Robert Mendoza signed OCI Enterprises Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
OCI Enterprises Inc.'s EIN is 52-1700720.
Download the official 2024 Form 5500 (PDF) for OCI Enterprises Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)OCI Enterprises Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, 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 |
|---|---|---|---|---|---|
| JOHN HANCOCK | 01-0233346 | — | RETAINED BY PLAN SPONSOR | $53K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CARSON WEALTH MANAGEMENT | 27-4011107 | — | RETAINED BY EMPLOYER | $37K | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fd Mutual Fund | Common Collective Trusts | — | — | $3.9M | 21.7% | |
| JP Morgan Large Growth R6 Mutual Fund | Other securities | — | — | $1.9M | 10.4% | |
| STABLE VALUE FUND R1 GREAT GRAY TRUST COMPANY · EIN 85-4031707 / PN 653 | Common Collective Trust | — | — | $1.3M | 7.4% | |
| WILMINGTON TRUST LARGE CAP VALUE R1 GREAT GRAY TRUST COMPANY · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $1.3M | 7.3% | |
| Fidelity Mid Cap Index Fund Mutual Fund | Common Collective Trusts | — | — | $897K | 5.0% | |
| Fidelity International Idx Fd Mutual Fund | Common Collective Trusts | — | — | $886K | 4.9% | |
| Fidelity Sm Cap Index Fund Mutual Fund | Common Collective Trusts | — | — | $783K | 4.4% | |
| Principal Midcap Value I R6 Mutual Fund | Other securities | — | — | $776K | 4.3% | |
| DFA US Targeted Value Prt I Mutual Fund | Mutual Funds | — | — | $707K | 3.9% | |
| Federated MDT MC Growth R6 Mutual Fund | Other securities | — | — | $661K | 3.7% | |
| INTERNATIONAL EQUITY FUND R1 GREAT GRAY TRUST COMPANY · EIN 38-4139853 / PN 631 | Common Collective Trust | — | — | $643K | 3.6% | |
| Vanguard Health Care Idx Adm Mutual Fund | Common Collective Trusts | — | — | $574K | 3.2% | |
| BlackRock Emerging Markets K Mutual Fund | Other securities | — | — | $572K | 3.2% | |
| COHEN & STEERS US REALTY RS PRUDENTIAL RETIREMENT INSURANCE & ASSUITY COMPANY · EIN 06-1050034 / PN 305 | Common Collective Trust | — | — | $536K | 3.0% | |
| Putnam International Value R6 Mutual Fund | Mutual Funds | — | — | $456K | 2.5% | |
| American Century MSect Inc R6 Mutual Fund | Common Stocks | — | — | $373K | 2.1% | |
| Putnam SC Growth R6 Mutual Fund | Mutual Funds | — | — | $361K | 2.0% | |
| The Bond Fund of America R6 Mutual Fund | Other securities | — | — | $325K | 1.8% | |
| Notes receivable from participants Bearing interest at 4.25%-9.50% - | Bonds / Notes | — | — | $314K | 1.8% | |
| Fidelity US Bond Index Fd Mutual Fund | Mutual Funds | — | — | $276K | 1.5% | |
| Exhibit B – Schedule of Delinquent Participant Contributions Participant Total that Constitute Nonexempt Prohibited Transactions Total Fully Contributions Corrected Under Transferred Late VFCP and PTE to Plan | Other securities | — | — | $171K | 1.0% | |
| Manning Napier HY Bd Series Z Mutual Fund | Other securities | — | — | $154K | 0.9% | |
| Late/Missed Year Contributions Loan Repayments Total 2023 | Other securities | — | $8K | $133K | 0.7% | |
| Nuveen Infln Linked Bond R6 Mutual Fund | Mutual Funds | — | — | $115K | 0.6% | |
| BNY Mellon Natural Resources Y Mutual Fund | Other securities | — | — | $67K | 0.4% | |
| JPMorgan US Govt MMkt Cap CI Interest Bearing Cash | Cash / Money Market | — | — | $38K | 0.2% | |
| PGIM Quant Solut Comm Strat R6 Mutual Fund | Other securities | — | — | $31K | 0.2% | |
| INTERNATIONAL GROWTH FUND II R1 GREAT GRAY TRUST COMPANY · EIN 38-4139842 / PN 619 | Common Collective Trust | — | — | $0 | <0.1% |
