Jay A. Zimmer signed Carmel Valley Manor's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Carmel Valley Manor's EIN is 94-6050476.
Download the official 2024 Form 5500 (PDF) for Carmel Valley Manor from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Carmel Valley Manor's plan includes ERISA 404(c) participant direction, 403(b) custodial accounts.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SOUTHEASTERN EMPLOYEE BENEFITS SVCS | 20-5923747 | — | TPA | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR | 36-3297908 | — | SERVICE PROVIDER | $0 | — |
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 | |||||
|---|---|---|---|---|---|---|
| VANGRD TOT ST MKT INDX FD ADM VOYA RETIREMENT INSURANCE & ANNUITY COMPANY · EIN 71-0294708 / PN 001 | Pooled Separate Account | — | — | $1.8M | 21.8% | |
| VOYA INDEX SOLUTION 2030 P Z VOYA RETIREMENT INSURANCE & ANNUITY COMPANY · EIN 71-0294708 / PN 001 | Pooled Separate Account | — | — | $674K | 8.0% | |
| VOYA INDEX SOLUTION 2035 P Z VOYA RETIREMENT INSURANCE & ANNUITY COMPANY · EIN 71-0294708 / PN 001 | Pooled Separate Account | — | — | $566K | 6.7% | |
| VOYA INDEX SOLUTION 2025 P Z VOYA RETIREMENT INSURANCE & ANNUITY COMPANY · EIN 71-0294708 / PN 001 | Pooled Separate Account | — | — | $548K | 6.5% | |
| VANGRD 500 INDEX FUND ADM VOYA RETIREMENT INSURANCE & ANNUITY COMPANY · EIN 71-0294708 / PN 001 | Pooled Separate Account | — | — | $392K | 4.6% | |
| Voya Vanguard Life Strategy Growth Fund | Mutual Funds | — | — | $367K | 4.3% | |
| VANGRD LIFESTRAT GRW FD INV VOYA RETIREMENT INSURANCE & ANNUITY COMPANY · EIN 71-0294708 / PN 001 | Pooled Separate Account | — | — | $367K | 4.3% | |
| BNY MELLON DYNAMIC VAL FD Y VOYA RETIREMENT INSURANCE & ANNUITY COMPANY · EIN 71-0294708 / PN 001 | Pooled Separate Account | — | — | $345K | 4.1% | |
| VANGRD GROWTH INDEX FUND ADM VOYA RETIREMENT INSURANCE & ANNUITY COMPANY · EIN 71-0294708 / PN 001 | Pooled Separate Account | — | — | $323K | 3.8% | |
| VOYA FIXED ACCOUNT (4452) VOYA RETIREMENT INSURANCE & ANNUITY COMPANY · EIN 71-0294708 / PN 001 | Pooled Separate Account | — | — | $311K | 3.7% | |
| VANGRD BALANCED INDEX FND ADM VOYA RETIREMENT INSURANCE & ANNUITY COMPANY · EIN 71-0294708 / PN 001 | Pooled Separate Account | — | — | $306K | 3.6% | |
| VANGRD GROWTH & INCOME FD ADM VOYA RETIREMENT INSURANCE & ANNUITY COMPANY · EIN 71-0294708 / PN 001 | Pooled Separate Account | — | — | $283K | 3.3% | |
| VANGRD WINDSOR FUND ADM VOYA RETIREMENT INSURANCE & ANNUITY COMPANY · EIN 71-0294708 / PN 001 | Pooled Separate Account | — | — | $266K | 3.1% | |
| VOYA INDEX SOLUTION 2050 P Z VOYA RETIREMENT INSURANCE & ANNUITY COMPANY · EIN 71-0294708 / PN 001 | Pooled Separate Account | — | — | $251K | 3.0% | |
| VOYA INDEX SOLUTION INC P Z VOYA RETIREMENT INSURANCE & ANNUITY COMPANY · EIN 71-0294708 / PN 001 | Pooled Separate Account | — | — | $248K | 2.9% | |
| VOYA INDEX SOLUTION 2045 P Z VOYA RETIREMENT INSURANCE & ANNUITY COMPANY · EIN 71-0294708 / PN 001 | Pooled Separate Account | — | — | $184K | 2.2% | |
| VOYA INDEX SOLUTION 2040 P Z VOYA RETIREMENT INSURANCE & ANNUITY COMPANY · EIN 71-0294708 / PN 001 | Pooled Separate Account | — | — | $172K | 2.0% | |
| VANGRD INTL GRW FND ADM VOYA RETIREMENT INSURANCE & ANNUITY COMPANY · EIN 71-0294708 / PN 001 | Pooled Separate Account | — | — | $157K | 1.9% | |
| BLKRCK HIGH YIELD PORT K VOYA RETIREMENT INSURANCE & ANNUITY COMPANY · EIN 71-0294708 / PN 001 | Pooled Separate Account | — | — | $155K | 1.8% | |
