Mark Loehr signed Open Exchange, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Open Exchange, Inc.'s EIN is 26-4137415.
Download the official 2024 Form 5500 (PDF) for Open Exchange, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Open Exchange, 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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $2K | — |
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 | |||||
|---|---|---|---|---|---|---|
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $1.1M | 14.8% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $966K | 13.6% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $842K | 11.9% | |
| Principal- Vanguard Growth Index Admiral Fund Mutual Fund | Mutual Funds | — | — | $529K | 7.5% | |
| Principal - Life Time Hybrid Income 2040 ClT Collective Trust | Common Collective Trusts | — | — | $511K | 7.2% | |
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $511K | 7.2% | |
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $482K | 6.8% | |
| Principal. Life Time Hybrid Income 2065 ClT Collective Trust | Common Collective Trusts | — | — | $340K | 4.8% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $340K | 4.8% | |
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $323K | 4.6% | |
| Principal - DFA Global Equity I Fund Mutual Fund | Mutual Funds | — | — | $305K | 4.3% | |
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $265K | 3.7% | |
| Principal - Vanguard Value Index Admiral Fund Mutual Fund | Mutual Funds | — | — | $221K | 3.1% | |
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $200K | 2.8% | |
| Principal- MFS International Diversification R6 Fund Mutual Fund 663 Principal - Vanguard International Growth Admiral Fund Mutual Fund | Mutual Funds | — | — | $179K | 2.5% | |
| Principal -Vanguard Real Estate Index Admiral Fund Mutual Fund | Mutual Funds | — | — | $114K | 1.6% | |
| Principal. American Funds New World Fund R6 Mutual Fund | Mutual Funds | — | — | $101K | 1.4% | |
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $90K | 1.3% | |
| Principal- Vanguard Total International Stock Index Admiral Fund Mutual Fund | Mutual Funds | — | — | $63K | 0.9% | |
| PRIN LIFETIME HYBR 2015 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $46K | 0.6% | |
| Principal - Vanguard Inflation-Protected Securities Admiral Mutual Fund | Mutual Funds | — | — | $42K | 0.6% | |
| Principal Fixed Income Guaranteed Option Guaranteed Account | Other securities | — | — | $35K | 0.5% | |
| PRIN SMCP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $31K | 0.4% | |
| Notes Receivable from Participants Interest Rate: 5.25.9,50% | Other securities | — | — | $30K | 0.4% | |
| Principal - Janus Henderson Triton Fund Class N Mutual Fund | Mutual Funds | — | — | $30K | 0.4% | |
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $27K | 0.4% | |
| Principal - JP Morgan Large Cap Growth Fund R6 Mutual Fund | Other securities | — | — | $27K | 0.4% | |
| Principal - DFA International Core Equity I Fund Mutual Fund | Mutual Funds | — | — | $25K | 0.3% | |
| PRIN MIDCP S&P 400 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $24K | 0.3% | |
| Principal - Capital Appreciation Separate Account Pooled Separate Account | Pooled Separate Accounts | — | — | $17K | 0.2% | |
| PRIN CAPITAL APPR SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 119 | Pooled Separate Account | — | — | $17K | 0.2% | |
| Principal. Neubsrger Berman Large Cap Value Fund R6 Mutual Fund | Other securities | — | — | $13K | 0.2% | |
| Principal - Eaton Vance Atlanta Capital SMID-Cap Fund R6 Mutual Fund | Other securities | — | — | $11K | 0.2% | |
| Principal - Vanguard Total Bond Market Index Admiral Fund Mutual Fund | Mutual Funds | — | — | $6K | <0.1% | |
| Principal - Invesco Eq-Wtd S&P 500 R6 FD Mutual Fund | Common Collective Trusts | — | — | $5K | <0.1% | |
| Principal - PIMCO Income Institutional Fund Mutual Fund | Mutual Funds | — | — | $2K | <0.1% | |
| PRIN CORE FIX INC SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 118 | Pooled Separate Account | — | — | $2K | <0.1% | |
| PRIN LIFETIME HYBR INC CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | 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.
