ED Napleton Oak Lawn Imports, Inc.'s EIN is 36-3480707.
Download the official 2024 Form 5500 (PDF) for ED Napleton Oak Lawn Imports, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)ED Napleton Oak Lawn Imports, Inc.'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 CO | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $101K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MMA SECURITIES, LLC | — | NEW YORK, NY | INVESTMENT ADVISOR | $97K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $6.8M | 14.4% | |
| Vanguard Target Retirement 2045 Fund | Mutual Funds | — | — | $4.2M | 9.0% | |
| Vanguard Target Retirement 2040 Fund | Mutual Funds | — | — | $4.0M | 8.6% | |
| Empower Annuity Insurance Company of EI Fixed Account | Common Stocks | — | — | $3.3M | 7.1% | |
| Vanguard Target Retirement 2050 Fund | Mutual Funds | — | — | $3.1M | 6.7% | |
| Fidelity US Bond Index Fund | Common Collective Trusts | — | — | $2.8M | 6.1% | |
| Vanguard Target Retirement 2035 Fund | Mutual Funds | — | — | $2.8M | 5.9% | |
| Fidelity Global ex US Index Fund | Common Collective Trusts | — | — | $2.2M | 4.8% | |
| Vanguard Growth Index Fund | Common Collective Trusts | — | — | $2.1M | 4.5% | |
| Vanguard Target Retirement 2055 Fund | Mutual Funds | — | — | $2.0M | 4.2% | |
| American Funds American Funds New Perspective Fund | Mutual Funds | — | — | $1.5M | 3.2% | |
| Vanguard Target Retirement 2060 Fund | Mutual Funds | — | — | $1.4M | 3.0% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $1.2M | 2.5% | |
| Janus Henderson Multi-Sector Income Fund | Mutual Funds | — | — | $950K | 2.0% | |
| America * Participants Notes receivable from participants (interest rates | Other securities | — | — | $905K | 1.9% | |
| Baird Core Plus Bond Fund | Other securities | — | — | $902K | 1.9% | |
| American Funds American Funds Europacific Growth Fund | Mutual Funds | — | — | $868K | 1.9% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $771K | 1.6% | |
| Vanguard Target Retirement 2030 Fund | Mutual Funds | — | — | $690K | 1.5% | |
| Fidelity Real Estate Index Fund | Common Collective Trusts | — | — | $688K | 1.5% | |
| MFS Value Fund | Mutual Funds | — | — | $670K | 1.4% | |
| PGIM Global Total Return Fund | Other securities | — | — | $646K | 1.4% | |
| MID CAP VALUE FEE CLASS R1 GREAT GRAY · EIN 38-4139852 / PN 630 | Common Collective Trust | — | — | $529K | 1.1% | |
| Vanguard Target Retirement 2065 Fund | Mutual Funds | — | — | $433K | 0.9% | |
| Allspring Funds Allspring Special Small Cap Value Fund | Other securities | — | — | $348K | 0.7% | |
| BlackRock Funds BlackRock High Yield Bond Portfolio Fund | Other securities | — | — | $303K | 0.6% | |
| MID CAP GROWTH FUND FEE CLASS R1 GREAT GRAY · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $196K | 0.4% | |
| BlackRock Funds BlackRock Emerging Markets Fund | Other securities | — | — | $194K | 0.4% | |
| Vanguard Target Retirement 2025 Fund | Mutual Funds | — | — | $100K | 0.2% | |
| Fidelity Small Cap Growth Fund | Mutual Funds | — | — | $86K | 0.2% | |
| PGIM Jennison Utility Fund | Other securities | — | — | $52K | 0.1% | |
| Vanguard Target Retirement Income Fund | Mutual Funds | — | — | $48K | 0.1% | |
| Vanguard Target Retirement 2020 Fund | Mutual Funds | — | — | $7K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| EMPOWER ADVISORY GROUP,LLC |
| — |
| GREENWOOD VILLAGE, CO |
| INVESTMENT MANAGEMENT |
| $53K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COMPASS RETIREMENT CONSULTING GROUP | — | STRATHAM, NH | CONTRACT ADMIN | $31K | — |
