CHAD McAtee signed Crimson Oak Grove Resources, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Crimson Oak Grove Resources, LLC's EIN is 85-1222574.
Download the official 2024 Form 5500 (PDF) for Crimson Oak Grove Resources, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Crimson Oak Grove Resources, LLC's plan includes ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORD KEEPER | $5K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CBIZ INVESTMENT ADVISOR SERVICES LL | 81-3968784 | — | INVESTMENT ADVISOR | $13K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retrmnt 2045 | Mutual Funds | — | — | $1.0M | 8.9% | |
| GOLDMAN SACHS STABLE VAL L CL 1 GOLDMAN SACHS · EIN 13-4166989 / PN 025 | Common Collective Trust | — | — | $994K | 8.8% | |
| Vanguard Target Retrmnt 2050 | Mutual Funds | — | — | $935K | 8.3% | |
| Vanguard Target Retrmnt 2055 | Mutual Funds | — | — | $914K | 8.1% | |
| American Funds American Fds Gr Fd of America R6 | Mutual Funds | — | — | $808K | 7.1% | |
| Vanguard Target Retrmnt 2040 | Mutual Funds | — | — | $799K | 7.1% | |
| Participants Notes Receivable with interest rates of 4.25% to 9.50% | Bonds / Notes | — | — | $731K | 6.5% | |
| Blackrock Eq Dividend K | Other securities | — | — | $643K | 5.7% | |
| Vanguard Target Retrmnt 2025 | Mutual Funds | — | — | $574K | 5.1% | |
| Vanguard 500 Index Adm | Common Collective Trusts | — | — | $537K | 4.7% | |
| American Funds American Funds EuroPacific Gr R6 | Mutual Funds | — | — | $450K | 4.0% | |
| Vanguard Target Retrmnt 2030 | Mutual Funds | — | — | $446K | 3.9% | |
| Vanguard Target Retrmnt 2035 | Mutual Funds | — | — | $374K | 3.3% | |
| Vanguard Target Retrmnt 2060 | Mutual Funds | — | — | $362K | 3.2% | |
| Vanguard Total Intl Stock Index Adm | Mutual Funds | — | — | $297K | 2.6% | |
| JPMorgan Govt Bd R6 | Other securities | — | — | $213K | 1.9% | |
| Vanguard Total Bd Mkt Index Adm | Mutual Funds | — | — | $186K | 1.6% | |
| Vanguard Explorer Adm | Mutual Funds | — | — | $181K | 1.6% | |
| State Street Bank & Trust Co. Cash Reserve Account 470 American Beacon American Beacon Small Cap Val R5 | Cash / Money Market | — | — | $148K | 1.3% | |
| Vanguard Small Cap Index Adm | Mutual Funds | — | — | $146K | 1.3% | |
| Vanguard Mid Cap Index Adm | Mutual Funds | — | — | $114K | 1.0% | |
| Vanguard Target Retrmnt 2065 Inv | Mutual Funds | — | — | $92K | 0.8% | |
| T. Rowe Price T. Rowe Price Mid-Cap Gr I | Other securities | — | — | $82K | 0.7% | |
| Metropolitan West Metropolitan West Total Rturn Bd P | Other securities | — | — | $68K | 0.6% | |
| Charles Schwab Instl Personal Choice Retment Account | Mutual Funds | — | — | $65K | 0.6% | |
| Nuveen Real Estate Securities R6 | Mutual Funds | — | — | $64K | 0.6% | |
| MFS Mid Cap Val R6 | Mutual Funds | — | — | $47K | 0.4% | |
| Vanguard Target Retrmnt 2020 | Mutual Funds | — | — | $30K | 0.3% | |
| Vanguard Target Retrmnt 2070 Inv | Mutual Funds | — | — | $23K | 0.2% |
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 |
|---|---|---|---|---|---|
| NATIONAL FINANCIAL SERVICES | 04-3523567 | — | SECURITIES BROKER | $0 | — |
| CHARLES SCHWAB & CO, INC. | 94-1733778 | — | SECURITIES BROKER | $0 | — |
