Matthew Causey signed Athletics Investment Group LLC DBA Oakland Athletics Baseball Company's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Athletics Investment Group LLC DBA Oakland Athletics Baseball Company's EIN is 94-3232189.
Download the official 2024 Form 5500 (PDF) for Athletics Investment Group LLC DBA Oakland Athletics Baseball Company from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Athletics Investment Group LLC DBA Oakland Athletics Baseball Company's plan includes 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 |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | 34-1479833 | — | NONE | $71K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $159 | — |
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 | |||||
|---|---|---|---|---|---|---|
| SCHWAB INDEXED RET TR FUND 2030 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 015 | Common Collective Trust | — | — | $5.0M | 12.5% | |
| Schwab Managed Retirement 2050 Fund | Mutual Funds | — | — | $5.0M | 12.5% | |
| Schwab Managed Retirement 2025 Fund | Mutual Funds | — | — | $4.7M | 11.8% | |
| SCHWAB INDEXED RET TR FUND 2040 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 017 | Common Collective Trust | — | — | $4.7M | 11.8% | |
| Schwab Managed Retirement 2045 Fund | Mutual Funds | — | — | $4.0M | 9.9% | |
| SCHWAB INDEXED RET TR FUND 2050 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 019 | Common Collective Trust | — | — | $4.0M | 9.9% | |
| Fidelity Emerging Markets Index Fund | Common Collective Trusts | — | — | $3.4M | 8.5% | |
| Schwab Managed Retirement 2015 Fund | Mutual Funds | — | — | $3.3M | 8.2% | |
| SCHWAB INDEXED RET TR FUND 2035 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 016 | Common Collective Trust | — | — | $3.3M | 8.2% | |
| Schwab Managed Retirement 2035 Fund | Mutual Funds | — | — | $3.0M | 7.6% | |
| SCHWAB INDEXED RET TR FUND 2045 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 018 | Common Collective Trust | — | — | $3.0M | 7.6% | |
| SCHWAB INDEXED RET TR FUND 2060 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 023 | Common Collective Trust | — | — | $2.6M | 6.4% | |
| SCHWAB INDEXED RET TR FUND 2055 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 021 | Common Collective Trust | — | — | $2.1M | 5.3% | |
| Schwab Managed Retirement 2040 Fund | Mutual Funds | — | — | $2.0M | 5.0% | |
| SCHWAB INDEXED RET TR FUND 2025 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 014 | Common Collective Trust | — | — | $2.0M | 5.0% | |
| Schwab Managed Retirement 2020 Fund | Mutual Funds | — | — | $1.5M | 3.6% | |
| SCHWAB INDEXED RET TR FUND 2015 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 012 | Common Collective Trust | — | — | $1.5M | 3.6% | |
| Schwab Managed Retirement 2030 Fund | Mutual Funds | — | — | $826K | 2.1% | |
| SCHWAB INDEXED RET TR FUND 2020 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 013 | Common Collective Trust | — | — | $826K | 2.1% | |
| Schwab US Large Cap Growth Index Fund | Common Collective Trusts | — | — | $819K | 2.0% | |
| Galliard Retirement Income Fund | Other securities | — | — | $733K | 1.8% | |
| WILMGTTR CIT II GALLIARD RET INC FD WILMINGTON TRUST, N.A. · EIN 20-5886387 / PN 082 | Common Collective Trust | — | — | $733K | 1.8% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $613K | 1.5% | |
| Schwab Retirement Government Money Fund | Mutual Funds | — | — | $602K | 1.5% | |
| Personal Choice Retirement Accounts | Self-Directed Brokerage | — | — | $570K | 1.4% | |
| Schwab US Large Cap Value Index Fund | Common Collective Trusts | — | — | $436K | 1.1% | |
| Schwab US Mid Cap Index Fund | Common Collective Trusts | — | — | $426K | 1.1% | |
| Schwab International Index Fund | Common Collective Trusts | — | — | $355K | 0.9% | |
| Notes receivable from participants | Other securities | — | — | $340K | 0.8% | |
| Vanguard Real Estate Index Fund | Common Collective Trusts | — | — | $329K | 0.8% | |
| Fidelity US Bond Index Fund | Common Collective Trusts | — | — | $296K | 0.7% | |
| Vanguard Small Cap Value Index Fund | Common Collective Trusts | — | — | $287K | 0.7% | |
| Vanguard Small Cap Growth Index Fund | Common Collective Trusts | — | — | $285K | 0.7% | |
| Schwab Treasury Inflated Protected Securities Index Fund | Common Collective Trusts | — | — | $272K | 0.7% | |
| Vanguard Mid Cap Growth Index Fund | Common Collective Trusts | — | — | $249K | 0.6% | |
| Vanguard Mid Cap Value Index Fund | Common Collective Trusts | — | — | $219K | 0.5% | |
| Schwab S&P 500 Fund | Common Collective Trusts | — | — | $218K | 0.5% | |
| Schwab Fundamental International Large Cap Index Fund | Common Collective Trusts | — | — | $151K | 0.4% | |
| Vanguard FTSE All World US Fund | Mutual Funds | — | — | $124K | 0.3% | |
| Vanguard High-Yield Corp Fund | Mutual Funds | — | — | $92K | 0.2% | |
| Vanguard Interim Term Treasury Index Fund | Common Collective Trusts | — | — | $82K | 0.2% | |
| Vanguard Short Term Bond Index Fund | Common Collective Trusts | — | — | $47K | 0.1% | |
| SCHWAB INDEXED RET TR FUND 2010 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 011 | Common Collective Trust | — | — | $32K | <0.1% | |
| Vanguard Long Term Bond Fund | Mutual Funds | — | — | $31K | <0.1% | |
| Vanguard Total International Bond Index Fund | Common Collective Trusts | — | — | $9K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
