Cindy Dulley signed Ochin, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Ochin, Inc.'s EIN is 20-0195556.
Download the official 2024 Form 5500 (PDF) for Ochin, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Ochin, Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), profit-sharing.
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 | $47K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| USI ADVISORS INC | 06-1397347 | — | ADVISOR | $41K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 |
| Provider | Nondisclosure info |
|---|---|
| — | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity Freedom 2045 Registered Investment Companies | Mutual Funds | — | — | $14.1M | 15.6% | |
| Fidelity Freedom 2050 Registered Investment Companies | Mutual Funds | — | — | $11.6M | 12.9% | |
| Fidelity Freedom 2040 Registered Investment Companies | Mutual Funds | — | — | $10.3M | 11.4% | |
| Fidelity 500 Index Registered Investment Companies | Common Collective Trusts | — | — | $9.4M | 10.4% | |
| Fidelity Freedom 2035 Registered Investment Companies | Mutual Funds | — | — | $9.2M | 10.2% | |
| Fidelity Freedom 2055 Registered Investment Companies | Mutual Funds | — | — | $7.0M | 7.7% | |
| Fidelity Freedom 2030 Registered Investment Companies | Mutual Funds | — | — | $4.7M | 5.2% | |
| Fidelity Freedom 2025 Registered Investment Companies | Mutual Funds | — | — | $3.7M | 4.1% | |
| Fidelity Freedom 2060 Registered Investment Companies | Mutual Funds | — | — | $3.2M | 3.6% | |
| JPMorgan Large Cap Growth Registered Investment Companies | Other securities | — | — | $2.8M | 3.1% | |
| maturing through November 2034 -0- | Other securities | — | — | $2.5M | 2.7% | |
| Harbor Core Plus Registered Investment Companies | Other securities | — | — | $1.9M | 2.1% | |
| INTL GROWTH II R1 GREAT GRAY TRUST COMPANY · EIN 38-4139842 / PN 619 | Common Collective Trust | — | — | $1.4M | 1.5% | |
| Standard Stable Asset Fund 2 Guaranteed Investment Contract | Stable Value | — | — | $1.3M | 1.4% | |
| Fidelity Mid Cap Index Registered Investment Companies | Mutual Funds | — | — | $1.3M | 1.4% | |
| DFA Intl Core Equity I Registered Investment Companies | Mutual Funds | — | — | $1.1M | 1.2% | |
| Vanguard Balanced Index Adm Registered Investment Companies | Mutual Funds | — | — | $869K | 1.0% | |
| Fidelity Small Cap Index Registered Investment Companies | Mutual Funds | — | — | $750K | 0.8% | |
| MFS Value R6 Registered Investment Companies | Mutual Funds | — | — | $642K | 0.7% | |
| AS Spl Mid Cap Value Registered Investment Companies | Other securities | — | — | $628K | 0.7% | |
| Fidelity Freedom 2065 Registered Investment Companies | Mutual Funds | — | — | $398K | 0.4% | |
| Fidelity Freedom 2020 Registered Investment Companies | Mutual Funds | — | — | $348K | 0.4% | |
| JPMorgan Mid Cap Growth Registered Investment Companies | Other securities | — | — | $267K | 0.3% | |
| Vanguard Explorer Adm Registered Investment Companies | Mutual Funds | — | — | $212K | 0.2% | |
| AC SMALL CAP VALUE GREAT GRAY TRUST COMPANY · EIN 38-4097325 / PN 488 | Common Collective Trust | — | — | $195K | 0.2% | |
| AB Small Cap Growth Registered Investment Companies | Other securities | — | — | $185K | 0.2% | |
| Fidelity Freedom Income Registered Investment Companies | Mutual Funds | — | — | $165K | 0.2% | |
| J H GLB LIFE SCI N Registered Investment Companies | Other securities | — | — | $141K | 0.2% | |
| Fidelity Freedom 2015 Registered Investment Companies | Mutual Funds | — | — | $35K | <0.1% | |
| Fidelity Government Money Market Registered Investment Companies | Mutual Funds | — | — | $9K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| ADVISOR |
| $28K |
| — |
