April Keizer signed Oneharris, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Oneharris, Inc.'s EIN is 26-2555561.
Download the official 2024 Form 5500 (PDF) for Oneharris, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Oneharris, Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), profit-sharing.
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 | — | RECORDKEEPER | $108K | — |
| 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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index | Common Collective Trusts | — | — | $8.0M | 9.6% | |
| Vanguard Windsor II Adm | Mutual Funds | — | — | $6.8M | 8.2% | |
| WILMINGTON TRUST MFS GR EQ CIT CL S WILMINGTON TRUST · EIN 38-4126293 / PN 596 | Common Collective Trust | — | — | $6.3M | 7.6% | |
| Vanguard Target Retrmnt 2045 | Mutual Funds | — | — | $6.0M | 7.2% | |
| Vanguard Target Retrmnt 2040 | Mutual Funds | — | — | $5.6M | 6.8% | |
| Vanguard Target Retrmnt 2030 | Mutual Funds | — | — | $5.3M | 6.4% | |
| Vanguard Target Retrmnt 2050 | Mutual Funds | — | — | $5.2M | 6.3% | |
| Vanguard Target Retrmnt 2055 | Mutual Funds | — | — | $4.7M | 5.7% | |
| Vanguard Target Retrmnt 2035 | Mutual Funds | — | — | $4.0M | 4.9% | |
| Fidelity Intl Index | Mutual Funds | — | — | $2.9M | 3.5% | |
| JPMorgan Mid Cap Gr R6 | Other securities | — | — | $2.7M | 3.3% | |
| COLUMBIA TRUST STABLE INC ADMIN 0 COLUMBIA · EIN 41-0007957 / PN 060 | Common Collective Trust | — | — | $2.3M | 2.8% | |
| Vanguard Target Retrmnt 2025 | Mutual Funds | — | — | $2.3M | 2.8% | |
| American Funds American Funds EuroPacific Gr R6 | Mutual Funds | — | — | $2.1M | 2.5% | |
| Vanguard Target Retrmnt 2060 | Mutual Funds | — | — | $1.9M | 2.3% | |
| MFS New Discovery Val R6 | Mutual Funds | — | — | $1.8M | 2.2% | |
| T. Rowe Price T. Rowe Price Small Cap Stock I | Other securities | — | — | $1.7M | 2.1% | |
| JPMorgan Mid Cap Val R6 | Other securities | — | — | $1.6M | 1.9% | |
| Dodge & Cox Dodge & Cox Inc X | Mutual Funds | — | — | $1.4M | 1.7% | |
| Vanguard Target Retrmnt 2020 | Mutual Funds | — | — | $1.2M | 1.5% | |
| Fidelity Extended Market Index | Mutual Funds | — | — | $1.0M | 1.2% | |
| Participants Notes Receivable with interest rates of 4.25% to 9.50% | Bonds / Notes | — | — | $955K | 1.2% | |
| Vanguard Target Retrmnt 2065 Inv | Mutual Funds | — | — | $901K | 1.1% | |
| PIMCO All Asset Instl | Mutual Funds | — | — | $866K | 1.0% | |
| PIMCO Inc Instl | Mutual Funds | — | — | $854K | 1.0% | |
| Dimensional DFA Real Estate Securities I | Mutual Funds | — | — | $738K | 0.9% | |
| DRIEHAUS EMERGING MARKETS GROWTH CL FIS · EIN 37-6553761 / PN 001 | Common Collective Trust | — | — | $736K | 0.9% | |
| Fidelity US Bd Index | Mutual Funds | — | — | $684K | 0.8% | |
| American Century American Century Inf-Adj Bd R6 | Other securities | — | — | $605K | 0.7% | |
| Vanguard Target Retrmnt 2070 Inv | Mutual Funds | — | — | $424K | 0.5% | |
| Vanguard Target Retrmnt Inc | Mutual Funds | — | — | $293K | 0.4% | |
| State Street Bank & Trust Co. Cash Reserve Account | Cash / Money Market | — | — | $145K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
