Jennifer Hall signed OTR Wheel Engineering, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
OTR Wheel Engineering, Inc.'s EIN is 58-1862442.
Download the official 2024 Form 5500 (PDF) for OTR Wheel Engineering, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)OTR Wheel Engineering, 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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $51K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RESOURCES INVESTMENT ADVISORS, LLC | — | OVERLAND PARK, KS | INVESTMENT MGMT | $7K | — |
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 | |||||
|---|---|---|---|---|---|---|
| PIMCO Realpath Blend 2040 Institutional Mutual Funds | Mutual Funds | — | — | $3.0M | 15.7% | |
| PIMCO Realpath Blend 2035 Institutional Mutual Funds | Mutual Funds | — | — | $2.3M | 12.2% | |
| PIMCO Realpath Blend 2030 Institutional Mutual Funds | Mutual Funds | — | — | $1.9M | 10.1% | |
| Fidelity 500 Index Mutual Funds | Common Collective Trusts | — | — | $1.8M | 9.4% | |
| PIMCO Realpath Blend 2045 Institutional Mutual Funds | Mutual Funds | — | — | $1.6M | 8.4% | |
| PIMCO Realpath Blend 2050 Institutional Mutual Funds | Mutual Funds | — | — | $1.4M | 7.1% | |
| PIMCO Realpath Blend 2025 Institutional Mutual Funds | Mutual Funds | — | — | $1.2M | 6.2% | |
| AM1 DOMESTIC EQUITY CLASS 1 ALTA TRUST · EIN 99-0743104 / PN 001 | Common Collective Trust | — | — | $955K | 5.0% | |
| PIMCO Realpath Blend Income Instl Mutual Funds | Mutual Funds | — | — | $952K | 5.0% | |
| PIMCO Realpath Blend 2060 Institutional Mutual Funds | Mutual Funds | — | — | $564K | 3.0% | |
| PIMCO Realpath Blend 2055 Institutional Mutual Funds | Mutual Funds | — | — | $486K | 2.6% | |
| EI Fixed Account - Series Class I Fixed Annuity Investment Contract | Other securities | — | — | $442K | 2.3% | |
| Fidelity Mid Cap Index Mutual Funds | Mutual Funds | — | — | $323K | 1.7% | |
| AM1 INTERNATIONAL EQUITY CLASS 1 ALTA TRUST · EIN 99-0743245 / PN 001 | Common Collective Trust | — | — | $317K | 1.7% | |
| T. Rowe Price Blue Chip Growth I Mutual Funds | Other securities | — | — | $294K | 1.5% | |
| Participant Loans Various maturities with interest rates of 3.25% to 10.50% | Bonds / Notes | — | — | $276K | 1.5% | |
| AM1 CORE FIXED INCOME CLASS 1 ALTA TRUST · EIN 83-2064950 / PN 001 | Common Collective Trust | — | — | $250K | 1.3% | |
| JPMorgan Small Cap Growth R6 Mutual Funds | Other securities | — | — | $232K | 1.2% | |
| Blackrock Mid-Cap Growth Equity K Mutual Funds | Other securities | — | — | $198K | 1.0% | |
| Fidelity Small Cap Index Mutual Funds | Mutual Funds | — | — | $161K | 0.8% | |
| MFS INTL Diversification R6 Mutual Funds | Mutual Funds | — | — | $122K | 0.6% | |
| AM1 INCOME CLASS 1 ALTA TRUST · EIN 99-0817300 / PN 001 | Common Collective Trust | — | — | $118K | 0.6% | |
| AM1 PORTFOLIO DIVERSIFIERS CLASS 1 ALTA TRUST · EIN 99-0817374 / PN 001 | Common Collective Trust | — | — | $101K | 0.5% | |
| PGIM Total Return Bond R6 Mutual Funds | Other securities | — | — | $26K | 0.1% | |
| MFS Mid Cap Value R6 Mutual Funds | Mutual Funds | — | — | $19K | 0.1% | |
| JPMorgan Equity Income R6 Mutual Funds | Other securities | — | — | $17K | <0.1% | |
| Janus Henderson Small Cap Value N Mutual Funds | Mutual Funds | — | — | $2K | <0.1% | |
| RESOURCES DIVERSIFIED EQUITY ALTA TRUST · EIN 83-2060613 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| RESOURCES DIVERSIFIED RISK MITIGATI ALTA TRUST · EIN 83-2080943 / PN 001 | 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.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS LLC | — | DALLAS, TX | INVESTMENT ADVISOR | $30K | — |
