Southern Oregon Aspire Inc.'s EIN is 93-0654596.
Download the official 2024 Form 5500 (PDF) for Southern Oregon Aspire Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Southern Oregon Aspire Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 403(b) custodial accounts, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONWIDE | 31-1592130 | COLUMBUS, OH | NONE | $15K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HARFST & ASSOCIATES, INC | 93-0839718 | ASHLAND, OR | NONE | $8K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Nationwide | Other securities | — | — | $523K | 26.7% | |
| Nationwide | Other securities | — | — | $448K | 22.8% | |
| Nationwide | Other securities | — | — | $238K | 12.1% | |
| Vanguard | Mutual Funds | — | — | $196K | 10.0% | |
| T. Rowe Price | Other securities | — | — | $59K | 3.0% | |
| Vanguard | Mutual Funds | — | — | $49K | 2.5% | |
| American Funds | Mutual Funds | — | — | $46K | 2.3% | |
| Vanguard | Mutual Funds | — | — | $46K | 2.3% | |
| Nationwide | Other securities | — | — | $45K | 2.3% | |
| Vanguard | Mutual Funds | — | — | $40K | 2.1% | |
| Vanguard | Mutual Funds | — | — | $37K | 1.9% | |
| Vanguard | Mutual Funds | — | — | $32K | 1.6% | |
| Vanguard | Mutual Funds | — | — | $29K | 1.5% | |
| Vanguard | Mutual Funds | — | — | $26K | 1.3% | |
| Vanguard | Mutual Funds | — | — | $25K | 1.3% | |
| T. Rowe Price | Other securities | — | — | $23K | 1.2% | |
| Parnassus | Other securities | — | — | $22K | 1.1% | |
| Federated Hermes | Other securities | — | — | $15K | 0.7% | |
| Amundi US | Other securities | — | — | $11K | 0.5% | |
| Vanguard | Mutual Funds | — | — | $9K | 0.5% | |
| Goldman Sachs | Other securities | — | — | $8K | 0.4% | |
| Goldman Sachs | Other securities | — | — | $7K | 0.4% | |
| Vanguard | Mutual Funds | — | — | $7K | 0.4% | |
| Goldman Sachs | Other securities | — | — | $7K | 0.3% | |
| BlackRock | Other securities | — | — | $4K | 0.2% | |
| Vanguard | Mutual Funds | — | — | $3K | 0.2% | |
| Vanguard | Mutual Funds | — | — | $3K | 0.1% | |
| Vanguard | Mutual Funds | — | — | $2K | <0.1% | |
| JP Morgan | Other securities | — | — | $1K | <0.1% | |
| Calvert Research and Management | Other securities | — | — | $59 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
