Kathy Vanwey signed OWN, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
OWN, Inc.'s EIN is 44-0581184.
Download the official 2024 Form 5500 (PDF) for OWN, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)OWN, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, an ESOP, an S-corporation ESOP, 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 | $3K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAMBRIDGE INVESTMENT RESEARCH ADVIS | 20-1665305 | — | 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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Mid Cp Index Fund | Common Collective Trusts | — | — | $13.9M | 57.9% | |
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $1.7M | 7.2% | |
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $1.4M | 5.9% | |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $1.2M | 4.8% | |
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $1.1M | 4.7% | |
| Prin LifeTime Hybr 2065 CIT Z | Common Collective Trusts | — | — | $1.1M | 4.5% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $814K | 3.4% | |
| MFS Mid-Cap Growth R6 Fund | Mutual Funds | — | — | $814K | 3.4% | |
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $769K | 3.2% | |
| MFS Growth R6 Fund | Mutual Funds | — | — | $769K | 3.2% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $505K | 2.1% | |
| Prin Gl Real Est Sec SA-Z | Common Stocks | — | — | $505K | 2.1% | |
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $351K | 1.5% | |
| MFS Government Secs R6 Fund | Mutual Funds | — | — | $351K | 1.5% | |
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $242K | 1.0% | |
| JP Morgan US Value R6 Fund | Other securities | — | — | $242K | 1.0% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $135K | 0.6% | |
| Principal Guaranteed Option | Other securities | — | — | $135K | 0.6% | |
| Prin LifeTime Hybr 2035 CIT Z | Common Collective Trusts | — | — | $89K | 0.4% | |
| PRIN LIFETIME HYBR 2015 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $81K | 0.3% | |
| John Hancock Disc Val MC R6 Fd | Other securities | — | — | $81K | 0.3% | |
| Fidelity International Idx Fd | Common Collective Trusts | — | — | $47K | 0.2% | |
| Fed Hrmes Kaufmann Sm Cp R6 Fd | Other securities | — | — | $46K | 0.2% | |
| DFA US Small Cap I Fund | Mutual Funds | — | — | $24K | <0.1% | |
| DFA Emerging Markets I Fund | Mutual Funds | — | — | $19K | <0.1% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $17K | <0.1% | |
| Columbia Overseas Value I3 | Other securities | — | — | $16K | <0.1% | |
| John Hancock Bond R6 Fund | Other securities | — | — | $8K | <0.1% | |
| PRIN LIFETIME HYB 2070 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $8K | <0.1% | |
| Commerce Bank | Other securities | — | — | $8K | <0.1% | |
| Employer Security | Other securities | — | — | $8K | <0.1% | |
| Invesco Corporate Bond R6 Fund | Mutual Funds | — | — | $4K | <0.1% | |
| PRIN GL REAL EST SEC SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 136 | Pooled Separate Account | — | — | $2K | <0.1% | |
| Invesco Small Cap Value R6 Fd | Mutual Funds | — | — | $2K | <0.1% | |
| Prin LifeTime Hybr 2030 CIT Z | Common Collective Trusts | — | — | $2K | <0.1% | |
| Fidelity Adv Intl Cap App Z | Mutual Funds | — | — | $2K | <0.1% | |
| PIMCO Lng-Term US Govt Inst Fd | Mutual Funds | — | — | $366 | <0.1% | |
| Vic Triv Intl Small Cap R6 Fd | Other securities | — | — | $190 | <0.1% | |
| PIMCO Intl Bond (USD-Hdg) I Fd | Mutual Funds | — | — | $184 | <0.1% | |
| Participant Loans | Participant loans | — | — | $91 | <0.1% |
