Ronnie Kirby signed EOC Holdings. LLC's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
EOC Holdings. LLC's EIN is 81-2641950.
Download the official 2023 Form 5500 (PDF) for EOC Holdings. LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)EOC Holdings. LLC'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 |
|---|---|---|---|---|---|
| BOKF, NA | — | TULSA, OK | TRUSTEE | $99K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard Tgt Rtmt 2040-Inv Mutual Fund | Mutual Funds | — | — | $5.0M | 12.3% | |
| Vanguard Tgt Rtmt 2035-Inv Mutual Fund | Mutual Funds | — | — | $4.0M | 9.9% | |
| Vanguard Tgt Rtmt 2030-Inv Mutual Fund | Mutual Funds | — | — | $3.6M | 8.9% | |
| Vanguard Tgt Rtmt 2025-Inv Mutual Fund | Mutual Funds | — | — | $3.0M | 7.3% | |
| Fidelity 500 Indx-Inst Prem Mutual Fund | Mutual Funds | — | — | $2.9M | 7.0% | |
| T Rowe Grwth Stk-I Mutual Fund | Other securities | — | — | $2.5M | 6.3% | |
| Vanguard M/C Indx-Adm Mutual Fund | Mutual Funds | — | — | $2.4M | 5.9% | |
| Vanguard Tgt Rtmt 2045-In Mutual Fund | Mutual Funds | — | — | $2.2M | 5.5% | |
| Vanguard Tgt Rtmt 2055-Inv Mutual Fund | Mutual Funds | — | — | $2.0M | 5.0% | |
| MORLEY STABLE VALUE UNION BOND & TRUST CO. · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $1.7M | 4.3% | |
| Vanguard Tgt Rtmt 2050-Inv Mutual Fund | Mutual Funds | — | — | $1.7M | 4.2% | |
| Vanguard Tgt Rtmt 2060-Inv Mutual Fund | Mutual Funds | — | — | $1.5M | 3.8% | |
| Vanguard S/C Grwth Indx-Adm Mutual Fund | Mutual Funds | — | — | $1.1M | 2.8% | |
| Vanguard Tgt Rtmt 2020-Inv Mutual Fund | Mutual Funds | — | — | $1.1M | 2.7% | |
| MFS Val-R6 Mutual Fund | Mutual Funds | — | — | $1.1M | 2.6% | |
| Notes receivable from participants Bearing interest at 5.25%-10.50% - | Bonds / Notes | — | — | $849K | 2.1% | |
| Amer Europacific Grwth-R6 Mutual Fund | Other securities | — | — | $776K | 1.9% | |
| Met West Tot Ret Bd-P Mutual Fund | Other securities | — | — | $683K | 1.7% | |
| Vanguard Tgt Rtmt 2065-Inv Mutual Fund | Mutual Funds | — | — | $644K | 1.6% | |
| American Beacon Intl Eq-R6 Mutual Fund | Other securities | — | — | $577K | 1.4% | |
| Amer Beacon S/C Val-R6 Mutual Fund | Other securities | — | — | $537K | 1.3% | |
| Vanguard S/T Bd Indx-Adm Mutual Fund | Mutual Funds | — | — | $331K | 0.8% | |
| Vanguard Infl Prot Secs-Adm Mutual Fund | Mutual Funds | — | — | $132K | 0.3% | |
| Vanguard Tgt Rtmt Inc-Inv Mutual Fund | Mutual Funds | — | — | $111K | 0.3% | |
| Cash Non-Interest Bearing Cash | Cash / Money Market | — | — | $5K | <0.1% | |
| Vanguard Tgt Rtmnt 2070-Inv Mutual Fund | Mutual Funds | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
