Pete Carmen signed Oneida Innovations Group, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Oneida Innovations Group, LLC's EIN is 87-3795194.
Download the official 2024 Form 5500 (PDF) for Oneida Innovations Group, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Oneida Innovations Group, LLC'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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $621 | — |
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 Freedom 2045 K Mutual fund - 146,506 shares | Mutual Funds | — | — | $2.0M | 12.6% | |
| Fidelity Freedom 2030 K Mutual fund - 108,261 shares | Mutual Funds | — | — | $1.9M | 12.2% | |
| Vanguard 500 Index Adm Mutual fund - 3,379 shares | Common Collective Trusts | — | — | $1.8M | 11.7% | |
| Fidelity Freedom 2040 K Mutual fund - 133,944 shares | Mutual Funds | — | — | $1.5M | 9.9% | |
| Fidelity Freedom 2035 K Mutual fund - 93,795 shares | Mutual Funds | — | — | $1.5M | 9.4% | |
| Harbor Cap Appreciation Inv Mutual fund -14,010 shares | Other securities | — | — | $1.4M | 9.3% | |
| Fidelity Freedom 2025 K Mutual fund - 67,116 shares | Mutual Funds | — | — | $913K | 5.8% | |
| Fidelity Freedom 2055 K Mutual fund - 47,543 shares | Mutual Funds | — | — | $752K | 4.8% | |
| Fidelity Freedom 2050 K Mutual fund - 47,700 shares | Mutual Funds | — | — | $651K | 4.2% | |
| Fidelity Balanced Mutual fund - 17,921 shares | Mutual Funds | — | — | $530K | 3.4% | |
| Fidelity Large Cap Growth Index Mutual fund - 10,246 shares | Mutual Funds | — | — | $401K | 2.6% | |
| Fidelity Freedom 2020 K Mutual fund - 23,461 shares | Mutual Funds | — | — | $337K | 2.2% | |
| s, Continued Loomis Sayles Small Cap Growth Mutual fund - 9,363 shares | Mutual Funds | — | — | $278K | 1.8% | |
| Notes Receivable from Participants * Various participants Notes receivable maturing at dates through January 2028, with interest rates ranging from 4.25% to 9.50% - | Bonds / Notes | — | — | $276K | 1.8% | |
| Fidelity Freedom 2060 K Mutual fund - 13,887shares | Mutual Funds | — | — | $201K | 1.3% | |
| Vanguard Total International Stock Mutual fund - 5,561 shares | Mutual Funds | — | — | $176K | 1.1% | |
| American Funds Europacific Growth Mutual fund - 3,145 shares | Mutual Funds | — | — | $165K | 1.1% | |
| John Hancock Funds Disciplined Value Mid Cap Fund Class R6 Mutual fund - 4,783 shares | Other securities | — | — | $129K | 0.8% | |
| MORLEY STABLE VALUE PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $124K | 0.8% | |
| Fidelity Total Bond Mutual fund - 11,760 shares | Mutual Funds | — | — | $111K | 0.7% | |
| Fidelity Extended Market Index Mutual fund - 1078 shares | Mutual Funds | — | — | $98K | 0.6% | |
| Fidelity large-cap Growth Index Fund Mutual fund - 37 shares ** 670 MassMutual Select Mid Cap Growth Mutual fund - 4,389 shares | Common Collective Trusts | — | — | $85K | 0.5% | |
| Fidelity Freedom 2065 K Mutual fund - 5,369 shares | Mutual Funds | — | — | $71K | 0.5% | |
| Vanguard Total Bond Market Admiral Mutual fund - 7,350 shares | Mutual Funds | — | — | $70K | 0.4% | |
| JP Morgan Value Advantage Mutual fund - 1,215 shares | Other securities | — | — | $46K | 0.3% | |
| Vanguard Small Cap Value Index Fund Admiral Mutual fund - 234 shares | Common Collective Trusts | — | — | $20K | 0.1% | |
| Fidelity Freedom 2010 K Mutual fund - 1374 shares | Mutual Funds | — | — | $19K | 0.1% | |
| Principal Real Estate Securities Mutual fund - 122 shares | Other securities | — | — | $3K | <0.1% | |
| Vanguard Federal Money Market Fund Mutual fund - 3,093shares | Mutual Funds | — | — | $3K | <0.1% | |
| Fidelity Freedom 2070 K Mutual fund - 103 shares | 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.
