Donor Alliance, Inc.'s EIN is 84-1003771.
Download the official 2024 Form 5500 (PDF) for Donor Alliance, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Donor Alliance, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT ADVISORS, LLC | 02-0488491 | — | SERVICE PROVIDER | $6K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TYCOR BENEFIT ADMINISTRATORS, INC. | — | WAYNE, PA | THIRD PARTY ADMIN | $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 | |||||
|---|---|---|---|---|---|---|
| MAP CONTRACT, SEPARATE ACCOUNT D VOYA RETIREMENT INSURANCE AND ANNUITY CO. · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $33.0M | 97.1% | |
| American Funds American Funds Gr Inc Pt R6 | Mutual Funds | — | — | $11.8M | 34.6% | |
| Vanguard 500 Index Fund-Adm | Common Collective Trusts | — | — | $3.2M | 9.3% | |
| Vanguard Vangrd Trgt Retire 2050 Fd Inv | Mutual Funds | — | — | $3.1M | 9.1% | |
| Vanguard Vangrd Trgt Retire 2045 Fd Inv | Mutual Funds | — | — | $1.7M | 5.1% | |
| Vanguard Vangrd Trgt Retire 2030 Fd Inv | Mutual Funds | — | — | $1.7M | 5.0% | |
| Vanguard Vangrd Trgt Retire 2055 Fd Inv | Mutual Funds | — | — | $1.6M | 4.6% | |
| Vanguard Vangrd Trgt Retire 2035 Fd Inv | Mutual Funds | — | — | $1.5M | 4.4% | |
| American Funds American Funds Growth Fnd R6 | Mutual Funds | — | — | $1.3M | 3.9% | |
| Vanguard Vangrd Trgt Retire 2040 Fd Inv | Mutual Funds | — | — | $846K | 2.5% | |
| Vanguard Vangrd Trgt Retire 2060 Fd Inv | Mutual Funds | — | — | $777K | 2.3% | |
| Vanguard Vangrd Tot Int Stk In F Adm | Mutual Funds | — | — | $652K | 1.9% | |
| JPMorgan Equity Income Fund R6 | Other securities | — | — | $649K | 1.9% | |
| Vanguard Vangrd Tot Bd Mkt Ind Fd Adm | Mutual Funds | — | — | $550K | 1.6% | |
| American Funds American Funds EuroPacific R6 | Mutual Funds | — | — | $476K | 1.4% | |
| Vanguard Vangrd Mid-Cap Index Fund Adm | Common Collective Trusts | — | — | $475K | 1.4% | |
| Vanguard Vangrd SmlCp Indx Fd Admiral | Mutual Funds | — | — | $438K | 1.3% | |
| Voya Fixed Account | Other securities | — | — | $437K | 1.3% | |
| MFS Mid Cap Growth Fd R6 | Mutual Funds | — | — | $324K | 1.0% | |
| Participant Loans bearing interest rates ranging from 5.25%-10.50% | Bonds / Notes | — | — | $314K | 0.9% | |
| DFA US Small Cap Portfolio Ins | Mutual Funds | — | — | $287K | 0.8% | |
| American Funds American Funds New World R6 | Mutual Funds | — | — | $264K | 0.8% | |
| PGIM Total Return Bond Fund R6 | Other securities | — | — | $251K | 0.7% | |
| Vanguard Vangrd Explorer Fund Adm | Mutual Funds | — | — | $243K | 0.7% | |
| Vanguard Vangrd Trgt Retire 2025 Fd Inv | Mutual Funds | — | — | $169K | 0.5% | |
| DFA Real Estate Secs Port Ins | Mutual Funds | — | — | $143K | 0.4% | |
| Neuberg Berm Neuberg Berm Sus Equ Fd R6 | Other securities | — | — | $111K | 0.3% | |
| Columbia High Yield Bond Fd I3 | Other securities | — | — | $109K | 0.3% | |
| Vanguard Vangrd Trgt Retire 2065 Fd Inv | Mutual Funds | — | — | $106K | 0.3% | |
| American Funds American Funds Mod G&I Pt R6 | Mutual Funds | — | — | $96K | 0.3% | |
| American Funds American Funds Con G&I Pt R6 | Mutual Funds | — | — | $78K | 0.2% | |
| American Funds AmCen Mid Cap Value Fund R6 | Mutual Funds | — | — | $59K | 0.2% | |
| Brandywine BrandywineGLOBAL Glb Opp Bd IS | Other securities | — | — | $57K | 0.2% | |
| Voya Gv Mny Mkt F A (Hld Acct) | Other securities | — | — | $10K | <0.1% | |
| Vanguard PIMCO GNMA & Gov Sec Ins | Agency / Mortgage-Backed | — | — | $2K | <0.1% | |
| Vanguard Vangrd Trgt Retire 2020 Fd Inv | Mutual Funds | — | — | $1K | <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 |
|---|---|---|---|---|---|
| KESTRA ADVISORY SERVICES | 47-1566880 | — | SERVICE PROVIDER | $0 | — |
