Richard Clegg signed O.C. Tanner Company's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
O.C. Tanner Company's EIN is 87-0182665.
Download the official 2024 Form 5500 (PDF) for O.C. Tanner Company from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)O.C. Tanner Company's plan includes ERISA 404(c) participant direction, a 401(k) feature, 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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | NONE | $213K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RESOURCES INVESTMENT ADVISORS, LLC | — | OVERLAND PARK, KS | NONE | $54K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index | Common Collective Trusts | — | — | $47.8M | 13.8% | |
| Dodge & Cox Dodge & Cox Income | Mutual Funds | — | — | $29.6M | 8.6% | |
| AMERICAN CENTURY RETIRE DATE 2040 I AMERICAN CENTURY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $27.4M | 7.9% | |
| AMERICAN CENTURY RETIRE DATE 2045 I AMERICAN CENTURY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $25.3M | 7.3% | |
| The Standard Insurance Company Standard Stable Asset Fund II | Common Stocks | — | — | $23.9M | 6.9% | |
| PIMCO Diversified Inc Instl | Mutual Funds | — | — | $21.7M | 6.3% | |
| AMERICAN CENTURY RETIRE DATE 2050 I AMERICAN CENTURY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $19.9M | 5.7% | |
| Dodge & Cox Dodge & Cox Stock | Mutual Funds | — | — | $16.6M | 4.8% | |
| iShares MSCI Total Intl Idx K | Common Collective Trusts | — | — | $16.2M | 4.7% | |
| AMERICAN CENTURY RETIRE DATE 2055 I AMERICAN CENTURY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $14.7M | 4.2% | |
| HARBOR CAPITAL APPRECIATION CIT HARBOR TRUST COMPANY, INC. · EIN 84-4022934 / PN 001 | Common Collective Trust | — | — | $14.5M | 4.2% | |
| AMERICAN CENTURY RETIRE DATE 2060 I AMERICAN CENTURY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $11.1M | 3.2% | |
| JPMorgan US Research Enhanced Equity R6 | Other securities | — | — | $10.7M | 3.1% | |
| AMERICAN CENTURY RETIRE DATE 2035 I AMERICAN CENTURY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $10.3M | 3.0% | |
| AMERICAN CENTURY RETIRE DATE 2030 I AMERICAN CENTURY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $10.0M | 2.9% | |
| Brown Capital Brown Capital Management Small Company Inv | Common Stocks | — | — | $7.9M | 2.3% | |
| Victory Sycamore Established Val R6 | Other securities | — | — | $5.8M | 1.7% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $5.5M | 1.6% | |
| American Funds American Funds Europacific Growth R6 | Mutual Funds | — | — | $5.2M | 1.5% | |
| Baron Growth Instl | Other securities | — | — | $5.1M | 1.5% | |
| AMERICAN CENTURY RETIREMENT 2025 IX AMERICAN CENTURY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $4.2M | 1.2% | |
| Fidelity Small Cap Index | Mutual Funds | — | — | $3.8M | 1.1% | |
| AMERICAN CENTURY IN RETIREMENT IX AMERICAN CENTURY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $3.0M | 0.9% | |
| American Beacon American Beacon Small Cap Value Instl | Other securities | — | — | $2.4M | 0.7% | |
| Notes receivable from participants with interest rates * Participant loans ranging from 4.16% to 9.50%, maturing through 2029 0 | Bonds / Notes | — | — | $2.3M | 0.7% | |
| AMERICAN CENTURY RETIRE DATE 2065 I AMERICAN CENTURY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $849K | 0.2% | |
| Dreyfus Government Cash Mgmt Instl | Mutual Funds | — | — | $253K | <0.1% |
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 |
|---|---|---|---|---|---|
| ONE DIGITAL TOPCO LLC DBA RESOURCES | — | OVERLAND PARK, KS | NONE | $85K | — |
| TANNER LLC | — | SALT LAKE CITY, UT | NONE | $16K | — |
| O C TANNER COMPANY | — | SALT LAKE CITY, UT | NONE | $16K | — |
