Nancy Hannafin signed Ozinga Ready Mix Concrete, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Ozinga Ready Mix Concrete, Inc.'s EIN is 26-3757838.
Download the official 2024 Form 5500 (PDF) for Ozinga Ready Mix Concrete, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Ozinga Ready Mix Concrete, Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $8K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY LLC | 20-8764829 | — | INVESTMENT ADVISOR | $39K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| JPMorgan JPM Smrtret 2030 R5 | Other securities | — | — | $3.8M | 16.7% | |
| JPMorgan JPM Smrtret 2040 R5 | Other securities | — | — | $2.7M | 11.9% | |
| JPMorgan JPM Smrtret 2035 R5 | Other securities | — | — | $2.4M | 10.4% | |
| JPMorgan JPM Smrtret 2025 R5 | Other securities | — | — | $2.3M | 10.2% | |
| JPMorgan JPM Smrtret 2055 R5 | Other securities | — | — | $1.8M | 7.8% | |
| JPMorgan JPM Smrtret 2045 R5 | Other securities | — | — | $1.3M | 5.6% | |
| Fidelity Investments** FID 500 Index | Common Collective Trusts | — | — | $1.2M | 5.1% | |
| JPMorgan JPM Smrtret 2050 R5 | Other securities | — | — | $1.1M | 4.8% | |
| JPMorgan JPM Smrtret 2020 R5 | Other securities | — | — | $980K | 4.3% | |
| JPMorgan JPM Smrtret 2060 R5 | Other securities | — | — | $913K | 4.0% | |
| Participant** Participant notes receivable bearing interest ranging from 4.25 to 9.50 percent - | Other securities | — | — | $571K | 2.5% | |
| Fidelity Investments** FID Mid Cap Idx | Common Collective Trusts | — | — | $487K | 2.1% | |
| Pioneer FNDML GRTH K | Other securities | — | — | $450K | 2.0% | |
| Fidelity Investments** FID Sm Cap Idx | Common Collective Trusts | — | — | $429K | 1.9% | |
| Fidelity Investments** Money market fund - Fidelity Government Money Market | Mutual Funds | — | — | $418K | 1.8% | |
| Goldman Sachs GS Growth Opps Inst | Other securities | — | — | $378K | 1.7% | |
| BlackRock BlkBk Hi Yld BD Inst | Other securities | — | — | $222K | 1.0% | |
| Fidelity Investments** FID US Bond Idx | Common Collective Trusts | — | — | $210K | 0.9% | |
| Fidelity Investments** FID Intl Index | Mutual Funds | — | — | $193K | 0.8% | |
| JPMorgan JPM Val Advntg I | Other securities | — | — | $184K | 0.8% | |
| ClearBridge CBA Sm Cap Gr l | Other securities | — | — | $161K | 0.7% | |
| MetWest Tot Rtn BR I | Other securities | — | — | $152K | 0.7% | |
| Invesco Invs Divrs Divd R5 | Mutual Funds | — | — | $98K | 0.4% | |
| ClearBridge CB INTL GRTH I | Other securities | — | — | $93K | 0.4% | |
| Thornburg Thornbrg Dev Wrld R6 | Other securities | — | — | $62K | 0.3% | |
| Baron Growth Inst | Other securities | — | — | $54K | 0.2% | |
| First Eagle 1st Eagle Oversea R6 | Other securities | — | — | $54K | 0.2% | |
| JPMorgan JPM Smrtret Inc R5 | Common Stocks | — | — | $17K | <0.1% | |
| Lord Abbett LD ABT SH DTN INC R5 | Mutual Funds | — | — | $12K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
