Isabel Wanty signed O & W, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
O & W, Inc.'s EIN is 38-1540106.
Download the official 2024 Form 5500 (PDF) for O & W, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)O & W, 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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $55K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SEQUOIA FINANCIAL ADVISORS, LLC | 34-1913859 | — | INVESTMENT ADVISORY | $24K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Principal LargeCap Growth Fund I Class R-6 | Other securities | — | — | $2.2M | 11.9% | |
| PRIN/BR S&P 500 INDEX CIT N SEI TRUST COMPANY · EIN 94-3224211 / PN 001 | Common Collective Trust | — | — | $2.1M | 11.3% | |
| T. Rowe Price Retire 2045 Fund | Other securities | — | — | $1.6M | 8.6% | |
| T. Rowe Price Retire 2050 Fund | Other securities | — | — | $1.5M | 8.3% | |
| Principal Trust Company Unallocated contract - Principal Fixed Income Guaranteed Option | Common Stocks | — | — | $1.3M | 7.1% | |
| T. Rowe Price Retire 2035 Fund | Other securities | — | — | $1.3M | 7.0% | |
| American Funds Europacific Growth Fd | Mutual Funds | — | — | $1.1M | 6.2% | |
| JPMorgan Equity Income | Other securities | — | — | $1.1M | 6.0% | |
| T. Rowe Price Retire 2015 Fund | Other securities | — | — | $1.0M | 5.6% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $771K | 4.1% | |
| T. Rowe Price Retire 2040 Fund | Other securities | — | — | $623K | 3.4% | |
| Prudential Total Retirement Bond-Z | U.S. Treasuries | — | — | $584K | 3.1% | |
| T. Rowe Price Retire 2020 Fund | Other securities | — | — | $536K | 2.9% | |
| T. Rowe Price Retire 2030 Fund | Other securities | — | — | $513K | 2.8% | |
| T. Rowe Price Retire 2055 Fund | Other securities | — | — | $486K | 2.6% | |
| Participants Participant notes receivable with interest rates ranging from 4.25 to 9.50 percent - | Other securities | — | — | $424K | 2.3% | |
| T. Rowe Price Retire 2060 Fund | Other securities | — | — | $415K | 2.2% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $405K | 2.2% | |
| T. Rowe Price Retire 2010-R Fund | Other securities | — | — | $162K | 0.9% | |
| T. Rowe Price Retire 2065 Fund | Other securities | — | — | $145K | 0.8% | |
| American Funds NewWorld R6 | Mutual Funds | — | — | $86K | 0.5% | |
| T. Rowe Price Retire Balanced-R | Other securities | — | — | $15K | <0.1% | |
| Principal Trust Company BNY Mellon Dev Mkts RE Sec I | Common Stocks | — | — | $13K | <0.1% | |
| T. Rowe Price Retire 2025 Fund | Other securities | — | — | $12K | <0.1% | |
| (E) | Other securities | — | — | $12K | <0.1% | |
| T. Rowe Price Retire 2005 Fund | Other securities | — | — | $1K | <0.1% | |
| GALLIARD STABLE RETURN PN SEI TRUST COMPANY · EIN 41-6202499 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
