PAM Duchscherer signed Oakley Transportation Group, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Oakley Transportation Group, Inc.'s EIN is 47-1451534.
Download the official 2024 Form 5500 (PDF) for Oakley Transportation Group, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Oakley Transportation Group, 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 |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $79K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KESTRA INVESTMENT SERVICES | 74-2794194 | — | BROKER | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds Trgt Date Ret 2025 R6 | Mutual Funds | — | — | $2.7M | 19.2% | |
| American Funds Trgt Date Ret 2035 R6 | Mutual Funds | — | — | $1.7M | 12.1% | |
| American Funds Trgt Date Ret 2030 R6 | Mutual Funds | — | — | $1.1M | 7.6% | |
| Transamerica Stable Value Focus Account | Stable Value | — | — | $990K | 7.0% | |
| American Funds Trgt Date Ret 2040 R6 | Mutual Funds | — | — | $841K | 5.9% | |
| Participant Loans | Participant loans | — | — | $838K | 5.9% | |
| American Funds Trgt Date Ret 2045 R6 | Mutual Funds | — | — | $755K | 5.3% | |
| Vanguard Total Stock Mkt ldx Adm | Mutual Funds | — | — | $674K | 4.7% | |
| American Funds Trg Date Ret 2020 R6 | Mutual Funds | — | — | $544K | 3.8% | |
| JPMorgan Large Cap Growth R6 | Other securities | — | — | $400K | 2.8% | |
| American Funds Trgt Date Ret 2050 R6 | Mutual Funds | — | — | $349K | 2.5% | |
| JPMorgan US Equfu | Other securities | — | — | $342K | 2.4% | |
| MFS Intemational Growth | Mutual Funds | — | — | $305K | 2.1% | |
| American Funds Trg Date Ret 2015 R6 | Mutual Funds | — | — | $286K | 2.0% | |
| American Funds Trg Date Ret 2060 R6 | Mutual Funds | — | — | $263K | 1.8% | |
| Vanguard Equity-Income Adm | Mutual Funds | — | — | $249K | 1.7% | |
| Fidelrty Mid Cap Index InstlPremium | Other securities | — | — | $206K | 1.4% | |
| DFA Intemational Value I | Mutual Funds | — | — | $190K | 1.3% | |
| Macquarie Systematic Emerging Markets Eq | Other securities | — | — | $155K | 1.1% | |
| American Funds Trg Date Ret 2055 R6 | Mutual Funds | — | — | $150K | 1.1% | |
| Putnam SmallCap Growth R6 | Mutual Funds | — | — | $127K | 0.9% | |
| Allspring Special Mid Cap Value A | Other securities | — | — | $127K | 0.9% | |
| Vanguard Information Technolory Idx Adm | Common Collective Trusts | — | — | $126K | 0.9% | |
| Fidelfu Small Cap Index | Other securities | — | — | $100K | 0.7% | |
| American Funds American Balanced R6 | Mutual Funds | — | — | $100K | 0.7% | |
| Royce Opportunity lnsti | Other securities | — | — | $93K | 0.7% | |
| Vanguard Heafth Care Index | Mutual Funds | — | — | $89K | 0.6% | |
| PGIM TotalRetum Bond R6 | Other securities | — | — | $89K | 0.6% | |
| BlackRock Strategic Global Bond K | Other securities | — | — | $72K | 0.5% | |
| Vanguard REIT Index Adrn | Mutual Funds | — | — | $71K | 0.5% | |
| JHancock Balanced R6 | Other securities | — | — | $58K | 0.4% | |
| BlackRock Inflation Protected Bond K | Other securities | — | — | $35K | 0.2% | |
| JPMorgan Mid Cap Growth R6 | Other securities | — | — | $34K | 0.2% | |
| BNY Mellon | Other securities | — | — | $20K | 0.1% | |
| American Funds Trg Date Ret 2065 R6 | Mutual Funds | — | — | $14K | 0.1% | |
| American Funds Trg Date Ret 2010 R6 | Mutual Funds | — | — | $1K | <0.1% | |
| American Funds Trgt Date Ret 2070 R6 | Mutual Funds | — | — | $727 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
