Monique Bryant signed Ontario Refrigeration Service, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Ontario Refrigeration Service, Inc.'s EIN is 95-2750584.
Download the official 2024 Form 5500 (PDF) for Ontario Refrigeration Service, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Ontario Refrigeration Service, 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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INS CO OF AMERICA | 84-0467907 | GREENWOOD VILLAGE, CO | RECORDKEEPER | $42K | — |
| EMPOWER ADVISORY GROUP LLC | 84-0467907 | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $13K | — |
| ASCENSUS HOLDING INC DBA FUTUREPLAN | 82-3719843 | SAN DIEGO, CA | CONTRACT ADMIN | $7K | — |
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 | |||||
|---|---|---|---|---|---|---|
| NUVEEN LIFECYCLE INDEX 2030 R SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $3.9M | 15.1% | |
| NUVEEN LIFECYCLE INDEX 2035 R SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $3.2M | 12.2% | |
| NUVEEN LIFECYCLE INDEX 2045 R SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $3.0M | 11.8% | |
| NUVEEN LIFECYCLE INDEX 2040 R SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $2.5M | 9.5% | |
| Empower S&P 500 Index Fund Mutual Fund | Common Collective Trusts | — | — | $1.7M | 6.6% | |
| NUVEEN LIFECYCLE INDEX 2055 R SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $1.5M | 5.8% | |
| NUVEEN LIFECYCLE INDEX 2050 R SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $1.2M | 4.8% | |
| NUVEEN LIFECYCLE INDEX 2025 R SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $1.1M | 4.2% | |
| NUVEEN LIFECYCLE INDEX 2060 R SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $945K | 3.7% | |
| Fidelity Small Cap Index Fund Mutual Fund | Common Collective Trusts | — | — | $683K | 2.7% | |
| American Funds New Perspective Fund Mutual Fund | Mutual Funds | — | — | $534K | 2.1% | |
| Fidelity International Index Fund Mutual Fund | Common Collective Trusts | — | — | $440K | 1.7% | |
| American Funds New World Fund Mutual Fund | Mutual Funds | — | — | $440K | 1.7% | |
| American Funds EuroPacific Growth Fund Mutual Fund | Mutual Funds | — | — | $437K | 1.7% | |
| Empower T. Rowe Price Mid Cap Growth Fund Mutual Fund | Other securities | — | — | $403K | 1.6% | |
| Putnam Large Cap Value Fund Mutual Fund | Mutual Funds | — | — | $365K | 1.4% | |
| Fully benefit-responsive investment contract * Key Guaranteed Portfolio Fund Guaranteed Interest Contract | Other securities | — | — | $330K | 1.3% | |
| NUVEEN LIFECYCLE INDEX 2065 R SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $320K | 1.2% | |
| Artisan International Value Fund Mutual Fund | Other securities | — | — | $249K | 1.0% | |
| Pioneer Strategic Income Fund Mutual Fund 764 Putnam Global Technology Fund Mutual Fund | Mutual Funds | — | — | $234K | 0.9% | |
| Fidelity U.S. Bond Index Fund Mutual Fund | Common Collective Trusts | — | — | $221K | 0.9% | |
| Fidelity Mid Cap Index Fund Mutual Fund | Common Collective Trusts | — | — | $200K | 0.8% | |
| Jensen Quality Growth Fund Mutual Fund | Other securities | — | — | $193K | 0.8% | |
| NUVEEN LIFECYCLE INDEX 2015 R SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $156K | 0.6% | |
| Invesco Gold & Special Minerals Fund Mutual Fund | Mutual Funds | — | — | $146K | 0.6% | |
| American Century Mid Cap Value Fund Mutual Fund | Other securities | — | — | $139K | 0.5% | |
| PGIM Global Total Return Fund Mutual Fund | Other securities | — | — | $138K | 0.5% | |
| Virtus Duff & Phelps Real Estate Securities Fund Mutual Fund | Other securities | — | — | $134K | 0.5% | |
| NUVEEN LIFECYCLE INDEX 2020 R SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $121K | 0.5% | |
| Franklin Utilities Fund Mutual Fund | Mutual Funds | — | — | $70K | 0.3% | |
| Victory Sycamore Small Company Opportunity Fund Mutual Fund | Common Stocks | — | — | $67K | 0.3% | |
| Empower Short Duration Bond Fund Mutual Fund | Other securities | — | — | $60K | 0.2% | |
| Fidelity Advisor Energy Fund Mutual Fund | Mutual Funds | — | — | $55K | 0.2% | |
| PGIM High Yield Fund Mutual Fund | Other securities | — | — | $20K | <0.1% | |
| Fidelity Total Bond Fund Mutual Fund | Mutual Funds | — | — | $17K | <0.1% | |
| NUVEEN LIFECYCLE INDEX 2010 R SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $12K | <0.1% | |
| Empower Multi-Sector Bond Fund Mutual Fund | Other securities | — | — | $10K | <0.1% | |
| Fidelity Small Cap Growth K6 Fund Mutual Fund | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PASADENA PRIVATE WEALTH LLC | — | PASADENA, CA | INVESTMENT ADVISOR | $63K | — |
