Tim Richter signed O'BRIEN Industrial Holdings, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
O'BRIEN Industrial Holdings, LLC's EIN is 92-0198356.
Download the official 2024 Form 5500 (PDF) for O'BRIEN Industrial Holdings, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)O'BRIEN Industrial Holdings, LLC's 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 |
|---|---|---|---|---|---|
| EPIC RETIREMENT PLAN SERVICES | 16-1450952 | — | NONE | $31K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CLAYTON FINANCIAL GROUP, LLC | 47-3829020 | — | NONE | $36K | — |
| CHARLES SCHWAB TRUST BANK |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard LifeStrategy Income Fd Mutual Fund N/A | Mutual Funds | — | — | $3.1M | 15.4% | |
| Vanguard LifeStrategy Growth Fd Mutual Fund N/A | Mutual Funds | — | — | $1.8M | 9.0% | |
| GALLIARD STABLE RETURN FUND C SEI TRUST COMPANY · EIN 52-2250946 / PN 001 | Common Collective Trust | — | — | $1.3M | 6.4% | |
| T Rowe Price Large Cap Growth Mutual Fund N/A | Mutual Funds | — | — | $813K | 4.0% | |
| Fidelity 500 Index Fd Mutual Fund N/A | Common Collective Trusts | — | — | $709K | 3.5% | |
| Dodge & Cox Stock Fund Mutual Fund N/A | Mutual Funds | — | — | $563K | 2.8% | |
| Schwab Indexed Ret Tr Fd 2065 Common Collective Trust N/A 161 * Notes Receivable from Participants Interest rates ranging from 4.25% - 9.50% N/A | Common Collective Trusts | — | — | $538K | 2.7% | |
| Goldman Sachs GQG Ptnrs Intl Mutual Fund N/A | Other securities | — | — | $442K | 2.2% | |
| Personal Choice Retirement Account Personal Brokerage Account N/A | Self-Directed Brokerage | — | — | $428K | 2.1% | |
| Vanguard LifeStrategy Consrv Grth Fd Mutual Fund N/A | Mutual Funds | — | — | $387K | 1.9% | |
| IR&M CORE BOND COLLECTIVE FUND GLOBAL TRUST COMPANY - IR&M · EIN 37-6567224 / PN 001 | Common Collective Trust | — | — | $352K | 1.7% | |
| Vanguard Mid-Cap Growth Index Mutual Fund N/A | Mutual Funds | — | — | $300K | 1.5% | |
| Hood River Sm Cap Gwth Instl Cl Mutual Fund N/A | Other securities | — | — | $253K | 1.3% | |
| SCHWAB INDEXED RET TRUST FD 2050 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 019 | Common Collective Trust | — | — | $236K | 1.2% | |
| AGM Timesquare Mid Cap Gwth Fd Mutual Fund N/A | Other securities | — | — | $215K | 1.1% | |
| SCHWAB INDEXED RET TRUST FD 2040 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 017 | Common Collective Trust | — | — | $148K | 0.7% | |
| Victory Sycamore Established Value Mutual Fund N/A | Other securities | — | — | $141K | 0.7% | |
| SCHWAB INDEXED RET TRUST FD 2030 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 015 | Common Collective Trust | — | — | $90K | 0.4% | |
| Cohen & Steers Realty Shares Mutual Fund N/A | Other securities | — | — | $74K | 0.4% | |
| SCHWAB INDEXED RET TRUST FD 2060 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 023 | Common Collective Trust | — | — | $55K | 0.3% | |
| Noninterest-bearing cash and cash equivalents N/A | Cash / Money Market | — | — | $45K | 0.2% | |
| Fidelity Intl Index Fd Mutual Fund N/A | Mutual Funds | — | — | $29K | 0.1% | |
| Driehaus Emrg Mkts Gwth Fd Inst Mutual Fund N/A | Other securities | — | — | $23K | 0.1% | |
| SCHWAB INDEXED RET TRUST FD 2065 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 025 | Common Collective Trust | — | — | $161 | <0.1% | |
| SCHWAB INDEXED RET TRUST FD 2020 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 013 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 82-3967259 |
| — |
| NONE |
| $0 |
| — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $0 | — |
