Vanessa Urrego signed Oakleaf Clinics, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Oakleaf Clinics, Inc.'s EIN is 27-4563392.
Download the official 2024 Form 5500 (PDF) for Oakleaf Clinics, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Oakleaf Clinics, Inc.'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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $119K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ORGEL WEALTH MANAGEMENT, LLC | 46-2793932 | — |
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 | |||||
|---|---|---|---|---|---|---|
| FID LARGE CAP GROWTH INDEX | Registered Investment Companies | — | — | $6.9M | 14.0% | |
| FID 500 IND | Registered Investment Companies | — | — | $6.6M | 13.4% | |
| PUTNAM STABLE VALUE 25 PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $6.4M | 13.1% | |
| FID LARGE CAP VALUE INDEX | Registered Investment Companies | — | — | $5.8M | 11.7% | |
| FEDERATED HERMES TOT RET BD M WILMINGTON TRUST COMPANY · EIN 85-3992542 / PN 652 | Common Collective Trust | — | — | $4.0M | 8.1% | |
| FID US BOND IND | Registered Investment Companies | — | — | $3.6M | 7.2% | |
| JAN HEND ENTERPRISE CF III WILMINGTON TRUST COMPANY · EIN 38-7289853 / PN 001 | Common Collective Trust | — | — | $2.6M | 5.3% | |
| AMERICAN FUNDS EUROPAC GRO- R6 | Registered Investment Companies | — | — | $2.5M | 5.1% | |
| ALLSPRING SPECIAL MC VAL A | Registered Investment Companies | — | — | $2.3M | 4.8% | |
| FID TOTAL INTERNATIONAL INDEX | Registered Investment Companies | — | — | $2.0M | 4.1% | |
| HARBOR SMALL CAP GROWTH INST | Registered Investment Companies | — | — | $1.6M | 3.3% | |
| JOHCM EMG MKTS OPPS ADVISOR | Registered Investment Companies | — | — | $1.5M | 3.1% | |
| VN SMALL CAP A | Registered Investment Companies | — | — | $1.4M | 2.9% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $44K | <0.1% | |
| FID SMALL CAP INDEX | Registered Investment Companies | — | — | $42K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| INVESTMENT/FINANCIAL ADVI |
| $86K |
| — |
