Mathew J Cunningham signed James B. Oswald Company's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
James B. Oswald Company's EIN is 34-0445620.
Download the official 2024 Form 5500 (PDF) for James B. Oswald Company from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)James B. Oswald Company'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 |
|---|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | 71-0294708 | — | SERVICE PROVIDER | $91K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MALONEY+NOVOTNY, LLC | 34-0677006 | — | SERVICE PROVIDER | $38K | — |
| BENEFIT TRUST COMPANY |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $125.7M | 59.3% | |
| [Assets held in employer securities] | Other | — | — | $80.8M | 38.1% | |
| [Assets held in participant loans] | Other | — | — | $992K | 0.5% |
| 43-1971558 |
| — |
| SERVICE PROVIDER |
| $0 |
| — |
