Nancy Hannafin signed Ozinga Bros., Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Ozinga Bros., Inc.'s EIN is 36-2332999.
Download the official 2024 Form 5500 (PDF) for Ozinga Bros., Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Ozinga Bros., Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), profit-sharing.
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 | -$30K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY LLC | 20-8764829 | — | INVESTMENT ADVISOR | $138K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| JPMorgan JPM Smrtret 2040 R5 | Other securities | — | — | $19.8M | 13.9% | |
| JPMorgan JPM Smrtret 2030 R5 | Other securities | — | — | $17.2M | 12.1% | |
| JPMorgan JPM Smrtret 2035 R5 | Other securities | — | — | $13.6M | 9.5% | |
| JPMorgan JPM Smrtret 2050 R5 | Other securities | — | — | $10.5M | 7.3% | |
| Fidelity Investments** FID 500 Index | Common Collective Trusts | — | — | $9.0M | 6.3% | |
| JPMorgan JPM Smrtret 2025 R5 | Other securities | — | — | $8.4M | 5.9% | |
| JPMorgan JPM Smrtret 2055 R5 | Other securities | — | — | $6.9M | 4.8% | |
| JPMorgan JPM Smrtret 2045 R5 | Other securities | — | — | $6.6M | 4.7% | |
| Victory Capital Management PIONEER FNDML GRTH K | Other securities | — | — | $5.3M | 3.7% | |
| JPMorgan JPM Smrtret 2020 R5 | Other securities | — | — | $5.2M | 3.6% | |
| Fidelity Investments** Money market fund - Fidelity Government Money Market Fund | Mutual Funds | — | — | $3.4M | 2.4% | |
| JPMorgan JPM Smrtret Ins R5 | Other securities | — | — | $3.1M | 2.2% | |
| Goldman Sachs GS MID CP GROWTH R6 | Other securities | — | — | $3.1M | 2.2% | |
| JPMorgan JPM Value Adv R6 | Other securities | — | — | $3.0M | 2.1% | |
| Fidelity Investments** FID Mid Cap Idx | Common Collective Trusts | — | — | $2.3M | 1.6% | |
| Invesco Invs Divrs Divd R5 | Mutual Funds | — | — | $1.9M | 1.4% | |
| Baron Growth Inst | Other securities | — | — | $1.9M | 1.3% | |
| to 9.50 percent - | Other securities | — | — | $1.9M | 1.3% | |
| JPMorgan JPM SMRTRET 2060 R5 | Other securities | — | — | $1.8M | 1.2% | |
| Fidelity Investments** FID Sm Cap Idx | Common Collective Trusts | — | — | $1.7M | 1.2% | |
| BlackRock Blkrk High Yld Bd K | Other securities | — | — | $1.4M | 1.0% | |
| Metropolitan West Metwest Tot Rtn BD I | Other securities | — | — | $1.3M | 0.9% | |
| American Funds AF New World R6 | Mutual Funds | — | — | $1.2M | 0.9% | |
| Lord Abbett LD Abt Sh DTN Inc R5 | Mutual Funds | — | — | $1.1M | 0.7% | |
| JPMorgan 1st Eagle Oversea R6 | Other securities | — | — | $967K | 0.7% | |
| Fidelity Investments** Fid Intl Index | Mutual Funds | — | — | $891K | 0.6% | |
| ClearBridge CB Intl Grth I | Other securities | — | — | $748K | 0.5% | |
| Fidelity Investments** FID US Bond Idx | Common Collective Trusts | — | — | $239K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
