Opengate Inc.'s EIN is 13-2634269.
Download the official 2024 Form 5500 (PDF) for Opengate Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Opengate 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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $35K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE PATRIOT FNCL GRP INSUR. AGENCY, | 90-0138117 | — | INVESTMENT/FINANCIAL ADVI | $25K | — |
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 | |||||
|---|---|---|---|---|---|---|
| MFS LIFETIME 2045 FUND - R6 | Registered Investment Companies | — | — | $2.4M | 20.8% | |
| MFS LIFETIME 2025 FUND R6 | Registered Investment Companies | — | — | $2.1M | 18.5% | |
| MFS LIFETIME 2035 FUND R6 | Registered Investment Companies | — | — | $1.7M | 14.7% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $1.2M | 11.0% | |
| MFS LIFETIME INCOME FUND - R6 | Registered Investment Companies | — | — | $751K | 6.7% | |
| STATE ST S&P 500 IDX NLS N STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 306 | Common Collective Trust | — | — | $282K | 2.5% | |
| AB LARGE CAP GROWTH FUND Z | Registered Investment Companies | — | — | $264K | 2.3% | |
| MFS LIFETIME 2055 FUND - R6 | Registered Investment Companies | — | — | $236K | 2.1% | |
| MFS LIFETIME 2030 FUND - R6 | Registered Investment Companies | — | — | $228K | 2.0% | |
| MFS VALUE R6 | Registered Investment Companies | — | — | $185K | 1.6% | |
| JH INVESTMENT GRADE BOND R6 | Registered Investment Companies | — | — | $183K | 1.6% | |
| BLACKROCK INCOME K | Registered Investment Companies | — | — | $170K | 1.5% | |
| JANUS HENDERSON BALANCED - N | Registered Investment Companies | — | — | $155K | 1.4% | |
| ALLSPRING SPECIAL MC VAL R6 | Registered Investment Companies | — | — | $147K | 1.3% | |
| JPMORGAN SMALL CAP GROWTH R6 | Registered Investment Companies | — | — | $142K | 1.3% | |
| HTFD INTL OPPORTUNITIES R6 | Registered Investment Companies | — | — | $134K | 1.2% | |
| ALS SPECIAL SMALL CAP VALUE R6 | Registered Investment Companies | — | — | $129K | 1.1% | |
| MFS LIFETIME 2050 FUND - R6 | Registered Investment Companies | — | — | $128K | 1.1% | |
| MFS LIFETIME 2040FUND - R6 | Registered Investment Companies | — | — | $116K | 1.0% | |
| MACQUARIE MID CAP GROWTH R6 | Registered Investment Companies | — | — | $85K | 0.8% | |
| MFS LIFETIME 2060 FUND - R6 | Registered Investment Companies | — | — | $74K | 0.7% | |
| FIDELITY EMERGING MARKETS K | Registered Investment Companies | — | — | $20K | 0.2% | |
| AB GLOBAL BOND Z | Registered Investment Companies | — | — | $17K | 0.1% | |
| MFS LIFETIME 2065 FUND - R6 | Registered Investment Companies | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
