Oltmans Companies' EIN is 47-3698702.
Download the official 2024 Form 5500 (PDF) for Oltmans Companies from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Oltmans Companies' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INS CO OF AMERICA | 84-0467907 | — | RECORDKEEPER | $40K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $22K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in employer securities] | Other | — | — | $44.8M | 48.3% | |
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $36.7M | 39.6% | |
| [Assets held in interest-bearing cash] | Other | — | — | $576K | 0.6% | |
| [Assets held in participant loans] | Other | — | — | $104K | 0.1% |
| WELLS FARGO ADVISORS |
| 34-1542819 |
| — |
| INVST MGT |
| $52K |
| — |
| AGINCOURT CAPITAL MANAGEMENT, LLC | 54-1947440 | — | INVST MGMT | $28K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEWPORT TRUST CO. | 27-4411131 | NEW YORK, NY | TRUSTEE | $82K | — |
