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Original filing (PDF)20251008093436NAL0013380546001
ONEIDA NATION
Form 5500
FILING_RECEIVED
ONEIDA NATION ENTERPRISE 401(K) PLAN
401(k) retirement plan
Active participants
823
Accounts w/ balance
1,207
Plan assets (EOY)
$43.3M
Net assets (EOY)
$43.3M
How this plan invests
This plan
1 pooled trust
Schedule D
34 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ONEIDA NATION.
Plan sponsor
Name
ONEIDA NATION
EIN
39-6081138
Address
PO BOX 365 · ONEIDA, WI · 54155
Phone
(920) 490-3650
Industry
Public Administrationsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
004
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-08
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BAKER TILLY, US LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $133K | — |
Broker
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL SERVICES | — | SAN DIEGO, CA | BROKER | $0 | — |
| NATIONAL FINANCIAL SERVICES | 04-3523567 | — | SECURITIES BROKER | $0 | — |
Investments
31 direct securities · 1 pooled fund· $57.5M(100% of reported assets)
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.
Uncategorized
$45.7M
30 holdings
Common Collective Trust
$11.7M
1 holding
Mutual Funds
$78K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TRANSAMERICA RET SOLUTIONS CT TRANSAMERICA RET SOLUTIONS CORP · EIN 04-6784256 / PN 001 | Common Collective Trust | — | — | $11.7M | 27.1% | |
| JPMorgan Lg Cap Gr R6 | — | — | — | $7.3M | 16.9% | |
| Stable Value Fund * Transamerica Stable Value Strategy Fund N/R | — | — | — | $4.8M | 11.2% | |
| Vanguard Small-Cap Value Index Admiral Fund N/R | — | — | — | $3.6M | 8.2% | |
| Premier Fund American Funds Balanced R6 Fund N/R | — | — | — | $2.9M | 6.7% | |
| Transamerica LifeGoal(SM) 2045 Fund N/R | — | — | — | $1.9M | 4.4% | |
| JPMorgan US Eq R6 | — | — | — | $1.9M | 4.3% | |
| JP Morgan US Equity R6 Fund N/R | — | — | — | $1.9M | 4.3% | |
| Transamerica LifeGoal(SM) 2060 Fund N/R | — | — | — | $1.8M | 4.2% | |
| Transamerica LifeGoal(SM) 2050 Fund N/R | — | — | — | $1.8M | 4.1% | |
| American Century Large Cap Equity R6 N/R | — | — | — | $1.7M | 3.8% | |
| Transamerica LifeGoal(SM) 2040 Fund N/R | — | — | — | $1.4M | 3.3% | |
| American Funds Europacific Growth R6 Fund N/R | — | — | — | $1.4M | 3.2% | |
| Lord Abbett Total Return R6 Fund N/R | — | — | — | $1.4M | 3.2% | |
| MassMutual Select Mid Cap Growth R5 Fund N/R | — | — | — | $1.2M | 2.8% | |
| Transamerica LifeGoal(SM) 2030 Fund N/R | — | — | — | $1.1M | 2.5% | |
| Collective Trust Funds * Transamerica LifeGoal(SM) 2025 Fund N/R | — | — | — | $1.1M | 2.5% | |
| Transamerica LifeGoal(SM) 2035 Fund N/R | — | — | — | $939K | 2.2% | |
| Transamerica LifeGoal(SM) 2055 Fund N/R | — | — | — | $868K | 2.0% | |
| Vanguard Mid-Cap Index Admiral Fund N/R | — | — | — | $831K | 1.9% | |
| PIMCO Income Instl Fund N/R | — | — | — | $829K | 1.9% | |
| Transamerica LifeGoal(SM) Retirement Fund N/R | — | — | — | $820K | 1.9% | |
| MFS International Value R6 Fund N/R | — | — | — | $729K | 1.7% | |
| MFS Intl Val R6 | — | — | — | $729K | 1.7% | |
| Vanguard Small-Cap Index Admiral Fund N/R | — | — | — | $666K | 1.5% | |
| MassMutual High Yield R6 Fund N/R | — | — | — | $485K | 1.1% | |
| Invesco Developing Markets I Fund N/R | — | — | — | $462K | 1.1% | |
| Fidelity Low-Priced Stock Fund N/R | — | — | — | $423K | 1.0% | |
| Vanguard Small-Cap Growth Index Admiral Fund N/R | — | — | — | $409K | 0.9% | |
| Lord Abbett Short Duration Income R6 Fund N/R | — | — | — | $201K | 0.5% | |
| Goldman Sachs Global Core Fixed Income Instl N/R | — | — | — | $192K | 0.4% | |
| s * State Street U.S. Government Money Market N/R | Mutual Funds | — | — | $78K | 0.2% |
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