DOUG PORE signed Oxbow Carbon LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Oxbow Carbon LLC's EIN is 20-8709417.
Download the official 2024 Form 5500 (PDF) for Oxbow Carbon LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Oxbow Carbon LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEAMERICA RETIREMENT SERVICES LLC | 46-5378846 | — | NONE | $9K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MATRIX TRUST COMPANY | 75-3182674 | — | NONE | $0 | — |
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 | Mutual Funds | — | — | $20.8M | 11.8% | |
| Vanguard | Mutual Funds | — | — | $17.0M | 9.6% | |
| Harbor Capital | Other securities | — | — | $14.1M | 8.0% | |
| PUTNAM STABLE VALUE FUND PUTNAM FIDUCIARY TRUST COMPANY LLC · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $13.9M | 7.8% | |
| Dodge & Cox | Mutual Funds | — | — | $12.0M | 6.8% | |
| Vanguard | Mutual Funds | — | — | $9.8M | 5.5% | |
| Vanguard | Mutual Funds | — | — | $7.1M | 4.0% | |
| Dodge & Cox | Mutual Funds | — | — | $5.6M | 3.1% | |
| Dodge & Cox | Mutual Funds | — | — | $5.4M | 3.0% | |
| Vanguard | Mutual Funds | — | — | $5.4M | 3.0% | |
| American Funds | Mutual Funds | — | — | $5.3M | 3.0% | |
| MFS | Mutual Funds | — | — | $5.2M | 2.9% | |
| Vanguard | Mutual Funds | — | — | $4.9M | 2.8% | |
| T.Rowe Price | Other securities | — | — | $4.9M | 2.8% | |
| MFS | Mutual Funds | — | — | $4.9M | 2.8% | |
| Vanguard | Mutual Funds | — | — | $4.3M | 2.4% | |
| Vanguard | Mutual Funds | — | — | $4.2M | 2.4% | |
| Janus | Mutual Funds | — | — | $3.6M | 2.0% | |
| Vanguard | Mutual Funds | — | — | $3.5M | 2.0% | |
| MassMutual | Other securities | — | — | $3.5M | 1.9% | |
| Vanguard | Mutual Funds | — | — | $3.1M | 1.7% | |
| Vanguard | Mutual Funds | — | — | $2.5M | 1.4% | |
| Vanguard | Mutual Funds | — | — | $2.0M | 1.2% | |
| Vanguard | Mutual Funds | — | — | $1.8M | 1.0% | |
| Vanguard | Mutual Funds | — | — | $1.6M | 0.9% | |
| Loans to Various Participants | Other securities | — | — | $1.5M | 0.8% | |
| Vanguard | Mutual Funds | — | — | $1.3M | 0.8% | |
| Macquarie | Other securities | — | — | $1.2M | 0.7% | |
| Vanguard | Mutual Funds | — | — | $1.1M | 0.6% | |
| Janus | Mutual Funds | — | — | $1.1M | 0.6% | |
| Vanguard | Mutual Funds | — | — | $517K | 0.3% | |
| Federated Hermes | Other securities | — | — | $493K | 0.3% | |
| Vanguard | Mutual Funds | — | — | $310K | 0.2% | |
| Deemed Loan | Other securities | — | — | $47K | <0.1% | |
| Vanguard | Mutual Funds | — | — | $521 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
