Bridgette Jackson signed Washington County Opportunities, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Washington County Opportunities, Inc.'s EIN is 64-0542172.
Download the official 2024 Form 5500 (PDF) for Washington County Opportunities, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Washington County Opportunities, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fixed Account A | Other securities | — | — | $1.5M | 49.9% | |
| Fixed Account | Other securities | — | — | $607K | 20.4% | |
| Fidelity Adv Nw Insight Fd I mutual fund | Mutual Funds | — | — | $219K | 7.4% | |
| Fidelity Advisor New Insights Fund I | Mutual Funds | — | — | $219K | 7.4% | |
| Participant Loans Interest rate: 4.25-9.55% -0- | Bonds / Notes | — | — | $176K | 5.9% | |
| Inv Dev Mrkts Fd A mutual fund | Other securities | — | — | $151K | 5.1% | |
| Invesco Developing Markets Fund | Mutual Funds | — | — | $151K | 5.1% | |
| Large Cap Value Port S | Other securities | — | — | $103K | 3.5% | |
| American Funds Capital World Growth & Income R3 | Mutual Funds | — | — | $58K | 2.0% | |
| American Funds Cap Wld G&I R mutual fund | Mutual Funds | — | — | $58K | 2.0% | |
| American Funds EuroPacific R3 mutual fund | Mutual Funds | — | — | $37K | 1.2% | |
| Growth & Income Port S | Other securities | — | — | $33K | 1.1% | |
| T Rowe Price Mid-Cap Growth Fund R | Mutual Funds | — | — | $29K | 1.0% | |
| Global Bond Port | Other securities | — | — | $21K | 0.7% | |
| Russell Mid Cap Index Port S | Other securities | — | — | $16K | 0.5% | |
| Voya Russell MdCp Indx Prt S mutual fund | Other securities | — | — | $16K | 0.5% | |
| VY TRwPr Eqty Income Prt Srv mutual fund | Other securities | — | — | $13K | 0.4% | |
| T. Rowe Price Eq Inc Port | Common Stocks | — | — | $13K | 0.4% | |
| Invesco Equity & Income Port | Mutual Funds | — | — | $12K | 0.4% | |
| VY Invesco Eqty & Inc Pt Srv mutual fund | Mutual Funds | — | — | $12K | 0.4% | |
| Russell Small Cap Index Port S | Other securities | — | — | $9K | 0.3% | |
| Voya Russell SmCp Indx Prt S mutual fund | Other securities | — | — | $9K | 0.3% | |
| Intermediate Bond Port S | Other securities | — | — | $8K | 0.3% | |
| Solutions 2060 Port Srv | Other securities | — | — | $7K | 0.2% | |
| Mid Cap Opportunities Port I | Other securities | — | — | $6K | 0.2% | |
| Voya Baron Growth Port | Other securities | — | — | $6K | 0.2% | |
| Columbia Small Cap Value II; Port | Other securities | — | — | $3K | 0.1% | |
| VY Columbia SmCp Vl II P Srv mutual fund | Other securities | — | — | $3K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
