DOUG Barnett signed Outcomes One, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Outcomes One, Inc.'s EIN is 59-1710804.
Download the official 2024 Form 5500 (PDF) for Outcomes One, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Outcomes One, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 | $116K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MAI CAPITAL MANAGEMENT, LLC | 61-1495162 | — | INVESTMENT ADVISORY | $0 | — |
| WILSHIRE ADVISORS LLC |
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 | |||||
|---|---|---|---|---|---|---|
| FLEXPATH IDX+ MOD 2055 R1 GREAT GRAY TRUST COMPANY · EIN 47-3188067 / PN 238 | Common Collective Trust | — | — | $8.4M | 21.2% | |
| FLEXPATH IDX+ MOD 2045 R1 GREAT GRAY TRUST COMPANY · EIN 47-2961375 / PN 235 | Common Collective Trust | — | — | $6.7M | 16.9% | |
| FLEXPATH IDX+ MOD 2035 R1 GREAT GRAY TRUST COMPANY · EIN 47-3002484 / PN 232 | Common Collective Trust | — | — | $4.4M | 11.1% | |
| BLACKROCK EQTY INDX FD CLASS 1 GREAT GRAY TRUST COMPANY · EIN 20-3802168 / PN 001 | Common Collective Trust | — | — | $3.7M | 9.2% | |
| PRIN BLUE CHIP SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 133 | Pooled Separate Account | — | — | $1.8M | 4.5% | |
| The American Funds Amer Bal R6 Fd | Mutual Funds | — | — | $1.8M | 4.4% | |
| FLEXPATH IDX+ AGG 2045 R1 GREAT GRAY TRUST COMPANY · EIN 47-3026996 / PN 234 | Common Collective Trust | — | — | $1.4M | 3.6% | |
| FLEXPATH IDX+ AGG 2055 R1 GREAT GRAY TRUST COMPANY · EIN 47-3170652 / PN 237 | Common Collective Trust | — | — | $1.4M | 3.6% | |
| Reliance Trust Company MetLife SV Fd Ser 25053 Cl 0 | Common Stocks | — | — | $1.3M | 3.2% | |
| METLIFE SV FD SER 25053 CL 0 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $1.1M | 2.8% | |
| FLEXPATH IDX+ MOD RETIRE R1 GREAT GRAY TRUST COMPANY · EIN 47-2851418 / PN 226 | Common Collective Trust | — | — | $1.1M | 2.8% | |
| Vanguard Group Small Cap Index Adm Fund | Mutual Funds | — | — | $1.0M | 2.6% | |
| FLEXPATH INDEX+ MOD 2065 R1 GREAT GRAY TRUST COMPANY · EIN 38-7271382 / PN 763 | Common Collective Trust | — | — | $941K | 2.4% | |
| FLEXPATH IDX+ AGG 2035 R1 GREAT GRAY TRUST COMPANY · EIN 47-2987118 / PN 231 | Common Collective Trust | — | — | $893K | 2.2% | |
| BLACKROCK EAFE EQ INDX FD CL 1 GREAT GRAY TRUST COMPANY · EIN 20-3802495 / PN 007 | Common Collective Trust | — | — | $597K | 1.5% | |
| FLEXPATH IDX+ CON RETIRE R1 GREAT GRAY TRUST COMPANY · EIN 47-2916729 / PN 227 | Common Collective Trust | — | — | $515K | 1.3% | |
| Vanguard Group Mid Cap Index Adm Fd | Mutual Funds | — | — | $442K | 1.1% | |
| LARGE CAP VALUE R1 FUND GREAT GRAY TRUST COMPANY · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $417K | 1.0% | |
| American Century Investments Mid-Cap Val R6 | Other securities | — | — | $416K | 1.0% | |
| The American Funds New Prsp R6 Fund | Mutual Funds | — | — | $397K | 1.0% | |
| FLEXPATH IDX+ CON 2045 R1 GREAT GRAY TRUST COMPANY · EIN 47-3144367 / PN 236 | Common Collective Trust | — | — | $293K | 0.7% | |
| Eagle Financial Services, Inc Carillon Eagle MidCaGwth R6 | Common Stocks | — | — | $193K | 0.5% | |
| Vanguard Group Explorer Admiral Fund | Mutual Funds | — | — | $183K | 0.5% | |
| FLEXPATH IDX+ CON 2055 R1 GREAT GRAY TRUST COMPANY · EIN 47-3216409 / PN 239 | Common Collective Trust | — | — | $178K | 0.4% | |
| FLEXPATH IDX+ AGG RETIRE R1 GREAT GRAY TRUST COMPANY · EIN 47-2836296 / PN 225 | Common Collective Trust | — | — | $172K | 0.4% | |
| INTERNATIONAL GROWTH II R1 FD GREAT GRAY TRUST COMPANY · EIN 38-4139842 / PN 619 | Common Collective Trust | — | — | $166K | 0.4% | |
| Vanguard Group Energy Adm Fund | Mutual Funds | — | — | $139K | 0.4% | |
| CORE BOND R1 FUND GREAT GRAY TRUST COMPANY · EIN 82-1986152 / PN 325 | Common Collective Trust | — | — | $129K | 0.3% | |
| BLACKROCK US DBT IDX FD CL 1 GREAT GRAY TRUST COMPANY · EIN 20-3802445 / PN 010 | Common Collective Trust | — | — | $109K | 0.3% | |
| PRIN REAL ESTATE SECS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | — | — | $108K | 0.3% | |
| American Funds Service Company AM Funds Infla Linked Bd R6 Fd | Mutual Funds | — | — | $106K | 0.3% | |
| The American Funds New World R6 | Mutual Funds | — | — | $96K | 0.2% | |
| Pioneer Strategic Income K Fd | Other securities | — | — | $88K | 0.2% | |
| FLEXPATH INDEX+ AGG 2065 R1 GREAT GRAY TRUST COMPANY · EIN 38-7271381 / PN 762 | Common Collective Trust | — | — | $79K | 0.2% | |
| The American Funds AM Hi-Inc Trs R6 | Mutual Funds | — | — | $71K | 0.2% | |
| FLEXPATH IDX+ CON 2035 R1 GREAT GRAY TRUST COMPANY · EIN 47-3018134 / PN 233 | Common Collective Trust | — | — | $46K | 0.1% | |
| (E) | Other securities | — | — | $46K | 0.1% | |
| SMALL CAP GROWTH FUND II R1 GREAT GRAY TRUST COMPANY · EIN 38-4126288 / PN 592 | Common Collective Trust | — | — | $45K | 0.1% | |
| American Funds Service Company Mortgage R6 Fd | Mutual Funds | — | — | $19K | <0.1% | |
| PRIN SMCAP VALUE II SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 096 | Pooled Separate Account | — | — | $15K | <0.1% | |
| FLEXPATH IDX+ MOD 2025 R1 GREAT GRAY TRUST COMPANY · EIN 47-2950747 / PN 229 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH IDX+ CON 2025 R1 GREAT GRAY TRUST COMPANY · EIN 47-2961375 / PN 230 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH INDEX+ CONS 2065 R1 GREAT GRAY TRUST COMPANY · EIN 38-7271383 / PN 764 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH IDX+ AGG 2025 R1 GREAT GRAY TRUST COMPANY · EIN 47-2935740 / PN 228 | 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.
| 95-2755361 |
| — |
| INVESTMENT ADVISORY |
| $0 |
| — |
