Megan Sumner signed Oregon Tool, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Oregon Tool, Inc.'s EIN is 63-0593908.
Download the official 2024 Form 5500 (PDF) for Oregon Tool, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Oregon Tool, Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), profit-sharing.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$192K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $104K | — |
| ROBERT W. BAIRD INC. |
| Provider | Nondisclosure info |
|---|---|
| — | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity Investments Growth Company | Mutual Funds | — | — | $65.8M | 22.3% | |
| Fidelity Investments 500 Index Fund | Common Collective Trusts | — | — | $51.3M | 17.4% | |
| Fidelity Investments Managed Income Portfolio | Mutual Funds | — | — | $23.4M | 7.9% | |
| MIP II CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 025 | Common Collective Trust | — | — | $22.0M | 7.5% | |
| Fidelity Investments Freedom 2030 Commingled Pool | Common Collective Trusts | — | — | $20.7M | 7.0% | |
| FID FRDM 2030 CP B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 201 | Common Collective Trust | — | — | $20.7M | 7.0% | |
| Fidelity Investments Freedom 2040 Commingled Pool | Common Collective Trusts | — | — | $16.8M | 5.7% | |
| FID FRDM 2040 CP B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 203 | Common Collective Trust | — | — | $16.8M | 5.7% | |
| Fidelity Investments Freedom 2035 Commingled Pool | Common Collective Trusts | — | — | $14.7M | 5.0% | |
| FID FRDM 2035 CP B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 202 | Common Collective Trust | — | — | $14.7M | 5.0% | |
| Fidelity Investments Freedom 2045 Commingled Pool | Common Collective Trusts | — | — | $12.7M | 4.3% | |
| FID FRDM 2045 CP B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 204 | Common Collective Trust | — | — | $12.7M | 4.3% | |
| Fidelity Investments Balanced Fund | Mutual Funds | — | — | $9.8M | 3.3% | |
| Fidelity Investments Freedom 2025 Commingled Pool | Common Collective Trusts | — | — | $9.6M | 3.3% | |
| FID FRDM 2025 CP B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 200 | Common Collective Trust | — | — | $9.6M | 3.3% | |
| Fidelity Investments Freedom 2050 Commingled Pool | Common Collective Trusts | — | — | $8.5M | 2.9% | |
| FID FRDM 2050 CP B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 205 | Common Collective Trust | — | — | $8.5M | 2.9% | |
| Fidelity Investments U.S. Bonds Index | Mutual Funds | — | — | $8.1M | 2.7% | |
| Fidelity Investments Mid Cap Stock | Mutual Funds | — | — | $7.9M | 2.7% | |
| MFS funds Mid Cap Value R3 | Mutual Funds | — | — | $7.0M | 2.4% | |
| Dodge & Cox Funds International Stock | Mutual Funds | — | — | $5.8M | 2.0% | |
| Clear Bridge International Growth Fund A | Other securities | — | — | $5.5M | 1.8% | |
| Vanguard Funds Mid-Cap Index Fund Institutional Share | Common Collective Trusts | — | — | $5.2M | 1.8% | |
| Fidelity Investments Freedom 2055 Commingled Pool | Common Collective Trusts | — | — | $5.1M | 1.7% | |
| FID FRDM 2055 CP B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 206 | Common Collective Trust | — | — | $5.1M | 1.7% | |
| Western Asset Core Plus Bond Fund Class I | Other securities | — | — | $3.6M | 1.2% | |
| Fidelity Investments Freedom 2020 Commingled Pool | Common Collective Trusts | — | — | $3.2M | 1.1% | |
| FID FRDM 2020 CP B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 199 | Common Collective Trust | — | — | $3.2M | 1.1% | |
| JP Morgan Funds U.S. Small Company Fund Class L | Common Stocks | — | — | $2.8M | 1.0% | |
| T Rowe Price Funds Equity Income | Mutual Funds | — | — | $2.8M | 1.0% | |
| Participants Participant loans (interest ranging from at 4.25% to 10.50%, maturing through 2039) - | Bonds / Notes | — | — | $2.2M | 0.7% | |
| Fidelity Investments Freedom 2060 Commingled Pool | Common Collective Trusts | — | — | $1.8M | 0.6% | |
| FID FRDM 2060 CP B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 207 | Common Collective Trust | — | — | $1.8M | 0.6% | |
| Black Rock Funds Mid Cap Growth Fund Class IS | Other securities | — | — | $1.0M | 0.4% | |
| Fidelity Investments Freedom 2010 Commingled Pool | Common Collective Trusts | — | — | $514K | 0.2% | |
| FID FRDM 2010 CP B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 197 | Common Collective Trust | — | — | $514K | 0.2% | |
| Fidelity Investments Freedom 2065 Commingled Pool | Common Collective Trusts | — | — | $445K | 0.2% | |
| FID FRDM 2065 CP B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 208 | Common Collective Trust | — | — | $445K | 0.2% | |
| Fidelity Investments Freedom 2015 Commingled Pool | Common Collective Trusts | — | — | $361K | 0.1% | |
| FID FRDM 2015 CP B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 198 | Common Collective Trust | — | — | $361K | 0.1% | |
| Fidelity Investments Freedom Income Commingled Pool | Common Collective Trusts | — | — | $294K | <0.1% | |
| FID FRDM INC CP B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 195 | Common Collective Trust | — | — | $294K | <0.1% | |
| FID FRDM 2005 CP B FIAM TRUST COMPANY · EIN 20-4659714 / PN 196 | 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.
| 39-6037917 |
| — |
| INVESTMENT ADVISOR |
| $59K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KBF CPAS LLP | 82-1030164 | — | ACCOUNTANT/AUDITOR | $17K | — |
