Luis Cervantes signed Data Analysis, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Data Analysis, Inc.'s EIN is 95-3936696.
Download the official 2024 Form 5500 (PDF) for Data Analysis, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Data Analysis, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | 71-0294708 | — | RECORD KEEPER | $28K | — |
| VOYA RETIREMENT ADVISORS, LLC | 02-0488491 | — | SERVICE PROVIDER | $23K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 36-3297908 |
| — |
| SERVICE PROVIDER |
| $0 |
| — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| VARIABLE ANNUITY ACCOUNT D VOYA RETIREMENT INSURANCE & ANNUITY CO · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $79.7M | 88.8% | |
| JPMorgan Large Cap Grw Fund R6 Mutual fund | Other securities | — | — | $20.6M | 22.9% | |
| American Funds Fundamental Inv R6 Mutual fund | Mutual Funds | — | — | $7.1M | 8.0% | |
| Voya Target Retirement 2035 Fund Mutual fund | Other securities | — | — | $5.2M | 5.8% | |
| * Voya Fixed Account Insurance company general account | Guaranteed Income / GIC | — | — | $4.9M | 5.4% | |
| Variable Annuity Account D * Voya Large Cap Growth Fund 8 Common collective trust fund | Pooled Separate Accounts | — | — | $4.7M | 5.3% | |
| Voya Target Retirement 2045 Fund Mutual fund | Other securities | — | — | $3.8M | 4.2% | |
| Voya Target Retirement 2025 Fund Mutual fund | Other securities | — | — | $3.5M | 3.9% | |
| Voya Fixed Account (4062) Insurance company general account | Common Stocks | — | — | $3.4M | 3.8% | |
| American Funds Wash Mutual R6 Mutual fund | Mutual Funds | — | — | $3.1M | 3.5% | |
| Vanguard Mid-Cap Index Fund Adm Mutual fund | Common Collective Trusts | — | — | $2.8M | 3.1% | |
| Voya Target Retirement 2040 Fund Mutual fund | Other securities | — | — | $2.7M | 3.1% | |
| American Funds Am Balanced R6 Mutual fund | Mutual Funds | — | — | $2.2M | 2.5% | |
| Voya Target Retirement 2050 Fund Mutual fund | Other securities | — | — | $2.0M | 2.2% | |
| Voya Mid-cap Growth Equity Fund 8 Common collective trust fund | Common Collective Trusts | — | — | $2.0M | 2.2% | |
| PGIM High-Yield Fund R6 Mutual fund | Other securities | — | — | $2.0M | 2.2% | |
| Voya Target Retirement 2055 Fund Mutual fund | Other securities | — | — | $1.9M | 2.1% | |
| DFA Emerging Markets Portfolio Inst Mutual fund | Mutual Funds | — | — | $1.8M | 2.0% | |
| Inv Opp Intl Growth Fund R6 Mutual fund | Other securities | — | — | $1.7M | 1.9% | |
| Clr Brg Sm Cap Growth Fund IS Mutual fund | Other securities | — | — | $1.7M | 1.9% | |
| VY JPMorgan Sm Cap Core Equity Port R6 Mutual fund | Other securities | — | — | $1.6M | 1.8% | |
| Voya Target Retirement 2030 Fund Mutual fund | Other securities | — | — | $1.5M | 1.7% | |
| MFS Mid-Cap Value Fund R6 Mutual fund | Mutual Funds | — | — | $1.5M | 1.6% | |
| Voya Target Retirement 2060 Fund Mutual fund | Other securities | — | — | $1.4M | 1.6% | |
| Voya Intermediate Bond Fund R6 Mutual fund | Other securities | — | — | $1.2M | 1.3% | |
| Inv Opp Main Street Fund R6 Mutual fund | Other securities | — | — | $1.0M | 1.1% | |
| DFA Real Estate Securities Port Inst Mutual fund | Mutual Funds | — | — | $859K | 1.0% | |
| various maturity dates | Other securities | — | — | $840K | 0.9% | |
| PIMCO Real Return Fund Inst Mutual fund | Mutual Funds | — | — | $763K | 0.8% | |
| VOYA LIFETIME INCOME PROTECTION2045 VOYA INVESTMENT TRUST CO · EIN 71-0294708 / PN 058 | Common Collective Trust | — | — | $543K | 0.6% | |
| Voya Target In Retirement Fund R6 Mutual fund | Other securities | — | — | $421K | 0.5% | |
| Voya Target Retirement 2065 Fund R6 Mutual fund | Other securities | — | — | $375K | 0.4% | |
| VY Columbia Sm Cap Val II P R6 Mutual fund | Other securities | — | — | $297K | 0.3% | |
| VOYA LIFETIME INCOME PROTECTION2040 VOYA INVESTMENT TRUST CO · EIN 71-0294708 / PN 081 | Common Collective Trust | — | — | $183K | 0.2% | |
| AXA SEPERATE ACCOUNT 12-001 AXA EQUITABLE LIFE INSURANCE CO · EIN 13-5570651 / PN 000 | Pooled Separate Account | — | — | $92K | 0.1% | |
| Voya Lifetime Inc Protection 2030 II Common collective trust fund | Common Collective Trusts | — | — | $66K | <0.1% | |
| NATIONWIDE SEPARATE ACCOUNT 100 NATIONWIDE LIFE INSURANCE CO · EIN 31-4156830 / PN 000 | Pooled Separate Account | — | — | $62K | <0.1% | |
| Voya Lifetime Inc Protection 2030 II Common collective trust fund | Common Collective Trusts | — | — | $40K | <0.1% | |
| VARIABLE ANNUITY ACCOUNT 200 VOYA RETIREMENT INSURANCE & ANNUITY CO · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $22K | <0.1% | |
| Voya Gov Money Mkt Fund A (hold Acct) Mutual fund | Cash / Money Market | — | — | $22K | <0.1% | |
| Variable Annuity Account 200 Voya Lifetime Inc Protection 2025 II Common collective trust fund 781 Voya Lifetime Inc Protection 2030 II Common collective trust fund | Common Collective Trusts | — | — | $22K | <0.1% | |
| VOYA LIFETIME INCOME PROTECTION2050 VOYA INVESTMENT TRUST CO · EIN 71-0294708 / PN 070 | Common Collective Trust | — | — | $18K | <0.1% | |
| Voya Lifetime Inc Protection 2040 II Common collective trust fund | Common Collective Trusts | — | — | $13K | <0.1% | |
| Voya Lifetime Inc Protection 2040 II Common collective trust fund | Common Collective Trusts | — | — | $12K | <0.1% | |
| Voya Lifetime Inc Protection 2035 II Common collective trust fund | Common Collective Trusts | — | — | $10K | <0.1% | |
| VOYA LIFETIME INCOME PROTECTION2030 VOYA INVESTMENT TRUST CO · EIN 71-0294708 / PN 083 | Common Collective Trust | — | — | $9K | <0.1% | |
| VOYA LIFETIME INCOME PROTECTION2035 VOYA INVESTMENT TRUST CO · EIN 71-0294708 / PN 056 | Common Collective Trust | — | — | $7K | <0.1% | |
| Voya Lifetime Inc Protection 2035 II Common collective trust fund | Common Collective Trusts | — | — | $6K | <0.1% | |
| AXA Equitable Separate Account 12-001 Voya Lifetime Inc Protection 2025 II Common collective trust fund | Pooled Separate Accounts | — | — | $4K | <0.1% | |
| Nationwide Separate Account 100 Voya Lifetime Inc Protection 2025 II Common collective trust fund | Pooled Separate Accounts | — | — | $2K | <0.1% |
