Adeja Remaley signed OPTA Group LP's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
OPTA Group LP's EIN is 82-2687965.
Download the official 2024 Form 5500 (PDF) for OPTA Group LP from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)OPTA Group LP's plan includes ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), profit-sharing.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY WORKPLACE SERVICES, LLC | 04-3532603 | — | PLAN ADMINISTRATOR | $40K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COMMONWEALTH FINANCIAL NETWORK | 04-2675571 | — | ADVISOR | $35K | — |
| STRATEGIC ADVISORS, INC. |
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 | |||||
|---|---|---|---|---|---|---|
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $3.9M | 11.2% | |
| The Vanguard Group, Inc. VANGUARD GROWTH IDX ADM | Common Collective Trusts | — | — | $3.4M | 9.7% | |
| The Vanguard Group, Inc. VANGUARD EQUITY INCOME ADM | Mutual Funds | — | — | $2.6M | 7.5% | |
| The Vanguard Group, Inc. VANGUARD TARGET RETIREMENT 2035 | Mutual Funds | — | — | $2.2M | 6.4% | |
| The Vanguard Group, Inc. VANGUARD TARGET RETIREMENT 2045 | Mutual Funds | — | — | $1.8M | 5.2% | |
| American Funds AMERICAN FUNDS BALANCED R6 | Mutual Funds | — | — | $1.7M | 4.7% | |
| The Vanguard Group, Inc. VANGUARD TARGET RETIREMENT 2025 | Mutual Funds | — | — | $1.5M | 4.4% | |
| The Vanguard Group, Inc. VANGUARD TARGET RETIREMENT 2050 | Mutual Funds | — | — | $1.2M | 3.4% | |
| Fidelity Investments FIDELITY ASSET MGR 40% | Mutual Funds | — | — | $1.2M | 3.3% | |
| iShares US AGGRESSIVE BOND INDEX K | Other securities | — | — | $1.1M | 3.1% | |
| Fidelity Investments FIDELITY INTL INDEX | Mutual Funds | — | — | $958K | 2.7% | |
| The Vanguard Group, Inc. VANGUARD TARGET RETIREMENT 2060 | Mutual Funds | — | — | $841K | 2.4% | |
| The Vanguard Group, Inc. VANGUARD 500 INDEX ADM | Common Collective Trusts | — | — | $820K | 2.3% | |
| The Vanguard Group, Inc. VANGUARD MDCP VAL IDX ADM | Common Collective Trusts | — | — | $817K | 2.3% | |
| The Vanguard Group, Inc. VANGUARD TOTAL STOCK MKT ADM | Mutual Funds | — | — | $770K | 2.2% | |
| The Vanguard Group, Inc. VANGUARD INTL GROWTH ADM | Mutual Funds | — | — | $769K | 2.2% | |
| The Vanguard Group, Inc. VANGUARD TARGET RETIREMENT 2040 | Mutual Funds | — | — | $762K | 2.2% | |
| Dimensional Fund Advisors DFA ITM GVT FXINC I | Mutual Funds | — | — | $695K | 2.0% | |
| The Vanguard Group, Inc. VANGUARD TARGET RETIREMENT 2055 | Mutual Funds | — | — | $677K | 1.9% | |
| The Vanguard Group, Inc. VANGUARD FEDERAL MONEY MARKET FUND | Mutual Funds | — | — | $569K | 1.6% | |
| Opta Group LP 401(k) Plan Notes receivable from participants (interest rates of 3.25% to 9.5%) | Bonds / Notes | — | — | $564K | 1.6% | |
| The Vanguard Group, Inc. VANGUARD HIGH YIELD CORP ADM | Mutual Funds | — | — | $543K | 1.6% | |
| The Vanguard Group, Inc. VANGUARD SMALL CAP IDX ADM | Common Collective Trusts | — | — | $482K | 1.4% | |
| The Vanguard Group, Inc. VANGUARD MIDCAP IDX ADM | Common Collective Trusts | — | — | $480K | 1.4% | |
| Fidelity Investments FIDELITY MULTI ASSET IDX | Common Collective Trusts | — | — | $462K | 1.3% | |
| JP Morgan JPM EMERGING MKTS EQ R6 | Other securities | — | — | $451K | 1.3% | |
| The Vanguard Group, Inc. VANGUARD SMCP GROWTH IDX ADM | Common Collective Trusts | — | — | $434K | 1.2% | |
| The Vanguard Group, Inc. VANGUARD REAL EST IDX ADM | Common Collective Trusts | — | — | $413K | 1.2% | |
| The Vanguard Group, Inc. VANGUARD INFO TEC IDX AD | Common Collective Trusts | — | — | $380K | 1.1% | |
| The Vanguard Group, Inc. VANGUARD TARGET RETIREMENT 2030 | Mutual Funds | — | — | $353K | 1.0% | |
| American Funds AMERICAN FUNDS NEW PERSPECT R6 | Mutual Funds | — | — | $337K | 1.0% | |
| The Vanguard Group, Inc. VANGUARD ST CP BD IDX AD | Common Collective Trusts | — | — | $283K | 0.8% | |
| The Vanguard Group, Inc. VANGUARD MDCPGR IDX ADM | Common Collective Trusts | — | — | $219K | 0.6% | |
| The Vanguard Group, Inc. VANGUARD TARGET RETIREMENT 2065 | Mutual Funds | — | — | $190K | 0.5% | |
| Dimensional Fund Advisors DFA GLOBAL ALLOCATION 25/75 I | Mutual Funds | — | — | $185K | 0.5% | |
| American Funds AMERICAN FUNDS SMALLCAP WORLD R6 | Mutual Funds | — | — | $183K | 0.5% | |
| The Vanguard Group, Inc. VANGUARD TOTAL INTL BOND IDX AD | Common Collective Trusts | — | — | $64K | 0.2% | |
| The Vanguard Group, Inc. VANGUARD TARGET RETIREMENT INC | Mutual Funds | — | — | $53K | 0.2% | |
| The Vanguard Group, Inc. VANGUARD INTL VALUE | Mutual Funds | — | — | $17K | <0.1% | |
| The Vanguard Group, Inc. VANGUARD TARGET RETIREMENT 2020 | Mutual Funds | — | — | $11K | <0.1% | |
| Fidelity Investments FIDELITY GOVERNMENT MONEY MARKET FUND | Mutual Funds | — | — | $2K | <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 |
| $12K |
| — |
