Operations Holdings, Inc.'s EIN is 27-3572896.
Download the official 2024 Form 5500 (PDF) for Operations Holdings, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Operations Holdings, Inc.'s plan includes ERISA 404(c) participant direction, profit-sharing, a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER LIFE & ANNUITY INSURANCE | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $25K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VANDERBILT SECURITIES, LLC | — | MELVILLE, NY | ADVISOR | $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 | |||||
|---|---|---|---|---|---|---|
| American Funds Growth Fund of America R6 Mutual Fund | Mutual Funds | — | — | $1.5M | 19.8% | |
| Key Guaranteed Portfolio Fund Fixed Annuities | Other securities | — | — | $1.1M | 14.1% | |
| Invesco Global Y Mutual Fund | Mutual Funds | — | — | $646K | 8.5% | |
| Vanguard 500 Index Admiral Mutual Fund | Common Collective Trusts | — | — | $593K | 7.8% | |
| Invesco Comstock R5 Mutual Fund | Mutual Funds | — | — | $580K | 7.6% | |
| PUTNAM RETIREMENT ADVANTAGE MATURIT PUTNAM INVESTMENTS · EIN 26-0788428 / PN 268 | Common Collective Trust | — | — | $396K | 5.2% | |
| Blackrock Total Return Instl Mutual Fund | Other securities | — | — | $382K | 5.0% | |
| Fidelity Puritan Fund Mutual Fund | Mutual Funds | — | — | $346K | 4.5% | |
| Rydex NASDAQ 100 Inv Mutual Fund | Other securities | — | — | $326K | 4.3% | |
| PUTNAM RETIREMENT ADVANTAGE 2030 V PUTNAM INVESTMENTS · EIN 26-0788040 / PN 262 | Common Collective Trust | — | — | $209K | 2.7% | |
| PUTNAM RETIREMENT ADVANTAGE 2035 V PUTNAM INVESTMENTS · EIN 26-0787945 / PN 261 | Common Collective Trust | — | — | $186K | 2.4% | |
| T Rowe Price All-Cap Opportunities Adv Mutual Fund | Mutual Funds | — | — | $156K | 2.1% | |
| Principal MidCap A Mutual Fund | Other securities | — | — | $148K | 1.9% | |
| Empower T Rowe Price Midcap Growth Fund Mutual Fund | Mutual Funds | — | — | $144K | 1.9% | |
| PUTNAM RETIREMENT ADVANTAGE 2050 V PUTNAM INVESTMENTS · EIN 26-0787670 / PN 258 | Common Collective Trust | — | — | $135K | 1.8% | |
| Aberdeen US Small Cap Equity A Mutual Fund | Other securities | — | — | $104K | 1.4% | |
| Fidelity Advisor Emerging Markets Discovery Mutual Fund | Mutual Funds | — | — | $89K | 1.2% | |
| PUTNAM RETIREMENT ADVANTAGE 2025 V PUTNAM INVESTMENTS · EIN 26-1384344 / PN 263 | Common Collective Trust | — | — | $78K | 1.0% | |
| Baron Asset Institutional Mutual Fund | Other securities | — | — | $72K | 0.9% | |
| Victory Sycamore Small Co Opportunity R Mutual Fund | Common Stocks | — | — | $71K | 0.9% | |
| Columbia Dividend Income Adv Mutual Fund | Other securities | — | — | $65K | 0.9% | |
| Victory Sycamore Established Value R Mutual Fund | Other securities | — | — | $64K | 0.8% | |
| PUTNAM RETIREMENT ADVANTAGE 2045 V PUTNAM INVESTMENTS · EIN 26-1208510 / PN 259 | Common Collective Trust | — | — | $62K | 0.8% | |
| T Rowe Price Overseas Stock Mutual Fund | Mutual Funds | — | — | $60K | 0.8% | |
| PUTNAM RETIREMENT ADVANTAGE 2040 V PUTNAM INVESTMENTS · EIN 26-1384398 / PN 260 | Common Collective Trust | — | — | $49K | 0.6% | |
| Harbor Small Cap Value Adm Mutual Fund | Other securities | — | — | $48K | 0.6% | |
| Blackrock GNMA Instl Mutual Fund | Agency / Mortgage-Backed | — | — | $25K | 0.3% | |
| PUTNAM RETIREMENT ADVANTAGE 2055 V PUTNAM INVESTMENTS · EIN 27-3616920 / PN 275 | Common Collective Trust | — | — | $8K | 0.1% |
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 |
|---|---|---|---|---|---|
| SENTINEL BENEFITS GROUP, LLC | — | WAKEFIELD, MA | TPA | $300 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WIPFI LLP | — | WAUSAU, WI | AUDITOR | $13K | — |
