Margaret H Sherwood signed Ten Oaks, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Ten Oaks, LLC's EIN is 20-1751466.
Download the official 2024 Form 5500 (PDF) for Ten Oaks, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Ten Oaks, LLC'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 |
|---|---|---|---|---|---|
| NATIONWIDE | 31-4156830 | COLUMBUS, OH | RECORDKEEPER | $22K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRUIST | 37-1808847 | ATLANTA, GA | INVESTMENT ADVISOR | $12K | — |
| ENVESTNET RETIREMENT SOLUTIONS | 20-1409613 |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2045 Fund N/A | Mutual Funds | — | — | $384K | 13.9% | |
| Vanguard Target Retirement 2035 Fund N/A | Mutual Funds | — | — | $360K | 13.0% | |
| Vanguard Target Retirement 2030 Fund N/A | Mutual Funds | — | — | $348K | 12.6% | |
| Vanguard Target Retirement 2060 Fund N/A | Mutual Funds | — | — | $282K | 10.2% | |
| Vanguard Target Retirement 2055 Fund N/A | Mutual Funds | — | — | $280K | 10.1% | |
| Vanguard Target Retirement 2050 Fund N/A | Mutual Funds | — | — | $188K | 6.8% | |
| Vanguard Target Retirement 2025 Fund N/A | Mutual Funds | — | — | $181K | 6.5% | |
| Vanguard Target Retirement 2040 Fund NA | Mutual Funds | — | — | $164K | 5.9% | |
| Nationwide Fixed Select Fund N/A | Other securities | — | — | $145K | 5.3% | |
| Vanguard Target Retirement 2065 Fund N/A | Mutual Funds | — | — | $40K | 1.4% | |
| Vanguard Target Retirement 2020 Fund N/A | Mutual Funds | — | — | $36K | 1.3% | |
| Vanguard Target Retirement 2070 Fund N/A 147 Vanguard Target Retirement Income Fund N/A | Mutual Funds | — | — | $30K | 1.1% | |
| Nationwide Loomis Core Bond Fund N/A | Other securities | — | — | $20K | 0.7% | |
| PGIM High Yield Fund N/A | Other securities | — | — | $19K | 0.7% | |
| Vanguard Emerging Markets Stock Index Fund N/A 307 Vanguard International Growth Fund N/A | Common Collective Trusts | — | — | $19K | 0.7% | |
| Vanguard Small-Cap Growth Index Fund N/A | Common Collective Trusts | — | — | $13K | 0.5% | |
| Vanguard Mid-Cap Growth Index Fund N/A | Common Collective Trusts | — | — | $10K | 0.4% | |
| VNGRD MDCAP GR INDX ADML MUTUAL FUND | Other securities | — | — | $10K | 0.4% | |
| NW INTL INDX R6 MUTUAL FUND | Other securities | — | — | $9K | 0.3% | |
| Nationwide International Index Fund N/A | Common Collective Trusts | — | — | $9K | 0.3% | |
| DFA US CORE EQ 2 INST MUTUAL FUND | Mutual Funds | — | — | $8K | 0.3% | |
| Nationwide S&P 500 Index Fund N/A | Common Collective Trusts | — | — | $7K | 0.3% | |
| NW S P 500 INDX R6 MUTUAL FUND | Other securities | — | — | $7K | 0.3% | |
| VNGRD MDCAP VAL INDX ADML MUTUAL FUND | Other securities | — | — | $6K | 0.2% | |
| Vanguard Mid-Cap Value Index Fund N/A | Common Collective Trusts | — | — | $6K | 0.2% | |
| American Funds American Funds Capital Income Builder Fund N/A | Mutual Funds | — | — | $6K | 0.2% | |
| AMFDS CAP INC BLDR R6 MUTUAL FUND | Common Stocks | — | — | $6K | 0.2% | |
| Vanguard Small-Cap Value Index Fund N/A | Common Collective Trusts | — | — | $6K | 0.2% | |
| VNGRD SMCAP VAL INDX ADML MUTUAL FUND | Other securities | — | — | $6K | 0.2% | |
| NW INV DEST MOD R6 MUTUAL FUND | Other securities | — | — | $5K | 0.2% | |
| Nationwide Investor Destinations Moderate Fund N/A | Other securities | — | — | $5K | 0.2% | |
| Invesco Diversified Dividend Fund N/A | Mutual Funds | — | — | $4K | 0.1% | |
| INVSCO DIVRS DIVD R5 MUTUAL FUND | Other securities | — | — | $4K | 0.1% | |
| Federated Hermes Federated Hermes Government Obligation Fund N/A | Other securities | — | — | $2K | <0.1% | |
| FED HRMS GOV OBLGTNS PRMR MUTUAL FUND | Other securities | — | — | $2K | <0.1% | |
| Nationwide Small Cap Index Fund N/A | Common Collective Trusts | — | — | $2K | <0.1% | |
| NW SMCAP INDX R6 MUTUAL FUND | Other securities | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| CHICAGO, IL |
| RIA |
| $985 |
| — |
