Richard Burton signed Benefits Assurance, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Benefits Assurance, LLC's EIN is 90-0869463.
Download the official 2024 Form 5500 (PDF) for Benefits Assurance, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Benefits Assurance, LLC'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 |
|---|---|---|---|---|---|
| NOVA 401(K) ASSOCIATES | — | HOUSTON, TX | THIRD PARTY ADMINISTRATOR | $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 | |||||
|---|---|---|---|---|---|---|
| s * Voya Financial JPMorgan Large Cap Growth Fund R6 N/R | Pooled Separate Accounts | — | — | $2.1M | 17.2% | |
| JPMORGAN LGCP GRW FND R6 VOYA FINANCIAL · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $2.1M | 17.2% | |
| Voya Financial Vanguard Total Stock Market Index Fund N/R | Common Collective Trusts | — | — | $1.6M | 13.1% | |
| VANGRD TOT ST MKT INDX FD ADM VOYA FINANCIAL · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $1.6M | 13.1% | |
| AMCEN ULTRA FUND R6 VOYA FINANCIAL · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $1.3M | 10.4% | |
| COLUMBIA CONTRARIAN CORE FD I3 VOYA FINANCIAL · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $725K | 6.0% | |
| VANGRD SMALL-CAP INDEX FND ADM VOYA FINANCIAL · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $484K | 4.0% | |
| Voya Financial Vanguard Target Retirement 2050 Fund N/R | Mutual Funds | — | — | $476K | 4.0% | |
| VANGRD TRGT RETIRE 2050 FD VOYA FINANCIAL · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $476K | 4.0% | |
| Voya Financial Vanguard Target Retirement 2040 Fund N/R | Mutual Funds | — | — | $449K | 3.7% | |
| VANGRD TRGT RETIRE 2040 FD VOYA FINANCIAL · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $449K | 3.7% | |
| EATON VANCE ATL CP SMIDCP F R6 VOYA FINANCIAL · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $433K | 3.6% | |
| VOYA FIXED ACCOUNT (4062) VOYA FINANCIAL · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $431K | 3.6% | |
| AMER BCN SMALL CAP VALUE R5 VOYA FINANCIAL · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $430K | 3.6% | |
| Fund * Voya Financial Vanguard Target Retirement 2055 Fund N/R | Mutual Funds | — | — | $428K | 3.6% | |
| VANGRD TRGT RETIRE 2055 FD VOYA FINANCIAL · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $428K | 3.6% | |
| MFS VALUE FUND R6 VOYA FINANCIAL · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $410K | 3.4% | |
| AMERICAN FUNDS NW PRSPCTV R6 VOYA FINANCIAL · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $370K | 3.1% | |
| Voya Financial Vanguard Target Retirement 2045 Fund N/R | Mutual Funds | — | — | $367K | 3.1% | |
| VANGRD TRGT RETIRE 2045 FD VOYA FINANCIAL · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $367K | 3.1% | |
| Voya Financial Vanguard Target Retirement 2035 Fund N/R | Mutual Funds | — | — | $366K | 3.0% | |
| VANGRD TRGT RETIRE 2035 FD VOYA FINANCIAL · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $366K | 3.0% | |
| Voya Financial Vanguard Target Retirement 2025 Fund N/R | Mutual Funds | — | — | $208K | 1.7% | |
| VANGRD TRGT RETIRE 2025 FD VOYA FINANCIAL · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $208K | 1.7% | |
| VOYA INTERMEDIATE BOND FUND R6 VOYA FINANCIAL · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $190K | 1.6% | |
| Voya Financial Vanguard Target Retirement 2030 Fund N/R | Mutual Funds | — | — | $175K | 1.5% | |
| VANGRD TRGT RETIRE 2030 FD VOYA FINANCIAL · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $175K | 1.5% | |
| Participant Loans * Participant Loans Interest rates: 1.25% - 10.50% $0 | Bonds / Notes | — | — | $149K | 1.2% | |
| Voya Financial Vanguard LifeStrategy Growth Fund Inv N/R | Mutual Funds | — | — | $148K | 1.2% | |
| VANGRD LIFESTRAT GRW FD INV VOYA FINANCIAL · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $148K | 1.2% | |
| Voya Financial American Funds Capital Income Builder N/R | Mutual Funds | — | — | $142K | 1.2% | |
| AMERICAN FUNDS CAP INC BLD R6 VOYA FINANCIAL · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $142K | 1.2% | |
| VANGRD MID-CAP INDEX FUND ADM VOYA FINANCIAL · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $120K | 1.0% | |
| Voya Financial American Beacon International Equity N/R | Other securities | — | — | $88K | 0.7% | |
| AMER BCN INTL EQUITY R5 VOYA FINANCIAL · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $88K | 0.7% | |
| Fund R5 * Voya Financial Vanguard Target Retirement Income N/R | Mutual Funds | — | — | $86K | 0.7% | |
| VANGRD TRGT RETIRE INC FD VOYA FINANCIAL · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $86K | 0.7% | |
| DFA GLOBAL REAL EST SEC PT INS VOYA FINANCIAL · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $69K | 0.6% | |
| Estate Securities Portfolio Ins * Voya Financial Vanguard Target Retirement 2060 Fund N/R | Mutual Funds | — | — | $62K | 0.5% | |
| VANGRD TRGT RETIRE 2060 FD VOYA FINANCIAL · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $62K | 0.5% | |
| VANGRD BALANCED INDEX FND ADM VOYA FINANCIAL · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $57K | 0.5% | |
| Voya Financial Dimensional Fund Advisors Commodity N/R | Mutual Funds | — | — | $45K | 0.4% | |
| DFA COMMODITY STRATEGY PRT INS VOYA FINANCIAL · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $45K | 0.4% | |
| AMCEN MID CAP VALUE FUND R6 VOYA FINANCIAL · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $36K | 0.3% | |
| R6 * Voya Financial Dimensional Fund Advisors Inflation- N/R | Mutual Funds | — | — | $36K | 0.3% | |
| DFA INFL-PROT SEC PORT INS VOYA FINANCIAL · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $36K | 0.3% | |
| Protected Securities Portfolio Ins * Voya Financial Invesco Opportunity International N/R | Mutual Funds | — | — | $36K | 0.3% | |
| INV OPP INTL GROWTH R6 VOYA FINANCIAL · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $36K | 0.3% | |
| INVESCO GROWTH & INCOME FD R6 VOYA FINANCIAL · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $36K | 0.3% | |
| COLUMBIA HIGH YIELD BOND FD I3 VOYA FINANCIAL · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $20K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
