Kathy Theriault signed Ocular Therapeutix, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Ocular Therapeutix, Inc.'s EIN is 20-5560161.
Download the official 2024 Form 5500 (PDF) for Ocular Therapeutix, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Ocular Therapeutix, 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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $46K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS, LLC | — | SAN RAFAEL, CA | INVESTMENT ADVISOR | $23K | — |
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 registered investment companies (mutual funds)] | Other | — | — | $24.9M | 99.1% | |
| PUTMAN STABLE VALUE PUTNAM INVESTMENTS · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $285K | 1.1% |
| EMPOWER ADVISORY GROUP, LLC. |
| — |
| GREENWOOD VILLAGE, CO |
| INVESTMENT MANAGEMENT |
| $12K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RPW SOLUTIONS, LLC. | — | WILMINGTON, MA | CONTRACT ADMINISTRATOR | $26K | — |
