Megan Sumner signed Oregon Tool, Inc.'s 2022 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Oregon Tool, Inc.'s EIN is 63-0780521.
Download the official 2022 Form 5500 (PDF) for Oregon Tool, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2022 Form 5500 (PDF)Oregon Tool, Inc.'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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$94K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $96K | — |
| ROBERT W. BAIRD INC |
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 Fund | Mutual Funds | — | — | $43.1M | 17.0% | |
| Fidelity Investments 500 Index Fund | Common Collective Trusts | — | — | $39.6M | 15.6% | |
| Fidelity Investments Managed Income Portfolio II | Mutual Funds | — | — | $31.9M | 12.5% | |
| MIP II CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 025 | Common Collective Trust | — | — | $29.7M | 11.7% | |
| Fidelity Investments Freedom 2030 Fund K6 | Mutual Funds | — | — | $15.5M | 6.1% | |
| Fidelity Investments Freedom 2035 Fund K6 | Mutual Funds | — | — | $14.4M | 5.7% | |
| Fidelity Investments Freedom 2040 Fund K6 | Mutual Funds | — | — | $12.8M | 5.0% | |
| Fidelity Investments Freedom 2025 Fund K6 | Mutual Funds | — | — | $11.7M | 4.6% | |
| Fidelity Investments Mid Cap Stock Fund | Mutual Funds | — | — | $10.1M | 4.0% | |
| Fidelity Investments Balanced Fund | Mutual Funds | — | — | $9.0M | 3.6% | |
| Fidelity Investments Freedom 2045 Fund K6 | Mutual Funds | — | — | $8.3M | 3.3% | |
| Fidelity Investments Freedom 2050 Fund K6 | Mutual Funds | — | — | $7.0M | 2.7% | |
| Fidelity Investments U.S. Bonds Index Fund | Common Collective Trusts | — | — | $6.5M | 2.5% | |
| Western Asset Management Core Plus Bond Fund Class I | Other securities | — | — | $5.4M | 2.1% | |
| Clear Bridge International Growth Fund A | Other securities | — | — | $5.3M | 2.1% | |
| Vanguard Mid-Cap Index Fund Institutional Shares | Common Collective Trusts | — | — | $5.2M | 2.0% | |
| Dodge & Cox International Stock Fund | Mutual Funds | — | — | $5.0M | 2.0% | |
| Fidelity Investments Freedom 2020 Fund K6 | Mutual Funds | — | — | $4.5M | 1.8% | |
| MFS Mid Cap Value Fund R3 | Mutual Funds | — | — | $4.0M | 1.6% | |
| Fidelity Investments Freedom 2055 Fund K6 | Mutual Funds | — | — | $3.6M | 1.4% | |
| T Rowe Price Equity Income Fund | Mutual Funds | — | — | $3.4M | 1.3% | |
| JP Morgan U.S. Small Company Fund Class L | Common Stocks | — | — | $2.8M | 1.1% | |
| Participants Participant loans (interest ranging from at 4.25% to 10.50%, maturing through 2036) - | Bonds / Notes | — | — | $2.6M | 1.0% | |
| Fidelity Investments Freedom 2010 Fund K6 | Mutual Funds | — | — | $1.3M | 0.5% | |
| Fidelity Investments Freedom 2060 Fund K6 | Mutual Funds | — | — | $1.3M | 0.5% | |
| Black Rock Mid Cap Growth Fund Class IS | Other securities | — | — | $1.0M | 0.4% | |
| Fidelity Investments Freedom 2015 Fund K6 | Mutual Funds | — | — | $692K | 0.3% | |
| Fidelity Investments Freedom Income Fund K6 | Mutual Funds | — | — | $591K | 0.2% | |
| Fidelity Investments Freedom 2065 Fund K6 | Mutual Funds | — | — | $256K | 0.1% | |
| Fidelity Investments Freedom 2005 Fund K6 | Mutual Funds | — | — | $115K | <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 |
| — |
| CONSULTANT/INVESTMENT ADV |
| $69K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KBF CPA LLP | 82-1030164 | — | ACCOUNTANT/AUDITOR | $17K | — |
