Briauna Batte-Davis signed OGLE School Management LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
OGLE School Management LLC's EIN is 47-1863443.
Download the official 2024 Form 5500 (PDF) for OGLE School Management LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)OGLE School Management 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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $8K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | 13-5674085 |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| AMERFDS 2040 TARG DATE RET-R4 | Registered Investment Companies | — | — | $496K | 15.0% | |
| AMERFDS 2050 TARG DATE RET-R4 | Registered Investment Companies | — | — | $451K | 13.6% | |
| AMERFDS 2045 TARG DATE RET-R4 | Registered Investment Companies | — | — | $426K | 12.9% | |
| AMERFDS 2030 TARG DATE RET-R4 | Registered Investment Companies | — | — | $419K | 12.7% | |
| AMERFDS 2035 TARG DATE RET-R4 | Registered Investment Companies | — | — | $371K | 11.2% | |
| AMERFDS 2055 TARG DATE RET-R4 | Registered Investment Companies | — | — | $273K | 8.3% | |
| AMERFDS 2060 TARG DATE RET-R4 | Registered Investment Companies | — | — | $170K | 5.1% | |
| AMERFDS 2025 TARG DATE RET-R4 | Registered Investment Companies | — | — | $124K | 3.7% | |
| ISHARES S&P 500 INDEX A | Registered Investment Companies | — | — | $105K | 3.2% | |
| AMERFDS 2020 TARG DATE RET-R4 | Registered Investment Companies | — | — | $88K | 2.7% | |
| COLUMBIA BALANCED A | Registered Investment Companies | — | — | $60K | 1.8% | |
| ISHARES MSCI EAFE INTL INDEX A | Registered Investment Companies | — | — | $48K | 1.5% | |
| ISHARES RUSSELL 2000 SM CAP A | Registered Investment Companies | — | — | $48K | 1.4% | |
| COLUMBIA MID CAP IDX A | Registered Investment Companies | — | — | $37K | 1.1% | |
| CLEARBRIDGE LARGE CAP GROWTH A | Registered Investment Companies | — | — | $31K | 0.9% | |
| AMERFUNDS 2065 TARG DATERET R6 | Registered Investment Companies | — | — | $23K | 0.7% | |
| AMERICAN FUNDS NEW WRLD - R4 | Registered Investment Companies | — | — | $19K | 0.6% | |
| PIMCO INCOME FUND - A 40 REGISTERED INVESTMENT COMPANY INVESCO DIVERSIFIED DIV A | Registered Investment Companies | — | — | $17K | 0.5% | |
| INVESCO GLOBAL A | Registered Investment Companies | — | — | $14K | 0.4% | |
| BLACKROCK FEDFUND - PREMIER | Registered Investment Companies | — | — | $6K | 0.2% | |
| AMERFDS 2015 TARG DATE RET-R4 | Registered Investment Companies | — | — | $6K | 0.2% | |
| WESTERN ASSET CORE BOND - A | Registered Investment Companies | — | — | $5K | 0.2% | |
| MACQUARIE SYST EMMKTS EQ Y | Registered Investment Companies | — | — | $5K | 0.1% | |
| (1) X This form is filed for a CCT, PSA, or MTIA. | Pooled Separate Accounts | — | — | $3K | <0.1% | |
| (1) X DOL Regulation 2520.103-8 (2) X DOL Regulation 2520.103-12(d) (3) X neither DOL Regulation 2520.103-8 nor DOL Regulation 2520.103-12(d). | Other securities | — | $3K | $3K | <0.1% | |
| Yes No Amount a | Other securities | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| INVESTMENT ADVISOR |
| $7K |
| — |
