O'ROURKE Wrecking Company's EIN is 31-1485331.
Download the official 2024 Form 5500 (PDF) for O'ROURKE Wrecking Company from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)O'ROURKE Wrecking Company'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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EQUITABLE ADVISORS LLC | 13-4078005 | — | ADVISOR | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index FD | Common Collective Trusts | — | — | $2.1M | 14.1% | |
| Vanguard Retirement 2045 | Mutual Funds | — | — | $2.0M | 13.8% | |
| Vanguard Retirement 2055 | Mutual Funds | — | — | $1.6M | 10.5% | |
| Vanguard Retirement 2035 | Mutual Funds | — | — | $1.2M | 8.5% | |
| Vanguard Retirement 2030 | Mutual Funds | — | — | $987K | 6.7% | |
| Vanguard Retirement 2065 | Mutual Funds | — | — | $785K | 5.3% | |
| Vanguard Retirement 2025 | Mutual Funds | — | — | $770K | 5.2% | |
| Vanguard Retirement 2060 | Mutual Funds | — | — | $753K | 5.1% | |
| Vanguard Retirement 2050 | Mutual Funds | — | — | $694K | 4.7% | |
| Vanguard Retirement 2040 | Mutual Funds | — | — | $509K | 3.5% | |
| JP Morgan Large Cap Growth R6 | Other securities | — | — | $462K | 3.1% | |
| JP Morgan US Val R6 | Other securities | — | — | $452K | 3.1% | |
| Vanguard Retirement 2020 | Mutual Funds | — | — | $389K | 2.6% | |
| Money Market Funds * Schwab Money Market Fund | Mutual Funds | — | — | $339K | 2.3% | |
| Vanguard Retirement 2070 ** 377 Victory Sycamore Established Val R6 | Mutual Funds | — | — | $257K | 1.7% | |
| Janus Henderson Enterprise FD N | Mutual Funds | — | — | $192K | 1.3% | |
| Participant Loans (Notes Receivable from Participants) 3.25% - 8.50% | Bonds / Notes | — | — | $187K | 1.3% | |
| Vanguard Explorer FD Admiral | Mutual Funds | — | — | $149K | 1.0% | |
| DFA US Small Cap Val Port Instl | Mutual Funds | — | — | $116K | 0.8% | |
| American Fund Bond FD of Amer R6 | Mutual Funds | — | — | $112K | 0.8% | |
| MFS Research Intl CL R6 | Mutual Funds | — | — | $101K | 0.7% | |
| Incm FD Inst CL | Other securities | — | — | $99K | 0.7% | |
| Jhancock Bond Fund CL R6 | Other securities | — | — | $90K | 0.6% | |
| Schwab Small Cap Index Select | Mutual Funds | — | — | $89K | 0.6% | |
| DFA Emerging Mkts Core Eqty Port Instl | Mutual Funds | — | — | $72K | 0.5% | |
| Cohen & Steers Realty Shares Z | Other securities | — | — | $34K | 0.2% | |
| Schwab US Mid Cap Index FD | Mutual Funds | — | — | $22K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
