Michael Dechellis signed Operating Engineers Funds, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Operating Engineers Funds, Inc.'s EIN is 95-2694167.
Download the official 2024 Form 5500 (PDF) for Operating Engineers Funds, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Operating Engineers Funds, Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), profit-sharing.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $1K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Freedom 2030 Fund | Other securities | — | — | $1.3M | 21.4% | |
| Freedom 2025 Fund | Other securities | — | — | $1.1M | 17.9% | |
| Freedom 2035 Fund | Other securities | — | — | $835K | 13.5% | |
| Freedom Income Fund 25 500 Index Fund | Common Collective Trusts | — | — | $385K | 6.2% | |
| Freedom 2020 Fund | Other securities | — | — | $381K | 6.2% | |
| Freedom 2040 Fund | Other securities | — | — | $376K | 6.1% | |
| Freedom 2045 Fund | Other securities | — | — | $310K | 5.0% | |
| Mid Cap Index Fund | Common Collective Trusts | — | — | $278K | 4.5% | |
| Galliard Stable Return Fund M | Other securities | — | — | $226K | 3.7% | |
| GALLIARD STBLE RTN M WELLS FARGO BANK, N.A. · EIN 94-6751924 / PN 001 | Common Collective Trust | — | — | $226K | 3.7% | |
| Freedom 2050 Fund | Other securities | — | — | $220K | 3.6% | |
| Participant Loans* Maturities at various dates through 2029, interest rates of 4.25% to 9.50% | Bonds / Notes | — | — | $173K | 2.8% | |
| Freedom 2055 Fund | Other securities | — | — | $136K | 2.2% | |
| Fidelity*: Freedom 2015 Fund | Mutual Funds | — | — | $121K | 2.0% | |
| BlackRock: GNMA Institutional Fund | Agency / Mortgage-Backed | — | — | $87K | 1.4% | |
| Small Cap Index Fund | Common Collective Trusts | — | — | $52K | 0.8% | |
| US Bond Index Fund | Common Collective Trusts | — | — | $45K | 0.7% | |
| Freedom 2060 Fund | Other securities | — | — | $30K | 0.5% | |
| Freedom 2065 Fund | Other securities | — | — | $21K | 0.3% | |
| Income Fund Class K | Other securities | — | — | $20K | 0.3% | |
| METLIFE SV SOL IV GREAT GRAY TRUST COMPANY, LLC · EIN 38-4126293 / PN 596 | Common Collective Trust | — | — | $19K | 0.3% | |
| Principal Real Estate Securities Fund | Other securities | — | — | $18K | 0.3% | |
| Invesco International Diversified Fund Class Y | Mutual Funds | — | — | $12K | 0.2% | |
| American Funds American Mutual Fund Class R6 | Mutual Funds | — | — | $7K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
