Office Three Sixty, Inc.'s EIN is 35-2142678.
Download the official 2024 Form 5500 (PDF) for Office Three Sixty, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Office Three Sixty, 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 |
|---|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY, LLC | — | NEW YORK, NY | BROKER/DEALER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE ROSE FINANCIAL GROUP, LLC | — | INDIANAPOLIS, IN | THIRD PARTY ADMINISTRATOR | $0 | — |
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 | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $7.0M | 97.3% | |
| MYCOMPASS AMER FDS 2035 FD R VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Common Collective Trust | — | — | $855K | 11.9% | |
| MYCOMPASS AMER FDS 2025 FD R VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Common Collective Trust | — | — | $249K | 3.5% | |
| MYCOMPASS AMER FDS 2040 FD R VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Common Collective Trust | — | — | $202K | 2.8% | |
| MYCOMPASS AMER FDS 2010 FD R VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0249708 / PN 000 | Common Collective Trust | — | — | $155K | 2.2% | |
| MYCOMPASS AMER FDS 2030 FD R VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Common Collective Trust | — | — | $126K | 1.8% | |
| MYCOMPASS AMER FDS 2020 FD R VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0249708 / PN 000 | Common Collective Trust | — | — | $115K | 1.6% | |
| MYCOMPASS AMER FDS 2060 FD R VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Common Collective Trust | — | — | $109K | 1.5% | |
| MYCOMPASS AMER FDS 2055 FD R VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Common Collective Trust | — | — | $99K | 1.4% | |
| MYCOMPASS AMER FDS 2045 FD R VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Common Collective Trust | — | — | $35K | 0.5% | |
| MYCOMPASS AMER FDS 2065 FD R VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Common Collective Trust | — | — | $16K | 0.2% | |
| MYCOMPASS AMER FDS 2050 FD R VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0929470 / PN 000 | Common Collective Trust | — | — | $12K | 0.2% | |
| MYCOMPASS AMER FDS 2015 FD R VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0249708 / PN 000 | Common Collective Trust | — | — | $11 | <0.1% |
