Patrick Strimple signed Employee Owned Holdings, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Employee Owned Holdings, Inc.'s EIN is 20-8026834.
Download the official 2024 Form 5500 (PDF) for Employee Owned Holdings, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Employee Owned Holdings, Inc.'s plan includes automatic enrollment, 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 |
|---|---|---|---|---|---|
| ASCENSUS LLC | 11-3665754 | — | NONE | $39K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH RETIREMENT & BENEFIT | 13-5674085 | — | NONE | $64K | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| iShares S&P 500 Index K (i) | Common Collective Trusts | — | — | $4.3M | 11.3% | |
| INVESCO STABLE VALUE RETIREMENT CL1 INVESCO · EIN 27-3868124 / PN 001 | Common Collective Trust | — | — | $4.1M | 10.8% | |
| T. Rowe Price GM Blue Chip Growth I (i) | Other securities | — | — | $3.8M | 10.0% | |
| Neuberger Berman GM Neuberger Berman Large Cap Value R6 (i) | Other securities | — | — | $3.7M | 9.8% | |
| T. Rowe Price Blue Chip Growth I (i) | Other securities | — | — | $2.9M | 7.6% | |
| Invesco Stable Value Retirement Class 1 (i) | Stable Value | — | — | $2.8M | 7.3% | |
| Victory GM Victory Pioneer Bond R6 (i) | Other securities | — | — | $2.1M | 5.6% | |
| American Funds Washington Mutual Investors Fund Class R6 (i) | Mutual Funds | — | — | $1.4M | 3.6% | |
| PIMCO GM PIMCO GNMA and Government Securities Instl (i) | Agency / Mortgage-Backed | — | — | $1.3M | 3.6% | |
| Invesco GM Invesco Stable Value Retirement Class 1 (i) | Stable Value | — | — | $1.3M | 3.5% | |
| Interest-bearing cash Contribution account (i) | Cash / Money Market | — | — | $1.1M | 3.0% | |
| MFS GM MFS Mid Cap Value Fund Class R6 (i) | Mutual Funds | — | — | $1.1M | 2.9% | |
| MFS GM Mid Cap Growth Fund Class R6 (i) | Mutual Funds | — | — | $1.1M | 2.9% | |
| GM Hartford Schroders Intl MultCap Val S Hartford 0 | Other securities | — | — | $1.1M | 2.9% | |
| GM American Eupac R6 American 0 | Other securities | — | — | $1.0M | 2.7% | |
| American Eupac R6 American 0 | Other securities | — | — | $1.0M | 2.7% | |
| Janus Henderson GM Triton Fund Class N (i) | Mutual Funds | — | — | $816K | 2.2% | |
| American Funds New World R6 (i) | Mutual Funds | — | — | $699K | 1.9% | |
| Cohen & Steers GM Cohen & Steers Real Estate Securities Z (i) | Other securities | — | — | $690K | 1.8% | |
| Undiscovered GM Undiscovered Mgrs Behavioral Val R6 (i) | Other securities | — | — | $639K | 1.7% | |
| MFS Mid Cap Growth R6 (i) | Mutual Funds | — | — | $585K | 1.6% | |
| Janus Henderson Triton Fund Class N (i) | Mutual Funds | — | — | $443K | 1.2% | |
| American Funds 2035 Target Date Retirement Fund Class R6 (i) | Mutual Funds | — | — | $420K | 1.1% | |
| Various Rates and Maturities Participant's Loan Account 0 | Participant loans | — | — | $411K | 1.1% | |
| American Funds 2030 Target Date Retirement Fund Class R6 (i) | Mutual Funds | — | — | $402K | 1.1% | |
| Undiscovered Managers Behavioral Value Fund-R6 (i) | Other securities | — | — | $312K | 0.8% | |
| MFS Mid Cap Value Fund Class R6 (i) | Mutual Funds | — | — | $291K | 0.8% | |
| Cohen & Steers Real Estate Securities Fund, Inc. Class Z (i) | Common Stocks | — | — | $257K | 0.7% | |
| Victory Pioneer Bond Fund Class R6 (i) | Other securities | — | — | $256K | 0.7% | |
| American Funds 2050 Target Date Retirement Fund Class R6 (i) | Mutual Funds | — | — | $252K | 0.7% | |
| iShares Russell Mid-Cap Index Fund Class K (i) | Common Collective Trusts | — | — | $244K | 0.6% | |
| iShares Russell 2000 SmCap Ind Instl (i) | Common Collective Trusts | — | — | $227K | 0.6% | |
| American Funds American High-Income Trust Class R6 (i) | Mutual Funds | — | — | $200K | 0.5% | |
| American Funds 2040 Target Date Retirement Fund Class R6 (i) | Mutual Funds | — | — | $151K | 0.4% | |
| American Funds 2025 Target Date Retirement Fund Class R6 (i) | Mutual Funds | — | — | $148K | 0.4% | |
| American Funds New World Fund Class R6 (i) | Mutual Funds | — | — | $95K | 0.3% | |
| American Funds 2045 Target Date Retirement Fund Class R6 (i) | Mutual Funds | — | — | $65K | 0.2% | |
| Neuberger Berman Large Cap Value R6 (i) | Other securities | — | — | $42K | 0.1% | |
| PIMCO GNMA and Government Securities Fund Institutional Class (i) | Agency / Mortgage-Backed | — | — | $27K | <0.1% | |
| American Funds 2055 Target Date Retirement Fund Class R6 (i) | Mutual Funds | — | — | $17K | <0.1% | |
| Hartford Schroders International Multi-Cap Value SDR (i) | Other securities | — | — | $16K | <0.1% | |
| American Funds 2060 Target Date Retirement Fund Class R6 (i) | Mutual Funds | — | — | $13K | <0.1% | |
| FullerThaler Behavioral Small-Cap Equity R6 Fund (i) | Other securities | — | — | $3K | <0.1% | |
| (1) X This form is filed for a CCT, PSA, or MTIA. | Pooled Separate Accounts | — | — | $3K | <0.1% | |
| performed pursuant to both 29 CFR 2520.103-8 and 29 CFR 2520.103-12(d). Check box (3) if pursuant to neither. | Other securities | — | $3K | $3K | <0.1% | |
| Yes No Amount a | Other securities | — | — | $3K | <0.1% | |
| American Funds GM American Funds Washington Mutual R6 (i) | Mutual Funds | — | — | $1K | <0.1% |
