Jenifer Beldue signed On Services, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
On Services, LLC's EIN is 92-1256764.
Download the official 2024 Form 5500 (PDF) for On Services, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)On Services, LLC'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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $34K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| INVESTMENT RESEARCH & ADVISORY | 58-1989031 | — | ADVISOR | $15K | — |
| Provider | Nondisclosure info |
|---|---|
| — | — |
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 | |||||
|---|---|---|---|---|---|---|
| AF TRGT DATE 2035 R6 Mutual fund | Other securities | — | — | $1.7M | 18.2% | |
| AF TRGT DATE 2040 R6 Mutual fund | Other securities | — | — | $1.3M | 13.8% | |
| AF TRGT DATE 2045 R6 Mutual fund | Other securities | — | — | $1.1M | 11.6% | |
| FID 500 INDEX Mutual fund | Common Collective Trusts | — | — | $578K | 6.3% | |
| AF TRGT DATE 2030 R6 Mutual fund | Other securities | — | — | $509K | 5.6% | |
| JPM LG CAP GROWTH R6 Mutual fund | Other securities | — | — | $505K | 5.5% | |
| PUTN LG CAP VAL R6 Mutual fund | Other securities | — | — | $475K | 5.2% | |
| AF TRGT DATE 2050 R6 Mutual fund | Other securities | — | — | $377K | 4.1% | |
| AF TRGT DATE 2025 R6 Mutual fund | Other securities | — | — | $358K | 3.9% | |
| INVS SM CAP VAL R6 Mutual fund | Other securities | — | — | $353K | 3.9% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $197K | 2.2% | |
| FID MID CAP IDX Mutual fund | Common Collective Trusts | — | — | $174K | 1.9% | |
| AF TRGT DATE 2055 R6 Mutual fund | Other securities | — | — | $167K | 1.8% | |
| FID SM CAP IDX Mutual fund | Common Collective Trusts | — | — | $162K | 1.8% | |
| FID INTL INDEX Mutual fund | Mutual Funds | — | — | $155K | 1.7% | |
| GS INTL EQ INC R6 Mutual fund | Common Stocks | — | — | $153K | 1.7% | |
| VICTORY S EST VAL R6 Mutual fund | Other securities | — | — | $135K | 1.5% | |
| CB INTL GRTH IS Mutual fund | Other securities | — | — | $115K | 1.3% | |
| Participant Loans Notes with varying maturities and interest rates ranging from 9.00% to 10.50% | Bonds / Notes | — | — | $110K | 1.2% | |
| JPM MID CAP GRTH R6 Mutual fund | Other securities | — | — | $93K | 1.0% | |
| FID US BOND IDX Mutual fund | Common Collective Trusts | — | — | $91K | 1.0% | |
| FID SMALL CAP GR K6 Mutual fund | Mutual Funds | — | — | $87K | 1.0% | |
| DODGE & COX INCOME X Mutual fund | Mutual Funds | — | — | $74K | 0.8% | |
| AF TRGT DATE 2060 R6 Mutual fund | Other securities | — | — | $72K | 0.8% | |
| AF HIGH INCOME R6 Mutual fund | Other securities | — | — | $71K | 0.8% | |
| C&S REAL ESTATE Z Mutual fund | Other securities | — | — | $69K | 0.8% | |
| AF TRGT DATE 2065 R6 Mutual fund | Other securities | — | — | $26K | 0.3% | |
| AF TRGT DATE 2020 R6 Mutual fund | Other securities | — | — | $21K | 0.2% | |
| FID GOVT MMKT K6 Money market fund | Mutual Funds | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
