Pamela Billingsley signed Echelon Group, LLC, DBA OPOC.US' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Echelon Group, LLC, DBA OPOC.US' EIN is 88-0772314.
Download the official 2024 Form 5500 (PDF) for Echelon Group, LLC, DBA OPOC.US from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Echelon Group, LLC, DBA OPOC.US' plan includes profit-sharing, 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 RETIREMEWNT SOLUTIONS, | 13-3689044 | — | RECORD KEEPER | $41K | — |
| OPOC.US | 87-4188556 | — | RECORD KEEPER | $8K | — |
| NATIONWIDE | — | COLUMBUS, OH | RECORD KEEPER | $97 | — |
| TRANSAMERICA TRUST COMPANY |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 42-0947998 |
| — |
| TRUSTEE |
| $21 |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CADARET, GRANT & CO., INC. | 22-2361254 | — | INVESTMENT ADVISORY | $4K | — |
| LEAFHOUSE FINANCIAL ADVISORS, LLC | 26-4311657 | — | INVESTMENT ADVISORY | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | SECURITIES BROKERAGE | $1 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BRADY WARE & SCHOENFELD | 35-1476702 | — | AUDIT | $7K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EDWARD DA SOMMER | — | WORTHINGTON, OH | INVESTMENT | $135 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Growth Index Fund # | Common Collective Trusts | — | — | $965K | 14.3% | |
| Vanguard Small Cap Index Fund # | Common Collective Trusts | — | — | $838K | 12.4% | |
| Self-directed brokerage account Personal Choice Aggregate SDBA Assets # | Self-Directed Brokerage | — | — | $684K | 10.1% | |
| Fidelity 500 Index Fund # | Common Collective Trusts | — | — | $639K | 9.5% | |
| RPAG/WILMINGTON LARGE CAP VALUE FD WILMINGTON · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $317K | 4.7% | |
| PUTNAM SMALL CAP GROWTH TRUST R WILMINGTON TRUST · EIN 26-2447110 / PN 001 | Common Collective Trust | — | — | $312K | 4.6% | |
| PIMCO International Bond Fund # 33 State Street Global Equity Fund # | Mutual Funds | — | — | $277K | 4.1% | |
| Equity security funds American Funds American Balanced Fund # 64 American Funds New Perspective Fund # | Mutual Funds | — | — | $276K | 4.1% | |
| Fully benefit-responsive investment contracts at contract value * Transamerica Stable Value Core Account # | Stable Value | — | — | $265K | 3.9% | |
| American Funds New World Fund # | Mutual Funds | — | — | $261K | 3.9% | |
| State Street Small/Mid Cap Equity Fund # | Other securities | — | — | $238K | 3.5% | |
| DFA US Targeted Value Fund # | Mutual Funds | — | — | $213K | 3.2% | |
| Vanguard Balanced Index Fund # | Common Collective Trusts | — | — | $212K | 3.1% | |
| five-year term unless for the purchase of a primary residence, collateralized by 50% of participants' vested account balance, maturing through April 2037. -0- | Bonds / Notes | — | — | $201K | 3.0% | |
| Janus Henderson Global Life and Innovation Fund # | Mutual Funds | — | — | $178K | 2.6% | |
| DFA Real Estate Securities Fund # | Mutual Funds | — | — | $175K | 2.6% | |
| Franklin Utilities Fund # | Mutual Funds | — | — | $127K | 1.9% | |
| Vanguard Health Care Fund # | Mutual Funds | — | — | $116K | 1.7% | |
| Vanguard High-Yield Corporate Fund # 600 Vanguard Mid-Cap Growth Index Fund # | Common Collective Trusts | — | — | $101K | 1.5% | |
| iShares U.S. Aggregate Bond Index Fund # | Common Collective Trusts | — | — | $89K | 1.3% | |
| Transamerica Stable Value General Account # | Stable Value | — | — | $70K | 1.0% | |
| American Funds Small Cap World Fund # | Mutual Funds | — | — | $46K | 0.7% | |
| RPAG/WILMINGTON CORE PLUS BOND FD R WILMINGTON · EIN 38-4116854 / PN 515 | Common Collective Trust | — | — | $25K | 0.4% | |
| INTERNATIONAL GROWTH FUND II FEE CL WILMINGTON TRUST · EIN 38-4139842 / PN 619 | Common Collective Trust | — | — | $21K | 0.3% | |
| Fidelity Freedom Index 2060 Institutional Fund # | Mutual Funds | — | — | $15K | 0.2% | |
| Fidelity Freedom Index 2055 Institutional Fund # | Mutual Funds | — | — | $12K | 0.2% | |
| Vanguard Mid-Cap Value Index Fund # | Common Collective Trusts | — | — | $12K | 0.2% | |
| Fidelity Freedom Index 2050 Institutional Fund # | Mutual Funds | — | — | $11K | 0.2% | |
| State Street US Inflation Protected Bond Index Fund # | Common Collective Trusts | — | — | $11K | 0.2% | |
| STATE ST US INF PRTCTD BD IDX NL FD STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 168 | Common Collective Trust | — | — | $11K | 0.2% | |
| Fidelity Freedom Index 2065 Institutional Fund # | Mutual Funds | — | — | $7K | 0.1% | |
| Fidelity Freedom Index 2045 Institutional Fund # | Mutual Funds | — | — | $7K | <0.1% | |
| Fidelity Freedom Index 2035 Institutional Fund # | Mutual Funds | — | — | $6K | <0.1% | |
| Fidelity Freedom Index 2020 Institutional Fund # 565 Fidelity Freedom Index 2025 Institutional Fund # 297 Fidelity Freedom Index 2030 Institutional Fund # | Mutual Funds | — | — | $6K | <0.1% | |
| Fidelity Freedom Index 2040 Institutional Fund # | Mutual Funds | — | — | $5K | <0.1% |
