Peter Olesen signed O&H Danish Bakery, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
O&H Danish Bakery, Inc.'s EIN is 39-1258596.
Download the official 2024 Form 5500 (PDF) for O&H Danish Bakery, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)O&H Danish Bakery, 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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $500 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHNSON WEALTH INC | — | RACINE, WI | INVESTMENT ADVISOR | $1K | — |
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 | Common Collective Trusts | — | — | $1.6M | 18.1% | |
| Fidelity US Bond Index | Mutual Funds | — | — | $1.3M | 14.8% | |
| EAIC Empower Fixed Account - Series Class I | Other securities | — | — | $1.1M | 12.6% | |
| T ROWE PRICE RET BLEND SELCT TRST 2 GREAT GRAY TRUST · EIN 38-7271348 / PN 742 | Common Collective Trust | — | — | $919K | 10.1% | |
| Fidelity Global Ex US Index | Mutual Funds | — | — | $699K | 7.7% | |
| Franklin Small Cap Growth R6 91 Hartford International Value R6 46 JP Morgan Core Plus Bond R6 | Mutual Funds | — | — | $614K | 6.8% | |
| Pimco Income Institutional | Mutual Funds | — | — | $600K | 6.6% | |
| T ROWE PRICE RET BLEND SELCT TRST 2 GREAT GRAY TRUST · EIN 38-7271346 / PN 740 | Common Collective Trust | — | — | $469K | 5.2% | |
| T ROWE PRICE RET BLEND SELCT TRST 2 GREAT GRAY TRUST · EIN 38-7271345 / PN 739 | Common Collective Trust | — | — | $318K | 3.5% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $274K | 3.0% | |
| Fidelity Small Cap Index | Mutual Funds | — | — | $204K | 2.2% | |
| MFS INTNL GROWTH EQUITY IS PLATFORM EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 839 | Pooled Separate Account | — | — | $193K | 2.1% | |
| LARGE CAP GROWTH / JENNISON FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 408 | Pooled Separate Account | — | — | $163K | 1.8% | |
| T ROWE PRICE RET BLEND SELCT TRST 2 GREAT GRAY TRUST · EIN 38-7271349 / PN 743 | Common Collective Trust | — | — | $140K | 1.5% | |
| T ROWE PRICE RET BLEND SELCT TRST 2 GREAT GRAY TRUST · EIN 38-7271350 / PN 744 | Common Collective Trust | — | — | $129K | 1.4% | |
| T ROWE PRICE RET BLEND SELCT TRST 2 GREAT GRAY TRUST · EIN 38-7271347 / PN 741 | Common Collective Trust | — | — | $63K | 0.7% | |
| Allspring Special Small Cap Value R6 | Other securities | — | — | $60K | 0.7% | |
| T ROWE PRICE RET BLEND SELCT TRST 2 GREAT GRAY TRUST · EIN 38-7271351 / PN 745 | Common Collective Trust | — | — | $48K | 0.5% | |
| T. Rowe Price Mid Cap Value I | Other securities | — | — | $31K | 0.3% | |
| MFS Value R6 | Mutual Funds | — | — | $24K | 0.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHNSON BANK | 39-1141446 | — | NONE | $40K | — |
