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 a defined-benefit pension formula.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY MANAGEMENT TRUST COMPANY | 04-2723880 | — | ACTUARY/CONSULTING | $348K | — |
| FIDELITY MANAGEMENT TRUST COMPANY | 04-2647786 | — | INVEST MGMT | $242K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ROBERT W BAIRD & CO |
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 | |||||
|---|---|---|---|---|---|---|
| SPARTAN 500 INDEX POOL GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC · EIN 82-6293122 / PN 001 | Common Collective Trust | — | $10.7M | $16.1M | 26.2% | |
| PIMCO Long Duration Total Return Fund | Mutual Funds | — | $9.2M | $8.8M | 14.4% | |
| PRUDENTIAL US LONG DURATION CORP BD PRUDENTIAL TRUST COMPANY · EIN 23-6994310 / PN 159 | Common Collective Trust | — | $8.3M | $8.0M | 13.1% | |
| FIAM LONG CORPORATE A OR BETTER FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST CO · EIN 20-4659714 / PN 103 | Common Collective Trust | — | $4.8M | $4.7M | 7.6% | |
| FIAM LONG US TREASURY STRIPS INDEX FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST CO · EIN 20-4659714 / PN 120 | Common Collective Trust | — | $4.3M | $4.0M | 6.5% | |
| FIAM SMALL MID CAP OPPORTUNITIES FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST CO · EIN 20-4659714 / PN 210 | Common Collective Trust | — | $2.4M | $2.4M | 4.0% | |
| FIAM LONG DURATION COMMINGLED POOL FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST CO · EIN 20-4659714 / PN 053 | Common Collective Trust | — | $2.3M | $2.2M | 3.6% | |
| SPARTAN DEVELOPED INTERNATIONAL IDX GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC · EIN 82-6293122 / PN 006 | Common Collective Trust | — | $1.8M | $2.2M | 3.6% | |
| FIAM EMERGING MARKETS CM POOL FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST CO · EIN 20-4659714 / PN 032 | Common Collective Trust | — | $1.6M | $1.7M | 2.8% | |
| FIAM SELECT EMERGING MARKETS EQUITY FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST CO · EIN 20-4659714 / PN 100 | Common Collective Trust | — | $1.6M | $1.7M | 2.8% | |
| FIAM U.S. Real Estate Investment Trust | Other securities | — | $1.6M | $1.7M | 2.8% | |
| FIAM REIT COMMINGLED POOL FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST CO · EIN 20-4659714 / PN 005 | Common Collective Trust | — | — | $1.7M | 2.8% | |
| FIAM EMERGING MARKET DEBT POOL FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST CO · EIN 20-4659714 / PN 022 | Common Collective Trust | — | $1.2M | $1.3M | 2.2% | |
| iShares Gold Trust | Other securities | — | $1.2M | $1.2M | 1.9% | |
| FIAM SELECT CANADA POOL FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST CO · EIN 20-4659714 / PN 101 | Common Collective Trust | — | $1.0M | $1.1M | 1.7% | |
| FIAM SMALL CAPITALIZATION CORE COMM FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST CO · EIN 20-4659714 / PN 008 | Common Collective Trust | — | $592K | $633K | 1.0% | |
| FIAM HIGH YIELD BOND COMM POOL FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST CO · EIN 20-4659714 / PN 013 | Common Collective Trust | — | $394K | $445K | 0.7% | |
| FIAM FLOATING RATE HIGH INC COMM PL FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST CO · EIN 20-4659714 / PN 058 | Common Collective Trust | — | $393K | $444K | 0.7% | |
| iShares MSCI China ETF | Other securities | — | $156K | $156K | 0.3% | |
| VanEck Gold Miners ETF | Other securities | — | $167K | $151K | 0.2% | |
| Fidelity Investments Institutional Cash Money Market Government Portfolio | Mutual Funds | — | $70K | $70K | 0.1% | |
| FIAM SELECT INTERNATIONAL SMALL CAP FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST CO · EIN 20-4659714 / PN 036 | Common Collective Trust | — | — | $0 | <0.1% | |
| FIAM INSTITUTIONAL CASH COMMINGLED FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST CO · EIN 20-4659714 / PN 055 | Common Collective Trust | — | — | $0 | <0.1% | |
| SPARTAN COMMODITY INDEX POOL GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC · EIN 82-6293122 / PN 008 | Common Collective Trust | — | — | $0 | <0.1% | |
| WESTERN ASSET US LONG DURATION, LLC WESTERN ASSET MANAGEMENT COMPANY, LLC · EIN 20-2721676 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| FIAM INTERMEDIATE INFLATION-PROTECT FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST CO · EIN 20-4659714 / PN 104 | 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 |
| — |
| INV. ADVISORY |
| $48K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KBF CPAS LLP | 82-1030164 | — | AUDITOR | $17K | — |
