Peter Bohan signed O'CONNOR & DREW P.C.'s 2022 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
O'CONNOR & DREW P.C.'s EIN is 04-3000523.
Download the official 2022 Form 5500 (PDF) for O'CONNOR & DREW P.C. from the U.S. Department of Labor's EFAST2 system.
Download the official 2022 Form 5500 (PDF)O'CONNOR & DREW P.C.'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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$17K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MMA SECURITIES | 22-3570392 | — | ADVISOR | $32K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund Mutual fund n/a | Common Collective Trusts | — | — | $4.3M | 18.2% | |
| Fidelity Government Money Market Fund Mutual fund n/a | Mutual Funds | — | — | $3.1M | 13.1% | |
| JP Morgan Large Cap Growth Fund Class R4 Mutual fund n/a | Other securities | — | — | $2.8M | 12.0% | |
| T. Rowe Price Growth Stock Fund Advisor Class Mutual fund n/a | Other securities | — | — | $1.4M | 6.0% | |
| Carillon Eagle Mid Cap Growth R5 Mutual fund n/a | Other securities | — | — | $1.2M | 5.1% | |
| Fidelity Advisor Freedom 2030 Fund - Class I Mutual fund n/a | Mutual Funds | — | — | $1.2M | 5.1% | |
| Fidelity Advisor Freedom 2050 Fund - Class I Mutual fund n/a | Mutual Funds | — | — | $911K | 3.9% | |
| Fidelity Advisor Freedom 2055 Fund - Class I Mutual fund n/a | Mutual Funds | — | — | $903K | 3.8% | |
| Fidelity Advisor Freedom 2060 Fund - Class I Mutual fund n/a | Mutual Funds | — | — | $832K | 3.5% | |
| MFS International Diversification Fund Class R4 Mutual fund n/a | Mutual Funds | — | — | $831K | 3.5% | |
| Janus Henderson Balanced Fund Class S Mutual fund n/a | Mutual Funds | — | — | $756K | 3.2% | |
| BlackRock Equity Dividend Fund Institutional Shares Mutual fund n/a | Other securities | — | — | $630K | 2.7% | |
| Fidelity Small Cap Index Fund Mutual fund n/a | Common Collective Trusts | — | — | $577K | 2.5% | |
| John Hancock Funds Disciplined Value Mid Cap Fund Class I Mutual fund n/a | Other securities | — | — | $475K | 2.0% | |
| JP Morgan Equity Income Fund Class R5 Mutual fund n/a | Other securities | — | — | $457K | 1.9% | |
| Pioneer Strategic Income Fund Class Y Mutual fund n/a | Other securities | — | — | $456K | 1.9% | |
| Fidelity Advisor Freedom 2040 Fund - Class I Mutual fund n/a | Mutual Funds | — | — | $440K | 1.9% | |
| Fidelity Advisor Freedom 2025 Fund - Class I Mutual fund n/a | Mutual Funds | — | — | $439K | 1.9% | |
| Pioneer Bond Fund Class Y Mutual fund n/a | Other securities | — | — | $387K | 1.6% | |
| Fidelity Advisor Freedom 2035 Fund - Class I Mutual fund n/a | Mutual Funds | — | — | $316K | 1.3% | |
| Fidelity Mid Cap Index Fund Mutual fund n/a | Common Collective Trusts | — | — | $269K | 1.1% | |
| Fidelity Advisor Freedom 2045 Fund - Class I Mutual fund n/a | Mutual Funds | — | — | $243K | 1.0% | |
| MassMutual Inflation protected and Income Fund Class I Mutual fund n/a | Other securities | — | — | $220K | 0.9% | |
| Fidelity International Index Mutual fund n/a | Mutual Funds | — | — | $126K | 0.5% | |
| Fidelity Advisor Freedom 2065 Fund - Class I Mutual fund n/a | Mutual Funds | — | — | $98K | 0.4% | |
| Fidelity Advisor Freedom 2015 Fund - Class I Mutual fund n/a | Mutual Funds | — | — | $76K | 0.3% | |
| Participant Loans Participant loans varies 3.25% - 4.25% n/a -0- | Bonds / Notes | — | — | $51K | 0.2% | |
| Fidelity Advisor Freedom 2010 Fund - Class I Mutual fund n/a | Mutual Funds | — | — | $15K | <0.1% | |
| Fidelity Advisor Freedom 2020 Fund - Class I Mutual fund n/a | Mutual Funds | — | — | $6K | <0.1% | |
| Fidelity Advisor Freedom 2005 Fund - Class I Mutual fund n/a | 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.
