Kimberly Slifer signed Olgoonik Development, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Olgoonik Development, LLC's EIN is 92-0176618.
Download the official 2024 Form 5500 (PDF) for Olgoonik Development, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Olgoonik Development, LLC's plan includes ERISA 404(c) participant direction, profit-sharing, a 401(k) feature, a default investment (QDIA), a self-directed brokerage window.
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 | -$58K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY LLC | 20-8764829 | — | INVESTMENT ADVISOR | $56K | — |
| STRATEGIC ADVISORS, INC. |
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 | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $55.7M | 93.4% | |
| FID FRDM BLND 2045 H FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 094 | Common Collective Trust | — | — | $4.0M | 6.7% | |
| FID FRDM BLND 2035 H FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 092 | Common Collective Trust | — | — | $3.6M | 6.0% | |
| FID FRDM BLND 2030 H FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 091 | Common Collective Trust | — | — | $3.0M | 5.0% | |
| FID FRDM BLND 2040 H FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 093 | Common Collective Trust | — | — | $2.6M | 4.4% | |
| FID FRDM BLND 2020 H FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 089 | Common Collective Trust | — | — | $1.8M | 3.0% | |
| FID FRDM BLND 2050 H FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 095 | Common Collective Trust | — | — | $1.8M | 3.0% | |
| FID FRDM BLND 2055 H FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 113 | Common Collective Trust | — | — | $1.4M | 2.4% | |
| FID FRDM BLND 2025 H FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 090 | Common Collective Trust | — | — | $1.1M | 1.8% | |
| PUTNAM STBL VAL PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $420K | 0.7% | |
| FID FRDM BLEND INC H FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 085 | Common Collective Trust | — | — | $199K | 0.3% | |
| PIONEER LG CAP GR TR GREAT GRAY TRUST COMPANY · EIN 81-4278868 / PN 290 | Common Collective Trust | — | — | $161K | 0.3% | |
| FID FRDM BLND 2065 H FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 168 | Common Collective Trust | — | — | $112K | 0.2% | |
| FID FRDM BLND 2060 H FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 147 | Common Collective Trust | — | — | $106K | 0.2% | |
| FID FRDM BLND 2015 H FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 088 | Common Collective Trust | — | — | $86K | 0.1% | |
| FID FRDM BLND 2010 H FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 087 | Common Collective Trust | — | — | $48K | <0.1% | |
| FID FRDM BLND 2070 H FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 218 | Common Collective Trust | — | — | $57 | <0.1% |
| 04-2654524 |
| — |
| ADVISOR |
| $31K |
| — |
