JILL Cassel signed OVME MSO LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
OVME MSO LLC's EIN is 82-3683415.
Download the official 2024 Form 5500 (PDF) for OVME MSO LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)OVME MSO LLC'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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $30K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILSHIRE ADVISORS LLC | 95-2755361 | — | INVESTMENT ADVISORY | $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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $713K | 28.5% | |
| Fidelity 500 Index Fund Registered Investment Company | Common Collective Trusts | — | — | $373K | 14.9% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $346K | 13.8% | |
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $336K | 13.4% | |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $330K | 13.2% | |
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $141K | 5.7% | |
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $109K | 4.4% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $50K | 2.0% | |
| Principal Large Cap Growth SA-Z Pooled Separate Account | Pooled Separate Accounts | — | — | $35K | 1.4% | |
| PRIN LARGECAP GROWTH I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $35K | 1.4% | |
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $11K | 0.5% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $10K | 0.4% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $10K | 0.4% | |
| DFA US Large Cap Value I Fd Registered Investment Company | Mutual Funds | — | — | $9K | 0.3% | |
| PRIN GL REAL EST SEC SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 136 | Pooled Separate Account | — | — | $7K | 0.3% | |
| PGIM Total Ret Bond Fund R6 Registered Investment Company | U.S. Treasuries | — | — | $4K | 0.1% | |
| DFA US Targeted Value I Fund Registered Investment Company ** 815 T Rowe Price Int US SC Gr Eq I Registered Investment Company | Mutual Funds | — | — | $3K | 0.1% | |
| Am Fds EuroPacific Grth Fund R6 Registered Investment Company | Common Stocks | — | — | $3K | 0.1% | |
| Principal Fixed Inc Guar Option Guaranteed Interest Contract | Common Stocks | — | — | $2K | <0.1% | |
| PGIM High Yield R6 Fund Registered Investment Company | Common Stocks | — | — | $2K | <0.1% | |
| American Funds NewWorld R6 Registered Investment Company | Mutual Funds | — | — | $2K | <0.1% | |
| PRIN LIFETIME HYB 2070 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $532 | <0.1% |
