Vanessa Urrego signed Oakmont Management Group LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Oakmont Management Group LLC's EIN is 46-1228206.
Download the official 2024 Form 5500 (PDF) for Oakmont Management Group LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Oakmont Management Group LLC'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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $110K | — |
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 | |||||
|---|---|---|---|---|---|---|
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $4.7M | 14.5% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $3.7M | 11.7% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $3.5M | 10.9% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $2.9M | 9.1% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $2.4M | 7.6% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $2.0M | 6.2% | |
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $2.0M | 6.1% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $1.9M | 5.9% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $1.9M | 5.8% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $987K | 3.1% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $720K | 2.2% | |
| VANGUARD INTERMEDIATE TERM BON | Registered Investment Companies | — | — | $695K | 2.2% | |
| JPM GROWTH ADVANTAGE FUND - R6 | Registered Investment Companies | — | — | $643K | 2.0% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $425K | 1.3% | |
| VANGUARD DEV MKT INDEX ADMIRAL | Registered Investment Companies | — | — | $394K | 1.2% | |
| JPMORGAN US SMALL COMPANY R6 | Registered Investment Companies | — | — | $343K | 1.1% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $301K | 0.9% | |
| VANGUARD BAL IDX - ADM | Registered Investment Companies | — | — | $240K | 0.7% | |
| PUTNAM LARGE CAP VALUE R6 | Registered Investment Companies | — | — | $229K | 0.7% | |
| JPMORGAN MID CAP GROWTH R6 | Registered Investment Companies | — | — | $229K | 0.7% | |
| UNDISC MGRS BEHAVIORAL VAL R6 | Registered Investment Companies | — | — | $227K | 0.7% | |
| JANUS HENDERSON TRITON FUND N | Registered Investment Companies | — | — | $159K | 0.5% | |
| INVESCO OPP INTL GR R6 | Registered Investment Companies | — | — | $116K | 0.4% | |
| HARBOR MID CAP VAL INSTL | Registered Investment Companies | — | — | $88K | 0.3% | |
| AMERICAN BEACON INTL EQTY R5 | Registered Investment Companies | — | — | $73K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
