Taniya Mazzullo signed OTC Markets Group Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
OTC Markets Group Inc.'s EIN is 13-3941069.
Download the official 2024 Form 5500 (PDF) for OTC Markets Group Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)OTC Markets Group Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), a self-directed brokerage window.
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 | $37K | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FID 500 INDEX Mutual Fund | Common Collective Trusts | — | — | $8.9M | 26.3% | |
| MFS MA INV GR STK R6 Mutual Fund | Mutual Funds | — | — | $2.7M | 7.9% | |
| FID FDM IDX 2040 IPR Mutual Fund | Common Collective Trusts | — | — | $2.3M | 7.0% | |
| FID FDM IDX 2050 IPR Mutual Fund | Common Collective Trusts | — | — | $2.2M | 6.5% | |
| FID FDM IDX 2045 IPR Mutual Fund | Common Collective Trusts | — | — | $1.8M | 5.3% | |
| INVS VALUE OPPS R6 Mutual Fund | Other securities | — | — | $1.6M | 4.6% | |
| FID FDM IDX 2020 IPR Mutual Fund | Common Collective Trusts | — | — | $1.5M | 4.5% | |
| FID FDM IDX 2055 IPR Mutual Fund | Common Collective Trusts | — | — | $1.3M | 3.8% | |
| FID FDM IDX 2070 IPR Mutual Fund ** 53 * FID BROKERAGELINK ACCOUNT Self-Directed Brokerage Account | Self-Directed Brokerage | — | — | $1.3M | 3.8% | |
| FID FDM IDX 2035 IPR Mutual Fund | Common Collective Trusts | — | — | $1.2M | 3.5% | |
| DFA GLBL EQUITY INST Mutual Fund | Mutual Funds | — | — | $896K | 2.7% | |
| VANG VALUE IDX ADM Mutual Fund | Common Collective Trusts | — | — | $887K | 2.6% | |
| PIM RAE EMRG MKT I Mutual Fund | Other securities | — | — | $743K | 2.2% | |
| FID FDM IDX 2030 IPR Mutual Fund | Common Collective Trusts | — | — | $737K | 2.2% | |
| FID SM CAP IDX Mutual Fund | Common Collective Trusts | — | — | $597K | 1.8% | |
| FID EXTD MKT IDX Mutual Fund | Common Collective Trusts | — | — | $503K | 1.5% | |
| FID FDM IDX INC IPR Mutual Fund | Common Collective Trusts | — | — | $498K | 1.5% | |
| FID FDM IDX 2060 IPR Mutual Fund | Common Collective Trusts | — | — | $458K | 1.4% | |
| FID FDM IDX 2025 IPR Mutual Fund | Common Collective Trusts | — | — | $392K | 1.2% | |
| PGIM J INTL OPP R6 Mutual Fund | Other securities | — | — | $369K | 1.1% | |
| NB GENESIS R6 Mutual Fund | Other securities | — | — | $339K | 1.0% | |
| TB INTL VALUE Mutual Fund | Other securities | — | — | $324K | 1.0% | |
| FID SMALL CAP VALUE Mutual Fund | Mutual Funds | — | — | $292K | 0.9% | |
| FID GLB EX US IDX Mutual Fund | Common Collective Trusts | — | — | $261K | 0.8% | |
| FID GOVT MMKT Money Market Fund | Mutual Funds | — | — | $257K | 0.8% | |
| AF BOND FD AMER R6 Mutual Fund | Other securities | — | — | $193K | 0.6% | |
| Notes receivable from participants 10.50% -0- | Bonds / Notes | — | — | $143K | 0.4% | |
| FID US BOND IDX Mutual Fund | Common Collective Trusts | — | — | $114K | 0.3% | |
| FID FDM IDX 2065 IPR Mutual Fund | Common Collective Trusts | — | — | $106K | 0.3% | |
| MIP CL 1 Stable Value Fund | Stable Value | — | — | $78K | 0.2% | |
| MIP CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $73K | 0.2% | |
| TRP DIV GROWTH ADV Mutual Fund | Other securities | — | — | $65K | 0.2% | |
| VANG CSM STP IDX ADM Mutual Fund | Common Collective Trusts | — | — | $45K | 0.1% | |
| PIMCO INCOME INST Mutual Fund | Mutual Funds | — | — | $20K | <0.1% | |
| DFA REAL EST SEC I Mutual Fund | Mutual Funds | — | — | $16K | <0.1% | |
| DFA INF PRT SEC PORT Mutual Fund | Mutual Funds | — | — | $8K | <0.1% | |
| PIM INTL BD US$H I Mutual Fund | Other securities | — | — | $6K | <0.1% |
