Anthony Martino signed Otten, Johnson, Robinson, NEFF & Ragonetti, P.C.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Otten, Johnson, Robinson, NEFF & Ragonetti, P.C.'s EIN is 84-1046684.
Download the official 2024 Form 5500 (PDF) for Otten, Johnson, Robinson, NEFF & Ragonetti, P.C. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)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 | $41K | — |
| 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 HYB 2030 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $8.0M | 14.4% | |
| PRIN LIFETIME HYB 2025 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $6.9M | 12.4% | |
| 23 Principal Trust Company Fidelity 500 Index | Common Collective Trusts | — | — | $5.1M | 9.3% | |
| 26 Principal Trust Company JP Morgan Large Cap Growth | Common Stocks | — | — | $4.4M | 7.8% | |
| PRIN LIFETIME HB 2040 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $4.2M | 7.5% | |
| 1 * Principal Trust Company SDBA | Common Stocks | — | — | $3.4M | 6.2% | |
| PRIN LIFETIME HY 2050 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $2.9M | 5.3% | |
| PRIN LIFETIME HB 2045 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $2.2M | 4.0% | |
| PRIN LIFETIME HB 2035 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $2.2M | 3.9% | |
| 34 Principal Trust Company Victory Sycamore Established Value | Common Stocks | — | — | $2.0M | 3.6% | |
| 30 Principal Trust Company Vanguard Federal Money Market Investor | Mutual Funds | — | — | $1.4M | 2.4% | |
| 33 Principal Trust Company Vanguard Short-Term Inflation Protected Securities | Mutual Funds | — | — | $1.2M | 2.1% | |
| 27 Principal Trust Company JP Morgan Mid Cap Growth | Common Stocks | — | — | $1000K | 1.8% | |
| 22 Principal Trust Company Fidelity Total International Index | Mutual Funds | — | — | $950K | 1.7% | |
| 29 Principal Trust Company MFS Value | Mutual Funds | — | — | $824K | 1.5% | |
| 16 Principal Trust Company American Funds EuroPacific Growth | Mutual Funds | — | — | $795K | 1.4% | |
| 20 Principal Trust Company Fidelity Mid Cap Index | Mutual Funds | — | — | $735K | 1.3% | |
| 24 Principal Trust Company Invesco Core Bond | Mutual Funds | — | — | $728K | 1.3% | |
| 31 Principal Trust Company Vanguard Small Cap Value Index Admiral | Mutual Funds | — | — | $715K | 1.3% | |
| GALLIARD STABLE RETURN C SEI TRUST COMPANY · EIN 52-2250946 / PN 001 | Common Collective Trust | — | — | $661K | 1.2% | |
| PRIN LIFETIME HY 2055 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $620K | 1.1% | |
| 28 Principal Trust Company MassMutual Mid Cap Growth | Common Stocks | — | — | $527K | 0.9% | |
| 25 Principal Trust Company Invesco Discovry | Mutual Funds | — | — | $471K | 0.8% | |
| 32 Principal Trust Company Vanguard Short-Term Investment-Grade Admiral | Mutual Funds | — | — | $293K | 0.5% | |
| Notes receivable from participants Maturing at various times through 2030 -0- | Other securities | — | — | $237K | 0.4% | |
| 18 Principal Trust Company DFA Golbal Equity ** 465 19 Principal Trust Company DFA International Small Company | Mutual Funds | — | — | $204K | 0.4% | |
| 21 Principal Trust Company Fidelity Small Cap Index | Mutual Funds | — | — | $198K | 0.4% | |
| 3 * Principal Trust Company Principal LifeTime Hybrid Income | Common Stocks | — | — | $177K | 0.3% | |
| PRIN LIFETIME HY INC CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $177K | 0.3% | |
| PRIN REAL ESTATE SECS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | — | — | $159K | 0.3% | |
| 17 Principal Trust Company Calvert US Large Cap Core Responsible | Common Stocks | — | — | $113K | 0.2% | |
| PRIN LIFETIME HY 2060 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $110K | 0.2% | |
| PRIN LIFETIME HYB 2070 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $108K | 0.2% | |
| PRIN LIFETIME HYB 2020 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $38K | <0.1% | |
| PRIN LIFETIME HYB 2015 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $26K | <0.1% | |
| PRIN LIFETIME HY 2065 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
Otten, Johnson, Robinson, NEFF & Ragonetti, P.C.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, automatic enrollment, a default investment (QDIA).
