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Original filing (PDF)20251013152810NAL0000773955001
ORACLE ELEVATOR HOLDCO, INC.
Form 5500
FILING_RECEIVED
ORACLE ELEVATOR COMPANY RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
633
Accounts w/ balance
486
Plan assets (EOY)
$27.4M
Net assets (EOY)
$27.4M
How this plan invests
This plan
13 pooled trusts
Schedule D
34 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 63 bps in Schedule C fees — 116% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ORACLE ELEVATOR HOLDCO, INC..
Plan sponsor
Name
ORACLE ELEVATOR HOLDCO, INC.
EIN
82-1431166
Address
8800 GRAND OAK CIRCLE · SUITE 550 · TAMPA, FL · 336372006
Phone
(813) 327-4201
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CBIZ CPAS P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING, INC. | 43-1270780 | — | INVESTMENT ADVISORY | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $172K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $0 | — |
Investments
21 direct securities · 13 pooled funds· $27.4M(100% of reported assets)
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.
Common Collective Trust
$21.5M
13 holdings
Uncategorized
$5.9M
21 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % 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 $-- | — | — | — | $1.3M | 4.6% | |
| Principal Funds Inc Principal LargeCap S&P 500 Index Inst Fund | — | — | — | $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 | — | — | — | $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 | — | — | — | $268K | 1.0% | |
| Principal Funds Inc Principal Bond Market Index Institutional Fund | — | — | — | $251K | 0.9% | |
| Principal Funds Inc Principal Life Principal Fixed Income Guaranteed Option | — | — | — | $243K | 0.9% | |
| Insurance Company * Principal Funds Inc Principal International Equity Index | — | — | — | $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 | — | — | — | $206K | 0.8% | |
| American Beacon Funds American Beacon Small Cap Value R5 Fund | — | — | — | $184K | 0.7% | |
| Principal Funds Inc Principal SmallCap S&P 600 Index Inst Fund | — | — | — | $156K | 0.6% | |
| Blackrock Mid-Cap Growth Equity K Fund | — | — | — | $122K | 0.4% | |
| John Hancock John Hancock Disciplined Value Mid Cap Fund | — | — | — | $118K | 0.4% | |
| The American Funds American Funds EuroPacific Growth R6 Fund | — | — | — | $117K | 0.4% | |
| PIMCO Funds PIMCO Income Institutional Fund | — | — | — | $110K | 0.4% | |
| Principal Funds Inc Principal MidCap S&P 400 Index Inst Fund | — | — | — | $104K | 0.4% | |
| Janus International Holding, LLC Janus Henderson Triton N Fund | — | — | — | $90K | 0.3% | |
| Oppenheimer Invesco Developing Markets R6 Fund | — | — | — | $87K | 0.3% | |
| Neuberger Berman Management Neuberger Berman Real Estate R6 Fund | — | — | — | $79K | 0.3% | |
| Goldman Sachs Goldman Sachs International Small Cap | — | — | — | $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) | — | — | — | $3K | <0.1% | |
| PIMCO Funds PIMCO All Asset Institutional Fund | — | — | — | $3K | <0.1% |
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