DAVE Sansom signed O'SHAughnessy Real Estate, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
O'SHAughnessy Real Estate, Inc.'s EIN is 20-4997469.
Download the official 2024 Form 5500 (PDF) for O'SHAughnessy Real Estate, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)O'SHAughnessy Real Estate, Inc.'s plan includes automatic enrollment, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), profit-sharing.
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE CO OF AM | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $36K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COMMONWEALTH EQUITY | — | WALTHAM, MA | INVESTMENT ADVISOR | $43K | — |
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.
| % of plan | |||
|---|---|---|---|
| LARGE CAP GR MFS FUND EMPOWER · EIN 06-1050034 / PN 350 | Pooled Separate Account | $1.2M | 9.7% |
| VANGUARD 500 INDEX ADMIRAL VANGUARD · EIN 90-0779283 / PN 000 | Pooled Separate Account | $1.2M | 9.4% |
| VANGUARD EQUITY-INCOME ADM VANGUARD · EIN 90-0779283 / PN 000 | Pooled Separate Account | $1.0M | 8.2% |
| LARGE CAP GR JP MOR INVST EMPOWER · EIN 06-1050034 / PN 141 | Pooled Separate Account | $713K | 5.7% |
| BLACK ROCK MID-CAP GROWTH EQUITY K BLACKROCK · EIN 90-0779283 / PN 000 | Pooled Separate Account | $644K | 5.1% |
| VANGUARD TOTAL BOND MKT INDEX ADM VANGUARD · EIN 90-0779283 / PN 000 | Pooled Separate Account | $384K | 3.1% |
| CORE PLUS BOND PGIM FUND EMPOWER · EIN 06-1050034 / PN 299 | Pooled Separate Account | $379K | 3.0% |
| VANGUARD MID CAP INDEX ADMIRAL VANGUARD · EIN 90-0779283 / PN 000 | Pooled Separate Account | $254K | 2.0% |
| VANGUARD SMALL CAP INDEX ADM VANGUARD · EIN 90-0779283 / PN 000 | Pooled Separate Account | $251K | 2.0% |
| VANGUARD LONG-TERM INVEST-GRADE ADM VANGUARD · EIN 90-0779283 / PN 000 | Pooled Separate Account | $351 | <0.1% |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NWRPC LLC | — | PUYALLUP, WA | CONTRACT ADMIN | $0 | — |
