Aaron Yowell signed O9 Solutions, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
O9 Solutions, Inc.'s EIN is 27-1421035.
Download the official 2024 Form 5500 (PDF) for O9 Solutions, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)O9 Solutions, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a default investment (QDIA), a 401(k) feature, automatic enrollment, 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 | $3K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $6K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Investor Shares Mutual Funds * Fidelity Investments Fidelity 500 Index Fund N/R | Common Collective Trusts | — | — | $6.8M | 20.9% | |
| Fidelity Investments Fidelity Freedom Index 2045 Fund - N/R | Mutual Funds | — | — | $3.0M | 9.1% | |
| Investor Class * Fidelity Investments Fidelity Freedom Index 2035 Fund - N/R | Mutual Funds | — | — | $2.7M | 8.2% | |
| Investor Class * Fidelity Investments Fidelity Freedom Index 2040 Fund - N/R | Mutual Funds | — | — | $2.4M | 7.3% | |
| Investor Class * Fidelity Investments Fidelity Freedom Index 2050 Fund - N/R | Mutual Funds | — | — | $2.2M | 6.9% | |
| Investor Class AllianceBernstein Investments AB Large Cap Growth Fund Class Z N/R | Other securities | — | — | $2.0M | 6.3% | |
| Fidelity Investments Fidelity Freedom Index 2030 Fund - N/R | Mutual Funds | — | — | $1.9M | 5.9% | |
| Investor Class * Fidelity Investments Fidelity Freedom Index 2055 Fund - N/R | Mutual Funds | — | — | $1.8M | 5.5% | |
| Investor Class * Fidelity Investments Fidelity Global ex U.S. Index Fund N/R | Common Collective Trusts | — | — | $1.4M | 4.5% | |
| Fidelity Investments Fidelity Freedom Index 2060 Fund - N/R | Mutual Funds | — | — | $1.2M | 3.8% | |
| Fidelity Investments Fidelity Mid Cap Index Fund N/R | Common Collective Trusts | — | — | $1.2M | 3.8% | |
| Self-Directed Brokerage Accounts * Fidelity Investments Self-Directed Brokerage Accounts N/R | Self-Directed Brokerage | — | — | $986K | 3.0% | |
| Investor Class * Fidelity Investments Fidelity Small Cap Index Fund N/R | Common Collective Trusts | — | — | $658K | 2.0% | |
| Money Market Fund Vanguard Federal Money Market Fund N/R | Mutual Funds | — | — | $632K | 1.9% | |
| Vanguard Explorer Fund Admiral Shares N/R | Mutual Funds | — | — | $522K | 1.6% | |
| Fidelity Investments Fidelity Freedom Index 2025 Fund - N/R | Mutual Funds | — | — | $507K | 1.6% | |
| Participant Loans Interest rates: 6.50% to 9.50% $0 | Bonds / Notes | — | — | $343K | 1.1% | |
| Investor Class * Fidelity Investments Fidelity Freedom Index 2065 Fund - N/R | Mutual Funds | — | — | $327K | 1.0% | |
| Investor Class * Fidelity Investments Fidelity Total Bond K6 Fund N/R | Mutual Funds | — | — | $312K | 1.0% | |
| Fidelity Investments Fidelity U.S. Bond Index Fund N/R | Common Collective Trusts | — | — | $306K | 0.9% | |
| MFS Investments MFS Value R6 Fund N/R | Mutual Funds | — | — | $250K | 0.8% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $221K | 0.7% | |
| Parnassus Funds Distributor Parnassus Core Equity - Institutional N/R | Other securities | — | — | $207K | 0.6% | |
| Fund * Fidelity Investments Fidelity Freedom Index 2015 Fund - N/R 586 Investor Class PIMCO International Bond US Dollar- N/R | Mutual Funds | — | — | $197K | 0.6% | |
| Class Allspring Investments Allspring Special Small Cap Value R6 N/R | Other securities | — | — | $142K | 0.4% | |
| Hedged Fund * Fidelity Investments Fidelity Freedom Index 2020 Fund - N/R | Mutual Funds | — | — | $99K | 0.3% | |
| Dimensional Fund Advisors DFA Inflation-Protected Securities N/R | Mutual Funds | — | — | $81K | 0.2% | |
| Portfolio Institutional Class * Fidelity Investments Fidelity Freedom Index Income IPR N/A | Mutual Funds | — | — | $12K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
