Charlotte Noonan signed Oak Craft, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Oak Craft, Inc.'s EIN is 86-0463849.
Download the official 2024 Form 5500 (PDF) for Oak Craft, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Oak Craft, Inc.'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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $23K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ROYAL ALLIANCE ASSOCIATES, INC. | 93-0987232 | — | INVESTMENT/FINANCIAL ADVI | $17K | — |
| WOODBURY FINANCIAL SERVICES INC. |
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 BAL IDX - ADM | Registered Investment Companies | — | — | $837K | 23.8% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $381K | 10.8% | |
| VANGUARD GROWTH INDEX FUND ADM | Registered Investment Companies | — | — | $357K | 10.1% | |
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $314K | 8.9% | |
| VANGUARD VALUE INDEX FUND ADMR | Registered Investment Companies | — | — | $230K | 6.5% | |
| VANGUARD DEV MKT INDEX ADMIRAL | Registered Investment Companies | — | — | $174K | 4.9% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $117K | 3.3% | |
| VANGUARD FEDERAL MM INV | Registered Investment Companies | — | — | $110K | 3.1% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $104K | 3.0% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $102K | 2.9% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $83K | 2.4% | |
| VANGUARD TOT BND MKT IND- ADM | Registered Investment Companies | — | — | $82K | 2.3% | |
| VAN TARGET RETIRE INC 126 REGISTERED INVESTMENT COMPANY VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $78K | 2.2% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $68K | 1.9% | |
| MN PRO MIX MAX TERM CIT U EXETER TRUST COMPANY · EIN 02-0476209 / PN 009 | Common Collective Trust | — | — | $57K | 1.6% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $55K | 1.6% | |
| VANGUARD WELLESLEY INCOME-ADMR | Registered Investment Companies | — | — | $48K | 1.4% | |
| MET GG SV 25554 - J WILMINGTON TRUST RISC CIT · EIN 26-0142858 / PN 094 | Common Collective Trust | — | — | $39K | 1.1% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $39K | 1.1% | |
| VICTORY GOV SECURITIES INST | Registered Investment Companies | — | — | $32K | 0.9% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $31K | 0.9% | |
| FRA CONVERTIBLE SECURITIES R6 | Registered Investment Companies | — | — | $28K | 0.8% | |
| VANGUARD EMG MKTS STK IDX ADM | Registered Investment Companies | — | — | $17K | 0.5% | |
| VANGUARD REAL ESTATE INDEX ADM | Registered Investment Companies | — | — | $13K | 0.4% | |
| VAN INFL PROTECTED SEC - ADMR | Registered Investment Companies | — | — | $11K | 0.3% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $4K | 0.1% | |
| VANG TOT STK MKT IDX - ADMIRAL | Registered Investment Companies | — | — | $4K | 0.1% | |
| AMF AMERICAN HIGH INCOME - R6 | Registered Investment Companies | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 41-0944586 |
| — |
| INVESTMENT/FINANCIAL ADVI |
| $5K |
| — |
