JEAN Moloney signed Open Technology Solutions, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Open Technology Solutions, LLC's EIN is 20-0038158.
Download the official 2024 Form 5500 (PDF) for Open Technology Solutions, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Open Technology Solutions, LLC's plan includes ERISA 404(c) participant direction, a default investment (QDIA), a 401(k) feature, profit-sharing, automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY WORKPLACE SERVICES LLC | 04-3532603 | — | PLAN ADMINISTRATOR | $3K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity Freedom 2040 Investor # | Mutual Funds | — | — | $4.0M | 16.7% | |
| Fidelity Freedom 2035 Investor # | Mutual Funds | — | — | $3.6M | 14.9% | |
| Fidelity Freedom 2045 Investor # | Mutual Funds | — | — | $2.9M | 12.2% | |
| Fidelity Freedom 2050 Investor # | Mutual Funds | — | — | $2.3M | 9.6% | |
| Fidelity Freedom 2030 Investor # | Mutual Funds | — | — | $1.5M | 6.5% | |
| Fidelity Blue Chip Growth K6 Fund # | Mutual Funds | — | — | $1.5M | 6.3% | |
| Fidelity Freedom 2055 Investor # | Mutual Funds | — | — | $1.2M | 5.0% | |
| Fidelity Freedom 2025 Investor # | Mutual Funds | — | — | $1.1M | 4.7% | |
| Fidelity Freedom 2060 Investor # | Mutual Funds | — | — | $875K | 3.7% | |
| Fidelity Total Bond K6 Fund # | Mutual Funds | — | — | $699K | 2.9% | |
| JPMorgan US Equity R6 # | Other securities | — | — | $622K | 2.6% | |
| Fidelity Freedom 2020 Investor # | Mutual Funds | — | — | $562K | 2.4% | |
| Fidelity Government Money Market Fund # | Mutual Funds | — | — | $538K | 2.3% | |
| Fidelity Mid Cap Index Fund # | Common Collective Trusts | — | — | $338K | 1.4% | |
| Fidelity 500 Index # | Common Collective Trusts | — | — | $237K | 1.0% | |
| Fidelity US Bond Index # | Mutual Funds | — | — | $234K | 1.0% | |
| Fidelity Small Cap Index Fund # | Common Collective Trusts | — | — | $226K | 0.9% | |
| Fidelity Global ex US Index Fund # | Common Collective Trusts | — | — | $190K | 0.8% | |
| Fidelity Equity Income # | Mutual Funds | — | — | $160K | 0.7% | |
| GQG Partners Emerging Markets Equity R # | Other securities | — | — | $116K | 0.5% | |
| Fidelity Freedom 2065 Investor # | Mutual Funds | — | — | $112K | 0.5% | |
| Cohen & Steers C&S Institutional Realty Shares Z # | Other securities | — | — | $83K | 0.3% | |
| PIMCO RAE US Small Instl # | Mutual Funds | — | — | $76K | 0.3% | |
| Fidelity Inflation-Protected Bond Index Fund # | Common Collective Trusts | — | — | $58K | 0.2% | |
| Fidelity International Capital Appreciation K6 Fund # | Mutual Funds | — | — | $53K | 0.2% | |
| Fidelity Small Cap Growth K6 # | Mutual Funds | — | — | $51K | 0.2% | |
| Janus Henderson Enterprise N # | Mutual Funds | — | — | $36K | 0.2% | |
| Fidelity Freedom Index Income Investor # | Mutual Funds | — | — | $2K | <0.1% | |
| MASTER SEPARATE ACCOUNT MINNESOTA LIFE INSURANCE COMPANY · EIN 41-0417830 / PN 900 | Pooled Separate Account | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
