Dorene Hickey signed Onsite Woodwork Corporation's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Onsite Woodwork Corporation's EIN is 36-2897254.
Download the official 2024 Form 5500 (PDF) for Onsite Woodwork Corporation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Onsite Woodwork Corporation'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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $15K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $7K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard GROWTH INDEX ADM | Mutual Funds | — | — | $792K | 12.8% | |
| GREAT GRAY EUROPACIFIC GROWTH TRUST GREAT GRAY · EIN 38-7289844 / PN 001 | Common Collective Trust | — | — | $735K | 11.9% | |
| Wells Fargo CORE BOND | Other securities | — | — | $728K | 11.8% | |
| Fidelity 500 INDEX | Common Collective Trusts | — | — | $680K | 11.0% | |
| Blackrock LIFEPATH INDEX 2035 | Other securities | — | — | $517K | 8.4% | |
| GALLIARD STABLE RETURN FUND C WELLS FARGO MUTUAL FUNDS · EIN 52-2250946 / PN 001 | Common Collective Trust | — | — | $429K | 6.9% | |
| Wells Fargo Stable Value | Stable Value | — | — | $429K | 6.9% | |
| DFA US LARGE CAP VALUE | Mutual Funds | — | — | $398K | 6.4% | |
| Participants Participant loans - Interest Rates from 4.25% to 9.50% | Bonds / Notes | — | — | $239K | 3.9% | |
| DFA US TARGETED VALUE | Mutual Funds | — | — | $216K | 3.5% | |
| Blackrock LIFEPATH INDEX 2055 | Other securities | — | — | $205K | 3.3% | |
| Blackrock LIFEPATH INDEX 2050 | Other securities | — | — | $172K | 2.8% | |
| Vanguard SMALL CAP GROWTH INDEX ADMIRAL | Mutual Funds | — | — | $164K | 2.7% | |
| DFA GLOBAL REAL ESTATE SECURITIES | Mutual Funds | — | — | $152K | 2.5% | |
| Fidelity MID CAP INDEX | Mutual Funds | — | — | $139K | 2.2% | |
| Invesco OPPENHEIMER DEVELOPING | Mutual Funds | — | — | $136K | 2.2% | |
| Blackrock LIFEPATH INDEX 2060 | Other securities | — | — | $133K | 2.1% | |
| PIMCO REAL RETURN INSTL | Mutual Funds | — | — | $128K | 2.1% | |
| EMERGING MARKETS FUND CLASS R1 GREAT GRAY · EIN 86-1819869 / PN 672 | Common Collective Trust | — | — | $112K | 1.8% | |
| Blackrock LIFEPATH INDEX 2040 | Other securities | — | — | $110K | 1.8% | |
| Blackrock LIFEPATH INDEX 2030 | Other securities | — | — | $97K | 1.6% | |
| Fidelity SMALL CAP | Mutual Funds | — | — | $57K | 0.9% | |
| DFA INTERNATIONAL SMALL COMPANY | Mutual Funds | — | — | $13K | 0.2% | |
| Blackrock LIFEPATH INDEX 2045 | Other securities | — | — | $9K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| WINTRUST INVESTMENTS LLC |
| — |
| CHICAGO, IL |
| INVESTMENT ADVISOR |
| $11K |
| — |
| ONEDIGITAL INVESTMENT ADVISORS LLC | — | DALLAS, TX | INVESTMENT ADVISOR | $7K | — |
