Angela Duckwall signed Rock Oak Services Group, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Rock Oak Services Group, LLC's EIN is 82-4991820.
Download the official 2024 Form 5500 (PDF) for Rock Oak Services Group, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Rock Oak Services Group, 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 |
|---|---|---|---|---|---|
| EPIC RETIREMENT PLAN SERVICES | 16-1450952 | — | NONE | $7K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $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 | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $925K | 20.9% | |
| Vanguard Target Retirement 2050 Fund | Mutual Funds | — | — | $490K | 11.1% | |
| LARGE CAP GRWTH FD III CL R1 GREAT GRAY TRUST CO · EIN 38-7275327 / PN 001 | Common Collective Trust | — | — | $385K | 8.7% | |
| Vanguard Target Retirement 2055 Fund | Mutual Funds | — | — | $299K | 6.8% | |
| INTERNALTIONAL EQUITY FD CLASS R1 GREAT GRAY TRUST CO. · EIN 38-4139853 / PN 631 | Common Collective Trust | — | — | $289K | 6.5% | |
| Hartford Dividend & Growth HLA Fund Class IB | Other securities | — | — | $285K | 6.4% | |
| Vanguard Target Retirement 2040 Fund | Mutual Funds | — | — | $195K | 4.4% | |
| Vanguard Target Retirement 2035 Fund | Mutual Funds | — | — | $137K | 3.1% | |
| Participants Participant Loans Rates from 4.25% to 9.50% with maturities through 2029 - | Bonds / Notes | — | — | $136K | 3.1% | |
| Fidelity Small Cap Index 664 Fidelity Total Bond K6 | Mutual Funds | — | — | $127K | 2.9% | |
| Great Gray Trust Co. State Street Global All Cap Equity Ex-U.S. Index II | Common Stocks | — | — | $125K | 2.8% | |
| STATE ST GLB ALCAP EQEX US IDX II GREAT GRAY TRUST CO · EIN 90-0337987 / PN 444 | Common Collective Trust | — | — | $125K | 2.8% | |
| STABLE VALUE FUND CIT, SERIES 25053 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $117K | 2.7% | |
| Vanguard Target Retirement 2070 Fund 291 Victory Sycamore Established Value Fund Class I | Mutual Funds | — | — | $114K | 2.6% | |
| Vanguard Target Retirement 2045 Fund | Mutual Funds | — | — | $108K | 2.5% | |
| JP Morgan JP Morgan Mid Cap Growth Fund R6 | Other securities | — | — | $99K | 2.2% | |
| PIMCO INCM Fund Institutional Class | Mutual Funds | — | — | $97K | 2.2% | |
| Fidelity Mid Cap Index 665 Fidelity Small Cap Growth K6 | Mutual Funds | — | — | $92K | 2.1% | |
| Vanguard Target Retirement 2060 Fund | Mutual Funds | — | — | $89K | 2.0% | |
| American Century American Century Small Cap Value Fund I Class | Other securities | — | — | $81K | 1.8% | |
| Vanguard Target Retirement 2030 Fund | Mutual Funds | — | — | $73K | 1.7% | |
| Vanguard Target Retirement INCM Inv 51 Vanguard Target Retirement 2020 Fund 671 Vanguard Target Retirement 2025 Fund | Mutual Funds | — | — | $32K | 0.7% | |
| PIMCO International Bond US Dollar Hedge Inst | Mutual Funds | — | — | $31K | 0.7% | |
| Vanguard Target Retirement 2065 Fund | Mutual Funds | — | — | $31K | 0.7% | |
| Fidelity US Bond Index Fund | Common Collective Trusts | — | — | $22K | 0.5% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
