Bryan Rogers signed Old Dominion Electric Cooperative's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Old Dominion Electric Cooperative's EIN is 23-7048405.
Download the official 2024 Form 5500 (PDF) for Old Dominion Electric Cooperative from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Old Dominion Electric Cooperative's plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORD KEEPER | $50K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONAL FINANCIAL SERVICES | 04-3523567 | — | SECURITIES BROKER | $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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Mutual Fund | Common Collective Trusts | — | — | $8.8M | 20.6% | |
| MASSMTL POOLED STABLE TRUST CLASS R MASSMUTUAL · EIN 38-7271376 / PN 757 | Common Collective Trust | — | — | $5.8M | 13.6% | |
| T. Rowe Price Lrg Cp Gr I Mutual Fund | Other securities | — | — | $5.6M | 13.0% | |
| Vanguard Equity Income Adm Mutual Fund | Mutual Funds | — | — | $3.0M | 7.0% | |
| Baird Core Plus Bond Inst Mutual Fund | Other securities | — | — | $2.8M | 6.6% | |
| Self-managed brokerage accounts Registered Investment Funds | Self-Directed Brokerage | — | — | $2.4M | 5.6% | |
| Charles Schwab Instl Personal Choice Retment Account | Mutual Funds | — | — | $2.4M | 5.6% | |
| MFS Intl Diversification R6 Mutual Fund | Mutual Funds | — | — | $1.5M | 3.5% | |
| Vanguard Mid Cap Index Adm Mutual Fund | Mutual Funds | — | — | $1.4M | 3.3% | |
| Massmutual MassMtl Mid Cap Gr I | Other securities | — | — | $1.3M | 3.1% | |
| American Funds New Perspective R6 Mutual Fund | Mutual Funds | — | — | $1.3M | 3.0% | |
| Vanguard Small Cap Index Adm Mutual Fund | Mutual Funds | — | — | $1.2M | 2.9% | |
| JPMorgan Small Cap Growth R6 Mutual Fund | Other securities | — | — | $1.2M | 2.9% | |
| MFS Mid Cap Value R6 Mutual Fund | Mutual Funds | — | — | $804K | 1.9% | |
| American Funds 2045 Trgt Dt Ret R6 Mutual Fund | Mutual Funds | — | — | $708K | 1.6% | |
| Vanguard International Growth Adm Mutual Fund | Mutual Funds | — | — | $669K | 1.6% | |
| WILMINGTON TR FRANKLIN SM CP VAL CL WILMINGTON TRUST · EIN 38-4126289 / PN 594 | Common Collective Trust | — | — | $593K | 1.4% | |
| Participants Notes Receivable with interest rates of 4.25% to 9.50% | Bonds / Notes | — | — | $569K | 1.3% | |
| maturities through 2029 | Other securities | — | — | $569K | 1.3% | |
| American Funds 2035 Trgt Dt Ret R6 Mutual Fund | Mutual Funds | — | — | $558K | 1.3% | |
| Vanguard Utilities Index Adm Mutual Fund | Mutual Funds | — | — | $553K | 1.3% | |
| American Funds 2020 Trgt Dt Ret R6 Mutual Fund | Mutual Funds | — | — | $536K | 1.2% | |
| American Funds 2050 Trgt Dt Ret R6 Mutual Fund | Mutual Funds | — | — | $394K | 0.9% | |
| American Funds 2040 Trgt Dt Ret R6 Mutual Fund | Mutual Funds | — | — | $341K | 0.8% | |
| American Funds 2055 Trgt Dt Ret R6 Mutual Fund | Mutual Funds | — | — | $181K | 0.4% | |
| American Funds 2030 Trgt Dt Ret R6 Mutual Fund | Mutual Funds | — | — | $168K | 0.4% | |
| American Funds 2060 Trgt Dt Ret R6 Mutual Fund | Mutual Funds | — | — | $134K | 0.3% | |
| American Funds 2025 Trgt Dt Ret R6 Mutual Fund | Mutual Funds | — | — | $115K | 0.3% | |
| American Funds 2065 Trgt Dt Ret R6 Mutual Fund | Mutual Funds | — | — | $92K | 0.2% | |
| Cash Reserve Account Mutual Fund | Cash / Money Market | — | — | $2K | <0.1% |
