ANN Britten signed Optima Machinery Corporation's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Optima Machinery Corporation's EIN is 39-1534738.
Download the official 2024 Form 5500 (PDF) for Optima Machinery Corporation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Optima Machinery Corporation'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 |
|---|---|---|---|---|---|
| JOHNSON BANK | 39-1141446 | — | NONE | $3K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2030 Fund Mutual Fund N/A | Mutual Funds | — | — | $3.1M | 19.0% | |
| Vanguard Target Retirement 2040 Fund Mutual Fund N/A | Mutual Funds | — | — | $2.5M | 15.0% | |
| Vanguard Target Retirement 2025 Fund Mutual Fund N/A | Mutual Funds | — | — | $1.6M | 9.4% | |
| Vanguard Target Retirement 2035 Fund Mutual Fund N/A | Mutual Funds | — | — | $1.5M | 9.1% | |
| Fidelity 500 Index Fund Mutual Fund N/A | Common Collective Trusts | — | — | $1.5M | 9.0% | |
| Vanguard Target Retirement 2050 Fund Mutual Fund N/A | Mutual Funds | — | — | $841K | 5.1% | |
| Vanguard Growth Index Admiral Fund Mutual Fund N/A | Mutual Funds | — | — | $609K | 3.7% | |
| Dodge & Cox Stock Fund Class X Mutual Fund N/A | Mutual Funds | — | — | $604K | 3.6% | |
| Vanguard Target Retirement 2055 Fund Mutual Fund N/A | Mutual Funds | — | — | $547K | 3.3% | |
| Vanguard Target Retirement 2045 Fund Mutual Fund N/A | Mutual Funds | — | — | $511K | 3.1% | |
| Vanguard Small Cap Index Admiral Mutual Fund N/A | Mutual Funds | — | — | $456K | 2.7% | |
| Vanguard Mid Cap Index-Admiral Mutual Fund N/A | Mutual Funds | — | — | $395K | 2.4% | |
| Fidelity Inv MM Fds Government I Cash and Cash Equivalents N/A | Mutual Funds | — | — | $356K | 2.1% | |
| Vanguard Target Retirement Income Fund Mutual Fund N/A | Mutual Funds | — | — | $308K | 1.9% | |
| Vanguard Target Retirement 2060 Fund Mutual Fund N/A | Mutual Funds | — | — | $297K | 1.8% | |
| Vanguard International Value Fund Mutual Fund N/A | Mutual Funds | — | — | $282K | 1.7% | |
| Johnson Bank Income Equity Mutual Fund N/A 576 * Johnson Bank Income Mutual Fund N/A 424 PIMCO Income Instl Mutual Fund N/A | Mutual Funds | — | — | $222K | 1.3% | |
| J Hancock Disciplined Mid Value R6 Mutual Fund N/A | Other securities | — | — | $166K | 1.0% | |
| Participant Loans Interest rates range of 5.25 to 10.50% - | Bonds / Notes | — | — | $135K | 0.8% | |
| Baird Core Plus Bond Inst Mutual Fund N/A | Other securities | — | — | $130K | 0.8% | |
| Johnson Bank Growth Mutual Fund N/A | Other securities | — | — | $75K | 0.5% | |
| Principal Mid Cap Instl Mutual Fund N/A | Other securities | — | — | $73K | 0.4% | |
| Vanguard Total Intl Stock Index Admiral Mutual Fund N/A | Mutual Funds | — | — | $72K | 0.4% | |
| Vanguard Target Retirement 2065 Fund Mutual Fund N/A | Mutual Funds | — | — | $49K | 0.3% | |
| Allspring Special Small Cap Value R6 Mutual Fund N/A | Other securities | — | — | $46K | 0.3% | |
| Thornburg Limited Term Income Fund R6 Mutual Fund N/A | Other securities | — | — | $45K | 0.3% | |
| Johnson Bank All Equity Mutual Fund N/A | Other securities | — | — | $41K | 0.2% | |
| Vanguard Target Retirement 2020 Fund Mutual Fund N/A | Mutual Funds | — | — | $36K | 0.2% | |
| MFS International Growth R6 Mutual Fund N/A | Mutual Funds | — | — | $24K | 0.1% | |
| Conestoga Small Cap Institutional Class Mutual Fund N/A | Other securities | — | — | $22K | 0.1% | |
| Johnson Bank Core Mutual Fund N/A | Other securities | — | — | $11K | <0.1% | |
| Johnson Bank All Fixed Income Mutual Fund N/A | Other securities | — | — | $8K | <0.1% | |
| Vanguard Short-Term Inflation-Protected Mutual Fund N/A | Mutual Funds | — | — | $7K | <0.1% | |
| Vanguard Target Retirement 2070 Fund Mutual Fund N/A | Mutual Funds | — | — | $5K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
