Laura Laitinen-Warren signed Oneida Nation's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Oneida Nation's EIN is 39-6081138.
Download the official 2024 Form 5500 (PDF) for Oneida Nation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Oneida Nation's plan includes 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 |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $133K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL SERVICES | — | SAN DIEGO, CA | BROKER | $0 | — |
| NATIONAL FINANCIAL SERVICES | 04-3523567 |
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 | |||||
|---|---|---|---|---|---|---|
| TRANSAMERICA RET SOLUTIONS CT TRANSAMERICA RET SOLUTIONS CORP · EIN 04-6784256 / PN 001 | Common Collective Trust | — | — | $11.7M | 27.1% | |
| JP Morgan Large Cap Growth R6 N/R | Other securities | — | — | $7.3M | 16.9% | |
| Stable Value Fund * Transamerica Stable Value Strategy Fund N/R | Stable Value | — | — | $4.8M | 11.2% | |
| Vanguard Small-Cap Value Index Admiral Fund N/R | Mutual Funds | — | — | $3.6M | 8.2% | |
| Premier Fund American Funds Balanced R6 Fund N/R | Mutual Funds | — | — | $2.9M | 6.7% | |
| Transamerica LifeGoal(SM) 2045 Fund N/R | Other securities | — | — | $1.9M | 4.4% | |
| JP Morgan US Equity R6 Fund N/R | Other securities | — | — | $1.9M | 4.3% | |
| Transamerica LifeGoal(SM) 2060 Fund N/R | Other securities | — | — | $1.8M | 4.2% | |
| Transamerica LifeGoal(SM) 2050 Fund N/R | Other securities | — | — | $1.8M | 4.1% | |
| American Century Large Cap Equity R6 N/R | Other securities | — | — | $1.7M | 3.8% | |
| Transamerica LifeGoal(SM) 2040 Fund N/R | Other securities | — | — | $1.4M | 3.3% | |
| American Funds Europacific Growth R6 Fund N/R | Mutual Funds | — | — | $1.4M | 3.2% | |
| Lord Abbett Total Return R6 Fund N/R | Mutual Funds | — | — | $1.4M | 3.2% | |
| MassMutual Select Mid Cap Growth R5 Fund N/R | Other securities | — | — | $1.2M | 2.8% | |
| Transamerica LifeGoal(SM) 2030 Fund N/R | Other securities | — | — | $1.1M | 2.5% | |
| Collective Trust Funds * Transamerica LifeGoal(SM) 2025 Fund N/R | Common Collective Trusts | — | — | $1.1M | 2.5% | |
| Transamerica LifeGoal(SM) 2035 Fund N/R | Other securities | — | — | $939K | 2.2% | |
| Transamerica LifeGoal(SM) 2055 Fund N/R | Other securities | — | — | $868K | 2.0% | |
| Vanguard Mid-Cap Index Admiral Fund N/R | Mutual Funds | — | — | $831K | 1.9% | |
| PIMCO Income Instl Fund N/R | Mutual Funds | — | — | $829K | 1.9% | |
| Transamerica LifeGoal(SM) Retirement Fund N/R | Other securities | — | — | $820K | 1.9% | |
| MFS International Value R6 Fund N/R | Mutual Funds | — | — | $729K | 1.7% | |
| Vanguard Small-Cap Index Admiral Fund N/R | Mutual Funds | — | — | $666K | 1.5% | |
| MassMutual High Yield R6 Fund N/R | Other securities | — | — | $485K | 1.1% | |
| Invesco Developing Markets I Fund N/R | Mutual Funds | — | — | $462K | 1.1% | |
| Fidelity Low-Priced Stock Fund N/R | Mutual Funds | — | — | $423K | 1.0% | |
| Vanguard Small-Cap Growth Index Admiral Fund N/R | Mutual Funds | — | — | $409K | 0.9% | |
| Lord Abbett Short Duration Income R6 Fund N/R | Mutual Funds | — | — | $201K | 0.5% | |
| Goldman Sachs Global Core Fixed Income Instl N/R | Other securities | — | — | $192K | 0.4% | |
| s * State Street U.S. Government Money Market N/R | Mutual Funds | — | — | $78K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| SECURITIES BROKER |
| $0 |
| — |
