Emily KIDD signed J.D. OTT Co., Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
J.D. OTT Co., Inc.'s EIN is 91-0818001.
Download the official 2024 Form 5500 (PDF) for J.D. OTT Co., Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)J.D. OTT Co., Inc.'s plan includes profit-sharing, a 401(k) feature, a default investment (QDIA), ERISA 404(c) participant direction.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SLOY, DAHL & HOLST, LLC | — | PORTLAND, OR | NONE | $36K | — |
| NWPS | 91-2090931 | — | NONE | $3K | — |
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 | |||||
|---|---|---|---|---|---|---|
| SLOY, DAHL & HOLST AGGRESSIVE CL I SLOY, DAHL & HOLST · EIN 93-0989022 / PN 001 | Common Collective Trust | — | — | $3.8M | 49.9% | |
| SLOY, DAHL & HOLST BALANCED CL I SLOY, DAHL & HOLST · EIN 93-0989022 / PN 001 | Common Collective Trust | — | — | $1.4M | 19.0% | |
| SLOY, DAHL & HOLST GROWTH CL I SLOY, DAHL & HOLST · EIN 93-0989022 / PN 001 | Common Collective Trust | — | — | $387K | 5.1% | |
| Vanguard 500 Index Mutual Fund | Common Collective Trusts | — | — | $375K | 4.9% | |
| MORLEY STABLE VALUE FUND PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $329K | 4.3% | |
| SLOY, DAHL & HOLST CONSERVATIVE CLI SLOY, DAHL & HOLST · EIN 93-0989022 / PN 001 | Common Collective Trust | — | — | $239K | 3.1% | |
| Edgewood Growth Mutual Fund | Other securities | — | — | $201K | 2.6% | |
| Victory Sycamore Established Value Mutual Fund | Other securities | — | — | $146K | 1.9% | |
| Voya Smallcap Growth Fund Mutual Fund | Other securities | — | — | $95K | 1.2% | |
| Voya Midcap Oppty Fd Mutual Fund | Other securities | — | — | $90K | 1.2% | |
| Vanguard Total Bond Mkt Index Mutual Fund | Mutual Funds | — | — | $70K | 0.9% | |
| Columbia Contrarian Cor Mutual Fund | Other securities | — | — | $39K | 0.5% | |
| Fidelity Overseas Fund Mutual Fund ** 724 Hartford Equity Income Mutual Fund ** 14 Invesco Oppenheimer Dev Mkts Mutual Fund ** 727 PIMCO Inflation Response Multi Mutual Fund ** 768 Vanguard Developed Mkts Index Mutual Fund | Mutual Funds | — | — | $32K | 0.4% | |
| Vanguard Emrg Mkts Stk Index Mutual Fund | Mutual Funds | — | — | $20K | 0.3% | |
| Vanguard Small Cap Mutual Fund | Mutual Funds | — | — | $18K | 0.2% | |
| SLOY, DAHL & HOLST MODERATE CL I SLOY, DAHL & HOLST · EIN 93-0989022 / PN 001 | Common Collective Trust | — | — | $884 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
