Ohio Eagle Distributing, LLC's EIN is 47-2304014.
Download the official 2024 Form 5500 (PDF) for Ohio Eagle Distributing, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Ohio Eagle Distributing, LLC'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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $37K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $5K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard 500 Index Admiral | Common Collective Trusts | — | — | $2.0M | 14.0% | |
| MassMutual Retiresmart by JPM 2025 | Other securities | — | — | $1.8M | 12.5% | |
| SAGIC Diversified Bond I | Other securities | — | — | $1.4M | 10.2% | |
| MassMutual Retiresmart by JPM 2040 I | Other securities | — | — | $1.2M | 8.4% | |
| MassMutual Retiresmart by JPM 2045 I | Other securities | — | — | $996K | 7.0% | |
| MassMutual Retiresmart by JPM 2035 I | Other securities | — | — | $927K | 6.5% | |
| MassMutual Retiresmart by JPM 2055 I | Other securities | — | — | $754K | 5.3% | |
| MassMutual Retiresmart by JPM 2050 I | Other securities | — | — | $709K | 5.0% | |
| MassMutual Blue Chip Growth I | Other securities | — | — | $697K | 4.9% | |
| MassMutual Retiresmart by JPM 2020 | Other securities | — | — | $487K | 3.4% | |
| Vanguard Small Cap Growth Index Admiral | Mutual Funds | — | — | $466K | 3.3% | |
| Columbia Contrarian Core Instl 3 | Other securities | — | — | $337K | 2.4% | |
| MFS Value R6 | Mutual Funds | — | — | $331K | 2.3% | |
| MassMutual Overseas I | Other securities | — | — | $323K | 2.3% | |
| MassMutual Core Bond I | Other securities | — | — | $300K | 2.1% | |
| American Century Mid Cap Value R6 | Other securities | — | — | $232K | 1.6% | |
| MassMutual Retiresmart by JPM 2030 | Other securities | — | — | $218K | 1.5% | |
| Vanguard Mid Cap Index Fund Admiral | Common Collective Trusts | — | — | $177K | 1.2% | |
| MassMutual Mid Cap Growth I | Other securities | — | — | $170K | 1.2% | |
| DFA Emerging Markets Core Equity I | Mutual Funds | — | — | $139K | 1.0% | |
| DFA US Targeted Value I | Mutual Funds | — | — | $130K | 0.9% | |
| Vanguard Small Cap Index ADM | Mutual Funds | — | — | $111K | 0.8% | |
| Pioneer Strategic Income K | Other securities | — | — | $53K | 0.4% | |
| PIMCO Global Bond Opps (USO-HEDGED) Inst | Mutual Funds | — | — | $46K | 0.3% | |
| Vanguard Real Estate Index Admiral | Mutual Funds | — | — | $38K | 0.3% | |
| MassMutual High Yield I | Other securities | — | — | $31K | 0.2% | |
| MassMutual Retiresmart by JPM IN RET I | Other securities | — | — | $10K | <0.1% | |
| MassMutual US Government Mny Mkt Fd | Other securities | — | — | $10K | <0.1% | |
| Notes receivable from participants | Other securities | — | — | $5K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| MORGAN STANLEY INSURANCE SERVICES I |
| — |
| NEW YORK, NY |
| BROKER/ADVISER |
| $0 |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KB PENSION SERVICES INC | — | LAKEWOOD RANCH, FL | CONTRACT ADMIN | $5K | — |
