David Burnett signed Oracle Elevator Holdco, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Oracle Elevator Holdco, Inc.'s EIN is 82-1431166.
Download the official 2024 Form 5500 (PDF) for Oracle Elevator Holdco, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Oracle Elevator Holdco, 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.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $172K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $0 | — |
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 | |||||
|---|---|---|---|---|---|---|
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $4.1M | 15.1% | |
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $3.0M | 11.0% | |
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $2.9M | 10.6% | |
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $2.3M | 8.4% | |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $2.3M | 8.3% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $2.2M | 8.1% | |
| PRIN LIFETIME HYBR INC CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $1.3M | 4.8% | |
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $1.3M | 4.7% | |
| Participant Loans 4.25% to 10.50%, maturity dates through $-- | Bonds / Notes | — | — | $1.3M | 4.6% | |
| Principal Funds Inc Principal LargeCap S&P 500 Index Inst Fund | Common Collective Trusts | — | — | $1.2M | 4.4% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $1.1M | 4.2% | |
| Principal Funds Inc Principal LargeCap Growth I Inst Fund | Common Stocks | — | — | $1.1M | 3.8% | |
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $347K | 1.3% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $301K | 1.1% | |
| PGIM Investments PGIM Total Return Bond R6 Fund | Other securities | — | — | $268K | 1.0% | |
| Principal Funds Inc Principal Bond Market Index Institutional Fund | Common Stocks | — | — | $251K | 0.9% | |
| Principal Funds Inc Principal Life Principal Fixed Income Guaranteed Option | Common Stocks | — | — | $243K | 0.9% | |
| Insurance Company * Principal Funds Inc Principal International Equity Index | Common Collective Trusts | — | — | $237K | 0.9% | |
| PRIN LIFETIME HYBR 2015 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $237K | 0.9% | |
| Principal Funds Inc Principal Equity Income Inst Fund | Common Stocks | — | — | $206K | 0.8% | |
| American Beacon Funds American Beacon Small Cap Value R5 Fund | Other securities | — | — | $184K | 0.7% | |
| Principal Funds Inc Principal SmallCap S&P 600 Index Inst Fund | Common Stocks | — | — | $156K | 0.6% | |
| Blackrock Mid-Cap Growth Equity K Fund | Other securities | — | — | $122K | 0.4% | |
| John Hancock John Hancock Disciplined Value Mid Cap Fund | Other securities | — | — | $118K | 0.4% | |
| The American Funds American Funds EuroPacific Growth R6 Fund | Mutual Funds | — | — | $117K | 0.4% | |
| PIMCO Funds PIMCO Income Institutional Fund | Mutual Funds | — | — | $110K | 0.4% | |
| Principal Funds Inc Principal MidCap S&P 400 Index Inst Fund | Common Stocks | — | — | $104K | 0.4% | |
| Janus International Holding, LLC Janus Henderson Triton N Fund | Mutual Funds | — | — | $90K | 0.3% | |
| Oppenheimer Invesco Developing Markets R6 Fund | Mutual Funds | — | — | $87K | 0.3% | |
| Neuberger Berman Management Neuberger Berman Real Estate R6 Fund | Other securities | — | — | $79K | 0.3% | |
| Goldman Sachs Goldman Sachs International Small Cap | Other securities | — | — | $39K | 0.1% | |
| PRIN LIFETIME HYB 2070 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $7K | <0.1% | |
| (E) | Other securities | — | — | $3K | <0.1% | |
| PIMCO Funds PIMCO All Asset Institutional Fund | Mutual Funds | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING, INC. | 43-1270780 | — | INVESTMENT ADVISORY | $0 | — |
