Tammy Green signed Oberer Residential Construction, Ltd.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Oberer Residential Construction, Ltd.'s EIN is 31-1621488.
Download the official 2024 Form 5500 (PDF) for Oberer Residential Construction, Ltd. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Oberer Residential Construction, Ltd.'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 | $3K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BRADY WARE & SCHOENFELD, INC. | 35-1476702 | — | ACCOUNTANT/AUDITOR | $12K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity Blue Chip Growth Fund Growth fund # | Mutual Funds | — | — | $2.8M | 21.3% | |
| Fidelity 500 Index Fund Balanced fund # | Common Collective Trusts | — | — | $2.1M | 16.0% | |
| Common collective trust Galliard Stable Return M Common collective trust # | Common Collective Trusts | — | — | $883K | 6.6% | |
| GALLIARD STBLE RTN M WELLS FARGO BANK, N.A. · EIN 94-6751924 / PN 001 | Common Collective Trust | — | — | $883K | 6.6% | |
| Fidelity Mid Cap Index Fund Mid-cap fund # | Common Collective Trusts | — | — | $767K | 5.7% | |
| Fidelity Freedom 2040 K6 Target date fund # | Mutual Funds | — | — | $603K | 4.5% | |
| Fidelity Freedom 2070 K6 Target date fund # 131 Putnam Large Cap Val A Growth fund # | Mutual Funds | — | — | $594K | 4.5% | |
| Fidelity Freedom 2035 K6 Target date fund # | Mutual Funds | — | — | $577K | 4.3% | |
| Fidelity Overseas Fund International fund # | Mutual Funds | — | — | $570K | 4.3% | |
| Registered investment companies * Fidelity Contra Fund Growth fund # | Mutual Funds | — | — | $476K | 3.6% | |
| Money market fund * Fidelity Government Money Market Fund Money market fund # | Mutual Funds | — | — | $449K | 3.4% | |
| Fidelity Freedom 2045 K6 Target date fund # | Mutual Funds | — | — | $424K | 3.2% | |
| Fidelity Total Bond Fund Bond fund # | Mutual Funds | — | — | $360K | 2.7% | |
| Fidelity Small Cap Growth Fund Small-cap fund # | Mutual Funds | — | — | $327K | 2.5% | |
| MFS Mid Cap Growth Fund Class R3 Mid-cap fund # | Mutual Funds | — | — | $278K | 2.1% | |
| Fidelity Freedom 2020 K6 Target date fund # | Mutual Funds | — | — | $267K | 2.0% | |
| Fidelity Freedom 2030 K6 Target date fund # | Mutual Funds | — | — | $264K | 2.0% | |
| T Rowe Price Dividend Growth Advisor Growth fund # | Mutual Funds | — | — | $262K | 2.0% | |
| Fidelity Freedom 2025 K6 Target date fund # | Mutual Funds | — | — | $195K | 1.5% | |
| Fidelity Freedom 2050 K6 Target date fund # | Mutual Funds | — | — | $189K | 1.4% | |
| Fidelity Small Cap Index Fund Small-cap fund # | Common Collective Trusts | — | — | $165K | 1.2% | |
| Fidelity Freedom 2055 K6 Target date fund # | Mutual Funds | — | — | $140K | 1.0% | |
| Fidelity Value Fund Growth fund # | Mutual Funds | — | — | $133K | 1.0% | |
| Fidelity Emerging Markets Fund Growth fund # | Mutual Funds | — | — | $131K | 1.0% | |
| participants' vested account balance, maturing through September 2029. -0- | Other securities | — | — | $73K | 0.5% | |
| Fidelity US Bond Index Fund Bond fund # | Common Collective Trusts | — | — | $73K | 0.5% | |
| Wells Fargo Special Small Cap Value Fund Small-cap fund # | Other securities | — | — | $65K | 0.5% | |
| Fidelity Freedom 2060 K6 Target date fund # | Mutual Funds | — | — | $51K | 0.4% | |
| Fidelity Global ex U.S. Index Fund International fund # | Common Collective Trusts | — | — | $29K | 0.2% | |
| Fidelity Freedom 2015 K6 Target date fund # | Mutual Funds | — | — | $10K | <0.1% | |
| Fidelity Freedom Inc K6 Growth fund # 585 * Fidelity Freedom 2065 K6 Target date fund # | Mutual Funds | — | — | $10K | <0.1% | |
| Fidelity Freedom 2010 K6 Target date fund # | Mutual Funds | — | — | $6K | <0.1% | |
| Goldman Sachs Inflation Protected Balanced fund Securities Fund # | Other securities | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
