Chris Lewallen signed Optronics International, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Optronics International, LLC's EIN is 26-4740529.
Download the official 2024 Form 5500 (PDF) for Optronics International, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Optronics International, LLC'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 |
|---|---|---|---|---|---|
| BOKF, NA | 73-0780382 | TULSA, OK | TRUSTEE | $34K | — |
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 | |||||
|---|---|---|---|---|---|---|
| MAP POOLED INVESTMENT TRUST BOKF, NA · EIN 73-0780382 / PN 005 | Common Collective Trust | — | — | $2.3M | 31.6% | |
| Cavanal Hill Gov Sec Money Market-Sel Money Market | Cash / Money Market | — | — | $953K | 13.3% | |
| Fidelity 500 Index Mutual Fund | Common Collective Trusts | — | — | $874K | 12.2% | |
| BOK Financial Retirement 2030 Collective Investment Trust | Common Collective Trusts | — | — | $782K | 10.9% | |
| BOK Financial Retirement 2040 Collective Investment Trust | Common Collective Trusts | — | — | $620K | 8.6% | |
| BOK Financial Retirement 2050 Collective Investment Trust | Common Collective Trusts | — | — | $612K | 8.5% | |
| MFS Value Fund-R6 Mutual Fund | Mutual Funds | — | — | $564K | 7.9% | |
| T-Rowe Price Growth Stock-I Mutual Fund | Other securities | — | — | $474K | 6.6% | |
| Vanguard Mid-Cap Index-Adm Mutual Fund | Mutual Funds | — | — | $299K | 4.2% | |
| Vanguard S&P 500 ETF Mutual Fund | Common Collective Trusts | — | — | $241K | 3.4% | |
| Palmer Square Income Plus Fund Mutual Fund | Other securities | — | — | $200K | 2.8% | |
| American Funds EuroPacific Growth-R6 Mutual Fund | Mutual Funds | — | — | $198K | 2.8% | |
| Notes receivable from participants Bearing interest at 5.25%-10.50% | Bonds / Notes | — | — | $170K | 2.4% | |
| American Beacon International Equity-R6 Mutual Fund | Other securities | — | — | $166K | 2.3% | |
| BOK Financial Retirement 2020 Collective Investment Trust | Common Collective Trusts | — | — | $150K | 2.1% | |
| Metropolitan West Total Return Bond Mutual Fund | Other securities | — | — | $119K | 1.7% | |
| Vanguard Mid-Cap ETF Mutual Fund | Mutual Funds | — | — | $100K | 1.4% | |
| Dodge & Cox Stock Fund Class I Mutual Fund | Mutual Funds | — | — | $98K | 1.4% | |
| iSHARES S&P 500 Value ETF Mutual Fund | Common Collective Trusts | — | — | $97K | 1.4% | |
| American Beacon Small Cap Value Fund-R6 Mutual Fund | Other securities | — | — | $81K | 1.1% | |
| DFA US Small Cap Mutual Fund | Mutual Funds | — | — | $71K | 1.0% | |
| Vanguard Small-Cap Growth Index-Adm Mutual Fund | Mutual Funds | — | — | $57K | 0.8% | |
| BOK Financial Retirement 2060 Collective Investment Trust | Common Collective Trusts | — | — | $54K | 0.8% | |
| BOK Financial Retirement 2070 Collective Investment Trust | Common Collective Trusts | — | — | $52K | 0.7% | |
| Cohen & Steers Quality Income Realty Fund Mutual Fund | Other securities | — | — | $43K | 0.6% | |
| Lazard Global Listed Infrastructure Mutual Fund | Other securities | — | — | $42K | 0.6% | |
| Vanguard Short-Term Bond Index-Adm Mutual Fund | Mutual Funds | — | — | $30K | 0.4% | |
| Vanguard Inflation Protected Securities-Adm Mutual Fund | Mutual Funds | — | — | $23K | 0.3% | |
| BOK Financial Retirement Conservative Collective Investment Trust | Common Collective Trusts | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
