Nancy Hannafin signed Ozinga South Florida, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Ozinga South Florida, Inc.'s EIN is 81-2039733.
Download the official 2024 Form 5500 (PDF) for Ozinga South Florida, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Ozinga South Florida, Inc.'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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $8K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| JPMorgan JPM SMRTRET 2035 R6 | Other securities | — | — | $1.2M | 23.8% | |
| JPMorgan JPM SMRTRET 2030 R6 | Other securities | — | — | $977K | 19.4% | |
| JPMorgan JPM SMRTRET 2025 R6 | Other securities | — | — | $506K | 10.1% | |
| JPMorgan JPM SMRTRET 2040 R6 | Other securities | — | — | $368K | 7.3% | |
| JPMorgan JPM SMRTRET 2055 R6 | Other securities | — | — | $301K | 6.0% | |
| JPMorgan JPM SMRTRET 2045 R6 | Other securities | — | — | $297K | 5.9% | |
| Participant** Participant notes receivable bearing interest ranging from 4.50 to 9.50 percent - | Other securities | — | — | $276K | 5.5% | |
| Fidelity Investments** FID 500 INDEX | Common Collective Trusts | — | — | $224K | 4.4% | |
| Fidelity Investments** BARON GROWTH INST * 786 Fidelity Investments** FID SM CAP IDX * 446 JPMorgan JPM SMRTRET 2060 R6 | Common Collective Trusts | — | — | $186K | 3.7% | |
| JPMorgan JPM SMRTRET 2020 R6 | Other securities | — | — | $182K | 3.6% | |
| JPMorgan JPM SMRTRET INC R6 | Common Stocks | — | — | $181K | 3.6% | |
| JPMorgan JPM SMRTRET 2050 R6 | Other securities | — | — | $146K | 2.9% | |
| Pioneer FNDML GRTH K * 439 Fidelity Investments** FID INTL INDEX * 424 Fidelity Investments** Money market fund - Fidelity Government Money Market Fund | Mutual Funds | — | — | $111K | 2.2% | |
| Fidelity Investments** FID MID CAP IDX | Common Collective Trusts | — | — | $54K | 1.1% | |
| First Eagle First Eagle Overseas Fund R6 * 426 Invesco Diversified Dividend Fund R5 * 443 Baron Capital Baron Small Cap Instl * 445 ClearBridge CB INTL GRTH I | Mutual Funds | — | — | $13K | 0.3% | |
| BlackRock BLKRK HI YLD BD INST | 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.
