Kristin Slykhuis signed OEI, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
OEI, Inc.'s EIN is 47-0532319.
Download the official 2024 Form 5500 (PDF) for OEI, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)OEI, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, 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 |
|---|---|---|---|---|---|
| JOHN HANCOCK RETIREMENT PLAN SVCS. | 01-0233346 | — | RETAINED BY PLAN SPONSOR | $214K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| D.A. DAVIDSON & CO. | 81-0139474 | — | INVESTMENT ADVISOR | $135K | — |
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 | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $274.9M | 99.4% | |
| EQUITY DIVIDEND FUND T BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 45-4640003 / PN 001 | Common Collective Trust | — | — | $20.8M | 7.5% | |
| INVESCO STABLE VALUE FUNDS INVESCO FUNDS · EIN 84-1142974 / PN 001 | Common Collective Trust | — | — | $5.7M | 2.1% |
