Matthew Goldberg signed OTJ Architects Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
OTJ Architects Inc.'s EIN is 52-1698957.
Download the official 2024 Form 5500 (PDF) for OTJ Architects Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)OTJ Architects Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a default investment (QDIA), a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK USA | 01-0233346 | — | RECORDKEEPER | $17K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS, LL | — | SAN RAFAEL, CA | ADVISOR | $33K | — |
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 | |||||
|---|---|---|---|---|---|---|
| JH Lifetime Blend 2055 Trust Fund R4 Interest in common/collective trust xx | Common Collective Trusts | — | — | $5.4M | 27.9% | |
| JOHN HANCOCK LT BL 2055 TR R4 JOHN HANCOCK TRUST COMPANY COLLECTIVE INVESTMENT TRUST · EIN 85-6153745 / PN 024 | Common Collective Trust | — | — | $5.4M | 27.9% | |
| JH Lifetime Blend 2045 Trust Fund R4 Interest in common/collective trust xx | Common Collective Trusts | — | — | $4.6M | 23.9% | |
| JOHN HANCOCK LT BL 2045 TR R4 JOHN HANCOCK TRUST COMPANY COLLECTIVE INVESTMENT TRUST · EIN 85-6153745 / PN 022 | Common Collective Trust | — | — | $4.6M | 23.9% | |
| Fidelity 500 Index Fund Interest in registered investment companies xx | Common Collective Trusts | — | — | $2.8M | 14.8% | |
| JH Lifetime Blend 2035 Trust Fund R4 Interest in common/collective trust xx | Common Collective Trusts | — | — | $1.6M | 8.6% | |
| JOHN HANCOCK LT BL 2035 TR R4 JOHN HANCOCK TRUST COMPANY CIT · EIN 85-6153745 / PN 020 | Common Collective Trust | — | — | $1.6M | 8.6% | |
| JH Lifetime Blend 2025 Trust Fund R4 Interest in common/collective trust xx | Common Collective Trusts | — | — | $1.4M | 7.1% | |
| JOHN HANCOCK LT BL 2025 TR R4 JOHN HANCOCK TRUST COMPANY COLLECTIVE INVESTMENT TRUST · EIN 85-6153745 / PN 018 | Common Collective Trust | — | — | $1.4M | 7.1% | |
| JH Lifetime Blend 2065 Trust Fund R4 Interest in common/collective trust xx | Common Collective Trusts | — | — | $1.2M | 6.1% | |
| JOHN HANCOCK LT BL 2065 TR R4 JOHN HANCOCK TRUST COMPANY COLLECTIVE INVESTMENT TRUST · EIN 85-6153745 / PN 026 | Common Collective Trust | — | — | $1.2M | 6.1% | |
| Fidelity Advisor Growth Opportunities Fund Class Z Interest in registered investment companies xx | Mutual Funds | — | — | $472K | 2.5% | |
| American Funds Washington Mutual Investors Fund R6 Interest in registered investment companies xx | Mutual Funds | — | — | $281K | 1.5% | |
| American Funds American Balanced Fund Interest in registered investment companies xx | Mutual Funds | — | — | $198K | 1.0% | |
| Fidelity Small Cap Index Fund Interest in registered investment companies xx | Common Collective Trusts | — | — | $139K | 0.7% | |
| Natixis Sustainable Future 2050 Fund Interest in registered investment companies xx 71 Pioneer Strategic Income Fund Class K Interest in registered investment companies xx | Other securities | — | — | $135K | 0.7% | |
| Goldman Sachs Small Cap Value Insights R6 Interest in registered investment companies xx | Other securities | — | — | $92K | 0.5% | |
| JOHN HANCOCK STABLE VALUE R11 GLOBAL TRUST COMPANY · EIN 80-6136981 / PN 001 | Common Collective Trust | — | — | $91K | 0.5% | |
| Natixis Sustainable Future 2045 Fund Interest in registered investment companies xx | Other securities | — | — | $86K | 0.4% | |
| JPMorgan US Research Equity Fund R6 Interest in registered investment companies xx | Other securities | — | — | $81K | 0.4% | |
| JH ESG Core Bond R6 Interest in registered investment companies xx | Other securities | — | — | $70K | 0.4% | |
| Fidelity International Index Fund Interest in registered investment companies xx | Common Collective Trusts | — | — | $69K | 0.4% | |
| Putnam Small Cap Growth Fund R6 Interest in registered investment companies xx | Mutual Funds | — | — | $67K | 0.3% | |
| BlackRock Core Bond K Interest in registered investment companies xx | Other securities | — | — | $59K | 0.3% | |
| MFS International Growth R6 Interest in registered investment companies xx | Mutual Funds | — | — | $48K | 0.3% | |
| John Hancock Mid Cap Growth R6 Interest in registered investment companies xx | Other securities | — | — | $38K | 0.2% | |
| Impax Sustainable Allocation Institutional Interest in registered investment companies xx 142 Invesco Global Fund Class R6 Interest in registered investment companies xx | Mutual Funds | — | — | $22K | 0.1% | |
| JH ESG Large Cap Core Fund Interest in registered investment companies xx | Other securities | — | — | $18K | <0.1% | |
| Natixis Sustainable Future 2035 Fund Interest in registered investment companies xx | Other securities | — | — | $12K | <0.1% | |
| John Hancock Emerging Markets Equity Fund R6 Interest in registered investment companies xx | Other securities | — | — | $11K | <0.1% | |
| Natixis Sustainable Future 2015 Fund Interest in registered investment companies xx 71 Natixis Sustainable Future 2030 Fund Interest in registered investment companies xx | Other securities | — | — | $11K | <0.1% | |
| Natixis Sustainable Future 2040 Fund Interest in registered investment companies xx | Other securities | — | — | $6K | <0.1% | |
| John Hancock International Growth R6 Interest in registered investment companies xx 870 * John Hancock Investment Grade Bond Fund R6 Interest in registered investment companies xx | Other securities | — | — | $4K | <0.1% | |
| John Hancock Small Cap Core R6 Interest in registered investment companies xx | Other securities | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
