Kelby Dodson signed Occunet, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Occunet, LLC's EIN is 27-1563468.
Download the official 2024 Form 5500 (PDF) for Occunet, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Occunet, 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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $21K | — |
| JOHN HANCOCK LIFE INSURANCE COMPANY | 01-0233346 | — | RECORDKEEPER/BOOKKEEPER | $414 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CWM, LLC |
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 | |||||
|---|---|---|---|---|---|---|
| Principal Life Insurance Company Fixed Income Guaranteed Option | Common Stocks | — | — | $3.0M | 20.1% | |
| Principal Global Investors Core Fixed Income | Other securities | — | — | $2.5M | 16.7% | |
| PRIN CORE FIX INC SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 118 | Pooled Separate Account | — | — | $2.5M | 16.7% | |
| T. Rowe Price All-Cap Opportunities Fund | Other securities | — | — | $1.6M | 10.4% | |
| Dreyfus Funds Dynamic Value Fund | Mutual Funds | — | — | $1.4M | 9.1% | |
| DFA Emerging Markets Core Equity I Fund | Mutual Funds | — | — | $1.1M | 7.1% | |
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $1.1M | 7.0% | |
| BlackRock Advantage International Fund | Other securities | — | — | $1.0M | 6.9% | |
| Principal Global Investors Mid Cap S&P 400 Index | Other securities | — | — | $852K | 5.7% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $852K | 5.7% | |
| Invesco Funds Group, Inc. Small Cap Value R6 Fund | Mutual Funds | — | — | $841K | 5.6% | |
| DFA US Small Cap Growth Portfolio | Mutual Funds | — | — | $588K | 3.9% | |
| JP Morgan US Research Enhanced Equity Fund | Other securities | — | — | $441K | 2.9% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $251K | 1.7% | |
| Janus International Holding, LLC Enterprise Fund | Mutual Funds | — | — | $181K | 1.2% | |
| Notes Receivable From Participants Interest rates from 4.25% to 9.50% | Bonds / Notes | — | — | $148K | 1.0% | |
| Thornburg Global Opportunities Fund | Other securities | — | — | $45K | 0.3% | |
| (E) | Other securities | — | $2K | $45K | 0.3% | |
| Fidelity Investments Advisor High Income Advantage Z Fund | Mutual Funds | — | — | $5K | <0.1% | |
| American Century Investments Central Global Real Estate R6 Fund | Other securities | — | — | $3K | <0.1% | |
| (E) | Other securities | — | — | $3K | <0.1% | |
| Trust Company (d/b/a Principal Trust Company) as permitted by 29 CFR 2520.103-5(c) | Common Stocks | — | — | $3K | <0.1% | |
| PRIN REAL ESTATE SECS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | — | — | $2K | <0.1% | |
| Fidelity Investments Advisor Value Fund | Mutual Funds | — | — | $2K | <0.1% | |
| PRIN INTL EQUITY INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 121 | Pooled Separate Account | — | — | $2K | <0.1% | |
| Ivy Investment Management Co Global Bond R6 Fund | Common Stocks | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 27-4011107 |
| — |
| INVESTMENT ADVISORY |
| $34K |
| — |
