Mark Miles signed Orscheln Industries' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Orscheln Industries' EIN is 43-1465246.
Download the official 2024 Form 5500 (PDF) for Orscheln Industries from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Orscheln Industries' 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 | $85K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING LLC | — | OVERLAND PARK, KS | INVESTMENT ADVISOR | $43K | — |
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 | |||||
|---|---|---|---|---|---|---|
| LARGE CAP GROWTH / JP MORGAN INVST EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 141 | Pooled Separate Account | — | — | $9.5M | 14.3% | |
| EAIC Guaranteed Income Fund | Other securities | — | — | $9.1M | 13.8% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $8.4M | 12.6% | |
| CORE PLUS BOND / PGIM FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 299 | Pooled Separate Account | — | — | $4.6M | 6.9% | |
| BlackRock Mid-Cap Growth Equity Fund | Other securities | — | — | $4.4M | 6.6% | |
| JPMorgan Equity Income Fund | Other securities | — | — | $4.1M | 6.1% | |
| American Funds Europacific Growth Fund | Mutual Funds | — | — | $4.0M | 6.0% | |
| PIMCO All Asset Fund | Mutual Funds | — | — | $4.0M | 6.0% | |
| Fidelity U.S. Bond Index Fund | Common Collective Trusts | — | — | $3.6M | 5.4% | |
| Fidelity Extended Market Index Fund | Common Collective Trusts | — | — | $3.3M | 4.9% | |
| Neuberger Berman Real Estate Fund | Other securities | — | — | $2.5M | 3.7% | |
| John Hancock Disciplined Value Mid Cap Fund | Other securities | — | — | $1.8M | 2.7% | |
| PIMCO Income Fund | Mutual Funds | — | — | $1.4M | 2.1% | |
| Fidelity Total International Index Fund | Common Collective Trusts | — | — | $1.2M | 1.9% | |
| Invesco International Small-Mid Company Fund | Mutual Funds | — | — | $1.2M | 1.7% | |
| Janus Henderson Triton Fund | Mutual Funds | — | — | $1.1M | 1.7% | |
| Invesco Developing Markets Fund | Mutual Funds | — | — | $1.1M | 1.7% | |
| American Beacon Small Cap Value Fund | Other securities | — | — | $866K | 1.3% |
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 |
|---|---|---|---|---|---|
| WILLIAMS-KEEPERS, LLC | — | COLUMBIA, MO | AUDITOR | $37K | — |
