Susan Oliveri signed Oak Crest Village, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Oak Crest Village, Inc.'s EIN is 52-1874053.
Download the official 2024 Form 5500 (PDF) for Oak Crest Village, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Oak Crest Village, 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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $690K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS, L | 26-0058143 | — | INVESTMENT ADVISORY | $67K | — |
| VENABLE LLP |
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 | |||||
|---|---|---|---|---|---|---|
| VANGUARD TRGT RTMT 2030 TR PLS VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735964 / PN 001 | Common Collective Trust | — | — | $37.9M | 12.9% | |
| VANGUARD TRGT RTMT 2035 TR PLS VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735965 / PN 001 | Common Collective Trust | — | — | $32.9M | 11.2% | |
| VANGUARD TRGT RTMT 2025 TR PLS VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735963 / PN 001 | Common Collective Trust | — | — | $32.5M | 11.0% | |
| VANGUARD TRGT RTMT 2040 TR PLS VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735971 / PN 001 | Common Collective Trust | — | — | $28.9M | 9.8% | |
| VANGUARD TRGT RTMT 2045 TR PLS VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735972 / PN 001 | Common Collective Trust | — | — | $25.9M | 8.8% | |
| VANGUARD TRGT RTMT 2050 TR PLS VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735976 / PN 001 | Common Collective Trust | — | — | $19.0M | 6.4% | |
| GALLIARD STABLE RETURN PN SEI TRUST COMPANY · EIN 41-6202499 / PN 001 | Common Collective Trust | — | — | $15.4M | 5.2% | |
| VANGUARD TRGT RTMT 2020 TR PLS VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735899 / PN 001 | Common Collective Trust | — | — | $13.4M | 4.5% | |
| VANGUARD TRGT RTMT 2055 TR PLS VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735978 / PN 001 | Common Collective Trust | — | — | $13.2M | 4.5% | |
| NT COLL S&P 500 IDX FD TIER 3 NORTHERN TRUST GLOBAL INVESTMENTS · EIN 45-6138589 / PN 002 | Common Collective Trust | — | — | $11.7M | 4.0% | |
| VANGUARD TRGT RTMT 2060 TR PLS VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799736 / PN 001 | Common Collective Trust | — | — | $8.6M | 2.9% | |
| T. ROWE PRICE GR STK TR C CIT T ROWE PRICE TRUST COMPANY · EIN 52-6559833 / PN 013 | Common Collective Trust | — | — | $8.2M | 2.8% | |
| Participants | Other securities | — | — | $7.8M | 2.6% | |
| Vanguard Target Retirement Trust II | Mutual Funds | — | — | $5.8M | 2.0% | |
| VANGUARD TRGT RTMT INC TR PLUS VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735883 / PN 001 | Common Collective Trust | — | — | $5.8M | 2.0% | |
| Am Fnd Inv Com Of Am R6 Fund | Common Stocks | — | — | $3.6M | 1.2% | |
| JP Morgan MidCpValue L Fund | Other securities | — | — | $2.1M | 0.7% | |
| VANGUARD TRGT RTMT 2065 TR PLS VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6204383 / PN 001 | Common Collective Trust | — | — | $2.1M | 0.7% | |
| Am Fds EuroPacific Grth R6 Fd | Other securities | — | — | $1.7M | 0.6% | |
| MassMutual Mid Cap Gr I Fd | Other securities | — | — | $1.7M | 0.6% | |
| NT COLL AGGREGT BD IDX TIER 3 NORTHERN TRUST GLOBAL INVESTMENTS · EIN 45-6138589 / PN 088 | Common Collective Trust | — | — | $1.7M | 0.6% | |
| PRIN/BR S&P 500 INDEX CIT TR SEI TRUST COMPANY · EIN 94-3224211 / PN 001 | Common Collective Trust | — | — | $1.2M | 0.4% | |
| Neuberger Berm Genesis R6 Fund | Other securities | — | — | $1.2M | 0.4% | |
| MFS Intl Intrinsic Value R6 Fund | Mutual Funds | — | — | $1.0M | 0.4% | |
| JP Morgan Core Plus Bond R6 Fund | Other securities | — | — | $890K | 0.3% | |
| NT COLL EXT EQY MKT IDX TIER 3 NORTHERN TRUST GLOBAL INVESTMENTS · EIN 45-6138589 / PN 110 | Common Collective Trust | — | — | $816K | 0.3% | |
| VANGUARD TAR RET 2070 TR PLUS VANGUARD FIDUCIARY TRUST COMPANY · EIN 88-6095930 / PN 001 | Common Collective Trust | — | — | $686K | 0.2% | |
| NT COL ACWI EXUS IV MKT IX T3 NORTHERN TRUST GLOBAL INVESTMENTS · EIN 45-6138589 / PN 223 | Common Collective Trust | — | — | $674K | 0.2% | |
| PRIN/BR INTL EQ INDX CIT TR SEI TRUST COMPANY · EIN 52-2265229 / PN 001 | Common Collective Trust | — | — | $655K | 0.2% | |
| Victory Sycamore Small Co Opp I Fund | Common Stocks | — | — | $648K | 0.2% | |
| Clearbridge Small Cap Growth Fund | Other securities | — | — | $621K | 0.2% | |
| PRIN/BR AGG BD INDEX CIT TR SEI TRUST COMPANY · EIN 20-5699010 / PN 001 | Common Collective Trust | — | — | $534K | 0.2% | |
| ALLSPRING CORE BD CIT TR SEI TRUST COMPANY · EIN 94-3222878 / PN 001 | Common Collective Trust | — | — | $503K | 0.2% | |
| PRIN/BR S&P MID INDEX CIT TR SEI TRUST COMPANY · EIN 52-2265235 / PN 001 | Common Collective Trust | — | — | $332K | 0.1% | |
| PIMCO Real Return Fund | Mutual Funds | — | — | $271K | <0.1% | |
| Acadian Emerging Markets I | Other securities | — | — | $243K | <0.1% | |
| Northern Global Real Estate Ix | Other securities | — | — | $243K | <0.1% | |
| PRIN/BR RUSS 2000 I CIT TR SEI TRUST COMPANY · EIN 52-2265233 / PN 001 | Common Collective Trust | — | — | $214K | <0.1% | |
| Am Fund EuroPacific Growth R6 | Other securities | — | — | $210K | <0.1% | |
| PRIN/MFS VALUE CIT TR SEI TRUST COMPANY · EIN 45-6648640 / PN 001 | Common Collective Trust | — | — | $170K | <0.1% | |
| PRIN/T.ROWE I LGC GR CIT TR SEI TRUST COMPANY · EIN 45-6648614 / PN 001 | Common Collective Trust | — | — | $150K | <0.1% | |
| PRIN/MULTI SM CAP CIT TR SEI TRUST COMPANY · EIN 45-6648658 / PN 001 | Common Collective Trust | — | — | $86K | <0.1% | |
| PIMCO High Yield I - TR | Mutual Funds | — | — | $79K | <0.1% | |
| MFS Value R6 Fund | Mutual Funds | — | — | $15K | <0.1% | |
| GALLIARD STABLE RETURN PNTR SEI TRUST COMPANY · EIN 46-6208187 / PN 001 | Common Collective Trust | — | — | $2K | <0.1% | |
| T. Rowe Price Int'l Bond Fund | Other securities | — | — | $1K | <0.1% | |
| PRIN/D&C INT BOND CIT TR SEI TRUST COMPANY · EIN 47-6566265 / PN 001 | Common Collective Trust | — | — | $742 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 52-0517250 |
| — |
| INVESTMENT ADVISORY |
| $1K |
| — |
