Sarah Douglas signed Meadows & OHLY, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Meadows & OHLY, LLC's EIN is 26-0011698.
Download the official 2024 Form 5500 (PDF) for Meadows & OHLY, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Meadows & OHLY, 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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $21K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $2K | — |
| EMPOWER FINANCIAL SERVICES, INC. | — | GREENWOOD VILLAGE, CO | NONE | $25 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index | Common Collective Trusts | — | — | $2.8M | 17.4% | |
| MFS International Growth Fund II Fee R1 | Mutual Funds | — | — | $1.4M | 8.6% | |
| Krungthai Asset Management PLC Large Cap Growth Fund III Class R1 | Common Stocks | — | — | $1.3M | 7.9% | |
| JPMorgan Smartretirement Blend 2050 R6 | Other securities | — | — | $1.2M | 7.4% | |
| Guggenheim Total Return Bond R6 | Other securities | — | — | $957K | 6.0% | |
| Fidelity Small Cap Index | Mutual Funds | — | — | $939K | 5.9% | |
| JPMorgan Smartretirement Blend Inc R6 ** 405 MFS Value R6 | Mutual Funds | — | — | $826K | 5.2% | |
| JPMorgan Government Bond R6 | U.S. Treasuries | — | — | $783K | 4.9% | |
| Victory Capital Victory Sycamore Established Value R6 | Other securities | — | — | $620K | 3.9% | |
| JPMorgan Smartretirement Blend 2045 R6 | Other securities | — | — | $594K | 3.7% | |
| JPMorgan Smartretirement Blend 2035 R6 | Other securities | — | — | $588K | 3.7% | |
| JPMorgan Smartretirement Blend 2060 R6 | Other securities | — | — | $527K | 3.3% | |
| JPMorgan Smartretirement Blend 2055 R6 | Other securities | — | — | $506K | 3.2% | |
| Fixed annuity contract * Empower Annuity Insurance Company of America GWI Fixed Account - Series Class VI | Common Stocks | — | — | $481K | 3.0% | |
| JPMorgan Smartretirement Blend 2040 R6 | Other securities | — | — | $457K | 2.9% | |
| Carillon Eagle Carillon Eagle Mid Cap Growth R6 | Mutual Funds | — | — | $440K | 2.8% | |
| JPMorgan Smartretirement Blend 2030 R6 | Other securities | — | — | $426K | 2.7% | |
| Self directed brokerage account * Empower Annuity Insurance Company of America Empower Self Direct Brockerage Account | Self-Directed Brokerage | — | — | $398K | 2.5% | |
| Participants outstanding notes. - | Other securities | — | — | $247K | 1.5% | |
| Pimco Global Bond Opps (USD-Hedged) Inst | Mutual Funds | — | — | $243K | 1.5% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $235K | 1.5% | |
| JPMorgan Smartretirement Blend 2020 R6 ** 405 JPMorgan Smartretirement Blend 2025 R6 | Other securities | — | — | $78K | 0.5% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| IMA ADVISORY SERVICES INC | — | WICHITA, KS | INVESTMENT ADVISOR | $38K | — |
