William FITE signed Open LOOP Energy, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Open LOOP Energy, Inc.'s EIN is 86-0701324.
Download the official 2024 Form 5500 (PDF) for Open LOOP Energy, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Open LOOP Energy, 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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $38K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PFG ADVISORS, LLC | 47-2483769 | — | INVESTMENT/FINANCIAL ADVI |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| AMERFUNDS 2050 TARG DATERET R6 | Registered Investment Companies | — | — | $2.1M | 23.5% | |
| FID 500 IND | Registered Investment Companies | — | — | $802K | 8.8% | |
| AMERFUNDS 2030 TARG DATERET R6 | Registered Investment Companies | — | — | $715K | 7.8% | |
| AMERFUNDS 2060 TARG DATERET R6 | Registered Investment Companies | — | — | $685K | 7.5% | |
| AMERFUNDS 2040 TARG DATERET R6 | Registered Investment Companies | — | — | $614K | 6.7% | |
| VANGUARD TREASURY MONEY MARKET | Registered Investment Companies | — | — | $506K | 5.5% | |
| DFA US VECTOR EQ FD INST | Registered Investment Companies | — | — | $471K | 5.2% | |
| AMERFUNDS 2020 TARG DATERET R6 | Registered Investment Companies | — | — | $438K | 4.8% | |
| AF STRATEGIC BOND R6 | Registered Investment Companies | — | — | $360K | 3.9% | |
| FID ADV GRWTH OPPS - Z | Registered Investment Companies | — | — | $305K | 3.3% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $292K | 3.2% | |
| AMERICAN FUNDS 2055 TARGET R6 | Registered Investment Companies | — | — | $248K | 2.7% | |
| FEDERATED MDT MDCP GR R6 | Registered Investment Companies | — | — | $217K | 2.4% | |
| AMERFUNDS 2035 TARG DATERET R6 | Registered Investment Companies | — | — | $216K | 2.4% | |
| MFS INTERNATIONAL GROWTH R6 | Registered Investment Companies | — | — | $198K | 2.2% | |
| AMERFUNDS 2045 TARG DATERET R6 | Registered Investment Companies | — | — | $189K | 2.1% | |
| COLUMBIA DIV INC FUND I | Registered Investment Companies | — | — | $148K | 1.6% | |
| AMER FUNDS NEW PERSP R6 | Registered Investment Companies | — | — | $78K | 0.9% | |
| FIDELITY ADVISOR TECHNOLOGY Z 650 REGISTERED INVESTMENT COMPANY AMERFUNDS 2010 TARG DATERET R6 | Registered Investment Companies | — | — | $65K | 0.7% | |
| AMERFUNDS 2025 TARG DATERET R6 | Registered Investment Companies | — | — | $50K | 0.6% | |
| FID INTERNATIONAL INDEX | Registered Investment Companies | — | — | $42K | 0.5% | |
| INV SM CAP VAL R6 | Registered Investment Companies | — | — | $41K | 0.4% | |
| AMC SMALL CAP GROWTH - R6 | Registered Investment Companies | — | — | $37K | 0.4% | |
| AMERFUNDS 2015 TARG DATERET R6 | Registered Investment Companies | — | — | $10K | 0.1% | |
| AMF AMERICAN HIGH INCOME - R6 | Registered Investment Companies | — | — | $4K | <0.1% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $3K | <0.1% | |
| BLACKROCK EMERGING MARKETS K | Registered Investment Companies | — | — | $2K | <0.1% | |
| BLACKROCK INFL PROTECT BOND K | Registered Investment Companies | — | — | $2K | <0.1% | |
| DODGE & COX INTL STOCK I | Registered Investment Companies | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| $29K |
| — |
