O'BRIEN Steel Service Co.'s EIN is 37-0991960.
Download the official 2024 Form 5500 (PDF) for O'BRIEN Steel Service Co. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)O'BRIEN Steel Service Co.'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 |
|---|---|---|---|---|---|
| CHARLES SCHWAB TRUST BANK | 82-3967259 | — | CUSTODIAN | $2 | — |
| CHARLES SCHWAB AND CO. INC. | 94-1737782 | — | CUSTODIAN | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALLIANCE PENSION CONSULTANTS, LLC | 36-4389114 |
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 | |||||
|---|---|---|---|---|---|---|
| Charles Schwab S&P 500 Index Fund - Select S | Common Collective Trusts | — | — | $5.4M | 20.9% | |
| Hartford Div & Growth Fund CL R6 | Other securities | — | — | $4.4M | 16.9% | |
| T. Rowe Price All-Cap Opportunities-I | Other securities | — | — | $3.0M | 11.4% | |
| Metropolitan West Total Return I | Other securities | — | — | $2.9M | 11.3% | |
| Vanguard Short-Term Invst Grade Adm | Mutual Funds | — | — | $2.3M | 8.9% | |
| John Hancock Disciplined Value Mid Cap I | Other securities | — | — | $2.1M | 8.3% | |
| MFS Intl Diversification CL R6 | Mutual Funds | — | — | $1.9M | 7.5% | |
| Vanguard Small Cap Value Index Adm | Mutual Funds | — | — | $1.3M | 5.1% | |
| Charles Schwab Retirement Advtg Money Fund | Mutual Funds | — | — | $1.2M | 4.6% | |
| Wasatch Core Growth I | Other securities | — | — | $962K | 3.7% | |
| Morley Stable Value Fund Cl 25 | Stable Value | — | — | $361K | 1.4% | |
| UNION BOND & TRUST COMPANY MORLEY STABLE VALUE FUND · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $361K | 1.4% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| RECORDKEEPER |
| $43K |
| — |
