Annita Goldy signed Olson Urban Housing, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Olson Urban Housing, LLC's EIN is 33-0884300.
Download the official 2024 Form 5500 (PDF) for Olson Urban Housing, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Olson Urban Housing, LLC's plan includes a 401(k) feature, ERISA 404(c) participant direction, automatic enrollment, profit-sharing, 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 | $23K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NFP RETIREMENT INC | 33-0905143 | — | ADVISOR | $29K | — |
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 GR K6 Mutual Fund | Mutual Funds | — | — | $2.9M | 17.2% | |
| BLKRK EQUITY INDEX GREAT GRAY TRUST COMPANY, LLC · EIN 20-3802168 / PN 001 | Common Collective Trust | — | — | $2.4M | 13.9% | |
| LARGE CP VALUE I1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $1.4M | 8.2% | |
| FLEXPATH AGR 2035 R1 GREAT GRAY TRUST COMPANY · EIN 47-2468898 / PN 216 | Common Collective Trust | — | — | $1.3M | 7.4% | |
| Goldman Sachs Stable Value Institutional 1 Common/Collective Trust | Stable Value | — | — | $1.2M | 7.3% | |
| GS STABLE VAL INST1 GOLDMAN SACHS TRUST COMPANY NA · EIN 13-4166989 / PN 025 | Common Collective Trust | — | — | $1.2M | 7.3% | |
| BlackRock International K Mutual Fund | Other securities | — | — | $1.2M | 6.8% | |
| BR US DEBT INDEX GREAT GRAY TRUST COMPANY · EIN 20-3802445 / PN 010 | Common Collective Trust | — | — | $885K | 5.2% | |
| BlackRock Total Return K Mutual Fund | Other securities | — | — | $814K | 4.8% | |
| FLEXPATH CON 2045 R1 GREAT GRAY TRUST COMPANY · EIN 47-2529162 / PN 221 | Common Collective Trust | — | — | $765K | 4.5% | |
| Macguarie Small Cap Core R Mutual Fund | Other securities | — | — | $620K | 3.7% | |
| Hartford Core Equity R6 Mutual Fund | Other securities | — | — | $614K | 3.6% | |
| flexPATH Conservative Retirement R1 Common/Collective Trust | Common Collective Trusts | — | — | $559K | 3.3% | |
| FLEXPATH CON RET R1 GREAT GRAY TRUST COMPANY · EIN 47-2264760 / PN 212 | Common Collective Trust | — | — | $559K | 3.3% | |
| SMALL CAP VAL II I1 GREAT GRAY TRUST COMPANY · EIN 38-4097325 / PN 488 | Common Collective Trust | — | — | $547K | 3.2% | |
| Fidelity Government Money Market Mutual Fund ** 643 * Fidelity Mid Cap Index Mutual Fund | Mutual Funds | — | — | $502K | 3.0% | |
| MFS Mid Cap Growth R6 Mutual Fund | Mutual Funds | — | — | $463K | 2.7% | |
| BR EAFE EQUITY INDEX GREAT GRAY TRUST COMPANY · EIN 20-3802495 / PN 007 | Common Collective Trust | — | — | $373K | 2.2% | |
| FLEXPATH MOD 2035 R1 GREAT GRAY TRUST COMPANY · EIN 47-2478524 / PN 217 | Common Collective Trust | — | — | $116K | 0.7% | |
| FLEXPATH CON 2055 R1 GREAT GRAY TRUST COMPANY · EIN 47-2575758 / PN 224 | Common Collective Trust | — | — | $94K | 0.6% | |
| Participant Loans to participants, bearing interest from 4.25% to 9.50% | Bonds / Notes | — | — | $88K | 0.5% | |
| Fidelity Real Estate Index Mutual Fund | Mutual Funds | — | — | $83K | 0.5% | |
| FLEXPATH MOD 2045 R1 GREAT GRAY TRUST COMPANY · EIN 47-2516187 / PN 220 | Common Collective Trust | — | — | $46K | 0.3% | |
| flexPATH Aggressive Retirement R1 Common/Collective Trust | Common Collective Trusts | — | — | $36K | 0.2% | |
| FLEXPATH AGR RET R1 GREAT GRAY TRUST COMPANY · EIN 47-2238264 / PN 210 | Common Collective Trust | — | — | $36K | 0.2% | |
| FLEXPATH MOD 2055 R1 GREAT GRAY TRUST COMPANY · EIN 47-2563528 / PN 223 | Common Collective Trust | — | — | $31K | 0.2% | |
| flexPATH Moderate Retirement R1 Common/Collective Trust | Common Collective Trusts | — | — | $8K | <0.1% | |
| FLEXPATH MOD RET R1 GREAT GRAY TRUST COMPANY · EIN 47-2248665 / PN 211 | Common Collective Trust | — | — | $8K | <0.1% | |
| FLEXPATH AGR 2055 R1 GREAT GRAY TRUST COMPANY · EIN 47-2554270 / PN 222 | Common Collective Trust | — | — | $7K | <0.1% | |
| FLEXPATH MOD 2065 R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7271379 / PN 760 | Common Collective Trust | — | — | $3K | <0.1% | |
| FLEXPATH AGR 2045 R1 GREAT GRAY TRUST COMPANY · EIN 47-2503540 / PN 219 | Common Collective Trust | — | — | $3K | <0.1% | |
| FLEXPATH+MOD 2035 R1 GREAT GRAY TRUST COMPANY · EIN 47-3002484 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH+AGR 2025 R1 GREAT GRAY TRUST COMPANY · EIN 47-2935740 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH+AGR 2045 R1 GREAT GRAY TRUST COMPANY · EIN 47-3026996 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH+CON 2035 R1 GREAT GRAY TRUST COMPANY · EIN 47-3018134 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH+CON 2025 R1 GREAT GRAY TRUST COMPANY · EIN 47-2961375 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH+MOD 2045 R1 GREAT GRAY TRUST COMPANY · EIN 47-3071639 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH+AGR 2035 R1 GREAT GRAY TRUST COMPANY · EIN 47-2987118 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH+MOD 2025 R1 GREAT GRAY TRUST COMPANY · EIN 47-2950747 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH+CON 2055 R1 GREAT GRAY TRUST COMPANY · EIN 47-3216409 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH+MOD 2055 R1 GREAT GRAY TRUST COMPANY · EIN 47-3188067 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH+AGR 2055 R1 GREAT GRAY TRUST COMPANY · EIN 47-3170652 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH+CON 2045 R1 GREAT GRAY TRUST COMPANY · EIN 47-3144367 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENSION ASSURANCE LLP | 30-0840934 | — | ACCOUNTANT/AUDITOR | $13K | — |
