Oleco, Inc.'s EIN is 38-1861040.
Download the official 2024 Form 5500 (PDF) for Oleco, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Oleco, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | 93-1253576 | — | NONE | $29K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL SERVICES AD | 59-2937883 | — | NONE | $14K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Voya Intermediate Bond Fund | Other securities | — | — | $1.5M | 23.2% | |
| Fidelity Investments 500 Index Fund | Common Collective Trusts | — | — | $1.2M | 18.7% | |
| MFS Institutional Advisors, Inc. International Diversification Fund | Mutual Funds | — | — | $806K | 12.6% | |
| Common Collective Trust * Standard Insurance Company Stable Asset Fund | Common Collective Trusts | — | — | $794K | 12.4% | |
| PIMCO Real Return Institutional Fund ** 38 The Vanguard Group, Inc Equity-Income Admiral Fund | Mutual Funds | — | — | $507K | 7.9% | |
| MFS Institutional Advisors, Inc. Growth Fund | Mutual Funds | — | — | $493K | 7.7% | |
| American Funds, Inc. American Balanced Fund | Mutual Funds | — | — | $358K | 5.6% | |
| The Vanguard Group, Inc Small Cap Index Admiral Fund | Mutual Funds | — | — | $292K | 4.6% | |
| MFS Institutional Advisors, Inc. Mid Cap Growth Fund | Mutual Funds | — | — | $192K | 3.0% | |
| Wells Fargo Advantage Special Mid Cap Value Fund | Other securities | — | — | $166K | 2.6% | |
| Fidelity Investments International Index Fund | Common Collective Trusts | — | — | $39K | 0.6% | |
| Voya Small Cap Growth Fund | Other securities | — | — | $33K | 0.5% | |
| Fidelity Investments Mid Cap Index Fund | Common Collective Trusts | — | — | $19K | 0.3% | |
| The Vanguard Group, Inc Long-Term Investment-Grade Fund | Mutual Funds | — | — | $7K | 0.1% | |
| Fidelity Investments US Bond Index Fund | Common Collective Trusts | — | — | $6K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
