Tim Cummins signed Bruce Oakley, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Bruce Oakley, Inc.'s EIN is 71-0483822.
Download the official 2024 Form 5500 (PDF) for Bruce Oakley, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Bruce Oakley, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK | 01-0233346 | — | RECORDKEEPER | $54K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PNC BANK NA | 22-1146430 | — | FINANCIAL ADVISOR | $31K | — |
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 | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $53.1M | 100.0% | |
| T ROWE PRICE STABLE VALUE FUND A T. ROWE PRICE STABLE VALUE COMMON TRUST FUND · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $2.9M | 5.6% | |
| U.S. REIT FUND PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 82-2725212 / PN 001 | Common Collective Trust | — | — | $59K | 0.1% |
