TREY Pendleton signed Oak Hall Industries, LP's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Oak Hall Industries, LP's EIN is 25-1797600.
Download the official 2024 Form 5500 (PDF) for Oak Hall Industries, LP from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Oak Hall Industries, LP'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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $37K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $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 | |||||
|---|---|---|---|---|---|---|
| METLIFE REL ST VAL 25053 - 35 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $1.1M | 18.4% | |
| T.ROWE PRICE RETIRE 2030 - ADV | Registered Investment Companies | — | — | $708K | 11.8% | |
| HARTFORD CORE EQUITY R4 | Registered Investment Companies | — | — | $607K | 10.1% | |
| T. ROWE PRICE RET 2025 - ADV | Registered Investment Companies | — | — | $473K | 7.9% | |
| AB GROWTH A | Registered Investment Companies | — | — | $454K | 7.6% | |
| T.ROWE PRICE RETIRE 2040 - ADV | Registered Investment Companies | — | — | $328K | 5.5% | |
| T. ROWE PRICE RET 2045 - ADV | Registered Investment Companies | — | — | $295K | 4.9% | |
| T. ROWE PRICE RET 2035 - ADV | Registered Investment Companies | — | — | $284K | 4.7% | |
| T. ROWE PRICE VALUE FUND - ADV | Registered Investment Companies | — | — | $256K | 4.3% | |
| T. ROWE PRICE RETIRE 2050-ADV | Registered Investment Companies | — | — | $247K | 4.1% | |
| T. ROWE PRICE RET 2055 - ADV | Registered Investment Companies | — | — | $238K | 4.0% | |
| PIMCO STOCKSPLUS INTL A | Registered Investment Companies | — | — | $194K | 3.2% | |
| NUVEEN STRATEGIC INCOME A | Registered Investment Companies | — | — | $144K | 2.4% | |
| JANUS HENDERSONBALANCED FUND I | Registered Investment Companies | — | — | $128K | 2.1% | |
| CARILLON EAGLE MID CAP GR - A | Registered Investment Companies | — | — | $112K | 1.9% | |
| T.ROWE PRICE RETIRE 2010 - ADV | Registered Investment Companies | — | — | $109K | 1.8% | |
| T.ROWE PRICE RETIRE 2020 - ADV | Registered Investment Companies | — | — | $99K | 1.7% | |
| ISHARES S&P 500 INDEX A | Registered Investment Companies | — | — | $79K | 1.3% | |
| COLUMBIA SM CAP IDX A | Registered Investment Companies | — | — | $47K | 0.8% | |
| AMFAMERICAN HIGH INC TRUST R5 | Registered Investment Companies | — | — | $40K | 0.7% | |
| VICTORY ESTABLISHED VALUE A | Registered Investment Companies | — | — | $28K | 0.5% | |
| FID ADV INT CAP APP A | Registered Investment Companies | — | — | $13K | 0.2% | |
| T. ROWE PRICE RET 2015 - ADV | Registered Investment Companies | — | — | $7K | 0.1% | |
| T. ROWE PRICE RETIRE BAL ADV | Registered Investment Companies | — | — | $3K | <0.1% | |
| T. ROWE PRICE RET 2005 - ADV | Registered Investment Companies | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