| VANGRD SM-CAP VL INDEX FND ADM VOYA RETIREMENT INSURANCE & ANNUITY COMPANY · EIN 71-0294708 / PN 001 | Pooled Separate Account | — | — | $148K | 1.8% | |
| Voya Vanguard Intermediate-Term Bond Index Fund | Common Collective Trusts | — | — | $100K | 1.2% | |
| VANGRD INT-TRM BD INDX FD ADM VOYA RETIREMENT INSURANCE & ANNUITY COMPANY · EIN 71-0294708 / PN 001 | Pooled Separate Account | — | — | $100K | 1.2% | |
| VANGRD EXPLORER FUND ADM VOYA RETIREMENT INSURANCE & ANNUITY COMPANY · EIN 71-0294708 / PN 001 | Pooled Separate Account | — | — | $96K | 1.1% | |
| VOYA INDEX SOLUTION 2065 P Z VOYA RETIREMENT INSURANCE & ANNUITY COMPANY · EIN 71-0294708 / PN 001 | Pooled Separate Account | — | — | $91K | 1.1% | |
| VOYA INDEX SOLUTION 2055 P Z VOYA RETIREMENT INSURANCE & ANNUITY COMPANY · EIN 71-0294708 / PN 001 | Pooled Separate Account | — | — | $86K | 1.0% | |
| VANGRD MD-CAP GRW INDEX FD ADM VOYA RETIREMENT INSURANCE & ANNUITY COMPANY · EIN 71-0294708 / PN 001 | Pooled Separate Account | — | — | $78K | 0.9% | |
| FIDELITY CONTRAFUND K6 VOYA RETIREMENT INSURANCE & ANNUITY COMPANY · EIN 71-0294708 / PN 001 | Pooled Separate Account | — | — | $76K | 0.9% | |
| JPMORGAN US EQUITY FUND R6 VOYA RETIREMENT INSURANCE & ANNUITY COMPANY · EIN 71-0294708 / PN 001 | Pooled Separate Account | — | — | $74K | 0.9% | |
| Notes receivable from participants, due at various dates * Plan Participants through July 2035; interest rates from 5.25% to 9.50% $0 | Bonds / Notes | — | — | $71K | 0.8% | |
| VANGRD LIFESTRAT CNS GR FD INV VOYA RETIREMENT INSURANCE & ANNUITY COMPANY · EIN 71-0294708 / PN 001 | Pooled Separate Account | — | — | $62K | 0.7% | |
| VANGRD INFO TECH INDX FD ADM VOYA RETIREMENT INSURANCE & ANNUITY COMPANY · EIN 71-0294708 / PN 001 | Pooled Separate Account | — | — | $48K | 0.6% | |
| Voya Vanguard Life Strategy Moderate Growth Fund | Mutual Funds | — | — | $41K | 0.5% | |
| VANGRD LIFESTRAT MD GRW FD INV VOYA RETIREMENT INSURANCE & ANNUITY COMPANY · EIN 71-0294708 / PN 001 | Pooled Separate Account | — | — | $41K | 0.5% | |
| Voya Vanguard Total International Stock Index Fund | Common Collective Trusts | — | — | $31K | 0.4% | |
| VANGRD TOT INT STK IN F ADM VOYA RETIREMENT INSURANCE & ANNUITY COMPANY · EIN 71-0294708 / PN 001 | Pooled Separate Account | — | — | $31K | 0.4% | |
| DODGE & COX INCOME FUND X VOYA RETIREMENT INSURANCE & ANNUITY COMPANY · EIN 71-0294708 / PN 001 | Pooled Separate Account | — | — | $26K | 0.3% | |
| VANGRD HEALTH CARE FUND ADM VOYA RETIREMENT INSURANCE & ANNUITY COMPANY · EIN 71-0294708 / PN 001 | Pooled Separate Account | — | — | $13K | 0.2% | |
| VOYA INDEX SOLUTION 2060 P Z VOYA RETIREMENT INSURANCE & ANNUITY COMPANY · EIN 71-0294708 / PN 001 | Pooled Separate Account | — | — | $4K | <0.1% | |
| Voya Vanguard Small-Cap Growth Index Fund Admiral ** 610 * Voya Vanguard Small-Cap Index Fund Admiral | Common Collective Trusts | — | — | $1K | <0.1% | |
| VANGRD SMALL-CAP INDEX FND ADM VOYA RETIREMENT INSURANCE & ANNUITY COMPANY · EIN 71-0294708 / PN 001 | Pooled Separate Account | — | — | $1K | <0.1% | |
| VANGRD SM-CAP GRW INDEX FD ADM VOYA RETIREMENT INSURANCE & ANNUITY COMPANY · EIN 71-0294708 / PN 001 | Pooled Separate Account | — | — | $610 | <0.1% | |
| VOYA GV MNY MKT F A (HLD ACCT) VOYA RETIREMENT INSURANCE & ANNUITY COMPANY · EIN 71-0294708 / PN 001 | Pooled Separate Account | — | — | $32 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADVANCED RETIREMENT SOLUTIONS | 46-2309236 | — | SERVICE PROVIDER | $0 | — |
