Ryan Burke signed OSCO Industries, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
OSCO Industries, Inc.'s EIN is 31-4271610.
Download the official 2024 Form 5500 (PDF) for OSCO Industries, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)OSCO Industries, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PEOPLES BANK | 31-1278433 | — | CUSTODIAN | $32K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INS. CO. OF AMERICA | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $10K | — |
| EMPOWER ADVISORY GROUP, LLC | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds 55,088.73 shares of American Funds - Fundamental Investors A | Mutual Funds | — | $2.7M | $4.4M | 9.4% | |
| American Funds 56,410.71 shares of American - The Growth Fund of America A | Mutual Funds | — | $2.6M | $4.2M | 8.9% | |
| American Funds 63,589.78 shares of American New Perspective Fund A | Mutual Funds | — | $2.3M | $3.9M | 8.3% | |
| American Funds 66,493.57 shares of American Mutual Fund A | Mutual Funds | — | $2.1M | $3.7M | 7.7% | |
| American Funds 56,951.87 shares of American Funds - Capital World Growth and Income Fund A | Mutual Funds | — | $2.5M | $3.6M | 7.6% | |
| Loomis 71,607.75 shares of Loomis Sayles Growth Class A | Other securities | — | $1.4M | $1.9M | 4.0% | |
| American Funds 24,261.20 shares of American Smallcap World Fund A | Mutual Funds | — | $983K | $1.6M | 3.5% | |
| American Funds 30,012.05 shares of American Europacific Growth Fund A | Mutual Funds | — | $1.2M | $1.6M | 3.4% | |
| Dreyfus 29,021.71 shares of BNY Mellon Opportunistic Midcap Value Fund A | Mutual Funds | — | $880K | $880K | 1.9% | |
| American Funds 9,855.40 shares of American Funds Growth Fund R4 | Mutual Funds | — | $725K | $725K | 1.5% | |
| Empower Funds 15,199.62 shares of Empower S&P 500 Index Fund Inv | Common Collective Trusts | — | $572K | $572K | 1.2% | |
| MFS 11,536.23 shares of MFS Value Fund A | Mutual Funds | — | $559K | $559K | 1.2% | |
| Peoples Bank 492,340 shares of Peoples Bank Special Money Market | Cash / Money Market | — | $492K | $492K | 1.0% | |
| American Funds 9,368.20 shares of American Funds Europacific Growth R4 | Mutual Funds | — | $490K | $490K | 1.0% | |
| Wells Fargo Funds 14,797.08 shares of Allspring SMID Cap Growth Admin | Other securities | — | $410K | $410K | 0.9% | |
| Vanguard 4,107 shares of Vanguard Reit Index (ETF) | Mutual Funds | — | $243K | $366K | 0.8% | |
| Empower Funds 23,360.71 shares of Empower Lifetime 2035 Fund T | Other securities | — | $322K | $322K | 0.7% | |
| Participant Loans Participant loans 4.75% - 10.00% - | Bonds / Notes | — | — | $322K | 0.7% | |
| Select Sector Utilities 4,100 shares of Select Sector Utilities | Other securities | — | $250K | $310K | 0.7% | |
| Cisco Systems $306,000 bond dated 2/29/2016; maturity date 2/28/2026, 2.95% interest | Bonds / Notes | — | $303K | $301K | 0.6% | |
| Nuveen 25,851.39 shares of Nuveen Small Cap Select A | Mutual Funds | — | $272K | $272K | 0.6% | |
| Apple Inc $250,000 bond dated 11/13/2017; maturity date 1/13/2025, 2.75% interest | Bonds / Notes | — | $248K | $250K | 0.5% | |
| Baker Hughes $250,000 band dated 5/1/2020; maturity date 5/1/2030. 4.486% interest | Bonds / Notes | — | $290K | $245K | 0.5% | |
| Discover Bank $250,000 bond dated 5/18/2023, maturity date 7/27/2026, 3.45% interest | Bonds / Notes | — | $240K | $244K | 0.5% | |
| Cleveland Ohio $235,000 bond dated 4/9/2015; maturity date 12/1/2026, 3.75% interest | Bonds / Notes | — | $236K | $232K | 0.5% | |
