Alison Dalessandro signed Oakley Inc.'s 2022 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Oakley Inc.'s EIN is 95-3194947.
Download the official 2022 Form 5500 (PDF) for Oakley Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2022 Form 5500 (PDF)Oakley Inc.'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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $998K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC | 04-2654524 | — | ADVISOR | $83K | — |
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 common collective trust] | Other | — | — | $461.1M | 70.3% | |
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $181.0M | 27.6% | |
| FIDELITY CONTRAFUND COMMINGLED POOL FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 133 | Common Collective Trust | — | — | $101.5M | 15.5% | |
| GALLIARD STABLE RETURN FUND Q GALLIARD · EIN 52-2250959 / PN 001 | Common Collective Trust | — | — | $53.0M | 8.1% | |
| JPMCB SR PB 2030 FUND JPMORGAN CHASE BANK, N.A. · EIN 26-1165198 / PN 001 | Common Collective Trust | — | — | $52.1M | 7.9% | |
| JPMCB SR PB 2035 FUND JPMORGAN CHASE BANK, N.A. · EIN 26-1165348 / PN 001 | Common Collective Trust | — | — | $42.1M | 6.4% | |
| JPMCB SR PB 2025 FUND JPMORGAN CHASE BANK, N.A. · EIN 26-1165154 / PN 001 | Common Collective Trust | — | — | $42.0M | 6.4% | |
| JPMCB SR PB 2040 FUND JPMORGAN CHASE BANK, N.A. · EIN 26-1165392 / PN 001 | Common Collective Trust | — | — | $37.6M | 5.7% | |
| JPMCB SR PB 2045 FUND JPMORGAN CHASE BANK, N.A. · EIN 26-1165449 / PN 001 | Common Collective Trust | — | — | $26.6M | 4.1% | |
| ARISTOTLE SMALL CAP EQUITY SEI TRUST COMPANY · EIN 81-2704975 / PN 095 | Common Collective Trust | — | — | $25.3M | 3.9% | |
| JPMCB SR PB 2050 FUND JPMORGAN CHASE BANK, N.A. · EIN 26-1165477 / PN 001 | Common Collective Trust | — | — | $22.9M | 3.5% | |
| PIMCO TOTAL RETURN COL TRUST CLASS SEI TRUST COMPANY · EIN 27-0834603 / PN 006 | Common Collective Trust | — | — | $20.0M | 3.0% | |
| JPMCB SR PB 2020 FUND JPMORGAN CHASE BANK, N.A. · EIN 26-1165037 / PN 001 | Common Collective Trust | — | — | $19.6M | 3.0% | |
| [Assets held in participant loans] | Other | — | — | $11.6M | 1.8% | |
| JPMCB SR PB INCOME FUND JPMORGAN CHASE BANK, N.A. · EIN 26-1164871 / PN 001 | Common Collective Trust | — | — | $9.0M | 1.4% | |
| JPMCB SR PB 2055 FUND JPMORGAN CHASE BANK, N.A. · EIN 45-5590883 / PN 001 | Common Collective Trust | — | — | $9.0M | 1.4% | |
| JPMCB SR PB 2060 FUND JPMORGAN CHASE BANK, N.A. · EIN 81-3239155 / PN 001 | Common Collective Trust | — | — | $457K | <0.1% |
