Jennifer Raschke signed Oakworks, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Oakworks, Inc.'s EIN is 52-1462439.
Download the official 2024 Form 5500 (PDF) for Oakworks, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Oakworks, Inc.'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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $16K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $699 | — |
| 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 | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $4.8M | 67.4% | |
| [Assets held in common collective trust] | Other | — | — | $1.5M | 20.2% | |
| PUTNAM LARGE CAP GROWTH CLASS R GREAT GRAY · EIN 86-1876640 / PN 001 | Common Collective Trust | — | — | $959K | 13.3% | |
| LARGE CAP VALUE FUND CLASS R1 GREAT GRAY · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $341K | 4.7% | |
| [Assets held in participant loans] | Other | — | — | $131K | 1.8% | |
| PUTNAM SMALL CAP GROWTH CL R GREAT GRAY · EIN 86-1846156 / PN 677 | Common Collective Trust | — | — | $118K | 1.6% | |
| MID CAP GROWTH FUND FEE CLASS R1 GREAT GRAY · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $31K | 0.4% | |
| MFS MID CAP VALUE FUND CL 2W GREAT GRAY · EIN 38-4139822 / PN 000 | Common Collective Trust | — | — | $3K | <0.1% | |
| LORD ABBETT SMALL CAP GROWTH TRUST GREAT GRAY · EIN 38-4139856 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% |
| LEAFHOUSE FINANCIAL ADVISORS, LLC |
| — |
| AUSTIN, TX |
| OTHER |
| $3K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL | — | SAN DIEGO, CA | INVESTMENT ADVISOR | $19K | — |
