Patrick O'CONNOR & Associates LP's EIN is 76-0419951.
Download the official 2024 Form 5500 (PDF) for Patrick O'CONNOR & Associates LP from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Patrick O'CONNOR & Associates LP's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | 93-1253576 | — | NONE | $77K | — |
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 | |||||
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT A STANDARD INSURANCE COMPANY · EIN 93-0242990 / PN 005 | Pooled Separate Account | — | — | $10.6M | 87.7% | |
| 11 The Standard Insurance Company Vanguard 500 Index Fund | Common Collective Trusts | — | — | $2.7M | 22.6% | |
| 9 The Standard Insurance Company PGIM Total Return Bond Fund | Common Stocks | — | — | $2.1M | 17.5% | |
| 16 * The Standard Insurance Company The Standard Stable Asset Fund | Common Stocks | — | — | $1.3M | 11.1% | |
| 5 The Standard Insurance Company Goldman Sachs International Equity Insights Fund | Common Stocks | — | — | $1.2M | 9.7% | |
| 7 The Standard Insurance Company JP Morgan Large Cap Growth Fund | Common Stocks | — | — | $1.1M | 8.9% | |
| 10 The Standard Insurance Company T. Rowe Price Balanced Fund | Common Stocks | — | — | $750K | 6.2% | |
| 4 The Standard Insurance Company DFA US Large Cap Value Fund | Mutual Funds | — | — | $737K | 6.1% | |
| 12 The Standard Insurance Company Vanguard Growth Index Fund | Common Collective Trusts | — | — | $533K | 4.4% | |
| 3 The Standard Insurance Company Columbia Small Cap Index Fund | Common Collective Trusts | — | — | $500K | 4.1% | |
| 14 The Standard Insurance Company Vanguard Mid Cap Value Index Fund | Common Collective Trusts | — | — | $293K | 2.4% | |
| 8 The Standard Insurance Company Neuberger Berman Mid Cap Growth Fund | Common Stocks | — | — | $265K | 2.2% | |
| 2 The Standard Insurance Company American Funds New Perspective Fund | Mutual Funds | — | — | $168K | 1.4% | |
| 15 The Standard Insurance Company Voya Small Cap Growth Fund | Common Stocks | — | — | $104K | 0.9% | |
| 13 The Standard Insurance Company Vanguard Mid Cap Index Fund | Common Collective Trusts | — | — | $90K | 0.7% | |
| 1 The Standard Insurance Company AllSpring Special Small Cap Value Fund | Common Stocks | — | — | $47K | 0.4% | |
| 6 The Standard Insurance Company JP Morgan Equity Income Fund | Common Stocks | — | — | $29K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
