Keith Springer signed Earle Operating Holding Company, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Earle Operating Holding Company, Inc.'s EIN is 84-4086198.
Download the official 2024 Form 5500 (PDF) for Earle Operating Holding Company, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Earle Operating Holding Company, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONWIDE | — | COLUMBUS, OH | RECORDKEEPER | $30K | — |
| JOHN HANCOCK RETIREMENT PLAN SERV | — | — | RECORDKEEPER | $3K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Nuveen Lifecycle Index 2040 R6 | Mutual Funds | — | — | $6.4M | 16.4% | |
| Nuveen Lifecycle Index 2045 R6 | Mutual Funds | — | — | $4.1M | 10.7% | |
| Nuveen Lifecycle Index 2030 R6 | Mutual Funds | — | — | $4.1M | 10.5% | |
| Nuveen Lifecycle Index 2035 R6 | Mutual Funds | — | — | $3.9M | 10.2% | |
| Nuveen Lifecycle Index 2050 R6 | Mutual Funds | — | — | $3.1M | 8.0% | |
| Nuveen Lifecycle Index 2055 R6 | Mutual Funds | — | — | $2.8M | 7.1% | |
| Nuveen Lifecycle Index 2060 R6 | Mutual Funds | — | — | $2.0M | 5.2% | |
| Participant Loans*** Interest Rates 8.50% - 9.50% - | Bonds / Notes | — | — | $1.4M | 3.7% | |
| Fidelity Eq Grwth Z | Mutual Funds | — | — | $1.1M | 2.8% | |
| Vanguard Wellington Fund Adm | Mutual Funds | — | — | $938K | 2.4% | |
| Nuveen Lifecycle Index 2025 R6 | Mutual Funds | — | — | $839K | 2.2% | |
| Vanguard Value Index Fd Adm | Mutual Funds | — | — | $777K | 2.0% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $638K | 1.6% | |
| Nuveen Lifecycle Index 2020 R6 | Mutual Funds | — | — | $633K | 1.6% | |
| Blackrock Equity Index R | Common Collective Trusts | — | — | $554K | 1.4% | |
| Vanguard Small-Cap Index Fd Adm | Mutual Funds | — | — | $547K | 1.4% | |
| Fidelity Infl Prtct Bond Index | U.S. Treasuries | — | — | $494K | 1.3% | |
| Nuveen Lifecycle Index 2065 R6 | Mutual Funds | — | — | $426K | 1.1% | |
| Vanguard Real Estate Index Adm | Mutual Funds | — | — | $424K | 1.1% | |
| Nuveen Lifecycle Index 2015 R6 | Mutual Funds | — | — | $421K | 1.1% | |
| American Funds Europacific Growth R6 Fund | Mutual Funds | — | — | $311K | 0.8% | |
| Vanguard Lrg-Cap Index Adm | Mutual Funds | — | — | $298K | 0.8% | |
| John Hancock Stable Value Guaranteed Inc | Stable Value | — | — | $288K | 0.7% | |
| Blackrock High Yield Bond Portfolio | Other securities | — | — | $285K | 0.7% | |
| DFA US Targeted Value | Mutual Funds | — | — | $281K | 0.7% | |
| American Funds New Wld R6 | Mutual Funds | — | — | $203K | 0.5% | |
| Vanguard Growth Index Fd Adm | Mutual Funds | — | — | $115K | 0.3% | |
| Vanguard Ttl Wrld Stk Index Adm | Mutual Funds | — | — | $84K | 0.2% | |
| Fidelity US Bd Index | Mutual Funds | — | — | $77K | 0.2% | |
| Fidelity International Index | Mutual Funds | — | — | $67K | 0.2% | |
| Vanguard Small Growth Adm | Mutual Funds | — | — | $66K | 0.2% | |
| JP Morgan US Govt MMkt Cap Cl | Other securities | — | — | $51K | 0.1% | |
| PGIM Ttl Rtn Bd Z | Other securities | — | — | $34K | <0.1% | |
| American Funds Cap Wld Bd R6 | Mutual Funds | — | — | $20K | <0.1% | |
| Vanguard Balance Index Adm | Mutual Funds | — | — | $14K | <0.1% | |
| Baron SmCap Inst | Other securities | — | — | $7K | <0.1% | |
| Nuveen Lifecycle Index Rt Inc R6 | Mutual Funds | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| SAFE MONEY SOLUTIONS, LLC |
| 36-4839464 |
| PALM COAST, FL |
| ADVISOR |
| $35K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| INTAC ACTUARIAL SERVICES, INC | 22-2446239 | BOSTON, MA | TPA | $9K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ABBEY E BLATT CPA PC | 35-0801610 | HAUPPAUGE, NY | AUDITOR | $6K | — |
