Michael Marshall signed Ocmbc Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Ocmbc Inc.'s EIN is 33-0962918.
Download the official 2024 Form 5500 (PDF) for Ocmbc Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Ocmbc Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, 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 | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Freedom 2035 K6 | Mutual Funds | — | — | $1.8M | 24.8% | |
| Fidelity Freedom 2040 K6 | Mutual Funds | — | — | $1.3M | 18.0% | |
| Fidelity Freedom 2045 K6 | Mutual Funds | — | — | $1.2M | 16.1% | |
| Fidelity Freedom 2030 K6 | Mutual Funds | — | — | $967K | 13.4% | |
| Fidelity Freedom 2055 K6 | Mutual Funds | — | — | $300K | 4.1% | |
| Fidelity Freedom 2050 K6 | Mutual Funds | — | — | $270K | 3.7% | |
| maturing through 2034 | Other securities | — | — | $248K | 3.4% | |
| Fidelity Blue Chip Growth K6 | Mutual Funds | — | — | $212K | 2.9% | |
| Fidelity Government Money Marktet K6 | Mutual Funds | — | — | $189K | 2.6% | |
| Fidelity Freedom 2010 K6 ** 1 * Fidelity Freedom 2015 K6 ** 3 * Fidelity Freedom 2020 K6 | Mutual Funds | — | — | $160K | 2.2% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $147K | 2.0% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $93K | 1.3% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $73K | 1.0% | |
| Fidelity Select Utilities Portfolio | Mutual Funds | — | — | $71K | 1.0% | |
| Fidelity Freedom 2025 K6 | Mutual Funds | — | — | $66K | 0.9% | |
| Fidelity Freedom 2060 K6 | Mutual Funds | — | — | $39K | 0.5% | |
| Fidelity Select Technology Portfolio | Mutual Funds | — | — | $31K | 0.4% | |
| Cohen & Steers Realty Shares Z ** 508 * Fidelity Select Semiconductors Portfolio | Mutual Funds | — | — | $22K | 0.3% | |
| T. Rowe Price Dividend Growth I | Other securities | — | — | $19K | 0.3% | |
| Fidelity Freedom 2065 K6 | Mutual Funds | — | — | $17K | 0.2% | |
| Fidelity Real Estate Investment Portfolio | Mutual Funds | — | — | $12K | 0.2% | |
| Fidelity Select Healthcare Portfolio | Mutual Funds | — | — | $8K | 0.1% | |
| Fidelity Select Financials Portfolio | Mutual Funds | — | — | $7K | <0.1% | |
| Fidelity Inflation-Protected Bond Index Fund ** 751 * Fidelity Total Bond K6 | Common Collective Trusts | — | — | $6K | <0.1% | |
| Fidelity International Captial Appreciation K6 | Mutual Funds | — | — | $6K | <0.1% | |
| Fidelity U.S. Bond Index Fund | Common Collective Trusts | — | — | $5K | <0.1% | |
| Fidelity Global ex US Index Fund | Common Collective Trusts | — | — | $5K | <0.1% | |
| Participant Loan Corrected Outside Correction in VFCP Program (VFCP) and $ | Participant loans | — | — | $4K | <0.1% | |
| Alliance Bernstein Small Cap Growth Z ** 332 Allspring Special Small Cap Value R6 | Other securities | — | — | $2K | <0.1% | |
| American Funds American Mutual R6 | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
