Andrew Scercy signed Onecbi, LLC DBA CBI's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Onecbi, LLC DBA CBI's EIN is 47-0966094.
Download the official 2024 Form 5500 (PDF) for Onecbi, LLC DBA CBI from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Onecbi, LLC DBA CBI'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 |
|---|---|---|---|---|---|
| TRANSAMERICA LIFE INSURANCE COMPANY | 39-0989781 | — | RECORDKEEPER | $19K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL SERVICES AD | 59-2937883 | — | ADVISOR | $46K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Transamerica Life Ins Co Transamerica Stbl Val Core Op | Common Stocks | — | — | $1.3M | 14.9% | |
| MYWAYRETMENT IDX MOD 2035 RET OPT TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 069 | Pooled Separate Account | — | — | $1.2M | 13.6% | |
| MYWAYRETMENT IDX AGG 2035 RET OPT TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 059 | Pooled Separate Account | — | — | $1.1M | 12.2% | |
| BLACKROCK EQ INDEX RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 997 | Pooled Separate Account | — | — | $994K | 11.4% | |
| MYWAYRETMENT INDEX RETMENT RET OPT TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 067 | Pooled Separate Account | — | — | $696K | 8.0% | |
| MYWAYRETMENT IDX AGG 2025 RET OPT TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 058 | Pooled Separate Account | — | — | $601K | 6.9% | |
| MYWAYRETMENT IDX MOD 2055 RET OPT TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 071 | Pooled Separate Account | — | — | $477K | 5.5% | |
| BLACKROCK MID CAP EQ INDEX RET OPT TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 377 | Pooled Separate Account | — | — | $454K | 5.2% | |
| MYWAYRETIREMENT LG CAP GR RET OPT TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 367 | Pooled Separate Account | — | — | $333K | 3.8% | |
| MYWAYRETMENT IDX CONSV 2055 RET OPT TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 066 | Pooled Separate Account | — | — | $290K | 3.3% | |
| MYWAYRETIREMENT INTL GR RET OPT TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 374 | Pooled Separate Account | — | — | $231K | 2.6% | |
| MYWAYRETMENT IDX MOD 2045 RET OPT TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 070 | Pooled Separate Account | — | — | $183K | 2.1% | |
| BLACKROCK EAFE EQ INDEX RET OPT TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 054 | Pooled Separate Account | — | — | $148K | 1.7% | |
| MYWAYRETMENT IDX AGG 2055 RET OPT TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 061 | Pooled Separate Account | — | — | $137K | 1.6% | |
| MYWAYRETMENT MULTISECTOR BD RET OPT TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 365 | Pooled Separate Account | — | — | $100K | 1.1% | |
| BLACKROCK RUSSELL 2000 IDX RET OPT TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 055 | Pooled Separate Account | — | — | $99K | 1.1% | |
| MYWAYRETIREMENT CORE BD RET OPT TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 375 | Pooled Separate Account | — | — | $97K | 1.1% | |
| MYWAYRETIREMENT INDEX 2065 RET OPT TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 371 | Pooled Separate Account | — | — | $92K | 1.1% | |
| Participants Notes Receivable with interest rates of 4.50% to 9.50% | Bonds / Notes | — | — | $81K | 0.9% | |
| MYWAYRETIREMENT LG CAP VAL RET OPT TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 381 | Pooled Separate Account | — | — | $63K | 0.7% | |
| MYWAYRETIREMENT MID CAP GR RET OPT TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 366 | Pooled Separate Account | — | — | $26K | 0.3% | |
| MYWAYRETIREMENT REAL ESTATE RET OPT TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 380 | Pooled Separate Account | — | — | $19K | 0.2% | |
| BLACKROCK U.S. DEBT INDEX RET OPT TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 001 | Pooled Separate Account | — | — | $10K | 0.1% | |
| MYWAYRETIREMENT GLBL BD RET OPT TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 379 | Pooled Separate Account | — | — | $7K | <0.1% | |
| MYWAYRETMENT SMALL CAP GR RET OPT TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 373 | Pooled Separate Account | — | — | $6K | <0.1% | |
| MYWAYRETIREMENT INTL VAL RET OPT TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 241 | Pooled Separate Account | — | — | $6K | <0.1% | |
| MYWAYRETIREMENT MID CAP VAL RET OPT TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 382 | Pooled Separate Account | — | — | $5K | <0.1% | |
| BLACKROCK U.S. TIPS INDEX RET OPT TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 357 | Pooled Separate Account | — | — | $3K | <0.1% | |
| MYWAYRETIREMENT COMMODITIES RET OPT TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 378 | Pooled Separate Account | — | — | $3K | <0.1% | |
| MYWAYRETIREMENT BALANCED RET OPT TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 376 | Pooled Separate Account | — | — | $969 | <0.1% | |
| MYWAYRETMENT EMRG MKTS RET OPT TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 383 | Pooled Separate Account | — | — | $764 | <0.1% | |
| MYWAYRETMENT IDX MOD 2025 RET OPT TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 068 | Pooled Separate Account | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
