Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT INS AND ANN CO | 71-0294708 | — | RECORDKEEPER | $2K | — |
| EMPOWER ANNUITY INS CO OF AMERICA | 84-0467907 | GREENWOOD VILLAGE, CO | RECORDKEEPER | $40 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Voya Retirement Ins & Annuity Co Fidelity 500 Index Fund | Common Stock | — | — | $704K | 16.9% | |
| Voya Retirement Ins & Annuity Co American Funds 2050 T Date R6 | Common Stock | — | — | $521K | 12.5% | |
| Voya Retirement Ins & Annuity Co American Funds 2045 T Date R6 | Common Stock | — | — | $407K | 9.8% | |
| Voya Retirement Ins & Annuity Co American Funds 2030 T Date R6 | Common Stock | — | — | $357K | 8.6% | |
| Voya Retirement Ins & Annuity Co Fidelity Intl Index Fnd | Common Stock | — | — | $325K | 7.8% | |
| Voya Retirement Ins & Annuity Co Fidelity Mid Cap Idx Fd | Common Stock | — | — | $296K | 7.1% | |
| Voya Retirement Ins & Annuity Co American Funds 2055 T Date R6 | Common Stock | — | — | $283K | 6.8% | |
| Voya Retirement Ins & Annuity Co American Funds 2040 T Date R6 | Common Stock | — | — | $222K | 5.3% | |
| Voya Retirement Ins & Annuity Co American Funds 2035 T Date R6 | Common Stock | — | — | $206K | 5.0% | |
| Voya Retirement Ins & Annuity Co American Funds 2060 T Date R6 | Common Stock | — | — | $131K | 3.2% | |
| Voya Retirement Ins & Annuity Co Franklin DynaTech Fund R6 | Common Stock | — | — | $100K | 2.4% | |
| Voya Retirement Ins & Annuity Co Fidelity Sm Cp Ind Fd | Common Stock | — | — | $93K | 2.2% | |
| Voya Retirement Ins & Annuity Co Fisher Inv All World Eq Coll 4 | Common Stock | — | — | $84K | 2.0% | |
| Voya Retirement Ins & Annuity Co Putnam Lrg Cp Val Fd - Cl R6 | Common Stock | — | — | $78K | 1.9% | |
| Voya Retirement Ins & Annuity Co MassMutual Pooled Stable Tr R | Common Stock | — | — | $62K | 1.5% | |
| Voya Retirement Ins & Annuity Co American Funds 2070 R6 ** 355 * Voya Retirement Ins & Annuity Co American Funds New World R6 | Common Stock | — | — | $42K | 1.0% | |
| Voya Retirement Ins & Annuity Co WstAsst Core Plus Bond Fund IS | Common Stock | — | — | $41K | 1.0% | |
| Voya Retirement Ins & Annuity Co AmCen Mid Cap Value Fund R6 | Common Stock | — | — | $38K | 0.9% | |
| Voya Retirement Ins & Annuity Co AmCen Shrt Dur In Pr Bd Fd R6 | Common Stock | — | — | $34K | 0.8% | |
| Voya Retirement Ins & Annuity Co Janus Hndr Enterprise Fund N | Common Stock | — | — | $34K | 0.8% | |
| Voya Retirement Ins & Annuity Co JPMorgan SmCp Growth Fnd R6 | Common Stock | — | — | $27K | 0.6% | |
| Voya Retirement Ins & Annuity Co PGIM High Yield Fund R6 | Common Stock | — | — | $17K | 0.4% | |
| Voya Retirement Ins & Annuity Co AmCen Small Cap Value Fund R6 | Common Stock | — | — | $15K | 0.4% | |
| Voya Retirement Ins & Annuity Co PIMCO Gov Money Mkt Fd Ist ** 909 * Voya Retirement Ins & Annuity Co PIMCO Intl Bd Fd (US Dl-Hdg) I | Cash / Money Market | — | — | $11K | 0.3% | |
| Voya Retirement Ins & Annuity Co American Funds 2015 T Date R6 ** 190 * Voya Retirement Ins & Annuity Co American Funds 2025 T Date R6 | Common Stock | — | — | $7K | 0.2% | |
| Voya Retirement Ins & Annuity Co Fisher Inv US Fxd Inc Coll 4 | Common Stock | — | — | $7K | 0.2% | |
| Voya Retirement Ins & Annuity Co American Funds 2065 T Date R6 | Common Stock | — | — | $6K | 0.1% | |
| Voya Retirement Ins & Annuity Co American Funds 2010 T Date R6 | Common Stock | — | — | $5K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| JW COLE FINANCIAL INC |
| — |
| TAMPA, FL |
| BROKER/ADVISOR |
| $0 |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FLORIDA RETIREMENT CONSULTANTS | 87-1603224 | LAND O LAKES, FL | TPA | $2K | — |
