Yvonne Dilts signed Open Access Technology International, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Open Access Technology International, Inc.'s EIN is 41-1819220.
Download the official 2024 Form 5500 (PDF) for Open Access Technology International, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Open Access Technology International, 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 | $68K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NFP RETIREMENT INC. | 33-0905143 | — | INVESTMENT ADVISORY | $65K | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| T. Rowe Price Retirement 2060 | Other securities | — | — | $14.4M | 18.1% | |
| Pioneer Fundamentl Growth A Fd | Other securities | — | — | $8.0M | 10.0% | |
| T. ROWE PRICE RTMT 2005 FUND | Other securities | — | — | $6.2M | 7.8% | |
| PRIN FIXED INC GUAR OPTION | Common Stocks | — | — | $6.1M | 7.7% | |
| Fidelity Total Market Index Fd | Common Collective Trusts | — | — | $4.6M | 5.8% | |
| Fidelity US Bond Index Fund | Common Collective Trusts | — | — | $4.6M | 5.7% | |
| T. Rowe Price Int US SC Gr Eq | Other securities | — | — | $4.2M | 5.2% | |
| T. Rowe Price Rtmt 2065 Fund | Other securities | — | — | $3.0M | 3.8% | |
| T. Rowe Price Rtmt 2030 Fund | Other securities | — | — | $2.7M | 3.4% | |
| T. Rowe Price Rtmt 2040 Fund | Other securities | — | — | $2.5M | 3.1% | |
| T. Rowe Price Rtmt 2055 Fund | Other securities | — | — | $2.4M | 3.1% | |
| MFS Intl Diversification R6 Fd | Mutual Funds | — | — | $2.4M | 3.0% | |
| PGIM Total Ret Bond Z Fd | U.S. Treasuries | — | — | $2.3M | 2.9% | |
| JP Morgan Value Adv I Fd | Other securities | — | — | $2.3M | 2.9% | |
| T. Rowe Price Rtmt 2045 Fund | Other securities | — | — | $2.2M | 2.8% | |
| Participant Loans | Participant loans | — | — | $2.1M | 2.7% | |
| T. Rowe Price Rtmt 2035 Fund | Other securities | — | — | $1.4M | 1.8% | |
| T. Rowe Price Rtmt 2050 Fund | Other securities | — | — | $1.2M | 1.6% | |
| Undisc Mgrs Behav Value R6 Fd | Other securities | — | — | $1.2M | 1.5% | |
| Inv Dev Mark Y Fd | Other securities | — | — | $1.2M | 1.4% | |
| DWS RREEF RE Securities I Fund | Other securities | — | — | $833K | 1.0% | |
| Allspring Spec M Cap Val Inst | Other securities | — | — | $714K | 0.9% | |
| Carillon Eagle MidCapGwth I Fd | Other securities | — | — | $614K | 0.8% | |
| Dodge & Cox Global Bond X Fund | Mutual Funds | — | — | $501K | 0.6% | |
| T. Rowe Price Rtmt 2025 Fund | Other securities | — | — | $399K | 0.5% | |
| T. Rowe Price Rtmt 2010 Fund | Other securities | — | — | $370K | 0.5% | |
| T. Rowe Price Rtmt 2015 Fund | Other securities | — | — | $350K | 0.4% | |
| Fidelity Total Int Idx Fund | Common Collective Trusts | — | — | $243K | 0.3% | |
| T. Rowe Price Rtmt Bal Fund | Other securities | — | — | $223K | 0.3% | |
| T. Rowe Price Rtmt 2020 Fund | Other securities | — | — | $214K | 0.3% | |
| GALLIARD STABLE RETURN PN SEI TRUST COMPANY · EIN 41-6202499 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
