KYLA Ovalle signed Open TEXT, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Open TEXT, Inc.'s EIN is 46-0525483.
Download the official 2024 Form 5500 (PDF) for Open TEXT, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Open TEXT, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), a self-directed brokerage window.
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 | $334K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERCER | 36-2668272 | — | CONSULTANT | $55K | — |
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 | |||||
|---|---|---|---|---|---|---|
| SS US TOT MKT IDX II STATE STREET GLOBAL ADVISORS TRUST CO · EIN 32-6528132 / PN 036 | Common Collective Trust | — | — | $433.5M | 22.7% | |
| FID FRDM INX 2035 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 081 | Common Collective Trust | — | — | $223.5M | 11.7% | |
| FID FRDM INX 2030 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 080 | Common Collective Trust | — | — | $219.6M | 11.5% | |
| FID FRDM INX 2040 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 082 | Common Collective Trust | — | — | $161.7M | 8.5% | |
| FID FRDM INX INC T FIAM TRUST COMPANY · EIN 20-4659714 / PN 074 | Common Collective Trust | — | — | $95.2M | 5.0% | |
| DODGE & COX STOCK X Mutual Fund | Mutual Funds | — | — | $92.5M | 4.9% | |
| FID FRDM INX 2045 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 083 | Common Collective Trust | — | — | $87.8M | 4.6% | |
| BROKERAGELINK Self Directed Brokerage Account | Self-Directed Brokerage | — | — | $81.4M | 4.3% | |
| FID FRDM INX 2025 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 079 | Common Collective Trust | — | — | $76.7M | 4.0% | |
| WB LARGE CAP GR A GLOBAL TRUST COMPANY · EIN 27-6331814 / PN 015 | Common Collective Trust | — | — | $70.2M | 3.7% | |
| INVESCO STBL VAL B1 INVESCO TRUST COMPANY · EIN 84-1142974 / PN 001 | Common Collective Trust | — | — | $61.4M | 3.2% | |
| FID FRDM INX 2050 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 084 | Common Collective Trust | — | — | $56.7M | 3.0% | |
| SS GACEQ EXUS IDX II STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 444 | Common Collective Trust | — | — | $45.0M | 2.4% | |
| EV AC SMID CAP R6 Mutual Fund | Other securities | — | — | $36.1M | 1.9% | |
| FID FRDM INX 2055 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 112 | Common Collective Trust | — | — | $35.6M | 1.9% | |
| SS US BOND INDX XIV STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 477 | Common Collective Trust | — | — | $35.1M | 1.8% | |
| FID FRDM INX 2020 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 078 | Common Collective Trust | — | — | $23.5M | 1.2% | |
| PRU CORE PLUS BD 16 PRUDENTIAL TRUST COMPANY · EIN 23-6994310 / PN 165 | Common Collective Trust | — | — | $22.5M | 1.2% | |
| WT INTL OPPS 4 WELLINGTON TRUST COMPANY, NA · EIN 27-3649481 / PN 001 | Common Collective Trust | — | — | $15.8M | 0.8% | |
| FID FRDM INX 2060 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 146 | Common Collective Trust | — | — | $10.1M | 0.5% | |
| FID FRDM INX 2015 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 077 | Common Collective Trust | — | — | $5.4M | 0.3% | |
| PIM ALL ASSET INST Mutual Fund | Other securities | — | — | $3.2M | 0.2% | |
| FID FRDM INX 2065 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 169 | Common Collective Trust | — | — | $2.3M | 0.1% | |
| FID FRDM INX 2010 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 076 | Common Collective Trust | — | — | $829K | <0.1% | |
| VANG TREASURY MM Money Market Fund | Cash / Money Market | — | — | $456K | <0.1% | |
| FID FRDM INX 2070 T FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 219 | Common Collective Trust | — | — | $3K | <0.1% | |
| CT CONTRARIAN CORE 2 AMERIPRISE TRUST COMPANY · EIN 41-0007957 / PN 111 | Common Collective Trust | — | — | $0 | <0.1% | |
| FID FRDM INX 2005 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 075 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRU CORE PL BD CL 5 PRUDENTIAL TRUST COMPANY · EIN 23-6994310 / PN 165 | Common Collective Trust | — | — | $0 | <0.1% | |
| FID CONTRA POOL CL A FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 133 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| FINANCIAL ENGINES | 77-0473565 | — | ADVISOR | $52K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $30K | — |
| MERCER INVESTMENTS LLC | 13-2834414 | — | INVESTMENT ADVISOR | $27K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GRANT THORNTON LLP | 36-6055558 | — | ACCOUNTANT/AUDITOR | $26K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VEDDERPRICE | 36-3254526 | — | ATTORNEY/LEGAL | $37K | — |
