Brittani Carpenter signed Ooshirts, Inc.'s 2022 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Ooshirts, Inc.'s EIN is 45-4103847.
Download the official 2022 Form 5500 (PDF) for Ooshirts, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2022 Form 5500 (PDF)Ooshirts, Inc.'s 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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $14K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2055 Inv Fund 10,971 | Mutual Funds | — | — | $463K | 27.6% | |
| Vanguard Target Retirement 2060 Inv Fund 7,105 | Mutual Funds | — | — | $276K | 16.5% | |
| Vanguard Target Retirement 2045 Inv Fund 6,739 | Mutual Funds | — | — | $154K | 9.2% | |
| Fidelity 500 Index Fund 1,126 | Common Collective Trusts | — | — | $150K | 8.9% | |
| Vanguard Target Retirement Income Fund 9,545 | Mutual Funds | — | — | $117K | 7.0% | |
| Vanguard Target Retirement 2050 Inv Fund 2,704 | Mutual Funds | — | — | $102K | 6.1% | |
| Vanguard Target Retirement 2030 Inv Fund 2,804 | Mutual Funds | — | — | $88K | 5.2% | |
| Vanguard Target Retirement 2025 Inv Fund 4,158 | Mutual Funds | — | — | $69K | 4.1% | |
| Fidelity Mid Cap Index Fund 1,340 | Common Collective Trusts | — | — | $35K | 2.1% | |
| Vanguard Target Retirement 2035 Inv Fund 1,722 | Mutual Funds | — | — | $33K | 2.0% | |
| Fidelity Small Cap Index Fund 1,474 | Common Collective Trusts | — | — | $32K | 1.9% | |
| JPMorgan Large Cap Growth Fund 504 | Other securities | — | — | $24K | 1.4% | |
| Vanguard Equity Income Fund 169 | Mutual Funds | — | — | $14K | 0.9% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $13K | 0.8% | |
| HELD AT PRINCIPAL TRUST COMPANY * Principal Global Investors Small Cap Blend 49 | Pooled Separate Accounts | — | — | $13K | 0.8% | |
| PRINCIPAL SMALLCAP SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 029 | Pooled Separate Account | — | — | $13K | 0.8% | |
| REGISTERED INVESTMENT COMPANIES American Funds New World Fund 45 | Mutual Funds | — | — | $3K | 0.2% | |
| (E) | Other securities | — | — | $2K | <0.1% | |
| Vanguard Target Retirement 2065 Inv Fund 59 | Mutual Funds | — | — | $2K | <0.1% | |
| Fidelity International Index Fund 36 | Common Collective Trusts | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
