Kelley Dodge signed Voxtur Analytics US Corp.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Voxtur Analytics US Corp.'s EIN is 87-2071392.
Download the official 2024 Form 5500 (PDF) for Voxtur Analytics US Corp. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Voxtur Analytics US Corp.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, 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 |
|---|---|---|---|---|---|
| TRANSAMERICA LIFE INS CO | 39-0989781 | — | NONE | $25K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FLORIDA RETIREMENT CONSULTANTS | — | LAND O LAKES, FL | NONE | $8K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| TRANSAMERICA PARTNERS STOCK INDEX R TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 587 | Pooled Separate Account | — | — | $1.2M | 14.4% | |
| COLUMBIA DIVIDEND INCOME TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 635 | Pooled Separate Account | — | — | $989K | 12.1% | |
| AMERICAN FUNDS AMCAP RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 249 | Pooled Separate Account | — | — | $922K | 11.3% | |
| COLUMBIA CONTRARIAN CORE TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 634 | Pooled Separate Account | — | — | $502K | 6.1% | |
| AMERICAN FUNDS NEW PERSPECTIVE RET TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 259 | Pooled Separate Account | — | — | $495K | 6.0% | |
| AMERICAN CENTURY GOVERNMENT BOND RE TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 355 | Pooled Separate Account | — | — | $489K | 6.0% | |
| AMER FUNDS EUROPACIFIC GROWTH RET O TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 068 | Pooled Separate Account | — | — | $462K | 5.6% | |
| TRANSAMERICA INTL GROWTH RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 669 | Pooled Separate Account | — | — | $417K | 5.1% | |
| WESTERN ASSET CORE PLUS BOND RET OP TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 614 | Pooled Separate Account | — | — | $404K | 4.9% | |
| NEUBERGER BERMAN STRATEGIC INC TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 777 | Pooled Separate Account | — | — | $390K | 4.8% | |
| DFA U.S. TARGETED VALUE PORTFOLIO R TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 527 | Pooled Separate Account | — | — | $258K | 3.2% | |
| TA VANGUARD SMALL-CAP INDEX RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 107 | Pooled Separate Account | — | — | $238K | 2.9% | |
| JANUS HENDERSON TRITON RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 583 | Pooled Separate Account | — | — | $237K | 2.9% | |
| AMERICAN FUNDS BALANCED RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 232 | Pooled Separate Account | — | — | $230K | 2.8% | |
| MFS MID CAP VALUE RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 712 | Pooled Separate Account | — | — | $223K | 2.7% | |
| PIONEER SELECT MID CAP GROWTH RET O TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 741 | Pooled Separate Account | — | — | $220K | 2.7% | |
| TA VANGUARD REIT INDEX RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 099 | Pooled Separate Account | — | — | $207K | 2.5% | |
| STATE STREET S&P MID CAP INDEX RET TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 036 | Pooled Separate Account | — | — | $178K | 2.2% | |
| Participant loans (notes receivable from participants) Interest rates of 4.25% - 9.50% - | Bonds / Notes | — | — | $19K | 0.2% | |
| TRANSAMERICA LIFEGOAL 2025 WITH BLA TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 676 | Pooled Separate Account | — | — | $8K | <0.1% | |
| Department of Labor Regulation 2520.103-11(d) allows the exclusion of participant directed | Other securities | — | — | $3K | <0.1% | |
| TRANSAMERICA LIFEGOALRET WITH BLACK TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 683 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TRANSAMERICA LIFEGOAL 2040 WITH BLK TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 679 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TRANSAMERICA LIFEGOAL 2030 WITH BLA TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 677 | Pooled Separate Account | — | — | $0 | <0.1% | |
| MFS UTILITIES RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 519 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TRANSAMERICA LIFEGOAL 2050 WITH BLK TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 681 | 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.
