DOUG PORE signed Oxbow Calcining LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Oxbow Calcining LLC's EIN is 13-3637043.
Download the official 2024 Form 5500 (PDF) for Oxbow Calcining LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Oxbow Calcining LLC'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 |
|---|---|---|---|---|---|
| ONEAMERICA RETIREMENT SERVICES LLC | 46-5378846 | — | NONE | $9K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT | 36-4317381 | — | NONE | $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 | |||||
|---|---|---|---|---|---|---|
| Vanguard | Mutual Funds | — | — | $4.2M | 14.5% | |
| Vanguard | Mutual Funds | — | — | $3.2M | 10.8% | |
| Vanguard | Mutual Funds | — | — | $3.2M | 10.8% | |
| Vanguard | Mutual Funds | — | — | $2.4M | 8.3% | |
| Vanguard | Mutual Funds | — | — | $1.8M | 6.3% | |
| Vanguard | Mutual Funds | — | — | $1.7M | 5.8% | |
| Vanguard | Mutual Funds | — | — | $1.6M | 5.5% | |
| Vanguard | Mutual Funds | — | — | $1.5M | 5.1% | |
| Vanguard | Mutual Funds | — | — | $1.2M | 4.1% | |
| Participant Loans | Participant loans | — | — | $1.1M | 3.8% | |
| Harbor Capital | Other securities | — | — | $948K | 3.2% | |
| Vanguard | Mutual Funds | — | — | $857K | 2.9% | |
| Principal Life Insurance Company | Common Stocks | — | — | $680K | 2.3% | |
| Fidelity | Mutual Funds | — | — | $678K | 2.3% | |
| Vanguard | Mutual Funds | — | — | $617K | 2.1% | |
| Principal Life Insurance Company | Common Stocks | — | — | $316K | 1.1% | |
| PRIN U.S. PROPERTY SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 027 | Pooled Separate Account | — | — | $316K | 1.1% | |
| MFS | Mutual Funds | — | — | $260K | 0.9% | |
| Dodge & Cox | Mutual Funds | — | — | $248K | 0.8% | |
| Vanguard | Mutual Funds | — | — | $241K | 0.8% | |
| Macquarie | Other securities | — | — | $228K | 0.8% | |
| Vanguard | Mutual Funds | — | — | $218K | 0.7% | |
| PUTNAM STABLE VALUE FUND PUTNAM FIDUCIARY TRUST COMPANY LLC · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $211K | 0.7% | |
| T.Rowe Price | Other securities | — | — | $208K | 0.7% | |
| Vanguard | Mutual Funds | — | — | $194K | 0.7% | |
| MFS | Mutual Funds | — | — | $148K | 0.5% | |
| Janus | Mutual Funds | — | — | $141K | 0.5% | |
| Dodge & Cox | Mutual Funds | — | — | $81K | 0.3% | |
| Vanguard | Mutual Funds | — | — | $75K | 0.3% | |
| Vanguard | Mutual Funds | — | — | $63K | 0.2% | |
| American Funds | Mutual Funds | — | — | $47K | 0.2% | |
| MassMutual | Other securities | — | — | $40K | 0.1% | |
| Vanguard | Mutual Funds | — | — | $36K | 0.1% | |
| Federated Hermes | Other securities | — | — | $4K | <0.1% | |
| Janus | Mutual Funds | — | — | $2K | <0.1% | |
| Dodge & Cox | Mutual Funds | — | — | $646 | <0.1% | |
| PRIN SMCAP GROWTH I SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 070 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN GOVT & HQ BOND SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 007 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN LIQUID ASSETS SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 024 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN INTL SMALL CAP SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 014 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN CORE PLUS BD SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 005 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN DIVERSIFIED INTL SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN MIDCAP VALUE I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 043 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN SMCAP S&P 600 INDEX SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN MIDCAP S&P 400 INDEX SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN MIDCAP GROWTH III SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 026 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRINCIPAL MIDCAP SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 020 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN LARGECAP VALUE III SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 068 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN LIFETIME 2020 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 076 | Pooled Separate Account | — | — | $0 | <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 |
|---|---|---|---|---|---|
| MATRIX TRUST COMPANY | 75-3182674 | — | NONE | $0 | — |
