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Original filing (PDF)20251015172313NAL0007037712001
OPEN ACCESS TECHNOLOGY INTERNATIONAL, INC.
Form 5500
FILING_RECEIVED
OPEN ACCESS TECHNOLOGY INTERNATIONAL, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
275
Accounts w/ balance
353
Plan assets (EOY)
$79.8M
Net assets (EOY)
$79.8M
How this plan invests
This plan
1 pooled trust
Schedule D
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for OPEN ACCESS TECHNOLOGY INTERNATIONAL, INC..
Plan sponsor
Name
OPEN ACCESS TECHNOLOGY INTERNATIONAL, INC.
EIN
41-1819220
Address
7901 COMPUTER AVENUE · BLOOMINGTON, MN · 55435
Phone
(763) 201-2012
Industry
Information / Tech / Mediasee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
ASSURANCE DIMENSIONS, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NFP RETIREMENT INC. | 33-0905143 | — | INVESTMENT ADVISORY | $65K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $68K | — |
Investments
30 direct securities · 1 pooled fund· $79.7M(100% of reported assets)
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.
Uncategorized
$79.7M
30 holdings
Common Collective Trust
$0
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T. Rowe Price Retirement 2060 | — | — | — | $14.4M | 18.1% | |
| Pioneer Fundamentl Growth A Fd | — | — | — | $8.0M | 10.0% | |
| T. ROWE PRICE RTMT 2005 FUND | — | — | — | $6.2M | 7.8% | |
| PRIN FIXED INC GUAR OPTION | — | — | — | $6.1M | 7.7% | |
| Fidelity Total Market Index Fd | — | — | — | $4.6M | 5.8% | |
| Fidelity US Bond Index Fund | — | — | — | $4.6M | 5.7% | |
| T. Rowe Price Int US SC Gr Eq | — | — | — | $4.2M | 5.2% | |
| T. Rowe Price Rtmt 2065 Fund | — | — | — | $3.0M | 3.8% | |
| T. Rowe Price Rtmt 2030 Fund | — | — | — | $2.7M | 3.4% | |
| T. Rowe Price Rtmt 2040 Fund | — | — | — | $2.5M | 3.1% | |
| T. Rowe Price Rtmt 2055 Fund | — | — | — | $2.4M | 3.1% | |
| MFS Intl Diversification R6 Fd | — | — | — | $2.4M | 3.0% | |
| PGIM Total Ret Bond Z Fd | — | — | — | $2.3M | 2.9% | |
| JP Morgan Value Adv I Fd | — | — | — | $2.3M | 2.9% | |
| T. Rowe Price Rtmt 2045 Fund | — | — | — | $2.2M | 2.8% | |
| Participant Loans | — | — | — | $2.1M | 2.7% | |
| T. Rowe Price Rtmt 2035 Fund | — | — | — | $1.4M | 1.8% | |
| T. Rowe Price Rtmt 2050 Fund | — | — | — | $1.2M | 1.6% | |
| Undisc Mgrs Behav Value R6 Fd | — | — | — | $1.2M | 1.5% | |
| Inv Dev Mark Y Fd | — | — | — | $1.2M | 1.4% | |
| DWS RREEF RE Securities I Fund | — | — | — | $833K | 1.0% | |
| Allspring Spec M Cap Val Inst | — | — | — | $714K | 0.9% | |
| Carillon Eagle MidCapGwth I Fd | — | — | — | $614K | 0.8% | |
| Dodge & Cox Global Bond X Fund | — | — | — | $501K | 0.6% | |
| T. Rowe Price Rtmt 2025 Fund | — | — | — | $399K | 0.5% | |
| T. Rowe Price Rtmt 2010 Fund | — | — | — | $370K | 0.5% | |
| T. Rowe Price Rtmt 2015 Fund | — | — | — | $350K | 0.4% | |
| Fidelity Total Int Idx Fund | — | — | — | $243K | 0.3% | |
| T. Rowe Price Rtmt Bal Fund | — | — | — | $223K | 0.3% | |
| T. Rowe Price Rtmt 2020 Fund | — | — | — | $214K | 0.3% | |
| GALLIARD STABLE RETURN PN SEI TRUST COMPANY · EIN 41-6202499 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |