BARB Bridger signed Outform Group, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Outform Group, Inc.'s EIN is 36-2059719.
Download the official 2024 Form 5500 (PDF) for Outform Group, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Outform Group, 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 |
|---|---|---|---|---|---|
| ONEAMERICA RETIREMENT SERVICES, LLC | 46-5378846 | — | NONE | $4K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC WEALTH PARTNERS LLC | — | DEERFIELD, IL | NONE | $6K | — |
| MATRIX TRUST COMPANY | 75-3182674 |
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 | |||||
|---|---|---|---|---|---|---|
| ONEAMERICA STABLE VALUE Z MIDWEST INSTITUTIONAL TRUST SERVICES · EIN 39-6490536 / PN 001 | Common Collective Trust | — | — | $620K | 24.1% | |
| Vanguard Funds 500 Index Fund Admiral | Common Collective Trusts | — | — | $590K | 22.9% | |
| Vanguard Funds Mid-Cap Index Fund Admiral | Common Collective Trusts | — | — | $576K | 22.4% | |
| Metropolitan West Funds TCW MetWest Total Return Bond Fund Class I | Other securities | — | $184K | $178K | 6.9% | |
| Vanguard Funds Target Retirement 2025 Fund | Mutual Funds | — | — | $125K | 4.9% | |
| Vanguard Funds Target Retirement 2045 Fund | Mutual Funds | — | — | $123K | 4.8% | |
| Vanguard Funds Target Retirement 2050 Fund | Mutual Funds | — | — | $122K | 4.7% | |
| Vanguard Funds Target Retirement 2035 Fund | Mutual Funds | — | — | $94K | 3.7% | |
| Vanguard Funds Target Retirement 2030 Fund | Mutual Funds | — | — | $62K | 2.4% | |
| Vanguard Funds Target Retirement 2040 Fund | Mutual Funds | — | — | $30K | 1.2% | |
| Vanguard Funds Small Cap Index Fund Admiral | Common Collective Trusts | — | — | $29K | 1.1% | |
| Vanguard Funds Target Retirement Income Fund | Mutual Funds | — | — | $10K | 0.4% | |
| Vanguard Funds Balanced Index Fund Admiral | Common Collective Trusts | — | $9K | $8K | 0.3% | |
| Vanguard Funds Total International Stock Index Fund Admiral | Common Collective Trusts | — | — | $5K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| NONE |
| $0 |
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