Melissa Marvin signed Old Harbor Native Corporation's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Old Harbor Native Corporation's EIN is 92-0045659.
Download the official 2024 Form 5500 (PDF) for Old Harbor Native Corporation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Old Harbor Native Corporation'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 |
|---|---|---|---|---|---|
| CHARLES SCHWAB TRUST BANK | 82-3967259 | AUSTIN, TX | CUSTODIAN | $21K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NORTHWEST INVESTMENT CONSULTING INC | 91-2090931 | SEATTLE, WA | RECORDKEEPER, TPA | $112K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Registered Investment Companies (Mutual Funds) American Funds American Funds 2040 Target Date R6 - | Mutual Funds | — | — | $5.0M | 8.1% | |
| American Funds American Funds 2025 Target Date R6 - | Mutual Funds | — | — | $4.9M | 8.0% | |
| American Funds American Funds 2030 Target Date R6 - | Mutual Funds | — | — | $4.7M | 7.7% | |
| American Funds American Funds 2050 Target Date R6 - | Mutual Funds | — | — | $4.6M | 7.4% | |
| American Funds American Funds 2035 Target Date R6 - | Mutual Funds | — | — | $4.5M | 7.4% | |
| BLACK ROCK EQUITY INDEX FUND CL 1 CHARLES SCHWAB BANK · EIN 01-0233346 / PN 000 | Common Collective Trust | — | — | $4.4M | 7.2% | |
| American Funds American Funds 2055 Target Date R6 - | Mutual Funds | — | — | $3.2M | 5.3% | |
| American Funds American Funds 2060 Target Date R6 - | Mutual Funds | — | — | $2.8M | 4.6% | |
| Pioneer Fundamental Growth K - | Other securities | — | — | $2.8M | 4.6% | |
| American Funds American Funds 2020 Target Date R6 - | Mutual Funds | — | — | $2.2M | 3.5% | |
| Hartford Dividend and Growth R6 - | Other securities | — | — | $1.4M | 2.2% | |
| MFS Technology Fund CL A - | Mutual Funds | — | — | $1.3M | 2.1% | |
| American Funds American Funds 2015 Target Date R6 - | Mutual Funds | — | — | $1.2M | 1.9% | |
| JP Morgan JP Morgan Mid Cap Growth Fund R6 - | Other securities | — | — | $1.0M | 1.7% | |
| T. Rowe Price T. Rowe Price Health Sciences I - | Other securities | — | — | $1.0M | 1.6% | |
| Vanguard Energy Fund Adm - | Mutual Funds | — | — | $924K | 1.5% | |
| American Funds American Funds 2065 Target Date R6 - | Mutual Funds | — | — | $915K | 1.5% | |
| Vanguard Mid Cap Index Adm - | Mutual Funds | — | — | $909K | 1.5% | |
| Vanguard Small Cap Index Adm - | Mutual Funds | — | — | $870K | 1.4% | |
| GR GRAY III FOR METLIFE GAC 25554 J CHARLES SCHWAB BANK · EIN 01-0233346 / PN 000 | Common Collective Trust | — | — | $753K | 1.2% | |
| Maturities - January 2025 to May 2036 - | Other securities | — | — | $736K | 1.2% | |
| PIMCO Income Fund Instl - | Mutual Funds | — | — | $713K | 1.2% | |
| BLACK ROCK EAFE EQUITY INDEX FD CL1 CHARLES SCHWAB BANK · EIN 01-0233346 / PN 000 | Common Collective Trust | — | — | $680K | 1.1% | |
| BlackRock EAFE Equity Index FD CL 1 - | Common Collective Trusts | — | — | $671K | 1.1% | |
| Fidelity ADV Small Cap Growth Fund CL Z - | Mutual Funds | — | — | $581K | 0.9% | |
| American Funds American Funds 2010 Target Date R6 - | Mutual Funds | — | — | $547K | 0.9% | |
| Vanguard Real Estate Index Fund Admiral Shares - | Common Collective Trusts | — | — | $535K | 0.9% | |
| American Funds American Funds Europacific Growth R6 - | Mutual Funds | — | — | $530K | 0.9% | |
| Franklin Templeton Investments Franklin Utilities A - | Mutual Funds | — | — | $493K | 0.8% | |
| PGIM Total Return Bond R6 - | Other securities | — | — | $473K | 0.8% | |
| Victory Sycamore Established Value R6 - | Other securities | — | — | $424K | 0.7% | |
| Victory Sycamore Small Company Opp R6 - | Common Stocks | — | — | $320K | 0.5% | |
| Dimensional Fund Advisors DFA Emerging Mkts Port Instl - | Mutual Funds | — | — | $224K | 0.4% | |
| BLACK ROCK U.S. DEBT INDEX FUND CL1 CHARLES SCHWAB BANK · EIN 01-0233346 / PN 000 | Common Collective Trust | — | — | $188K | 0.3% | |
| Vanguard Inflation-Protected Sec Adm - | Mutual Funds | — | — | $167K | 0.3% | |
| Hartford International Value I - | Other securities | — | — | $118K | 0.2% | |
| American Funds American Funds New Perspective R6 - | Mutual Funds | — | — | $24K | <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 |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC | 13-2638166 | WEEHAWKEN, NJ | INVESTMENT ADVISOR | $46K | — |
