Scott Luther signed O.P.E.N. America, Inc. DBA Openworks' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
O.P.E.N. America, Inc. DBA Openworks' EIN is 86-0584561.
Download the official 2024 Form 5500 (PDF) for O.P.E.N. America, Inc. DBA Openworks from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)O.P.E.N. America, Inc. DBA Openworks' 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 |
|---|---|---|---|---|---|
| JOHN HANCOCK | 01-0233346 | — | RETAINED BY PLAN SPONSOR | $16K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SWBC INVESTMENT | — | SAN ANTONIO, TX | RETAINED BY PLAN SPONSOR | $5K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard Target 2050 Fund Mutual Fund N/A | Mutual Funds | — | — | $988K | 22.8% | |
| Fidelity 500 Index Fund Mutual Fund N/A | Common Collective Trusts | — | — | $594K | 13.7% | |
| Vanguard Target 2045 Fund Mutual Fund N/A | Mutual Funds | — | — | $509K | 11.8% | |
| Vanguard Target 2040 Fund Mutual Fund N/A | Mutual Funds | — | — | $494K | 11.4% | |
| Vanguard Target Retirement Income Fund Mutual Fund N/A 750 JP Morgan Large Cap Growth Mutual Fund N/A | Mutual Funds | — | — | $455K | 10.5% | |
| Vanguard Target 2055 Fund Mutual Fund N/A | Mutual Funds | — | — | $320K | 7.4% | |
| Vanguard Target 2030 Fund Mutual Fund N/A | Mutual Funds | — | — | $208K | 4.8% | |
| Vanguard Target 2060 Fund Mutual Fund N/A | Mutual Funds | — | — | $173K | 4.0% | |
| JP Morgan US Government MMkt Mutual Fund N/A | Other securities | — | — | $89K | 2.1% | |
| Vanguard Target 2065 Fund Mutual Fund N/A | Mutual Funds | — | — | $68K | 1.6% | |
| Maturing 2025-2054 at interest rates of * Notes receivable from participants 4.25%-10.50% - | Bonds / Notes | — | — | $66K | 1.5% | |
| Fidelity Mid Cap Index Fund Mutual Fund N/A | Common Collective Trusts | — | — | $55K | 1.3% | |
| JP Morgan Mid Cap Growth Mutual Fund N/A | Other securities | — | — | $21K | 0.5% | |
| MFS International Growth Fund Mutual Fund N/A | Mutual Funds | — | — | $14K | 0.3% | |
| Baird Core Plus Bond Fnd Mutual Fund N/A | Other securities | — | — | $13K | 0.3% | |
| Fidelity Small Cap Index Fund Mutual Fund N/A | Common Collective Trusts | — | — | $11K | 0.3% | |
| JP Morgan US Equity Fund Mutual Fund N/A | Other securities | — | — | $9K | 0.2% | |
| Vanguard Explorer Fund Mutual Fund N/A | Mutual Funds | — | — | $8K | 0.2% | |
| American Beacon Small Cap Mutual Fund N/A | Other securities | — | — | $6K | 0.1% | |
| American Balanced Fund Mutual Fund N/A | Other securities | — | — | $5K | 0.1% | |
| Vanguard Target 2025 Fund Mutual Fund N/A | Mutual Funds | — | — | $5K | 0.1% | |
| Fidelity International Index Fund Mutual Fund N/A | Common Collective Trusts | — | — | $3K | <0.1% | |
| John Hancock Stable Value Fund Common Collective Fund N/A 230 JP Morgan US Value Mutual Fund N/A | Stable Value | — | — | $2K | <0.1% | |
| MFS Mid Cap Value Fund Mutual Fund N/A | Mutual Funds | — | — | $2K | <0.1% | |
| JOHN HANCOCK STABLE VAL FD R6 GLOBAL TRUST COMPANY - JOHN HANCOCK · EIN 80-6136981 / PN 001 | Common Collective Trust | — | — | $230 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
