Luzviminda Wade signed Onegoal's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Onegoal's EIN is 56-2369898.
Download the official 2024 Form 5500 (PDF) for Onegoal from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Onegoal'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 | $30K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $0 | — |
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 Group Total Stock Market Index Admiral Fund | Common Collective Trusts | — | — | $2.2M | 14.8% | |
| Vanguard Group Dev Mkts Index Admiral Fund | Mutual Funds | — | — | $1.6M | 11.2% | |
| Blackrock Advisors, LLC Emerging Markets Fund | Other securities | — | — | $1.5M | 10.0% | |
| LARGE CAP GROWTH FUND II R1 FD GREAT GRAY TRUST COMPANY · EIN 38-4139848 / PN 626 | Common Collective Trust | — | — | $1.4M | 9.7% | |
| LARGE CAP VALUE II FUND GREAT GRAY TRUST COMPANY · EIN 38-7264544 / PN 707 | Common Collective Trust | — | — | $1.4M | 9.7% | |
| Principal Life Insurance Fixed Income Guaranteed Option | Other securities | — | — | $688K | 4.7% | |
| JPMorgan JP Morgan Core Plus Bond R6 Fund | Other securities | — | — | $652K | 4.5% | |
| PIMCO Income Institutional Fund | Mutual Funds | — | — | $642K | 4.4% | |
| Vanguard Group Mid Cap Growth Index Admiral Fund | Mutual Funds | — | — | $638K | 4.4% | |
| Blackrock Advisors, LLC iShares Russell 2000 Small Cap Index K Fund | Common Collective Trusts | — | — | $530K | 3.6% | |
| Vanguard Group Mid Cap Value Index Admiral Fund | Mutual Funds | — | — | $524K | 3.6% | |
| SMALL CAP VALUE II R1 FUND GREAT GRAY TRUST COMPANY · EIN 38-4126250 / PN 554 | Common Collective Trust | — | — | $509K | 3.5% | |
| Vanguard Group Mid Cap Index Admiral Fund | Mutual Funds | — | — | $503K | 3.5% | |
| SMALL CAP GROWTH FUND II R1 GREAT GRAY TRUST COMPANY · EIN 38-4126288 / PN 592 | Common Collective Trust | — | — | $454K | 3.1% | |
| BLACKROCK LFPTH IDX 2050 S FD GREAT GRAY TRUST COMPANY · EIN 26-3763031 / PN 149 | Common Collective Trust | — | — | $345K | 2.4% | |
| BLACKROCK LFPTH INDX 2055 S FD GREAT GRAY TRUST COMPANY · EIN 46-3302432 / PN 178 | Common Collective Trust | — | — | $214K | 1.5% | |
| Participants Participant Loans Rates from 5.25% to 10.50% - | Bonds / Notes | — | — | $179K | 1.2% | |
| BLACKROCK LFPTH IDX 2040 S FD GREAT GRAY TRUST COMPANY · EIN 26-3770208 / PN 151 | Common Collective Trust | — | — | $169K | 1.2% | |
| BLACKROCK LFPTH IDX 2060 S FD GREAT GRAY TRUST COMPANY · EIN 47-2700166 / PN 158 | Common Collective Trust | — | — | $150K | 1.0% | |
| BLACKROCK LFPTH IDX 2065 S FD GREAT GRAY TRUST COMPANY · EIN 38-4126295 / PN 598 | Common Collective Trust | — | — | $92K | 0.6% | |
| BLACKROCK LFPTH INDX 2045 S FD GREAT GRAY TRUST COMPANY · EIN 26-3770058 / PN 150 | Common Collective Trust | — | — | $77K | 0.5% | |
| Vanguard Group Real Estate Index Admiral Fund | Mutual Funds | — | — | $33K | 0.2% | |
| INTERNATIONAL GROWTH II R1 FD GREAT GRAY TRUST COMPANY · EIN 38-4139842 / PN 619 | Common Collective Trust | — | — | $24K | 0.2% | |
| Blackrock Advisors, LLC Lifepath Index Retirement S Fund | Other securities | — | — | $19K | 0.1% | |
| BLACKROCK LFPTH IDX RTMT S FD GREAT GRAY TRUST COMPANY · EIN 26-3773846 / PN 157 | Common Collective Trust | — | — | $19K | 0.1% | |
| Blackrock Advisors, LLC High Yield Bond Portfolio | Other securities | — | — | $15K | <0.1% | |
| Fidelity Investments International Small Cap Fund - Class Z | Mutual Funds | — | — | $14K | <0.1% | |
| Dimensional Fund Advisors Inflation Protected Securities Portfolio | Mutual Funds | — | — | $11K | <0.1% | |
| BLACKROCK LFPTH IDX 2030 S FD GREAT GRAY TRUST COMPANY · EIN 26-3770302 / PN 153 | Common Collective Trust | — | — | $4K | <0.1% | |
| Franklin Utilities Franklin Utilities Fund | Mutual Funds | — | — | $3K | <0.1% | |
| CORE PLUS BOND FUND II CL R1 GREAT GRAY TRUST COMPANY · EIN 38-7271377 / PN 758 | 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.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MMA SECURITIES LLC | 22-3570392 | — | INVESTMENT ADVISORY | $30K | — |
