Tyler Kennedy signed Positive Development, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Positive Development, Inc.'s EIN is 85-0774361.
Download the official 2024 Form 5500 (PDF) for Positive Development, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Positive Development, 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 & ANNUITY | 71-0294708 | — | SERVICE PROVIDER | $6K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| VARIABLE ANNUITY ACCOUNT D VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $5.2M | 99.4% | |
| American Funds MyCompass American Funds 2055 Fund R N/R | Mutual Funds | — | — | $1.1M | 20.5% | |
| Fidelity 500 Index Fund N/R | Common Collective Trusts | — | — | $807K | 15.4% | |
| American Funds MyCompass American Funds 2045 Fund R N/R | Mutual Funds | — | — | $581K | 11.1% | |
| American Funds MyCompass American Funds 2050 Fund R N/R | Mutual Funds | — | — | $516K | 9.8% | |
| American Funds MyCompass American Funds 2060 Fund R N/R | Mutual Funds | — | — | $398K | 7.6% | |
| Fidelity Inflation-Protected Bond Indx Fund N/R 718 Fidelity International Idx Fd N/R | Common Collective Trusts | — | — | $283K | 5.4% | |
| American Funds MyCompass American Funds 2035 Fund R N/R | Mutual Funds | — | — | $229K | 4.4% | |
| JP Morgan JPMorgan Large Cap Growth Fund R6 N/R | Other securities | — | — | $205K | 3.9% | |
| American Funds MyCompass American Funds 2030 Fund R N/R | Mutual Funds | — | — | $179K | 3.4% | |
| American Funds MyCompass American Funds 2025 Fund R N/R | Mutual Funds | — | — | $157K | 3.0% | |
| All Springs Allspg Core Plus Bond Fnd R6 N/R | Other securities | — | — | $135K | 2.6% | |
| American Funds MyCompass American Funds 2040 Fund R N/R | Mutual Funds | — | — | $121K | 2.3% | |
| Common Collective Trusts American Funds MyCompass American Funds 2010 Fund R N/R | Common Collective Trusts | — | — | $80K | 1.5% | |
| T. Rowe Price VY TRowePrice Captl Apprec Pt R6 N/R | Other securities | — | — | $78K | 1.5% | |
| JP Morgan JPMorgan Mid Cap Growth Fund R6 N/R | Other securities | — | — | $59K | 1.1% | |
| Vanguard Mid Cap Value Index Fund Adm N/R | Common Collective Trusts | — | — | $56K | 1.1% | |
| American Funds MyCompass American Funds 2065 Fund R N/R | Mutual Funds | — | — | $54K | 1.0% | |
| PIMCO Income Fund Inst N/R | Mutual Funds | — | — | $44K | 0.8% | |
| Vanguard Small Cap Value Index Fund Adm N/R | Common Collective Trusts | — | — | $34K | 0.6% | |
| American Funds American Funds New Perspective R6 N/R | Mutual Funds | — | — | $29K | 0.5% | |
| * Voya Fixed Account (4450) N/R | Guaranteed Income / GIC | — | — | $27K | 0.5% | |
| Vanguard Mid-Cap Index Fund Adm N/R | Pooled Separate Accounts | — | — | $26K | 0.5% | |
| Voya Small Cap Growth Fund R6 N/R | Other securities | — | — | $25K | 0.5% | |
| American Funds American Funds New World R6 N/R | Mutual Funds | — | — | $18K | 0.3% | |
| Vanguard Small-Cap Index Fund Adm N/R | Common Collective Trusts | — | — | $7K | 0.1% | |
| Putnam Lrg Cp Val Fd - Cl R6 N/R | Mutual Funds | — | — | $7K | 0.1% | |
| Participant Loans Interest rate range: 9.25% - 9.50% $0 | Bonds / Notes | — | — | $3K | <0.1% | |
| Cohen & Steers Cohen & Steers Instit Realty Shares N/R | Other securities | — | — | $3K | <0.1% |
