KIM HOOK signed Opterra Solutions, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Opterra Solutions, Inc.'s EIN is 57-0851059.
Download the official 2024 Form 5500 (PDF) for Opterra Solutions, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Opterra Solutions, 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $26K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SYNOVUS TRUST COMPANY, N.A. | 58-2146977 | — | INVESTMENT ADVISOR | $21K | — |
| STRATEGIC ADVISORS, INC. |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $1.6M | 15.3% | |
| Fidelity Freedom Index 2050 Fund | Mutual Funds | — | — | $929K | 8.7% | |
| Fidelity Freedom Index Income Fund ** 9 * Fidelity Freedom Index 2015 Fund | Mutual Funds | — | — | $908K | 8.5% | |
| Fidelity Total Market Index Fund | Common Collective Trusts | — | — | $771K | 7.2% | |
| JPMorgan Large Cap Growth Fund Class R6 | Other securities | — | — | $538K | 5.0% | |
| Fidelity Freedom Index 2030 Fund | Mutual Funds | — | — | $508K | 4.8% | |
| American Funds EuroPacific Growth Fund Class R-6 | Mutual Funds | — | — | $508K | 4.8% | |
| Fidelity Freedom Index 2035 Fund | Mutual Funds | — | — | $480K | 4.5% | |
| Fidelity Freedom Index 2055 Fund | Mutual Funds | — | — | $438K | 4.1% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $399K | 3.7% | |
| Fidelity Freedom Index 2060 Fund | Mutual Funds | — | — | $391K | 3.7% | |
| Dodge & Cox Income Fund | Mutual Funds | — | — | $353K | 3.3% | |
| Fidelity Freedom Index 2045 Fund | Mutual Funds | — | — | $347K | 3.3% | |
| Fidelity Global ex U.S. Index Fund | Common Collective Trusts | — | — | $296K | 2.8% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $262K | 2.5% | |
| Fidelity Freedom Index 2040 Fund | Mutual Funds | — | — | $256K | 2.4% | |
| Fidelity Government Money Market Fund | Mutual Funds | — | — | $235K | 2.2% | |
| T. Rowe Price Mid Cap Value Fund | Other securities | — | — | $214K | 2.0% | |
| Fidelity Freedom Index 2020 Fund ** 575 * Fidelity Freedom Index 2025 Fund | Mutual Funds | — | — | $184K | 1.7% | |
| Fidelity Freedom Index 2065 Fund | Mutual Funds | — | — | $183K | 1.7% | |
| Carillion Eagle Mid Cap Growth Fund Class R6 | Other securities | — | — | $177K | 1.7% | |
| Notes receivable from participants Interest from 4.25% - 9.50% | Bonds / Notes | — | — | $160K | 1.5% | |
| DFA U.S. Small Cap Growth Portfolio Institutional Class | Mutual Funds | — | — | $141K | 1.3% | |
| Vanguard Windsor Fund Admiral Shares | Mutual Funds | — | — | $128K | 1.2% | |
| American Funds Balanced Fund Class R-6 | Mutual Funds | — | — | $103K | 1.0% | |
| Fidelity U.S. Bond Index Fund | Common Collective Trusts | — | — | $25K | 0.2% | |
| Vanguard Short Term Inflation-Protected Index Fund | Common Collective Trusts | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 04-2654524 |
| — |
| ADVISOR |
| $10K |
| — |
