Danielle Fisher signed The Oregon Humane Society's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The Oregon Humane Society's EIN is 93-0386880.
Download the official 2024 Form 5500 (PDF) for The Oregon Humane Society from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The Oregon Humane Society's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $47K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $0 | — |
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 Target Retirement 2050 Investment Fund Mutual fund a | Mutual Funds | — | — | $2.3M | 11.7% | |
| Vanguard Target Retirement 2055 Investment Fund Mutual fund a | Mutual Funds | — | — | $2.0M | 10.0% | |
| Vanguard Target Retirement 2040 Investment Fund Mutual fund a | Mutual Funds | — | — | $1.8M | 8.9% | |
| Fidelity 500 Index Fund Mutual fund a | Common Collective Trusts | — | — | $1.6M | 8.1% | |
| Vanguard Target Retirement 2035 Investment Fund Mutual fund a | Mutual Funds | — | — | $1.6M | 8.0% | |
| Vanguard Target Retirement 2045 Investment Fund Mutual fund a | Mutual Funds | — | — | $1.4M | 7.1% | |
| Vanguard Target Retirement 2030 Investment Fund Mutual fund a | Mutual Funds | — | — | $1.2M | 5.9% | |
| Vanguard Target Retirement 2060 Investment Fund Mutual fund a | Mutual Funds | — | — | $1.1M | 5.4% | |
| MFS International Diversification R6 Fund Mutual fund a | Mutual Funds | — | — | $915K | 4.7% | |
| JP Morgan Large Cap Growth R6 Fund Mutual fund a | Other securities | — | — | $797K | 4.1% | |
| Vanguard Target Retirement 2020 Investment Fund Mutual fund a | Mutual Funds | — | — | $704K | 3.6% | |
| Diamond Hill Large Cap Y Fund Mutual fund a | Other securities | — | — | $669K | 3.4% | |
| INVESCO STABLE VALUE TR CLS B1 INVESCO NATIONAL TRUST CO · EIN 84-1142974 / PN 001 | Common Collective Trust | — | — | $566K | 2.9% | |
| Fidelity Extended Market Index Fund Mutual fund a | Common Collective Trusts | — | — | $413K | 2.1% | |
| PRUDENTIAL CORE PL BD FD CL 5 PRUDENTIAL TRUST COMPANY · EIN 23-6994310 / PN 165 | Common Collective Trust | — | — | $399K | 2.0% | |
| Vanguard Target Retirement 2025 Investment Fund Mutual fund a | Mutual Funds | — | — | $354K | 1.8% | |
| Vanguard Target Retirement 2065 Investment Fund Mutual fund a | Mutual Funds | — | — | $299K | 1.5% | |
| Fidelity US Bond Index Fund Mutual fund a | Common Collective Trusts | — | — | $233K | 1.2% | |
| Fidelity Total International Index Fund Mutual fund a | Common Collective Trusts | — | — | $231K | 1.2% | |
| T.Rowe Price Small Cap Value I Fund Mutual fund a | Other securities | — | — | $220K | 1.1% | |
| Loomis Sayales Small Cap Growth N Fund Mutual fund a | Other securities | — | — | $153K | 0.8% | |
| Northern Global Sustainability Index Fund Mutual fund a | Common Collective Trusts | — | — | $147K | 0.8% | |
| Cohen & Steers Real Estate Securities Z Fund Mutual fund a | Other securities | — | — | $130K | 0.7% | |
| Carillon Eagle Mid Cap Growth R6 Fund Mutual fund a | Other securities | — | — | $122K | 0.6% | |
| Participant Loans Interest 5.25% to 10.50% - | Bonds / Notes | — | — | $100K | 0.5% | |
| Vanguard Target Retirement Income Investment Fund Mutual fund a | Mutual Funds | — | — | $88K | 0.4% | |
| Virtus Ceredex Mid Cap Value Equity R6 Fund Mutual fund a | Other securities | — | — | $73K | 0.4% | |
| Vanguard Target Retirement 2070 Investment Fund Mutual fund a | Mutual Funds | — | — | $46K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
