Susie Smith signed Open Mortgage, LLC's 2022 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Open Mortgage, LLC's EIN is 83-0345906.
Download the official 2022 Form 5500 (PDF) for Open Mortgage, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2022 Form 5500 (PDF)Open Mortgage, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $42K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREEDWOOD VILLAGE, CO | INVESTMENT MANAGEMENT | $12K | — |
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 | |||||
|---|---|---|---|---|---|---|
| MY RETIREMENT PATH MODERATE 2045 R AST WILMINGTON TRUST · EIN 38-4116823 / PN 497 | Common Collective Trust | — | — | $878K | 15.8% | |
| MY RETIREMENT PATH MODERATE 2035 R AST WILMINGTON TRUST · EIN 38-4116822 / PN 496 | Common Collective Trust | — | — | $767K | 13.8% | |
| MY RETIREMENT PATH MODERATE 2025 R AST WILMINGTON TRUST · EIN 38-4097347 / PN 495 | Common Collective Trust | — | — | $563K | 10.1% | |
| Empower Us Govt Securities Fund Inst Mutual Fund ** 315 * Fidelity 500 Index Mutual Fund | Common Collective Trusts | — | — | $474K | 8.5% | |
| MY RETIREMENT PATH MODERATE 2055 R AST WILMINGTON TRUST · EIN 38-4116824 / PN 498 | Common Collective Trust | — | — | $378K | 6.8% | |
| BLACKROCK U.S. DEBT INDEX 1 AST WILMINGTON TRUST · EIN 20-3802445 / PN 010 | Common Collective Trust | — | — | $369K | 6.6% | |
| Fidelity Mid Cap Index Mutual Fund | Mutual Funds | — | — | $327K | 5.9% | |
| Mfs International Growth R6 Mutual Fund | Mutual Funds | — | — | $216K | 3.9% | |
| American Funds American Mutual R6 Mutual Fund | Mutual Funds | — | — | $208K | 3.7% | |
| MY RETIREMENT PATH MODERATE RETIREM AST WILMINGTON TRUST · EIN 38-4097346 / PN 494 | Common Collective Trust | — | — | $188K | 3.4% | |
| American Funds Inflation Linked Bd R6 Mutual Fund | Mutual Funds | — | — | $144K | 2.6% | |
| Fidelity Small Cap Index Mutual Fund | Mutual Funds | — | — | $137K | 2.5% | |
| Invesco Real Estate R6 Mutual Fund | Mutual Funds | — | — | $109K | 1.9% | |
| Fidelity International Index Mutual Fund | Mutual Funds | — | — | $97K | 1.8% | |
| Janus Henderson Multi-Sector Income N Mutual Fund ** 765 * Jpmorgan Core Bond R6 Mutual Fund | Mutual Funds | — | — | $84K | 1.5% | |
| MY RETIREMENT PATH AGGR 2035 R AST WILMINGTON TRUST · EIN 38-4097343 / PN 491 | Common Collective Trust | — | — | $83K | 1.5% | |
| Ei Fixed Account - Series Class I Guaranteed Investment Contract | Stable Value | — | — | $75K | 1.4% | |
| MY RETIREMENT PATH AGGR 2055 R AST WILMINGTON TRUST · EIN 38-4097345 / PN 493 | Common Collective Trust | — | — | $73K | 1.3% | |
| Janus Henderson Global Equity Income N Mutual Fund | Mutual Funds | — | — | $69K | 1.2% | |
| Blackrock Health Sciences Opps K Mutual Fund | Other securities | — | — | $64K | 1.2% | |
| Pgim High-Yield R6 Mutual Fund | Other securities | — | — | $56K | 1.0% | |
| American Century Emerging Markets R6 Mutual Fund | Other securities | — | — | $55K | 1.0% | |
| American Funds New Perspective R6 Mutual Fund | Mutual Funds | — | — | $26K | 0.5% | |
| Mfs New Discovery Value R6 Mutual Fund | Mutual Funds | — | — | $23K | 0.4% | |
| Mfs Mid Cap Growth R6 Mutual Fund | Mutual Funds | — | — | $22K | 0.4% | |
| MY RETIREMENT PATH CONSERV 2025 R AST WILMINGTON TRUST · EIN 38-4116827 / PN 504 | Common Collective Trust | — | — | $22K | 0.4% | |
| Allspring Special Mid Cap Value R6 Mutual Fund | Other securities | — | — | $21K | 0.4% | |
| Ab Large Cap Growth Z Mutual Fund | Other securities | — | — | $21K | 0.4% | |
| MY RETIREMENT PATH AGGR 2045 R AST WILMINGTON TRUST · EIN 38-4097344 / PN 492 | Common Collective Trust | — | — | $13K | 0.2% | |
| Ab Small Cap Growth Z Mutual Fund | Other securities | — | — | $2K | <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 |
|---|---|---|---|---|---|
| ALLIANCE BENEFIT GROUP OF HOUSTON | — | HOUSTON, TX | CONTRACT ADMIN | $11K | — |
