Elizabeth Matson signed Oriol Holding Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Oriol Holding Inc.'s EIN is 32-0398044.
Download the official 2024 Form 5500 (PDF) for Oriol Holding Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Oriol Holding 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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $62K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FISHER INVESTMENTS, INC. | 20-2480800 | — | ACCOUNTANT | $52K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| BlackRock LifePath Index Retirement Fund Mutual Fund | Other securities | — | — | $2.5M | 31.2% | |
| BlackRock LifePath Index 2065 Fund Mutual Fund 793 BlackRock LifePath Index 2030 Fund Mutual Fund | Other securities | — | — | $1.0M | 12.4% | |
| BlackRock LifePath Index 2035 Fund Mutual Fund | Other securities | — | — | $754K | 9.4% | |
| BlackRock LifePath Index 2040 Fund Mutual Fund | Other securities | — | — | $596K | 7.4% | |
| Vanguard Federal Money Market Inv Fund Money Market | Mutual Funds | — | — | $591K | 7.3% | |
| BlackRock LifePath Index 2045 Fund Mutual Fund | Other securities | — | — | $539K | 6.7% | |
| FISHER INV ALL WRLD EQ COL CL3 SEI TRUST COMPANY · EIN 47-1327741 / PN 004 | Common Collective Trust | — | — | $438K | 5.4% | |
| BlackRock LifePath Index 2050 Fund Mutual Fund | Other securities | — | — | $341K | 4.2% | |
| Notes receivable from participants through 2029 - | Other securities | — | — | $237K | 2.9% | |
| Vanguard Total Stock Market Index Fund Mutual Fund | Common Collective Trusts | — | — | $122K | 1.5% | |
| BlackRock LifePath Index 2060 Fund Mutual Fund | Other securities | — | — | $117K | 1.5% | |
| Vanguard Total World Stock Index Mutual Fund | Mutual Funds | — | — | $75K | 0.9% | |
| Vanguard Grown Index Fund Mutual Fund | Common Collective Trusts | — | — | $56K | 0.7% | |
| JP Morgan Mid Cap Value Fund Mutual Fund | Other securities | — | — | $52K | 0.7% | |
| Vanguard Mid Cap Index Fund Mutual Fund | Common Collective Trusts | — | — | $47K | 0.6% | |
| Vanguard Inflation-Protected Securities Fund Mutual Fund | Mutual Funds | — | — | $41K | 0.5% | |
| Vanguard Total International Stock Index Mutual Fund | Mutual Funds | — | — | $36K | 0.5% | |
| Vanguard Value Index Fund Mutual Fund | Common Collective Trusts | — | — | $35K | 0.4% | |
| Vanguard Total Bond Market Index Fund Mutual Fund | Common Collective Trusts | — | — | $32K | 0.4% | |
| Vanguard Small Cap Index Fund Mutual Fund | Common Collective Trusts | — | — | $28K | 0.4% | |
| Fisher Inv US Fixed Income Collective CI3 Collective Trust | Common Collective Trusts | — | — | $17K | 0.2% | |
| FISHER INV US FIX INC COLL CL3 SEI TRUST COMPANY · EIN 47-1333674 / PN 005 | Common Collective Trust | — | — | $17K | 0.2% | |
| Vanguard Emerging Markets Stock Index Mutual Fund | Mutual Funds | — | — | $16K | 0.2% | |
| DFA Global Real Estate Securities Fund Mutual Fund | Mutual Funds | — | — | $13K | 0.2% | |
| American Balanced Fund Mutual Fund | Other securities | — | — | $4K | <0.1% | |
| PGIM Global Total Return USD Mutual Fund | Other securities | — | — | $2K | <0.1% | |
| Vanguard Wellesley Income Fund Mutual Fund | Mutual Funds | — | — | $2K | <0.1% | |
| Baird Core Plus Bond Fund Mutual Fund | Other securities | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