| Pimco 26,786.09 shares of PIMCO Total Return Admin | Mutual Funds | — | $227K | $227K | 0.5% | |
| Duke Energy FLA $250,000 bond dated 11/26/2019; maturity date 12/1/2029, 2.5% interest | Bonds / Notes | — | $258K | $224K | 0.5% | |
| Empower Funds 16,243.38 shares of Empower Lifetime 2025 Fund T | Other securities | — | $223K | $223K | 0.5% | |
| Phillip Morris International $250,000 bond dated 5/1/2020; maturity date 5/1/2030, 2.1% interest | Bonds / Notes | — | $251K | $216K | 0.5% | |
| Empower Funds 11,436.03 shares of Empower Lifetime 2055 Fund T | Other securities | — | $209K | $209K | 0.4% | |
| Morgan Stanley Bank $200,000 CD dated 3/16/2023, maturity date 3/16/2028, 4.8% interest | Bonds / Notes | — | $200K | $205K | 0.4% | |
| Manufacturers & Traders Tr Co $200,000 CD dated 3/17/2023, maturity date 3/17/2025, 5.25% interest | Bonds / Notes | — | $200K | $200K | 0.4% | |
| Armor Bank Forrest City Ark $200,000 CD dated 3/24/2023, maturity date 3/24/2026, 5.3% interest | Bonds / Notes | — | $200K | $200K | 0.4% | |
| HSBC Holdings PLC $200,000 bond dated 8/18/2015; maturity date 8/18/2025, 4.25% interest | Bonds / Notes | — | $206K | $199K | 0.4% | |
| HSBC Holding $200,000 bond dated 3/08/2016; maturity date 3/08/2026, 4.3% interest | Bonds / Notes | — | $201K | $199K | 0.4% | |
| Amgen Inc $200,000 bond Dated 11/02/2017; maturity date 11/2/2027, 3.2% interest | Bonds / Notes | — | $212K | $192K | 0.4% | |
| Wells Fargo & Co $200,000 bond dated 7/17/2020; maturity date 1/17/2026, 1.5% interest | Bonds / Notes | — | $201K | $192K | 0.4% | |
| Comcast Corp $200,000 bond dated 1/14/2013; maturity date 1/15/2033, 4.25% interest | Bonds / Notes | — | $211K | $187K | 0.4% | |
| Illinois St $200,000 bond dated 6/12/2003; maturity date 6/01/2033, 5.1% interest | Bonds / Notes | — | $186K | $186K | 0.4% | |
| Kansas City $200,000 bond dated 3/23/2017; maturity date 10/1/2039, 4.625% interest | Bonds / Notes | — | $210K | $181K | 0.4% | |
| John Deere Capital Corp $200,000 bond dated 1/9/2020; maturity date 1/9/2030, 2.45% interest | Bonds / Notes | — | $212K | $180K | 0.4% | |
| American Funds 15,788.83 shares of American Funds- Bond Fund of America Class A | Mutual Funds | — | $212K | $176K | 0.4% | |
| Intel Corp $200,000 bond dated 11/21/2019; maturity date 11/15/2029, 2.45% interest | Bonds / Notes | — | $208K | $176K | 0.4% | |
| Wachovia Corporation $175,000 bond dated 8/01/2005; maturity date 8/01/2035, 5.5% interest | Bonds / Notes | — | $207K | $175K | 0.4% | |
| Florida ST BRD Admin Fin Corp $200,000 bond dated 9/16/2020; maturity date 7/1/2030, 2.154% interest | Bonds / Notes | — | $203K | $172K | 0.4% | |
| Grand parkway Transn Corp Tex $200,000 bond dated 2/27/2020; maturity date 10/1/2033, 2.735% interest | Bonds / Notes | — | $202K | $168K | 0.4% | |
| Monterey Cnty CA $200,000 bond dated 12/05/2019; maturity date 9/01/2039, 3.6% interest | Bonds / Notes | — | $201K | $162K | 0.3% | |
| Philadelphia PA Auth $156,000 bond dated 1/15/1999; maturity date 4/15/2028, 6.35% interest | Bonds / Notes | — | $172K | $162K | 0.3% | |
| MFS 8,288.88 shares of MFS Total Return A | Mutual Funds | — | $157K | $157K | 0.3% | |
| Goldman Sachs Group Inc. $150,000 bond dated 3/08/2012; maturity date 3/15/2032, 5.5% interest | Bonds / Notes | — | $165K | $151K | 0.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| GREENWOOD VILLAGE, CO |
| INVESTMENT MGMT |
| $6K |
| — |
