David Post signed Osthoff Management Company's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Osthoff Management Company's EIN is 39-1808827.
Download the official 2024 Form 5500 (PDF) for Osthoff Management Company from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Osthoff Management Company'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 | $31K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RBC CAPITAL MARKETS LLC | 41-1416330 | — | INVESTMENT ADVISORY | $0 | — |
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 Fixed Income Guaranteed Option | Other securities | — | — | $855K | 19.9% | |
| Principal Core Fixed Income | Other securities | — | — | $816K | 19.0% | |
| PRIN CORE FIX INC SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 118 | Pooled Separate Account | — | — | $816K | 19.0% | |
| American Funds American Funds Mutual Fund | Mutual Funds | — | — | $384K | 9.0% | |
| PRIN LARGECAP GROWTH I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $357K | 8.3% | |
| T. Rowe Price T. Rowe Price Dividend Growth | Other securities | — | — | $237K | 5.5% | |
| American Funds American Funds New Perspective Fund | Mutual Funds | — | — | $163K | 3.8% | |
| MFS International Diversification | Mutual Funds | — | — | $153K | 3.6% | |
| Fidelity Global Ex US Index | Mutual Funds | — | — | $153K | 3.6% | |
| AllianceBernstein AB Sustainable Global Thematic | Other securities | — | — | $152K | 3.5% | |
| Fidelity Mid Cap Value Index | Mutual Funds | — | — | $127K | 3.0% | |
| PRIN SMCAP S&P 600 INDEX SA-NE PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $122K | 2.8% | |
| Fidelity Small Cap Value Index | Mutual Funds | — | — | $112K | 2.6% | |
| PRIN MIDCAP S&P 400 IDX SA-NE PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $112K | 2.6% | |
| Fidelity Mid Cap Growth Index | Mutual Funds | — | — | $81K | 1.9% | |
| Eagle Financial Carillon Eagle MidCap Growth | Other securities | — | — | $72K | 1.7% | |
| Principal LargeCap S&P 500 Index | Common Collective Trusts | — | — | $69K | 1.6% | |
| PRIN LGCP S&P 500 IDX SA-NE PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $69K | 1.6% | |
| Participants Participant Loans Rates from 4.25% to 10.50% | Bonds / Notes | — | — | $52K | 1.2% | |
| American Funds American Funds Target Date 2040 | Mutual Funds | — | — | $49K | 1.1% | |
| Fidelity Large Cap Growth Index | Mutual Funds | — | — | $44K | 1.0% | |
| DFA US Sustainability Core 1 Portfolio | Mutual Funds | — | — | $37K | 0.9% | |
| Fidelity Large Cap Value Index | Mutual Funds | — | — | $32K | 0.7% | |
| American Funds American Funds Target Date 2045 | Mutual Funds | — | — | $30K | 0.7% | |
| American Funds American Funds Target Date 2050 | Mutual Funds | — | — | $20K | 0.5% | |
| Fidelity Small Cap Growth Index | Mutual Funds | — | — | $19K | 0.4% | |
| RidgeWorth Virtus Ceredex Mid-Cap Value Equity Fund | Other securities | — | — | $13K | 0.3% | |
| Carillon Scout MidCap | Other securities | — | — | $10K | 0.2% | |
| American Funds American Funds Target Date 2065 | Mutual Funds | — | — | $7K | 0.2% | |
| PRIN REAL ESTATE SECS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | — | — | $5K | 0.1% | |
| (E) | Other securities | — | $69K | $5K | 0.1% | |
| American Funds American Funds Target Date 2035 | Mutual Funds | — | — | $5K | 0.1% | |
| Invesco Small Cap Value | Mutual Funds | — | — | $2K | <0.1% | |
| American Funds American Funds Target Date 2055 | Mutual Funds | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
