Bearing Tree, Inc.'s EIN is 83-2543436.
Download the official 2024 Form 5500 (PDF) for Bearing Tree, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Bearing Tree, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR | 36-3297908 | — | INVESTMENT ADVISOR | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HESSEL & ASSOCIATES, LLC | 45-4090227 | — | TPA | $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 | |||||
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND ADM VOYA RETIREMENT INSURANCE & ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $1.1M | 15.9% | |
| MYCOMPASS IND MOD 2035 FD R VOYA RETIREMENT INSURANCE & ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Common Collective Trust | — | — | $876K | 13.0% | |
| AB LARGE CAP GRW FND Z VOYA RETIREMENT INSURANCE & ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $834K | 12.3% | |
| MYCOMPASS IND MOD 2065 FD R VOYA RETIREMENT INSURANCE & ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Common Collective Trust | — | — | $623K | 9.2% | |
| MYCOMPASS IND MOD 2055 FD R VOYA RETIREMENT INSURANCE & ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Common Collective Trust | — | — | $546K | 8.1% | |
| Fixed Account * Voya Fixed Account (4062) Fixed Account ** $ | Other securities | — | — | $449K | 6.6% | |
| MYCOMPASS IND MOD 2045 FD R VOYA RETIREMENT INSURANCE & ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Common Collective Trust | — | — | $303K | 4.5% | |
| VANGUARD BALANCED INDEX FUND ADM VOYA RETIREMENT INSURANCE & ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $295K | 4.4% | |
| VANGUARD TOT INT STK IN F ADM VOYA RETIREMENT INSURANCE & ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $256K | 3.8% | |
| VANGUARD SMALL-CAP INDEX FUND ADM VOYA RETIREMENT INSURANCE & ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $234K | 3.5% | |
| VANGUARD MID-CAP INDEX FUND ADM VOYA RETIREMENT INSURANCE & ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $197K | 2.9% | |
| AMERICAN FUNDS WASHINGTON MUTUAL R6 VOYA RETIREMENT INSURANCE & ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $197K | 2.9% | |
| AMERICAN FUNDS FDMNTL INV R6 VOYA RETIREMENT INSURANCE & ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $129K | 1.9% | |
| DFA INFL-PROT SEC PORT INS VOYA RETIREMENT INSURANCE & ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $106K | 1.6% | |
| VOYA INTERMEDIATE BOND FUND R6 VOYA RETIREMENT INSURANCE & ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $105K | 1.6% | |
| AMERICAN FUNDS NEW PRSPCTV R6 VOYA RETIREMENT INSURANCE & ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $96K | 1.4% | |
| AMERICAN FUNDS NEW WORLD R6 VOYA RETIREMENT INSURANCE & ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $92K | 1.4% | |
| COHEN & STEERS REAL EST S FD Z VOYA RETIREMENT INSURANCE & ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $80K | 1.2% | |
| NEUBERG BERM MDCP GRW FND R6 VOYA RETIREMENT INSURANCE & ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $62K | 0.9% | |
| CLRBRG SMCP GRW FD IS VOYA RETIREMENT INSURANCE & ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $56K | 0.8% | |
| AMERICAN FUNDS EUROPACIFIC R6 VOYA RETIREMENT INSURANCE & ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $51K | 0.8% | |
| DFA US TARGETED VI PORT INS VOYA RETIREMENT INSURANCE & ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $42K | 0.6% | |
| MYCOMPASS IND MOD RET FD R VOYA RETIREMENT INSURANCE & ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Common Collective Trust | — | — | $37K | 0.5% | |
| MYCOMPASS IND AGG 2055 FD R VOYA RETIREMENT INSURANCE & ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Common Collective Trust | — | — | $19K | 0.3% | |
| MYCOMPASS IND CNS 2055 F R VOYA RETIREMENT INSURANCE & ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Common Collective Trust | — | — | $2K | <0.1% | |
| VOYA GV MONEY MARKET FUND A VOYA RETIREMENT INSURANCE & ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $248 | <0.1% | |
| MYCOMPASS IND AGG 2065 FD R VOYA RETIREMENT INSURANCE & ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Common Collective Trust | — | — | $100 | <0.1% | |
| VOYA INDEX SOLUTION 2035 P Z VOYA RETIREMENT INSURANCE & ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| MYCOMPASS IND MOD 2025 FD R VOYA RETIREMENT INSURANCE & ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% | |
| MYCOMPASS IND AGG RET FD R VOYA RETIREMENT INSURANCE & ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% | |
| MYCOMPASS IND CNS RET FD R VOYA RETIREMENT INSURANCE & ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% | |
| VOYA INDEX SOLUTION 2045 P Z VOYA RETIREMENT INSURANCE & ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| VOYA INDEX SOLUTION INC P Z VOYA RETIREMENT INSURANCE & ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| VOYA INDEX SOLUTION 2065 P Z VOYA RETIREMENT INSURANCE & ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| VOYA INDEX SOLUTION 2060 P Z VOYA RETIREMENT INSURANCE & ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| VOYA INDEX SOLUTION 2055 P Z VOYA RETIREMENT INSURANCE & ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| VOYA INDEX SOLUTION 2050 P Z VOYA RETIREMENT INSURANCE & ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| VOYA INDEX SOLUTION 2040 P Z VOYA RETIREMENT INSURANCE & ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| VOYA INDEX SOLUTION 2025 P Z VOYA RETIREMENT INSURANCE & ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| VOYA INDEX SOLUTION 2030 P Z VOYA RETIREMENT INSURANCE & ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
