Steven Troutman signed Oncue Marketing, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Oncue Marketing, LLC's EIN is 51-0506869.
Download the official 2024 Form 5500 (PDF) for Oncue Marketing, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Oncue Marketing, 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 CO | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $74K | — |
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|
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 | |||||
|---|---|---|---|---|---|---|
| RETPILOT AMERI FDS 2040 CL R1 GREAT GRAY TRUST COMPANY · EIN 38-7304144 / PN 001 | Common Collective Trust | — | — | $789K | 11.8% | |
| RETPILOT AMERI FDS 2055 CL R1 GREAT GRAY TRUST COMPANY · EIN 38-7304147 / PN 001 | Common Collective Trust | — | — | $780K | 11.7% | |
| RETPILOT AMERI FDS 2045 CL R1 GREAT GRAY TRUST COMPANY · EIN 38-7304145 / PN 001 | Common Collective Trust | — | — | $713K | 10.7% | |
| RETPILOT AMERI FDS 2020 CL R1 GREAT GRAY TRUST COMPANY · EIN 38-7304140 / PN 001 | Common Collective Trust | — | — | $660K | 9.9% | |
| RETPILOT AMERI FDS 2025 CL R1 GREAT GRAY TRUST COMPANY · EIN 38-7304141 / PN 001 | Common Collective Trust | — | — | $592K | 8.9% | |
| RETPILOT AMERI FDS 2035 CL R1 GREAT GRAY TRUST COMPANY · EIN 38-7304143 / PN 001 | Common Collective Trust | — | — | $586K | 8.8% | |
| RETPILOT AMERI FDS 2050 CL R1 GREAT GRAY TRUST COMPANY · EIN 38-7304146 / PN 001 | Common Collective Trust | — | — | $584K | 8.8% | |
| RETPILOT AMERI FDS 2060 CL R1 GREAT GRAY TRUST COMPANY · EIN 38-7304148 / PN 001 | Common Collective Trust | — | — | $557K | 8.4% | |
| Fidelity 500 INDEX N/A | Mutual Funds | — | — | $300K | 4.5% | |
| RETPILOT AMERI FDS 2065 CL R1 GREAT GRAY TRUST COMPANY · EIN 38-7304149 / PN 001 | Common Collective Trust | — | — | $224K | 3.4% | |
| RETPILOT AMERI FDS 2030 CL R1 GREAT GRAY TRUST COMPANY · EIN 38-7304142 / PN 001 | Common Collective Trust | — | — | $203K | 3.0% | |
| Virtus Investment Advisers,InVirtus Silvant Focused Growth R6 Fund N/A | Other securities | — | — | $132K | 2.0% | |
| RETPILOT AMERI FDS 2015 CL R1 GREAT GRAY TRUST COMPANY · EIN 38-7304139 / PN 001 | Common Collective Trust | — | — | $129K | 1.9% | |
| MFS International MFS INTERNATIONAL GROWTH R6 N/A | Mutual Funds | — | — | $54K | 0.8% | |
| Fidelity MID CAP INDEX N/A | Mutual Funds | — | — | $47K | 0.7% | |
| New World NEW WORLD FUND INC N/A | Common Stocks | — | — | $44K | 0.7% | |
| Blackrock ADVANTAGE LARGE CAP CORE K N/A | Other securities | — | — | $41K | 0.6% | |
| Fidelity ADVISOR TOTAL BOND Z N/A | Mutual Funds | — | — | $33K | 0.5% | |
| Pimco Investment LLC PIMCO RAE US SMALL FUND N/A | Mutual Funds | — | — | $29K | 0.4% | |
| MFS International MFS MID CAP VALUE R6 FUND N/A | Mutual Funds | — | — | $24K | 0.4% | |
| American Funds AMERICAN FUNDS BOND FUND OF AMER R6 N/A | Mutual Funds | — | — | $23K | 0.3% | |
| JP Morgan JPMORGAN LARGE CAP VALUE R6 N/A | Other securities | — | — | $22K | 0.3% | |
| Fidelity SMALL CAP INDEX N/A | Mutual Funds | — | — | $22K | 0.3% | |
| PRIN REAL ESTATE SECS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | — | — | $20K | 0.3% | |
| Blackrock MID-CAP GROWTH EQUITY K N/A | Other securities | — | — | $13K | 0.2% | |
| American Century AMERICAN CENTURY INFLATION ADJ BOND R6 N/A | Other securities | — | — | $11K | 0.2% | |
| Alliance Bernstein AB SMALL CAP GROWTH Z N/A | Other securities | — | — | $10K | 0.2% | |
| ClearBridge MID CAP CLASS IS N/A | Other securities | — | — | $6K | <0.1% | |
| Pimco Investment LLC PIMCO INCOME INSTL N/A | Mutual Funds | — | — | $5K | <0.1% | |
| T. Rowe T. ROWE PRICE SMALL-CAP VALUE I N/A | Other securities | — | — | $5K | <0.1% | |
| JP Morgan JPMORGAN HIGH YIELD R6 N/A | Other securities | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| NORTHWESTERN MUTUAL WEALTH MGMT CO | — | MILWAUKEE, WI | INVESTMENT ADVISORY | $26K | — |
| EMPOWER ADVISORY GROUP LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MANAGEMENT | $13K | — |
| WILSHIRE ADVISORS LLC | 95-2755361 | — | INVESTMENT ADVISORY | $0 | — |
