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 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 | — | INVEST MGMT | $279K | — |
| FIDELITY MANAGEMENT TRUST COMPANY | 04-2723880 | — | TRUSTEE | $121K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
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 | |||||
|---|---|---|---|---|---|---|
| FIAM LONG CORPORATE A OR BETTER FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST CO · EIN 20-4659714 / PN 103 | Common Collective Trust | — | $23.2M | $20.0M | 21.8% | |
| WESTERN ASSET US LONG DURATION, LLC WESTERN ASSET MANAGEMENT COMPANY, LLC · EIN 20-2721676 / PN 001 | Common Collective Trust | — | $19.9M | $15.9M | 17.3% | |
| FIAM LONG DURATION COMMINGLED POOL FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST CO · EIN 20-4659714 / PN 053 | Common Collective Trust | — | $18.4M | $15.0M | 16.3% | |
| SPARTAN 500 INDEX POOL GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC · EIN 82-6293122 / PN 001 | Common Collective Trust | — | $4.1M | $11.9M | 13.0% | |
| PRUDENTIAL US LONG DURATION CORP BD PRUDENTIAL TRUST COMPANY · EIN 23-6994310 / PN 159 | Common Collective Trust | — | $14.1M | $11.9M | 13.0% | |
| Fidelity Investments Spartan Commodity Index A | Mutual Funds | — | $1.9M | $4.7M | 5.1% | |
| SPARTAN DEVELOPED INTERNATIONAL IND GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC · EIN 82-6293122 / PN 006 | Common Collective Trust | — | — | $4.7M | 5.1% | |
| FIAM SELECT EMERGING MARKETS EQUITY FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST CO · EIN 20-4659714 / PN 100 | Common Collective Trust | — | $3.5M | $3.5M | 3.9% | |
| SPARTAN COMMODITY INDEX POOL GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC · EIN 82-6293122 / PN 008 | Common Collective Trust | — | $8.7M | $2.2M | 2.4% | |
| FIAM EMERGING MARKET DEBT POOL FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST CO · EIN 20-4659714 / PN 030 | Common Collective Trust | — | $1.5M | $1.5M | 1.6% | |
| FIAM U.S. Real Estate Investment Trust | Other securities | — | $1.1M | $1.0M | 1.1% | |
| FIAM REIT COMMINGLED POOL FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST CO · EIN 20-4659714 / PN 005 | Common Collective Trust | — | — | $1.0M | 1.1% | |
| FIAM SMALL/MID CAP CORE COMMINGLED FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST CO · EIN 20-4659714 / PN 029 | Common Collective Trust | — | $933K | $945K | 1.0% | |
| FIAM SMALL CAPITALIZATION CORE COMM FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST CO · EIN 20-4659714 / PN 008 | Common Collective Trust | — | $748K | $748K | 0.8% | |
| FIAM FLOATING RATE HIGH INC COMM PL FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST CO · EIN 20-4659714 / PN 058 | Common Collective Trust | — | $717K | $717K | 0.8% | |
| FIAM LONG U.S. TREASURY STRIPS INDE FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST CO · EIN 20-4659714 / PN 120 | Common Collective Trust | — | $961K | $631K | 0.7% | |
| FIAM SELECT CANADA POOL FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST CO · EIN 20-4659714 / PN 101 | Common Collective Trust | — | $492K | $478K | 0.5% | |
| FIAM SELECT INTERNATIONAL SMALL CAP FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST CO · EIN 20-4659714 / PN 036 | Common Collective Trust | — | $368K | $409K | 0.4% | |
| Fidelity Investments Institutional Cash Money Market Government Portfolio | Mutual Funds | — | $133K | $133K | 0.1% | |
| FIAM INTERMEDIATE INFLATION-PROTECT FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST CO · EIN 20-4659714 / PN 104 | Common Collective Trust | — | $58K | $56K | <0.1% | |
| FIAM HIGH YIELD BOND COMMINGLED POO FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST CO · EIN 20-4659714 / PN 013 | Common Collective Trust | — | $41K | $39K | <0.1% | |
| FIAM INSTITUTIONAL CASH COMMINGLED FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST CO · EIN 20-4659714 / PN 055 | Common Collective Trust | — | $2K | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| ROBERT W BAIRD & CO |
| 39-6037917 |
| — |
| CONSULTANT |
| $0 |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PERKINS & CO | 93-0928924 | — | AUDITOR | $15K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FID INV INST OPS CO | 04-2647786 | — | CONSULTING | $109K | — |
