Salas O'BRIEN, Inc.'s EIN is 95-2037468.
Download the official 2024 Form 5500 (PDF) for Salas O'BRIEN, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Salas O'BRIEN, Inc.'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 | $992K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC | 13-2638166 | — | INVESTMENT MANAGEMENT | $207K | — |
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 | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $283.3M | 52.7% | |
| [Assets held in employer securities] | Other | — | — | $146.4M | 27.2% | |
| [Assets held in common collective trust] | Other | — | — | $55.4M | 10.3% | |
| LARGE CAP GROWTH FUND II R1 FD GREAT GRAY TRUST COMPANY · EIN 38-4139848 / PN 626 | Common Collective Trust | — | — | $30.0M | 5.6% | |
| PIONEER BOND FUND TRUST R1 GREAT GRAY TRUST COMPANY · EIN 81-5420248 / PN 291 | Common Collective Trust | — | — | $13.2M | 2.5% | |
| GREATGRAY EURO GROWTH R1 GREAT GRAY TRUST COMPANY · EIN 38-7289844 / PN 001 | Common Collective Trust | — | — | $9.8M | 1.8% | |
| [Assets held in participant loans] | Other | — | — | $2.1M | 0.4% | |
| GALLIARD STBLE RTN M WELLS FARGO BANK, N.A. · EIN 94-6751924 / PN 001 | Common Collective Trust | — | — | $1.9M | 0.4% | |
| [Assets held in interest-bearing cash] | Other | — | — | $479K | <0.1% | |
| GREATGRAY MTLF GRP AN 25554 L GREAT GRAY TRUST COMPANY · EIN 26-0142858 / PN 094 | Common Collective Trust | — | — | $431K | <0.1% | |
| METLIFE SV FD SER 25053 CL 0 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $40K | <0.1% |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ACTUARIAL BENEFITS CORP. | 20-1054428 | — | CONTRACT ADMINISTRATOR | $59K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CROWE LLP | 35-0921680 | — | ACCOUNTANT | $57K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SALAS O'BRIEN, INC | 95-2037468 | — | OTHER SERVICES | $18K | — |
