Catalina Mandea signed O'HAGAN Meyer LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
O'HAGAN Meyer LLC's EIN is 16-1759832.
Download the official 2024 Form 5500 (PDF) for O'HAGAN Meyer LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)O'HAGAN Meyer 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 |
|---|---|---|---|---|---|
| OLD NATIONAL BANK | 35-1729164 | — | NONE | $116K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | 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 | |||||
|---|---|---|---|---|---|---|
| JPMorgan Large Cap Growth Cl R6 Fd #2148 Mutual Funds | Other securities | — | — | $4.2M | 12.4% | |
| T. Rowe Price Retirement 2035 Mutual Funds | Other securities | — | — | $2.8M | 8.3% | |
| T. Rowe Price Retirement 2050 Mutual Funds | Other securities | — | — | $2.8M | 8.1% | |
| T. Rowe Price Retirement 2045 Mutual Funds | Other securities | — | — | $2.7M | 7.9% | |
| DFA Global Equity Portfolio Cl I Mutual Funds | Mutual Funds | — | — | $1.7M | 5.1% | |
| T. Rowe Price Retirement 2030 Mutual Funds | Other securities | — | — | $1.7M | 5.0% | |
| T. Rowe Price Retirement 2040 Mutual Funds | Other securities | — | — | $1.5M | 4.3% | |
| T. Rowe Price Retirement 2055 Mutual Funds | Other securities | — | — | $1.2M | 3.4% | |
| Vanguard Mid Cap Index Admiral Mutual Funds | Mutual Funds | — | — | $889K | 2.6% | |
| Vanguard Small Cap Index Admiral Mutual Funds | Mutual Funds | — | — | $827K | 2.4% | |
| T. Rowe Price Retirement 2025 Mutual Funds | Other securities | — | — | $761K | 2.2% | |
| T. Rowe Price Spectrum Moderate Allocation Mutual Funds | Other securities | — | — | $737K | 2.2% | |
| T. Rowe Price Retirement 2060 Mutual Funds | Other securities | — | — | $629K | 1.8% | |
| maturing from 2025 to 2045 | Other securities | — | — | $509K | 1.5% | |
| Vanguard Equity Income Admiral Mutual Funds | Mutual Funds | — | — | $507K | 1.5% | |
| Dodge & Cox Income Mutual Funds | Mutual Funds | — | — | $415K | 1.2% | |
| CAPITAL PRESERVATION FUND FEDERATED INVESTORS TRUST COMPANY · EIN 22-2712853 / PN 001 | Common Collective Trust | — | — | $344K | 1.0% | |
| T. Rowe Price Retirement Balance Fund I Mutual Funds | Other securities | — | — | $338K | 1.0% | |
| MFS Value Fund R6 Mutual Funds | Mutual Funds | — | — | $289K | 0.8% | |
| Federated Inst Hi Yld BD-IS #900 Mutual Funds | Other securities | — | — | $238K | 0.7% | |
| Vanguard Short Term Corp Admiral #539 Mutual Funds | Mutual Funds | — | — | $209K | 0.6% | |
| Fidelity Emerging Mkts Cl K Fd #2084 Mutual Funds | Mutual Funds | — | — | $144K | 0.4% | |
| Fidelity Intl Index Fd #2363 Mutual Funds | Mutual Funds | — | — | $142K | 0.4% | |
| Euro pac Growth R-6 Mutual Funds | Other securities | — | — | $136K | 0.4% | |
| Vanguard Inflat Protected Admiral Mutual Funds | Mutual Funds | — | — | $132K | 0.4% | |
| T. Rowe Price Retirement 2020 Mutual Funds | Other securities | — | — | $103K | 0.3% | |
| Janus Henderson Enterprise Cl N Mutual Funds | Mutual Funds | — | — | $37K | 0.1% | |
| T Rowe Price Retirement I 2065 Mutual Funds | Mutual Funds | — | — | $19K | <0.1% | |
| American Century Small Cap Growth Fund R6 Mutual Funds | Other securities | — | — | $17K | <0.1% | |
| Fidelity Small Cap Value Fd #1389 Mutual Funds | Mutual Funds | — | — | $17K | <0.1% | |
| Allspring Special Mid Cap Value Fund R6 Mutual Funds | Other securities | — | — | $13K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
