Jeanne Thomas signed OEC Graphics, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
OEC Graphics, Inc.'s EIN is 39-1300300.
Download the official 2024 Form 5500 (PDF) for OEC Graphics, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)OEC Graphics, 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 | $13K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LEAFHOUSE FINANCIAL ADVISORS, LLC | — | AUSTIN, TX | OTHER | $12K | — |
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 | — | — | $5.9M | 18.4% | |
| American Funds New Perspective | Mutual Funds | — | — | $4.8M | 15.1% | |
| GREAT GRAY TRUST AMER FNDS 2035 I GREAT GRAY · EIN 38-4126263 / PN 567 | Common Collective Trust | — | — | $4.7M | 14.7% | |
| AMERICAN INNOVATION ALTA TRUST · EIN 88-1455698 / PN 001 | Common Collective Trust | — | — | $3.5M | 11.0% | |
| GREAT GRAY TRUST AMER FNDS 2025 I GREAT GRAY · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $2.6M | 8.1% | |
| GREAT GRAY TRUST AMER FNDS 2030 I GREAT GRAY · EIN 38-4126262 / PN 566 | Common Collective Trust | — | — | $1.9M | 6.1% | |
| GREAT GRAY TRUST AMER FNDS 2040 I GREAT GRAY · EIN 38-4126264 / PN 568 | Common Collective Trust | — | — | $1.2M | 3.8% | |
| Stable Value Fund * Empower Annuity Insurance Company EI Fixed Account Series Class | Stable Value | — | — | $1.0M | 3.2% | |
| LARGE CAP VALUE FUND CLASS R1 GREAT GRAY · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $1.0M | 3.2% | |
| American Funds US Governments Security R6 2 DFA Emerging Markets Core Equity I | Mutual Funds | — | — | $809K | 2.5% | |
| GREAT GRAY TRUST AMER FNDS 2045 I GREAT GRAY · EIN 38-4139852 / PN 569 | Common Collective Trust | — | — | $480K | 1.5% | |
| Fidelity Small Cap Index | Mutual Funds | — | — | $415K | 1.3% | |
| GREAT GRAY TRUST AMER FNDS 2050 I GREAT GRAY · EIN 38-4126266 / PN 570 | Common Collective Trust | — | — | $415K | 1.3% | |
| Great Gray Trust International Growth Fund II | Other securities | — | — | $392K | 1.2% | |
| INTERNATIONAL GROWTH FUND II R1 GREAT GRAY · EIN 38-4139842 / PN 594 | Common Collective Trust | — | — | $392K | 1.2% | |
| GREAT GRAY TRUST AMERICAN FUNDS 205 GREAT GRAY · EIN 38-4126267 / PN 571 | Common Collective Trust | — | — | $346K | 1.1% | |
| Fidelity US Bond Index | Mutual Funds | — | — | $307K | 1.0% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $289K | 0.9% | |
| Participant Loans 4.25% - 9.50% interest | Bonds / Notes | — | — | $223K | 0.7% | |
| GREAT GRAY TRUST AMER FNDS 2060 I GREAT GRAY · EIN 38-4126268 / PN 572 | Common Collective Trust | — | — | $188K | 0.6% | |
| Participant Loans 4.25% - 9.50% | Bonds / Notes | — | — | $180K | 0.6% | |
| Fidelity International Index | Mutual Funds | — | — | $157K | 0.5% | |
| Fidelity Total Bond K6 | Mutual Funds | — | — | $151K | 0.5% | |
| PGIM Global Total Return USD Hedged | Other securities | — | — | $137K | 0.4% | |
| Fidelity Inflation Protected Bond Index | Mutual Funds | — | — | $135K | 0.4% | |
| PGIM High Yield | Other securities | — | — | $128K | 0.4% | |
| MID CAP VALUE FEE CLASS R1 GREAT GRAY · EIN 38-4139852 / PN 630 | Common Collective Trust | — | — | $83K | 0.3% | |
| GREAT GRAY TRUST AMER FNDS 2020 I GREAT GRAY · EIN 38-4065329 / PN 572 | Common Collective Trust | — | — | $55K | 0.2% | |
| MID CAP GROWTH FUND FEE CLASS R1 GREAT GRAY · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $53K | 0.2% | |
| GREAT GRAY TRUST AMER FNDS 2015 I GREAT GRAY · EIN 38-4126259 / PN 563 | Common Collective Trust | — | — | $38K | 0.1% | |
| GREAT GRAY TRUST AMER FNDS 2065 I GREAT GRAY · EIN 38-4065329 / PN 566 | Common Collective Trust | — | — | $34K | 0.1% | |
| American Century Global Real Estate | Mutual Funds | — | — | $22K | <0.1% | |
| DFA US Targeted Value I | Mutual Funds | — | — | $21K | <0.1% |
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 |
|---|---|---|---|---|---|
| ASSUREDPARTNERS CAPITAL INC | — | LAKE MARY, FL | INVESTMENT ADVISOR | $60K | — |
| EMPOWER ADVISORY GROUP | — | GREENWOOD VILLAGE, CO | INVESTMENT MANAGEMENT | $3K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PREMIER RETIREMENT PARTNERS | — | MADISON, WI | CONTRACT ADMIN | $8K | — |
