TYEE CARR signed Oregon Brewing Company's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Oregon Brewing Company's EIN is 93-0996650.
Download the official 2024 Form 5500 (PDF) for Oregon Brewing Company from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Oregon Brewing Company'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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $3K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FOSTER & WOOD | 46-0867108 | — | INVESTMENT/FINANCIAL ADVI |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| VANGUARD GROWTH INDEX FUND ADM | Registered Investment Companies | — | — | $1.2M | 21.0% | |
| JANUS HEND BALANCED FUND - A | Registered Investment Companies | — | — | $549K | 9.5% | |
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $461K | 8.0% | |
| MFS INTL INTRINSIC VALUE R6 | Registered Investment Companies | — | — | $381K | 6.6% | |
| DFA US TARGETED VAL PORT INST | Registered Investment Companies | — | — | $323K | 5.6% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $321K | 5.6% | |
| VANGUARD SM CP GR IDX -ADMIRAL | Registered Investment Companies | — | — | $280K | 4.8% | |
| DFA US LARGE CAP VALUE PORT I | Registered Investment Companies | — | — | $276K | 4.8% | |
| FIDELITY CONTRAFUND | Registered Investment Companies | — | — | $240K | 4.2% | |
| INVESCO GLOBAL Y | Registered Investment Companies | — | — | $229K | 4.0% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $225K | 3.9% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $186K | 3.2% | |
| VANGUARD MIDCAP GROWTH IDX ADM | Registered Investment Companies | — | — | $152K | 2.6% | |
| VANGUARD REAL ESTATE INDEX ADM | Registered Investment Companies | — | — | $129K | 2.2% | |
| VANGUARD FEDERAL MM INV | Registered Investment Companies | — | — | $124K | 2.1% | |
| VANGUARD INTERMEDIATE TERM BON | Registered Investment Companies | — | — | $118K | 2.0% | |
| DFA INTL SMALL CAP VAL INST | Registered Investment Companies | — | — | $92K | 1.6% | |
| DFA EMG MKT CORE EQ 2 I | Registered Investment Companies | — | — | $84K | 1.4% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $73K | 1.3% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $51K | 0.9% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $49K | 0.8% | |
| PGIM TOTAL RETURN BOND - Z | Registered Investment Companies | — | — | $45K | 0.8% | |
| VANGUARD BAL IDX - ADM | Registered Investment Companies | — | — | $37K | 0.6% | |
| VANGUARD SH TERM BD INDEX ADM | Registered Investment Companies | — | — | $30K | 0.5% | |
| VAN TARG RETIRE 2070 | Registered Investment Companies | — | — | $23K | 0.4% | |
| VAN TARG RETIRE 2065 | Registered Investment Companies | — | — | $16K | 0.3% | |
| VANGUARD SHORT TERM INV GR ADM | Registered Investment Companies | — | — | $11K | 0.2% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $11K | 0.2% | |
| VANGUARD INT TERM INV GR AD | Registered Investment Companies | — | — | $11K | 0.2% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $11K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| $20K |
| — |
