Chris O'CONnell signed The Oscar W. Larson Company's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The Oscar W. Larson Company's EIN is 38-1607330.
Download the official 2024 Form 5500 (PDF) for The Oscar W. Larson Company from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The Oscar W. Larson Company's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), life insurance.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | 34-1479833 | — | NONE | $177K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAP FINANCIAL PARTNERS LLC | 26-0058143 | — | NONE | $114K | — |
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 | |||||
|---|---|---|---|---|---|---|
| TROWE RET HYB TR 2030 T11 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 011 | Common Collective Trust | — | — | $17.0M | 15.0% | |
| T Rowe Price Retirement Hybrid 2030 TR T14 | Mutual Funds | — | — | $17.0M | 15.0% | |
| TROWE RET HYB TR 2035 T11 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 012 | Common Collective Trust | — | — | $16.9M | 14.8% | |
| T Rowe Price Retirement Hybrid 2035 TR T14 | Mutual Funds | — | — | $16.8M | 14.8% | |
| TROWE RET HYB TR 2040 T11 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 013 | Common Collective Trust | — | — | $13.2M | 11.6% | |
| T Rowe Price Retirement Hybrid 2040 TR T14 | Mutual Funds | — | — | $13.2M | 11.6% | |
| T Rowe Price Retirement Hybrid 2025 TR T14 | Mutual Funds | — | — | $11.9M | 10.5% | |
| TROWE RET HYB TR 2025 T11 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 010 | Common Collective Trust | — | — | $11.8M | 10.4% | |
| TROWE RET HYB TR 2045 T11 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 014 | Common Collective Trust | — | — | $8.9M | 7.8% | |
| T Rowe Price Retirement Hybrid 2045 TR T14 | Mutual Funds | — | — | $8.9M | 7.8% | |
| TROWE RET HYB TR 2050 T11 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 015 | Common Collective Trust | — | — | $7.2M | 6.4% | |
| T Rowe Price Retirement Hybrid 2050 TR T14 | Mutual Funds | — | — | $7.2M | 6.4% | |
| TROWE RET HYB TR 2055 T11 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 016 | Common Collective Trust | — | — | $6.1M | 5.4% | |
| T Rowe Price Retirement Hybrid 2055 TR T14 | Mutual Funds | — | — | $6.1M | 5.4% | |
| JPMorgan Large Cap Growth | Other securities | — | — | $4.6M | 4.1% | |
| NT CIT S&P 500 INDEX DC NL T4 NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 002 | Common Collective Trust | — | — | $4.5M | 4.0% | |
| FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 052 | Common Collective Trust | — | — | $3.9M | 3.4% | |
| Fiam Core Plus Comingled Pool | Other securities | — | — | $3.9M | 3.4% | |
| TROWE RET HYB TR 2060 T11 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 018 | Common Collective Trust | — | — | $3.3M | 2.9% | |
| T Rowe Price Retirement Hybrid 2060 TR T14 | Mutual Funds | — | — | $3.3M | 2.9% | |
| RELIANCE TR CO SVF CIT SERIES 25053 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $2.7M | 2.4% | |
| Participants Participant Loans Rates from 3.25% to 9.5% - | Bonds / Notes | — | — | $2.4M | 2.1% | |
| T Rowe Price Retirement Hybrid 2020 TR T14 | Mutual Funds | — | — | $2.1M | 1.9% | |
| TROWE RET HYB TR 2020 T11 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 009 | Common Collective Trust | — | — | $2.1M | 1.8% | |
| TROWE RET HYB TR 2065 T11 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 019 | Common Collective Trust | — | — | $1.9M | 1.7% | |
| T Rowe Price Retirement Hybrid 2065 TR T14 | Mutual Funds | — | — | $1.9M | 1.7% | |
| TROWE RET HYB TR 2015 T11 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 008 | Common Collective Trust | — | — | $1.5M | 1.3% | |
| T Rowe Price Retirement Hybrid 2015 TR T14 | Mutual Funds | — | — | $1.5M | 1.3% | |
| Northwestern Mutual Life Insurance Policies | Other securities | — | — | $1.3M | 1.2% | |
| NT CIT ACWI EX US IMI DC NL T4 NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 125 | Common Collective Trust | — | — | $921K | 0.8% | |
| MFS LRG CAP VALUE FD CIT CL CT GREAT GRAY TRUST COMPANY · EIN 38-7275332 / PN 781 | Common Collective Trust | — | — | $631K | 0.6% | |
| MFS MID CAP GROWTH FUND CT GREAT GRAY TRUST COMPANY · EIN 38-4126294 / PN 597 | Common Collective Trust | — | — | $579K | 0.5% | |
| MASSMUTUAL SMCAPGRTHEQTY CL CT GREAT GRAY TRUST COMPANY · EIN 38-7271375 / PN 756 | Common Collective Trust | — | — | $477K | 0.4% | |
| MFS MID CAP VALUE FUND 2W GREAT GRAY TRUST COMPANY · EIN 38-4139822 / PN 616 | Common Collective Trust | — | — | $315K | 0.3% | |
| NT CIT AGGREGATE BD IDX NL T4 NORTHERN TRUST INVESTMENTS, INC. · EIN 27-6124985 / PN 001 | Common Collective Trust | — | — | $289K | 0.3% | |
| GG TR EUROPACIFIC GRW GREAT GRAY TRUST COMPANY · EIN 38-7289843 / PN 001 | Common Collective Trust | — | — | $201K | 0.2% | |
| American Beacon Small Cap Value R6 | Other securities | — | — | $192K | 0.2% | |
| NT CIT EXTND MKT IDX DC NL T4 NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 110 | Common Collective Trust | — | — | $188K | 0.2% | |
| NT CIT Extended Market Index DC NL T4 | Common Collective Trusts | — | — | $187K | 0.2% | |
| TROWE RET HYB TR 2010 T11 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 007 | Common Collective Trust | — | — | $30K | <0.1% | |
| T Rowe Price Retirement Hybrid 2010 TR T14 | Mutual Funds | — | — | $30K | <0.1% | |
| TROWE RET HYB TR 2005 T11 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 006 | Common Collective Trust | — | — | $12K | <0.1% | |
| T Rowe Price Retirement Hybrid 2005 TR T14 | Mutual Funds | — | — | $11K | <0.1% | |
| T ROWE PRICE RET 2060 TRUST F T. ROWE PRICE TRUST COMPANY · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| TROWE PRICE 2065 TRUST F T. ROWE PRICE TRUST COMPANY · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| WILMINGTON TR EUROPACGTTH CT WILMINGTON TRUST, N.A. · EIN 38-7289843 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| T ROWE PRICE RET 2005 TRUST F T. ROWE PRICE TRUST COMPANY · EIN 61-6434302 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| T ROWE PRICE RET 2055 TRUST F T. ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| T ROWE PRICE RET 2050 TRUST F T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| T ROWE PRICE RET 2045 TRUST F T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / 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.
