Jason HOLT signed CARY Oil Co., Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
CARY Oil Co., Inc.'s EIN is 56-0852011.
Download the official 2024 Form 5500 (PDF) for CARY Oil Co., Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)CARY Oil Co., Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENSUS LLC | 11-3665754 | — | NONE | $21K | — |
| LINCOLN NATIONAL CORPORATION | 35-0472300 | — | SERVICE PROVIDER | $11K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VERATIS ADVISORS | 56-2274965 | — | ADVISORY |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard 500 Index Admiral | Common Collective Trusts | — | — | $4.7M | 15.9% | |
| Vanguard Extended Market Index Admiral | Mutual Funds | — | — | $3.7M | 12.5% | |
| Fidelity Advisor Equity Growth Z | Mutual Funds | — | — | $3.4M | 11.3% | |
| Vanguard Equity-Income Adm | Mutual Funds | — | — | $2.6M | 8.7% | |
| PIMCO Total Return | Mutual Funds | — | — | $1.9M | 6.4% | |
| Dodge & Cox Income | Mutual Funds | — | — | $1.7M | 5.8% | |
| Vanguard Wellesley Income Admiral | Mutual Funds | — | — | $1.7M | 5.5% | |
| Lincoln Stable Value Account | Stable Value | — | — | $1.6M | 5.5% | |
| American Funds Fundamental | Mutual Funds | — | — | $1.4M | 4.7% | |
| Oakmark | Other securities | — | — | $1.1M | 3.6% | |
| Vanguard Total International Stock Index Admiral | Mutual Funds | — | — | $813K | 2.7% | |
| Vanguard Small Cap Value Index Admiral | Mutual Funds | — | — | $787K | 2.6% | |
| Loomis Sayles Small Cap Growth | Other securities | — | — | $767K | 2.6% | |
| JPMorgan Mid Cap Value | Other securities | — | — | $765K | 2.6% | |
| T. Rowe Price Mid-Cap Growth | Other securities | — | — | $746K | 2.5% | |
| DFA International Small Company | Mutual Funds | — | — | $445K | 1.5% | |
| Dodge & Cox International Stock | Mutual Funds | — | — | $439K | 1.5% | |
| Vanguard Real Estate Index Admiral | Mutual Funds | — | — | $437K | 1.5% | |
| American Funds Europacific Growth | Mutual Funds | — | — | $416K | 1.4% | |
| Vanguard Total Bond Market Index | Mutual Funds | — | — | $149K | 0.5% | |
| American Funds American Balanced | Mutual Funds | — | — | $138K | 0.5% | |
| Participant loans | Participant loans | — | — | $97K | 0.3% | |
| MORLEY STABLE VALUE FUND FEE CLASS MORLEY FINANCIAL SERVICES, INC. · EIN 93-6274329 / PN 125 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| $16K |
| — |
