Elizabeth McCredden signed Ovation Holdings' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Ovation Holdings' EIN is 82-5057672.
Download the official 2024 Form 5500 (PDF) for Ovation Holdings from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Ovation Holdings' 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 | $252K | — |
| 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.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL SECURITIES INC | 42-0941553 | — | OTHER SERVICES | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| PRIN LIFETIME HYB 2030 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | $0 | $6.9M | 15.3% | |
| PRIN LIFETIME HYB 2025 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | $0 | $6.2M | 13.8% | |
| PRIN LIFETIME HB 2035 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | $0 | $5.7M | 12.7% | |
| PRIN LIFETIME HB 2040 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | $0 | $4.4M | 9.8% | |
| Prin SmCap S&P 600 Index SA-Z | Common Stocks | — | $0 | $3.8M | 8.4% | |
| PRIN LIFETIME HB 2045 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $3.8M | 8.4% | |
| PRIN LIFETIME HY 2050 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | $0 | $3.3M | 7.3% | |
| PRIN LIFETIME HY 2055 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | $0 | $2.5M | 5.4% | |
| Nuveen Large Cap Gr Indx R6 | Mutual Funds | — | $0 | $2.2M | 5.0% | |
| PRIN LIFETIME HYB 2020 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | $0 | $1.6M | 3.6% | |
| Prin Fixed Inc Guar Option | Common Stocks | — | $0 | $1.4M | 3.1% | |
| Notes Receivable From Participants | Other securities | — | — | $1.1M | 2.3% | |
| Prin LifeTime Hy Inc CIT U | Common Collective Trusts | — | $0 | $986K | 2.2% | |
| PRIN LIFETIME HY 2060 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | $0 | $835K | 1.8% | |
| Vanguard FTSE Soc Idx Adm Fd | Common Collective Trusts | — | $0 | $621K | 1.4% | |
| Vanguard Strat Equity Inv Fund | Mutual Funds | — | $0 | $401K | 0.9% | |
| Western Asset Cr Pls Bd IS Fd | Other securities | — | $0 | $369K | 0.8% | |
| PIMCO StocksPLUS Intl I Fund | Mutual Funds | — | $0 | $329K | 0.7% | |
| PRIN LIFETIME HY 2065 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | $0 | $291K | 0.6% | |
| Prin LifeTime Hyb 2025 CIT U | Common Collective Trusts | — | $0 | $265K | 0.6% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $265K | 0.6% | |
| PRIN LIFETIME HYB 2015 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | $0 | $240K | 0.5% | |
| JanusHenderson Triton N | Other securities | — | $0 | $202K | 0.4% | |
| Diamond Hill Large Cap I Fund | Other securities | — | $0 | $200K | 0.4% | |
| Fidelity Inf-Pr Bond Index Fd | Mutual Funds | — | $0 | $188K | 0.4% | |
| Vanguard Hi Div Yld Idx Adm Fd | Common Collective Trusts | — | $0 | $185K | 0.4% | |
| Goldman Sachs Em Mkt Eq Is R6 | Other securities | — | $0 | $148K | 0.3% | |
| Etn Vnc Atl Cp SMID-Cap R6 Fd | Other securities | — | $0 | $110K | 0.2% | |
| AB Large Cap Growth Z Fund | Other securities | — | $0 | $92K | 0.2% | |
| PIMCO StcksPLUS Abs Ret I Fd | Structured Credit (CLO/ABS) | — | $0 | $90K | 0.2% | |
| PRIN LIFETIME HYB 2070 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | $0 | $86K | 0.2% | |
| John Hancock Intl Growth R6 | Other securities | — | $0 | $84K | 0.2% | |
| Undisc Mgrs Behav Value R6 Fd | Other securities | — | $0 | $84K | 0.2% | |
| Allspring Spec M Cap Value R6 | Other securities | — | $0 | $77K | 0.2% | |
| MFS Int'l New Discovery R6 Fd | Mutual Funds | — | $0 | $67K | 0.1% | |
| PIMCO Intl Bond (USD-Hdg) I Fd | Mutual Funds | — | $0 | $56K | 0.1% | |
| PRIN LIFETIME HY INC CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $40K | <0.1% | |
| Lord Abbett High Yield R6 Fund | Mutual Funds | — | $0 | $30K | <0.1% |
