CHAD Carroll signed One Off Hospitality Group, Ltd.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
One Off Hospitality Group, Ltd.'s EIN is 20-2337928.
Download the official 2024 Form 5500 (PDF) for One Off Hospitality Group, Ltd. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)One Off Hospitality Group, Ltd.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | REORDKEEPER | $15K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LEAFHOUSE FINANCIAL ADVISORS, LLC | — | AUSTIN, TX | OTHER | $2K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Blackrock Lifepath Index 2055 K Fund | Other securities | — | — | $668K | 16.7% | |
| Blackrock Lifepath Index 2050 K Fund | Other securities | — | — | $659K | 16.5% | |
| Blackrock Lifepath Index 2035 K Fund | Other securities | — | — | $434K | 10.9% | |
| Blackrock Lifepath Index 2045 K Fund | Other securities | — | — | $411K | 10.3% | |
| Blackrock Lifepath Index Retirement K Fund | Other securities | — | — | $303K | 7.6% | |
| Blackrock Lifepath Index 2040 K Fund | Other securities | — | — | $281K | 7.0% | |
| RETIREGUIDE GROWTH ALTA TRUST · EIN 84-4095754 / PN 000 | Common Collective Trust | — | — | $258K | 6.5% | |
| Blackrock Lifepath Index 2060 K Fund | Other securities | — | — | $185K | 4.6% | |
| RETIREGUIDE MOD GROWTH & INC. ALTA TRUST · EIN 84-4096260 / PN 000 | Common Collective Trust | — | — | $154K | 3.9% | |
| RETIREGUIDE MODERATE GROWTH ALTA TRUST · EIN 84-4096529 / PN 000 | Common Collective Trust | — | — | $111K | 2.8% | |
| RETIREGUIDE GROWTH & INCOME ALTA TRUST · EIN 84-4095989 / PN 000 | Common Collective Trust | — | — | $97K | 2.4% | |
| s (held by Empower Trust Company, LLC) Blackrock Lifepath Index 2030 K Fund | Mutual Funds | — | — | $96K | 2.4% | |
| Fidelity Large Cap Growth Index Fund | Common Collective Trusts | — | — | $82K | 2.1% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $60K | 1.5% | |
| Fidelity Small Cap Value Index Fund ** 346 Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $40K | 1.0% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $36K | 0.9% | |
| Blackrock Lifepath Index 2065 K Fund | Other securities | — | — | $30K | 0.7% | |
| Fidelity International Index Fund | Common Collective Trusts | — | — | $22K | 0.5% | |
| Fidelity Inflation Protected Bond Index Fund | Common Collective Trusts | — | — | $14K | 0.3% | |
| RETIREGUIDE CONS GROWTH & INC. ALTA TRUST · EIN 84-4094462 / PN 000 | Common Collective Trust | — | — | $11K | 0.3% | |
| FBRIC (held by Empower Annuity Insurance Company of America) Empower Annuity Insurance Company of America EI Fixed Account - Series Class I Fund | Common Stocks | — | — | $10K | 0.3% | |
| RETIREGUIDE CONS GROWTH ALTA TRUST · EIN 84-4074165 / PN 000 | Common Collective Trust | — | — | $6K | 0.2% | |
| Fidelity US Bond Index Fund | Common Collective Trusts | — | — | $5K | 0.1% | |
| Fidelity Emerging Markets Index Fund | Common Collective Trusts | — | — | $2K | <0.1% | |
| Fidelity Large Cap Value Index Fund | Common Collective Trusts | — | — | $2K | <0.1% | |
| DFA Real Estate Securities I Fund | Mutual Funds | — | — | $2K | <0.1% | |
| Fidelity International Bond Index Fund | Common Collective Trusts | — | — | $2K | <0.1% | |
| Fidelity Mid Cap Growth Index Fund | Common Collective Trusts | — | — | $1K | <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 |
|---|---|---|---|---|---|
| CLIFTONLARSONALLEN WEALTH ADVISORS | — | PHILADELPHIA, PA | INVESTMENT ADVISOR | $14K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MAP RETIREMENT USA LLC | — | APPLETON, WI | CONTRACT ADMIN | $3K | — |
