Shantal Morrison signed Omaha Standard, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Omaha Standard, LLC's EIN is 46-2423518.
Download the official 2024 Form 5500 (PDF) for Omaha Standard, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Omaha Standard, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 | $6K | — |
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 | |||||
|---|---|---|---|---|---|---|
| PUTNAM STABLE VALUE FUND (25) PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $1.0M | 19.3% | |
| Vanguard 500 Index Admiral Fund | Common Collective Trusts | — | — | $761K | 14.5% | |
| American Century One Choice 2050 Portfolio R6 Fund | Other securities | — | — | $376K | 7.2% | |
| American Century One Choice 2065 Portfolio R6 Fund | Other securities | — | — | $337K | 6.4% | |
| Notes Receivable from Participants | Other securities | — | — | $289K | 5.5% | |
| Vanguard Small Cap Index Adm Fund | Mutual Funds | — | — | $245K | 4.7% | |
| American Century One Choice 2040 Portfolio R6 Fund | Other securities | — | — | $212K | 4.0% | |
| American Century One Choice 2030 Portfolio R6 Fund | Other securities | — | — | $209K | 4.0% | |
| Allspring Special Mid Cap Value R6 | Other securities | — | — | $202K | 3.9% | |
| JP Morgan Mid Cap Growth R6 Fund | Other securities | — | — | $195K | 3.7% | |
| American Century One Choice 2045 Portfolio R6 Fund | Other securities | — | — | $190K | 3.6% | |
| American Century One Choice 2025 Portfolio R6 Fund | Other securities | — | — | $169K | 3.2% | |
| American Century One Choice 2060 Portfolio R6 Fund | Other securities | — | — | $163K | 3.1% | |
| Vanguard Developed Markets Index Adm Fund | Mutual Funds | — | — | $144K | 2.8% | |
| American Century One Choice 2055 Portfolio R6 Fund | Other securities | — | — | $134K | 2.6% | |
| Allspring Core Bond R6 Fund | Other securities | — | — | $132K | 2.5% | |
| American Century One Choice In Retirement Portfolio R6 Fund | Other securities | — | — | $131K | 2.5% | |
| MFS Growth R6 Fund | Mutual Funds | — | — | $83K | 1.6% | |
| American Century One Choice 2035 Portfolio R6 Fund | Other securities | — | — | $80K | 1.5% | |
| JP Morgan Equity Income R6 Fund | Other securities | — | — | $66K | 1.3% | |
| American Fund Cap Wld Bond R6 Fund | Other securities | — | — | $38K | 0.7% | |
| Vanguard Explorer Inv Fund | Mutual Funds | — | — | $29K | 0.5% | |
| MFS New Discovery Value R6 Fund | Mutual Funds | — | — | $25K | 0.5% | |
| Vanguard Mid Cap Index Adm Fund | Mutual Funds | — | — | $22K | 0.4% | |
| Inv Oppenheim Intl Growth R6 Fund | Other securities | — | — | $4K | <0.1% | |
| American Beacon Int Equity R5 Fund | Other securities | — | — | $235 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
