KEN Oakley signed Recon Management Services Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Recon Management Services Inc.'s EIN is 72-1290983.
Download the official 2024 Form 5500 (PDF) for Recon Management Services Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Recon Management Services Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERICAN UNITED LIFE INSURANCE CO | 35-0145825 | — | NONE | $18K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FUTURE CAPITAL | 62-1823351 | — | NONE | $101K | — |
| EDWARD D JONES AND CO | 43-0345811 |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| NONE |
| $84K |
| — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT II AMERICAN UNITED LIFE INSURANCE CO · EIN 35-0145825 / PN 000 | Pooled Separate Account | — | — | $52.7M | 86.8% | |
| AUL STABLE VALUE ACCOUNT | Stable Value | — | — | $5.6M | 9.3% | |
| NUVEEN INTL EQUITY INDEX | Common Collective Trusts | — | — | $5.5M | 9.0% | |
| AMERFDS GRTH FD OF AMERICA | Other securities | — | — | $4.5M | 7.4% | |
| AMERFDS WASHINGTON MUTUAL | Other securities | — | — | $4.0M | 6.6% | |
| PGIM TOTAL RETURN BOND | Other securities | — | — | $2.9M | 4.7% | |
| AMERFDS FNDAMENTAL INVS | Other securities | — | — | $2.8M | 4.6% | |
| PIMCO INCOME INSTL | Mutual Funds | — | — | $2.5M | 4.1% | |
| VANGAURD EQUITY-INCOME | Other securities | — | — | $2.5M | 4.1% | |
| AMERFDS AMCAP | Other securities | — | — | $2.4M | 4.0% | |
| AMERFDS EUROPAC GRTH | Other securities | — | — | $2.4M | 3.9% | |
| VANGUARD INT-TERM TREASURY | Mutual Funds | — | — | $2.2M | 3.7% | |
| DFA US SMALL CAP GROWTH | Mutual Funds | — | — | $1.7M | 2.8% | |
| VANGUARD TOTAL STK MKT IDX | Common Collective Trusts | — | — | $1.6M | 2.6% | |
| NUVEEN LARGE CAP VALUE | Mutual Funds | — | — | $1.5M | 2.4% | |
| NUVEEN LIFECYCLE INDX 2030 | Mutual Funds | — | — | $1.3M | 2.2% | |
| NUVEEN LGCAPGRTH INDEX | Mutual Funds | — | — | $1.3M | 2.1% | |
| AMERFDS AMERICAN BALANCED | Other securities | — | — | $1.2M | 1.9% | |
| NUVEEN LIFECYCLE INDX 2055 | Mutual Funds | — | — | $991K | 1.6% | |
| DFA US TARGETED VAL | Mutual Funds | — | — | $988K | 1.6% | |
| NUVEEN LIFECYCLE INDX 2035 | Mutual Funds | — | — | $981K | 1.6% | |
| PGIM JENN MIDCAP GRTH | Other securities | — | — | $965K | 1.6% | |
| NUVEEN LIFECYCLE INDX 2040 | Mutual Funds | — | — | $960K | 1.6% | |
| DFA REAL ESTATE SECURITIES | Mutual Funds | — | — | $943K | 1.6% | |
| DFA GLOBAL EQTY | Mutual Funds | — | — | $867K | 1.4% | |
| PARTICIPANT LOANS | Participant loans | — | — | $805K | 1.3% | |
| VANGUARD SMALL CAP INDEX | Mutual Funds | — | — | $722K | 1.2% | |
| AMERFDS NEW PERSPECTIVE | Other securities | — | — | $673K | 1.1% | |
| NUVEEN LIFECYCLE INDX 2050 | Mutual Funds | — | — | $601K | 1.0% | |
| NUVEEN LIFECYCLE INDX 2045 | Mutual Funds | — | — | $582K | 1.0% | |
| NUVEEN LIFECYCLE INDX 2025 | Mutual Funds | — | — | $547K | 0.9% | |
| VANGUARD 500 INDEX | Common Collective Trusts | — | — | $418K | 0.7% | |
| VANGUARD SMCAP GRTH INDX | Mutual Funds | — | — | $385K | 0.6% | |
| VANDUARD SELECTED VALUE | Other securities | — | — | $371K | 0.6% | |
| NUVEEN LIFECYCLE INDX 2020 | Mutual Funds | — | — | $364K | 0.6% | |
| AMERFDS CAP WORLD GRTH & INC | Common Stocks | — | — | $257K | 0.4% | |
| NUVEEN LIFECYCLE INDX 2060 | Mutual Funds | — | — | $244K | 0.4% | |
| DFA LARGE CAP GROWTH | Mutual Funds | — | — | $184K | 0.3% | |
| VANGUARD EXTENDED MKT INX | Mutual Funds | — | — | $177K | 0.3% | |
| DFA US LARGE COMPANY | Mutual Funds | — | — | $113K | 0.2% | |
| VANGUARD MID CAP GROWTH | Mutual Funds | — | — | $111K | 0.2% | |
| NUVEEN LIFECYCLE INDX INC | Mutual Funds | — | — | $110K | 0.2% | |
| NUVEEN LIFECYCLE INX | Mutual Funds | — | — | $4K | <0.1% |
