Plan Sponsor signed Orgain, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Orgain, LLC's EIN is 26-3364542.
Download the official 2024 Form 5500 (PDF) for Orgain, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Orgain, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 | $24K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | — | SAN RAFAEL, CA | OTHER | $17K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard 500 Index Admiral Mutual Fund | Common Collective Trusts | — | — | $1.7M | 21.1% | |
| American Funds 2055 Target Date Retire R6 Mutual Fund | Mutual Funds | — | — | $793K | 9.8% | |
| American Funds 2050 Target Date Retire R6 Mutual Fund | Mutual Funds | — | — | $631K | 7.8% | |
| American Funds 2045 Target Date Retire R6 Mutual Fund | Mutual Funds | — | — | $578K | 7.2% | |
| American Funds 2035 Target Date Retire R6 Mutual Fund | Mutual Funds | — | — | $529K | 6.6% | |
| American Funds 2040 Target Date Retire R6 Mutual Fund | Mutual Funds | — | — | $508K | 6.3% | |
| American Funds 2060 Target date Retire R6 Mutual Fund | Mutual Funds | — | — | $404K | 5.0% | |
| LARGE CAP GROWTH / JP MORGAN INVST EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 141 | Pooled Separate Account | — | — | $356K | 4.4% | |
| Vanguard Small Cap Growth Index Admiral Mutual Fund | Mutual Funds | — | — | $284K | 3.5% | |
| Fidelity Mid Cap Index Mutual Fund | Mutual Funds | — | — | $230K | 2.8% | |
| LARGE CAP VALUE I EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 129 | Pooled Separate Account | — | — | $217K | 2.7% | |
| American Funds 2025 Target Date Retire R6 Mutual Fund | Mutual Funds | — | — | $206K | 2.6% | |
| GREAT GRAY FIDELITY INST AM CR PLUS GREAT GRAY · EIN 38-7275325 / PN 001 | Common Collective Trust | — | — | $193K | 2.4% | |
| INTERNATIONAL STOCK R1 GREAT GRAY · EIN 82-2436292 / PN 342 | Common Collective Trust | — | — | $153K | 1.9% | |
| American Funds 2030 Target Date Retire R6 Mutual Fund | Mutual Funds | — | — | $137K | 1.7% | |
| American Funds 2010 Target Date Retire R6 Mutual Fund | Mutual Funds | — | — | $128K | 1.6% | |
| Blackrock Sustainable Advantage Large Cap Core K Mutual Fund | Other securities | — | — | $122K | 1.5% | |
| American Funds New World R6 Mutual Fund | Mutual Funds | — | — | $114K | 1.4% | |
| JPMorgan Global Bond Opportunities R6 Mutual Fund | Other securities | — | — | $106K | 1.3% | |
| INTERNATIONAL EQUITY FUND FEE CLASS GREAT GRAY · EIN 38-4139853 / PN 000 | Common Collective Trust | — | — | $101K | 1.2% | |
| MID CAP VALUE FUND II CL R1 GREAT GRAY · EIN 38-7312964 / PN 001 | Common Collective Trust | — | — | $90K | 1.1% | |
| RELIANCE METLIFE SERIES 25053 CL 0 RELIANCE TRUST CT OR SVF · EIN 58-1428634 / PN 013 | Common Collective Trust | — | — | $88K | 1.1% | |
| Clearbridge Select IS Mutual Fund | Other securities | — | — | $77K | 1.0% | |
| Blackrock Advantage Small Cap Core K Mutual Fund | Other securities | — | — | $66K | 0.8% | |
| Participant Loans to participants, bearing interest ranging from 8.75% to 9.50% | Bonds / Notes | — | — | $52K | 0.6% | |
| Blackrock High Yield Bond Portfolio K Mutual Fund | Other securities | — | — | $48K | 0.6% | |
| American Funds 2020 Target Date Retire R6 Mutual Fund | Mutual Funds | — | — | $40K | 0.5% | |
| Calvert Green Bond R6 Mutual Fund | Other securities | — | — | $35K | 0.4% | |
| Goldman Sachs Small Cap Value Insights R6 Mutual Fund | Other securities | — | — | $30K | 0.4% | |
| Vanguard Real Estate Index Admiral Mutual Fund | Mutual Funds | — | — | $20K | 0.3% | |
| MFS Global Growth R6 Mutual Fund | Mutual Funds | — | — | $14K | 0.2% | |
| MFS Core Equity R6 Mutual Fund | Mutual Funds | — | — | $7K | <0.1% | |
| Mirova Global Sustainable Equity Mutual Fund | Other securities | — | — | $5K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
