Diane Montier signed OTAC No. 4, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
OTAC No. 4, Inc.'s EIN is 52-1881485.
Download the official 2024 Form 5500 (PDF) for OTAC No. 4, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)OTAC No. 4, 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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $14K | — |
| ASCENSUS | 82-3719843 | — | RECORDKEEPER | $6K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location |
|---|
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 | |||||
|---|---|---|---|---|---|---|
| TRP RETIREMENT 2030 I | Registered Investment Companies | — | — | $775K | 31.2% | |
| TRP RETIREMENT 2015 I | Registered Investment Companies | — | — | $569K | 22.9% | |
| TRP RETIREMENT 2040 I | Registered Investment Companies | — | — | $399K | 16.0% | |
| VAN FTSE ALL WLD EX US IDX ADM 961 REGISTERED INVESTMENT COMPANY TRP RETIREMENT 2025 I | Registered Investment Companies | — | — | $260K | 10.4% | |
| TRP RETIREMENT 2045 I | Registered Investment Companies | — | — | $86K | 3.5% | |
| COHEN & STEERS REALTY SHARES 234 REGISTERED INVESTMENT COMPANY TRP RETIREMENT 2035 I | Registered Investment Companies | — | — | $85K | 3.4% | |
| TRP RETIREMENT 2055 I | Registered Investment Companies | — | — | $72K | 2.9% | |
| TRP RETIREMENT 2050 I | Registered Investment Companies | — | — | $65K | 2.6% | |
| TRP RETIREMENT 2020 I | Registered Investment Companies | — | — | $44K | 1.8% | |
| TRP RETIREMENT 2060 I | Registered Investment Companies | — | — | $38K | 1.5% | |
| TRP RETIREMENT 2010 I | Registered Investment Companies | — | — | $34K | 1.4% | |
| VANGUARD US GROWTH FUND ADM | Registered Investment Companies | — | — | $12K | 0.5% | |
| VANGUARD EXPLORER ADMIN | Registered Investment Companies | — | — | $7K | 0.3% | |
| METLIFE REL ST VAL 25053 - 0 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $6K | 0.2% | |
| VANG TOT STK MKT IDX - ADMIRAL | Registered Investment Companies | — | — | $4K | 0.1% | |
| TRP RETIREMENT 2005 I | Registered Investment Companies | — | — | $3K | 0.1% | |
| FID SMALL CAP INDEX | Registered Investment Companies | — | — | $3K | 0.1% | |
| AMC SMALL CAP VALUE FUND - R6 | Registered Investment Companies | — | — | $2K | <0.1% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $2K | <0.1% | |
| FIDELITY ADVISOR TOTAL BOND Z | Registered Investment Companies | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Relation |
|---|
| Direct comp |
|---|
| Indirect comp |
|---|
| RESOURCES INVESTMENT ADVISORS, INC. | 43-1451524 | — | CONSULTANT | $10K | — |
