Jessica E. Sietsema signed Westcare Foundation, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Westcare Foundation, Inc.'s EIN is 86-0852629.
Download the official 2024 Form 5500 (PDF) for Westcare Foundation, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Westcare Foundation, 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 |
|---|---|---|---|---|---|
| OSAIC WEALTH, INC. | 93-0987232 | — | BROKER/DEALER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LOREN D. STARK COMPANY | — | HOUSTON, TX | 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 | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $25.9M | 90.7% | |
| AMERICAN FUNDS AM BALANCED R6 VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294711 / PN 000 | Pooled Separate Account | — | — | $8.4M | 29.4% | |
| VANGRD LIFESTRAT MD GRW FD INV VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294727 / PN 000 | Pooled Separate Account | — | — | $2.1M | 7.3% | |
| FIDELITY 500 INDEX FUND VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294720 / PN 000 | Pooled Separate Account | — | — | $1.9M | 6.7% | |
| TRWPR BLUE CHIP GROWTH FND I VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294723 / PN 000 | Pooled Separate Account | — | — | $1.6M | 5.4% | |
| AMERICAN FUNDS GROWTH FND R6 VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294713 / PN 000 | Pooled Separate Account | — | — | $1.5M | 5.3% | |
| VOYA TRGT SOLUTION TR 2035 8 VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294738 / PN 000 | Common Collective Trust | — | — | $975K | 3.4% | |
| AMERICAN FUNDS NW PRSPCTV R6 VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294715 / PN 000 | Pooled Separate Account | — | — | $736K | 2.6% | |
| VOYA TRGT SOLUTION TR 2030 8 VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294737 / PN 000 | Common Collective Trust | — | — | $731K | 2.6% | |
| JPMORGAN EQUITY INCOME FUND R6 VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294721 / PN 000 | Pooled Separate Account | — | — | $694K | 2.4% | |
| PGIM HIGH YIELD FUND R6 VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294722 / PN 000 | Pooled Separate Account | — | — | $634K | 2.2% | |
| VOYA INTERMEDIATE BOND FUND R6 VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294734 / PN 000 | Pooled Separate Account | — | — | $617K | 2.2% | |
| VANGRD LIFESTRAT CNS GR FD INV VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294724 / PN 000 | Pooled Separate Account | — | — | $611K | 2.1% | |
| VANGRD SMALL-CAP INDEX FND ADM VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294731 / PN 000 | Pooled Separate Account | — | — | $587K | 2.1% | |
| VOYA TRGT SOLUTION TR 2025 8 VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294736 / PN 000 | Common Collective Trust | — | — | $562K | 2.0% | |
| AMCEN MID CAP VALUE FUND R6 VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294710 / PN 000 | Pooled Separate Account | — | — | $511K | 1.8% | |
| DFA REAL ESTATE SECS PORT INS VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294719 / PN 000 | Pooled Separate Account | — | — | $489K | 1.7% | |
| VANGRD LIFESTRAT GRW FD INV VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294725 / PN 000 | Pooled Separate Account | — | — | $402K | 1.4% | |
| VOYA TRGT SOLUTION TR 2045 8 VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294740 / PN 000 | Common Collective Trust | — | — | $378K | 1.3% | |
| VOYA TRGT SOLUTION TR 2050 8 VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294741 / PN 000 | Common Collective Trust | — | — | $317K | 1.1% | |
| VOYA TRGT SOLUTION TR 2055 8 VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294742 / PN 000 | Common Collective Trust | — | — | $308K | 1.1% | |
| VOYA TRGT SOLUTION TR 2060 8 VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294743 / PN 000 | Common Collective Trust | — | — | $298K | 1.0% | |
| DFA INTL VALUE PORTFOLIO INS VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294718 / PN 000 | Pooled Separate Account | — | — | $279K | 1.0% | |
| ISHARES TOTAL US STK MKT IDX K VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294745 / PN 000 | Pooled Separate Account | — | — | $227K | 0.8% | |
| VOYA TRGT SOLUTION TR 2040 8 VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294739 / PN 000 | Common Collective Trust | — | — | $210K | 0.7% | |
| VANGRD SM-CAP GRW INDEX FD ADM VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294729 / PN 000 | Pooled Separate Account | — | — | $128K | 0.4% | |
| VOYA TRGT SOLUTION TR INC 8 VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294744 / PN 000 | Common Collective Trust | — | — | $126K | 0.4% | |
| VOYA TRGT SOLUTION TR 2065 8 VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294735 / PN 000 | Common Collective Trust | — | — | $123K | 0.4% | |
| CARILLON EAGLE MID CAP GRW R6 VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294716 / PN 000 | Pooled Separate Account | — | — | $112K | 0.4% | |
| VANGRD MID-CAP INDEX FUND ADM VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294728 / PN 000 | Pooled Separate Account | — | — | $97K | 0.3% | |
| DFA INFL-PROT SEC PORT INS VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294717 / PN 000 | Pooled Separate Account | — | — | $65K | 0.2% | |
| VANGRD SM-CAP VL INDEX FND ADM VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294730 / PN 000 | Pooled Separate Account | — | — | $62K | 0.2% | |
| AMERICAN FUNDS NEW WORLD R6 VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294714 / PN 000 | Pooled Separate Account | — | — | $60K | 0.2% | |
| AMERICAN FUNDS EUROPACIFIC R6 VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294712 / PN 000 | Pooled Separate Account | — | — | $39K | 0.1% | |
| AB GLOBAL BOND FUND Z VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294709 / PN 000 | Pooled Separate Account | — | — | $31K | 0.1% | |
| VANGRD LIFESTRAT INC FD INV VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294726 / PN 000 | Pooled Separate Account | — | — | $17K | <0.1% | |
| VOYA GV MNY MKT F A (HLD A VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294733 / PN 000 | Pooled Separate Account | — | — | $7K | <0.1% |
