ZOE Sharp signed Optoro, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Optoro, Inc.'s EIN is 27-3797660.
Download the official 2024 Form 5500 (PDF) for Optoro, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Optoro, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
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 | $17K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE CAPITAL GROUP INV ADVISORY | 46-4255096 | — | ADVISOR | $31K | — |
| STRATEGIC ADVISORS, INC. |
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 | |||||
|---|---|---|---|---|---|---|
| FID 500 INDEX | Common Collective Trusts | — | $3.3M | $5.1M | 29.5% | |
| FID FREEDOM 2055 K6 | Mutual Funds | — | $2.5M | $3.0M | 17.5% | |
| FID FREEDOM 2050 K6 | Mutual Funds | — | $1.4M | $1.7M | 9.9% | |
| FID FREEDOM 2060 K6 | Mutual Funds | — | $974K | $1.2M | 6.7% | |
| FID FREEDOM 2045 K6 | Mutual Funds | — | $839K | $1.0M | 5.9% | |
| FID CONTRAFUND K6 | Mutual Funds | — | $555K | $883K | 5.1% | |
| FID FREEDOM 2035 K6 | Mutual Funds | — | $593K | $680K | 3.9% | |
| FID FREEDOM 2040 K6 | Mutual Funds | — | $474K | $577K | 3.3% | |
| FID FREEDOM 2025 K6 | Mutual Funds | — | $405K | $444K | 2.6% | |
| FT BEHAV SM-CPEQ R6 | Other securities | — | $361K | $439K | 2.5% | |
| FID MID CAP IDX | Common Collective Trusts | — | $335K | $425K | 2.5% | |
| FID INTL INDEX | Mutual Funds | — | $358K | $342K | 2.0% | |
| JH DSCPL VAL MDCP R6 | Other securities | — | $320K | $331K | 1.9% | |
| FID US BOND IDX | Common Collective Trusts | — | $320K | $307K | 1.8% | |
| FID DIVERSFD INTL K6 | Mutual Funds | — | $177K | $192K | 1.1% | |
| HTFD DIV & GRTH R6 | Other securities | — | $162K | $164K | 0.9% | |
| FID EMERGING MKTS K | Mutual Funds | — | $122K | $134K | 0.8% | |
| FID FREEDOM 2065 K6 | Mutual Funds | — | $113K | $126K | 0.7% | |
| OUTSTANDING LOAN BALANCE | Other securities | — | — | $83K | 0.5% | |
| AM CENT SM CAP GR R6 | Other securities | — | $41K | $50K | 0.3% | |
| MGL MD CP GRTH R6 | Other securities | — | $33K | $33K | 0.2% | |
| FID US SUSTN IDX | Common Collective Trusts | — | $27K | $26K | 0.2% | |
| ABF SM CAP VALUE R6 | Other securities | — | $10K | $10K | <0.1% | |
| MORLEY STABLE VALUE PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274329 / PN 001 | Common Collective Trust | — | $8K | $8K | <0.1% | |
| FID FREEDOM 2030 K6 | Mutual Funds | — | $3K | $3K | <0.1% | |
| FID FREEDOM INC K6 | Mutual Funds | — | $2K | $2K | <0.1% | |
| FID GOVT MMKT K6 | Mutual Funds | — | $2K | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 04-2654524 |
| — |
| ADVISOR |
| $6K |
| — |
