Rosemary ZORY signed Guideline Data Solutions, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Guideline Data Solutions, Inc.'s EIN is 99-0360908.
Download the official 2024 Form 5500 (PDF) for Guideline Data Solutions, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Guideline Data Solutions, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.
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 | — | SERVICE PROVIDER | $14K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WORLD INVESTMENT ADVISORS, LLC | 61-1758632 | — | SERVICE PROVIDER | $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 | |||||
|---|---|---|---|---|---|---|
| VARIABLE ANNUITY ACCOUNT D VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $5.8M | 98.8% | |
| Vangrd Trgt Retire 2035 Fd Pooled Separate Account | Pooled Separate Accounts | — | — | $1.5M | 25.7% | |
| Vangrd Trgt Retire 2055 Fd Pooled Separate Account | Pooled Separate Accounts | — | — | $1.2M | 20.2% | |
| Vangrd Trgt Retire 2050 Fd Pooled Separate Account | Pooled Separate Accounts | — | — | $980K | 16.6% | |
| Vangrd Trgt Retire 2030 Fd Pooled Separate Account | Pooled Separate Accounts | — | — | $628K | 10.6% | |
| Vangrd Trgt Retire 2045 Fd Pooled Separate Account | Pooled Separate Accounts | — | — | $479K | 8.1% | |
| Vangrd Trgt Retire 2060 Fd Pooled Separate Account | Pooled Separate Accounts | — | — | $414K | 7.0% | |
| Vangrd Trgt Retire 2040 Fd Pooled Separate Account | Pooled Separate Accounts | — | — | $180K | 3.1% | |
| DWS RREEF Rl Est Sec Fd R6 Registered Investment Company $350 Fidelity 500 Index Fund Registered Investment Company | Common Collective Trusts | — | — | $83K | 1.4% | |
| JPMorgan LgCp Grw Fnd R6 Pooled Separate Account | Pooled Separate Accounts | — | — | $73K | 1.2% | |
| Vangrd Trgt Retire 2065 Fd Pooled Separate Account | Pooled Separate Accounts | — | — | $53K | 0.9% | |
| Vangrd Info Tech Indx Fd Adm Pooled Separate Account | Pooled Separate Accounts | — | — | $49K | 0.8% | |
| TRowePrc Mid-Cap Growth Fund I Pooled Separate Account | Pooled Separate Accounts | — | — | $44K | 0.7% | |
| Vangrd Growth Index Fund Adm Pooled Separate Account | Pooled Separate Accounts | — | — | $42K | 0.7% | |
| Participant Loans Interest rates at (9.00% ~ 9.50%) $0 | Bonds / Notes | — | — | $38K | 0.6% | |
| Fixed Account * Voya Fixed Account (4634) Fully Benefit-Responsive Investment Contract | Other securities | — | — | $31K | 0.5% | |
| Vangrd Tot St Mkt Indx Fd Adm Pooled Separate Account | Pooled Separate Accounts | — | — | $23K | 0.4% | |
| JPMorgan US Equity Fund R6 Pooled Separate Account | Pooled Separate Accounts | — | — | $19K | 0.3% | |
| Vangrd Tot Int Stk In F Adm Pooled Separate Account | Pooled Separate Accounts | — | — | $15K | 0.3% | |
| Vangrd Trgt Retire 2070 Fd Pooled Separate Account | Pooled Separate Accounts | — | — | $13K | 0.2% | |
| Vangrd Mid-Cap Vl Indx Fnd Adm Pooled Separate Account | Pooled Separate Accounts | — | — | $12K | 0.2% | |
| DFA Emrg Mkts Soc Cr Eq Pt Ins Pooled Separate Account | Pooled Separate Accounts | — | — | $4K | <0.1% | |
| Voya Gv Mny Mkt F A (Hld Acct) Pooled Separate Account | Pooled Separate Accounts | — | — | $4K | <0.1% | |
| Vangrd Balanced Index Fnd Adm Pooled Separate Account | Pooled Separate Accounts | — | — | $3K | <0.1% | |
| AB Small Cap Grw Port Z Pooled Separate Account | Pooled Separate Accounts | — | — | $3K | <0.1% | |
| FullThlr Bhvrl Sm Cp Eq Fd R6 Pooled Separate Account | Pooled Separate Accounts | — | — | $3K | <0.1% | |
| MFS Mid Cap Value Fund R6 Pooled Separate Account | Pooled Separate Accounts | — | — | $1K | <0.1% | |
| BlkRck High Yield Port K Pooled Separate Account | Pooled Separate Accounts | — | — | $1K | <0.1% | |
| Amer Fnds EUPAC Fund R6 Pooled Separate Account | Pooled Separate Accounts | — | — | $1K | <0.1% | |
| American Funds EuroPacific R6 Registered Investment Company | Mutual Funds | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
