Kevin Kyser signed Titus-WILL's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Titus-WILL's EIN is 91-0441515.
Download the official 2024 Form 5500 (PDF) for Titus-WILL from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Titus-WILL's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, 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 ADVISORS, LLC | 02-0488491 | — | SERVICE PROVIDER | $20K | — |
| ASCENSUS | — | CHICAGO, IL | TPA | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PACIFIC PORTFOLIO | 20-3431077 |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard 500 Index Fd Adm | Common Collective Trusts | — | — | $5.7M | 15.4% | |
| T. Rowe Price VY TrwPr Grw Eqty Pt I | Other securities | — | — | $3.5M | 9.5% | |
| T. Rowe Price Retirement 2035 Fund I | Other securities | — | — | $3.3M | 8.9% | |
| Vanguard Mid-Cap Index Fund Adm | Common Collective Trusts | — | — | $2.9M | 7.9% | |
| TRwPr Retirement 2045 Fund I Registered Investment Company | Common Stocks | — | — | $2.7M | 7.1% | |
| T. Rowe Price Retirement 2025 Fund I | Other securities | — | — | $2.2M | 6.1% | |
| T. Rowe Price Retirement 2060 Fund I | Other securities | — | — | $1.7M | 4.6% | |
| Vanguard Small-Cap Index Fnd Adm | Mutual Funds | — | — | $1.6M | 4.4% | |
| Vanguard Dev Mkts Index Fd Adm | Mutual Funds | — | — | $1.6M | 4.2% | |
| Voya Retirement Insurance and Annuity Company Fixed Account (4450) | Common Stocks | — | — | $1.5M | 4.0% | |
| Dodge & Cox Income Fund X | Mutual Funds | — | — | $1.4M | 3.8% | |
| WCM Focused Intl Grw Fd Ins | Other securities | — | — | $1.3M | 3.4% | |
| T. Rowe Price Retirement 2040 Fund I | Other securities | — | — | $1.3M | 3.4% | |
| T. Rowe Price Retirement 2055 Fund I | Other securities | — | — | $1.2M | 3.3% | |
| TRwPr Retirement 2050 Fund I Registered Investment Company | Common Stocks | — | — | $913K | 2.5% | |
| American Funds AM Balanced R3 | Mutual Funds | — | — | $879K | 2.4% | |
| Vanguard Tot Bd Mkt Ind Fd Adm | Mutual Funds | — | — | $615K | 1.7% | |
| TRwPr Retirement 2030 Fund I Registered Investment Company | Common Stocks | — | — | $531K | 1.4% | |
| T. Rowe Price Retirement Balance I | Other securities | — | — | $481K | 1.3% | |
| T. Rowe Price Retirement 2065 Fund I | Other securities | — | — | $428K | 1.2% | |
| TRwPr Retirement 2020 Fund I Registered Investment Company | Common Stocks | — | — | $323K | 0.9% | |
| Loomis Sayles Bond Fund Ins | Other securities | — | — | $291K | 0.8% | |
| Vanguard Real Estate Indx Adm | Mutual Funds | — | — | $221K | 0.6% | |
| Dodge & Cox Stock Fund X | Mutual Funds | — | — | $154K | 0.4% | |
| DFA US Targeted Vl Port Ins | Mutual Funds | — | — | $137K | 0.4% | |
| Emerald Growth Fund Inst | Other securities | — | — | $92K | 0.2% | |
| Voya Retirement Insurance and Annuity Company GV Mny Mkt F A (Hld Acct) | Common Stocks | — | — | $84K | 0.2% | |
| PIMCO CmdtyRIRtn Strat Fnd Ins | Mutual Funds | — | — | $68K | 0.2% | |
| Transamerica Intl Eqty Fd I | Other securities | — | — | $53K | 0.1% | |
| T. Rowe Price Retirement 2010 Fund I | Common Stocks | — | — | $6K | <0.1% | |
| T. Rowe Price Retirement 2015 Fund I | Common Stocks | — | — | $5K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| SERVICE PROVIDER |
| $42K |
| — |
| GEFFEN MESHER COMPANY, P.C. | 93-1042710 | — | SERVICE PROVIDER | $20K | — |
