Charlotte Jennelle signed Otics USA, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Otics USA, Inc.'s EIN is 62-1862921.
Download the official 2024 Form 5500 (PDF) for Otics USA, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Otics USA, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $17K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Principal Life Insurance Company | Common Stocks | — | $0 | $1.6M | 15.1% | |
| PRIN BLUE CHIP SA-R1 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 133 | Pooled Separate Account | — | — | $1.6M | 15.1% | |
| Principal Life Insurance Company | Common Stocks | — | $0 | $1.2M | 11.0% | |
| PRIN LIFETIME 2030 SEP ACCT-R1 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 077 | Pooled Separate Account | — | — | $1.1M | 10.5% | |
| Principal Life Insurance Company | Common Stocks | — | $0 | $1.1M | 10.5% | |
| Principal Life Insurance Company | Common Stocks | — | $0 | $726K | 6.7% | |
| PRIN CAPITAL APPR SA-R1 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 119 | Pooled Separate Account | — | — | $726K | 6.7% | |
| Principal Life Insurance Company | Common Stocks | — | $0 | $709K | 6.5% | |
| PRIN LIFETIME 2040 SEP ACCT-R1 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 078 | Pooled Separate Account | — | — | $709K | 6.5% | |
| Principal Life Insurance Company | Common Stocks | — | $0 | $613K | 5.6% | |
| PRIN LIFETIME 2050 SEP ACCT-R1 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 079 | Pooled Separate Account | — | — | $613K | 5.6% | |
| PRIN LIFETIME 2055 SEP ACCT-R1 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 114 | Pooled Separate Account | — | — | $525K | 4.8% | |
| Principal Life Insurance Company | Common Stocks | — | $0 | $525K | 4.8% | |
| Principal Life Insurance Company | Common Stocks | — | $0 | $472K | 4.3% | |
| PRIN LIFETIME 2025 SEP ACCT-R1 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 111 | Pooled Separate Account | — | — | $472K | 4.3% | |
| Principal Life Insurance Company | Common Stocks | — | $0 | $450K | 4.1% | |
| PRIN MIDCAP SEP ACCT-R1 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 020 | Pooled Separate Account | — | — | $450K | 4.1% | |
| PRIN LIFETIME 2060 SEP ACCT-R1 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 130 | Pooled Separate Account | — | — | $425K | 3.9% | |
| Principal Life Insurance Company | Common Stocks | — | $0 | $425K | 3.9% | |
| Principal Life Insurance Company | Common Stocks | — | $0 | $418K | 3.9% | |
| PRIN LIFETIME 2035 SEP ACCT-R1 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 112 | Pooled Separate Account | — | — | $418K | 3.9% | |
| PRIN INTL SMALLCAP SEP ACCT-R1 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 014 | Pooled Separate Account | — | — | $408K | 3.8% | |
| Principal Life Insurance Company | Common Stocks | — | $0 | $408K | 3.8% | |
| PRIN LIFETM 2065 SEP ACCT-R1 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 173 | Pooled Separate Account | — | — | $353K | 3.3% | |
| Principal Life Insurance Company | Common Stocks | — | $0 | $353K | 3.3% | |
| Principal Life Insurance Company | Common Stocks | — | $0 | $306K | 2.8% | |
| PRIN LIFETIME 2045 SEP ACCT-R1 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 113 | Pooled Separate Account | — | — | $306K | 2.8% | |
| PRIN LIQUID ASSETS SEP ACCT-R1 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 024 | Pooled Separate Account | — | — | $218K | 2.0% | |
| Principal Life Insurance Company | Common Stocks | — | $0 | $218K | 2.0% | |
| Principal Life Insurance Company | Common Stocks | — | $0 | $203K | 1.9% | |
| PRIN MIDCAP VALUE I SA-R1 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 043 | Pooled Separate Account | — | — | $203K | 1.9% | |
| PRIN LIFETIME 2020 SEP ACCT-R1 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 076 | Pooled Separate Account | — | — | $168K | 1.6% | |
| Principal Life Insurance Company | Common Stocks | — | $0 | $168K | 1.6% | |
| PRINCIPAL SMALLCAP SEP ACCT-R1 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 029 | Pooled Separate Account | — | — | $159K | 1.5% | |
| Principal Life Insurance Company | Common Stocks | — | $0 | $159K | 1.5% | |
| Principal Life Insurance Company | Common Stocks | — | $0 | $157K | 1.4% | |
| PRIN SMALLCAP VALUE II SA-R1 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 096 | Pooled Separate Account | — | — | $157K | 1.4% | |
| PRIN CORE PLUS BOND SEP ACT-R1 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 005 | Pooled Separate Account | — | — | $153K | 1.4% | |
| Principal Life Insurance Company | Common Stocks | — | $0 | $153K | 1.4% | |
| PRIN LARGECAP VALUE III SA-R1 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 068 | Pooled Separate Account | — | — | $144K | 1.3% | |
| Principal Life Insurance Company | Common Stocks | — | $0 | $144K | 1.3% | |
| Principal Life Insurance Company | Common Stocks | — | $0 | $137K | 1.3% | |
| PRIN MIDCAP GROWTH III SA-R1 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 026 | Pooled Separate Account | — | — | $137K | 1.3% | |
| PRIN LIFETM 2070 SEP ACCT-R1 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 179 | Pooled Separate Account | — | — | $72K | 0.7% | |
| Principal Life Insurance Company | Common Stocks | — | $0 | $72K | 0.7% | |
| ANNUITY CONTRACT NUMBER 4-57550 | Other securities | — | $0 | $42K | 0.4% | |
| PRIN LIFETIME STRAT INC SA-R1 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 080 | Pooled Separate Account | — | — | $42K | 0.4% | |
| PRIN LIFETIME 2015 SEP ACCT-R1 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 110 | Pooled Separate Account | — | — | $20K | 0.2% | |
| Principal Life Insurance Company | Common Stocks | — | $0 | $20K | 0.2% |
