How big is Opentech Alliance, Inc.'s plan?

Opentech Alliance, Inc.'s plan reported $4.9M in assets and 163 participants for 2024.

Original filing (PDF)20251006135513NAL0001904739001

Opentech Alliance, Inc.

Name: Opentech Alliance, Inc. — Opentech Alliance 401(k), Form 5500 (2024)
Creator: Opentech Alliance, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Opentech Alliance 401(k) Profit Sharing Plan

401(k) retirement plan · Opentech Alliance, Inc.'s Opentech Alliance 401(k) Profit Sharing Plan held $4.9M in plan assets for 163 participants in 2024, with Empower as recordkeeper.

Signals · 1

Corrective distributions issued

Active participants

163

Accounts w/ balance

131

Plan assets (EOY)

$4.9M

Net assets (EOY)

$4.9M

People on this filing

Tania Miaoulis signed Opentech Alliance, Inc.'s 2024 Form 5500 as plan administrator.

Tania Miaoulis — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Opentech Alliance, Inc.'s EIN is 45-0521427.

EIN 45-0521427

Plan number 001

Plan year 2024

ACK ID 20251006135513NAL0001904739001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Opentech Alliance, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Opentech Alliance, Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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How this plan invests

This plan

1 pooled trust

Schedule D

26 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Corrective distributions issued (likely failed ADP/ACP testing).
Total administrative cost in the bottom quartile of peers (22nd percentile).

Plan sponsor

Name

OPENTECH ALLIANCE, INC.

EIN

all filings

Address

2101 W PEORIA AVE · PHOENIX, AZ · 85029

Phone

(602) 749-9370

Industry

Data Processing, Hosting· Information / Tech / Media

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

2025-10-06

Pension benefit codes

2A · Age/service weighted or new comparability

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

METZ CPA, PLLC

Trustee / custodian

Service providers (Schedule C)

5 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE	—	GREENWOO VILLAGE, CO	RECORDKEEPER	$9K	—
ASCENSUS HOLDINGS INC DBA	—	SAN DIEGO, CA	CONTRACT ADMIN	$6K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp

Investments

26 direct securities · 1 pooled fund· $4.9M(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.

Common Collective Trusts

$2.6M

6 holdings

Other securities

$1.7M

13 holdings

Cash / Money Market

$348K

1 holding

Mutual Funds

$129K

5 holdings

Stable Value

$124K

1 holding

Common Collective Trust

$41K

1 holding

					% of plan
Fidelity Total Market Index Fund Mutual Fund	Common Collective Trusts	—	—	$1.1M	21.7%
Fidelity 500 Index Fund Mutual Fund	Common Collective Trusts	—	—	$1.0M	20.6%
State Street Target Retirement 2030 Fund Mutual Fund	Other securities	—	—	$381K	7.7%
Cash - interest bearing Cash - interest bearing 242 * Participant Loans Interest rates from 4.25% to 10.50% $0	Cash / Money Market	—	—	$348K	7.0%
JPMorgan Large Cap Growth Fund Mutual Fund	Other securities	—	—	$322K	6.5%
Allspring Core Plus Bond Fund Mutual Fund	Other securities	—	—	$257K	5.2%
Fidelity International Index Fund Mutual Fund	Common Collective Trusts	—	—	$226K	4.6%
State Street Target Retirement 2035 Fund Mutual Fund	Other securities	—	—	$196K	4.0%
Fidelity US Bond Index Fund Mutual Fund	Common Collective Trusts	—	—	$175K	3.5%
State Street Target Retirement 2045 Fund Mutual Fund	Other securities	—	—	$142K	2.9%
State Street Target Retirement 2060 Fund Mutual Fund	Other securities	—	—	$133K	2.7%
EI Fixed Account - Series Class I Guaranteed Investment Contract	Stable Value	—	—	$124K	2.5%
State Street Target Retirement 2055 Fund Mutual Fund	Other securities	—	—	$103K	2.1%
Fidelity Advisor Consumer Staples Fund Mutual Fund	Mutual Funds	—	—	$101K	2.0%
Fidelity Mid Cap Index Fund Mutual Fund	Common Collective Trusts	—	—	$61K	1.2%
State Street Target Retirement 2050 Fund Mutual Fund	Other securities	—	—	$58K	1.2%
Fidelity Small Cap Index Fund Mutual Fund	Common Collective Trusts	—	—	$45K	0.9%
PUTNAM LARGE CAP VALUE TRUST 1 PUTNAM INVESTMENTS CIT · EIN 82-3639536 / PN 275	Common Collective Trust	—	—	$41K	0.8%
State Street Target Retirement 2065 Fund Mutual Fund	Other securities	—	—	$38K	0.8%
State Street Target Retirement 2040 Fund Mutual Fund	Other securities	—	—	$37K	0.7%
State Street Target Retirement 2025 Fund Mutual Fund	Other securities	—	—	$15K	0.3%
Lord Abbett Developing Growth Fund Mutual Fund	Mutual Funds	—	—	$13K	0.3%
State Street Target Retirement Fund Mutual Fund	Other securities	—	—	$11K	0.2%
American Funds American Balanced Fund Mutual Fund	Mutual Funds	—	—	$10K	0.2%
BlackRock Mid-Cap Growth Equity Portfolio Mutual Fund	Other securities	—	—	$6K	0.1%
American Funds American High-Income Trust Mutual Fund	Mutual Funds	—	—	$3K	<0.1%
American Funds Mortgage Fund Mutual Fund	Mutual Funds	—	—	$3K	<0.1%