AMY Jones signed O'CONnell Robertson, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
O'CONnell Robertson, Inc.'s EIN is 74-1733108.
Download the official 2024 Form 5500 (PDF) for O'CONnell Robertson, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)O'CONnell Robertson, 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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds The Growth Fund of America A Mutual fund | Mutual Funds | — | — | $2.6M | 16.3% | |
| American Funds Washington Mutual Investors Fund A Mutual fund | Mutual Funds | — | — | $1.5M | 9.1% | |
| American Funds AMCAP Fund A Mutual fund | Mutual Funds | — | — | $1.5M | 9.0% | |
| American Funds New Perspective Fund A Mutual fund | Mutual Funds | — | — | $1.3M | 7.8% | |
| American Funds American Balanced Fund A Mutual fund | Mutual Funds | — | — | $1.2M | 7.2% | |
| American Funds Investment Company of America Fund A Mutual fund | Mutual Funds | — | — | $1.1M | 6.6% | |
| American Funds 2050 Target Date Retirement Fund A Mutual fund | Mutual Funds | — | — | $815K | 5.0% | |
| American Funds 2045 Target Date Retirement Fund A Mutual fund | Mutual Funds | — | — | $792K | 4.9% | |
| American Funds EUPAC Fund A Mutual fund | Mutual Funds | — | — | $643K | 4.0% | |
| American Funds U.S. Government Money Market Fund R4 Mutual fund | Mutual Funds | — | — | $619K | 3.8% | |
| American Funds 2025 Target Date Retirement Fund A Mutual fund | Mutual Funds | — | — | $569K | 3.5% | |
| American Funds 2055 Target Date Retirement Fund A Mutual fund | Mutual Funds | — | — | $568K | 3.5% | |
| American Funds SMALLCAP World Fund A Mutual fund | Mutual Funds | — | — | $564K | 3.5% | |
| American Funds 2060 Target Date Retirement Fund A Mutual fund | Mutual Funds | — | — | $376K | 2.3% | |
| American Funds The Bond Fund of America A Mutual fund | Mutual Funds | — | — | $374K | 2.3% | |
| American Funds 2030 Target Date Retirement Fund A Mutual fund | Mutual Funds | — | — | $353K | 2.2% | |
| American Funds American High-Income Trust Fund A Mutual fund | Common Collective Trusts | — | — | $348K | 2.1% | |
| American Funds Capital Income Builder Fund A Mutual fund | Mutual Funds | — | — | $317K | 2.0% | |
| American Funds 2040 Target Date Retirement Fund A Mutual fund | Mutual Funds | — | — | $282K | 1.7% | |
| American Funds 2035 Target Date Retirement Fund A Mutual fund | Mutual Funds | — | — | $199K | 1.2% | |
| American Funds 2065 Target Date Retirement Fund A Mutual fund | Mutual Funds | — | — | $106K | 0.7% | |
| American Funds The New Economy Fund A Mutual fund | Mutual Funds | — | — | $72K | 0.4% | |
| American Funds The Income Fund of America A Mutual fund | Mutual Funds | — | — | $39K | 0.2% | |
| Participant Loans Interest rate: 9.50% - 0 - | Bonds / Notes | — | — | $25K | 0.2% | |
| American Funds Capital World Growth and Income Fund A Mutual fund | Mutual Funds | — | — | $20K | 0.1% | |
| American Funds Strategic Bond Fund A Mutual fund | Mutual Funds | — | — | $12K | <0.1% | |
| American Funds Global Balanced Fund A Mutual fund | Mutual Funds | — | — | $7K | <0.1% | |
| American Funds Developing World Growth and Income Fund A Mutual fund | Mutual Funds | — | — | $7K | <0.1% | |
| American Funds 2015 Target Date Retirement Fund A Mutual fund | Mutual Funds | — | — | $6K | <0.1% | |
| American Funds New World Fund A Mutual fund | Mutual Funds | — | — | $4K | <0.1% | |
| American Funds Intermediate Bond Fund of America A Mutual fund | Mutual Funds | — | — | $4K | <0.1% | |
| American Funds 2070 Target Date Retirement Fund A Mutual fund | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
