fd R | Other securities | — | — | $100K | 1.0% | |
| MyCompass Amer Fds 2065 Fd R | Other securities | — | — | $98K | 1.0% | |
| Vangrd Tot Int Stk In F Adm | Other securities | — | — | $93K | 0.9% | |
| Notes receivable from participants (4.25%-9.50%) | Bonds / Notes | — | — | $87K | 0.9% | |
| Vangrd Mid-Cap Index Fund Adm | Common Collective Trusts | — | — | $45K | 0.4% | |
| Voya Fixed Account 4450 | Other securities | — | — | $45K | 0.4% | |
| MFS Value Fund R6 | Mutual Funds | — | — | $41K | 0.4% | |
| Vangrd Small-Cap Index Fnd Adm | Other securities | — | — | $35K | 0.3% | |
| American Funds New World R6 | Mutual Funds | — | — | $34K | 0.3% | |
| Vangrd Tot Bd Mkt Ind Fd Adm | Other securities | — | — | $20K | 0.2% | |
| American Funds Bond Fd Am R6 | Mutual Funds | — | — | $17K | 0.2% | |
| DFA Global Real Est Sec Pt Ins | Mutual Funds | — | — | $14K | 0.1% | |
| Victory Integrity MCp Vl Fd R6 | Other securities | — | — | $13K | 0.1% | |
| PIMCO Income Fund Ins | Mutual Funds | — | — | $11K | 0.1% | |
| DFA Infl-Prot Sec Port Ins | Mutual Funds | — | — | $8K | <0.1% | |
| Columbia High Yield Bond Fd I3 | Other securities | — | — | $8K | <0.1% | |
| Putnam Small Cap Growth Fnd R6 | Mutual Funds | — | — | $8K | <0.1% | |
| MyCompass Amer Fds 2010 Fd R | Other securities | — | — | $4K | <0.1% | |
| Macq Mid Cap Growth R6 | Other securities | — | — | $3K | <0.1% | |
| Amer Bcn Small Cap Value R5 | Other securities | — | — | $3K | <0.1% | |
| DFA Intl Small Comp Port Ins | Mutual Funds | — | — | $2K | <0.1% | |
| Voya Gv Mny Mkt F A (Hld Acct) | Other securities | — | — | $2K | <0.1% | |
| American Funds SMALLCAP R6 | Mutual Funds | — | — | $2K | <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 |
|---|---|---|---|---|---|
| CORNERSTONE WEALTH GROUP | 82-2502694 | — | SERVICE PROVIDER | $0 | — |
