Todd Heaton signed Openroad Opco. LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Openroad Opco. LLC's EIN is 88-2292587.
Download the official 2024 Form 5500 (PDF) for Openroad Opco. LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Openroad Opco. LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 LIFE INSURANCE COMPANY | 01-0233346 | — | RECORDKEEPER | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CETERA ADVISOR NETWORKS, LLC | 95-3845382 | EL SEGUNDO, CA | REGISTERED INVESTMENTADV | $22K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| JH MULTI-INDEX 2030 LIFETIME JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $1.6M | 19.9% | |
| JH MULTI-INDEX 2040 LIFETIME JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $1.1M | 13.2% | |
| JH MULTI-INDEX 2025 LIFETIME JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $961K | 12.0% | |
| JH MULTI-INDEX 2055 LIFETIME JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $828K | 10.4% | |
| MONEY MARKET JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $518K | 6.5% | |
| JH MULTI-INDEX 2060 LIFETIME JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $504K | 6.3% | |
| JH MULTI-INDEX 2045 LIFETIME JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $465K | 5.8% | |
| JH MULTI-INDEX 2050 LIFETIME JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $440K | 5.5% | |
| JH MULTI-INDEX 2035 LIFETIME JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $431K | 5.4% | |
| Participant Loans*** Interest rates from 5.25% to 10.50% | Bonds / Notes | — | — | $201K | 2.5% | |
| IDX 500 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $145K | 1.8% | |
| American Balanced Fund | Other securities | — | — | $132K | 1.6% | |
| AF AM BAL JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $132K | 1.6% | |
| JH MULTI-INDEX 2065 LIFETIME JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $130K | 1.6% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $123K | 1.5% | |
| FID MCIF JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $123K | 1.5% | |
| JPMorgan Midcap Value Fund | Other securities | — | — | $92K | 1.1% | |
| JPM MCVALU JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $92K | 1.1% | |
| JH Disciplined Value | Other securities | — | — | $80K | 1.0% | |
| DISCIPVAL JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $80K | 1.0% | |
| GROWTH JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $48K | 0.6% | |
| IDN SMALL JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $41K | 0.5% | |
| EUROPAC JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $35K | 0.4% | |
| EuroPacific Growth Fund | Other securities | — | — | $35K | 0.4% | |
| Washington Mutual Investors | Other securities | — | — | $30K | 0.4% | |
| AF WASHMUT JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $30K | 0.4% | |
| JH MULTI-INDEX 2010 LIFETME JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $24K | 0.3% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $23K | 0.3% | |
| FID IIF JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $23K | 0.3% | |
| JH BOND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $21K | 0.3% | |
| American Beacon SC Value | Other securities | — | — | $19K | 0.2% | |
| AB SMCVF JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $19K | 0.2% | |
| Invesco Discovery Mid Cap Growth | Mutual Funds | — | — | $18K | 0.2% | |
| OPP DMCGF JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $18K | 0.2% | |
| SC WORLD JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $10K | 0.1% | |
| JH MULTI-INDEX 2020 LIFETIME JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $7K | <0.1% | |
| Cash * Cash held for investment | Cash / Money Market | — | — | $5K | <0.1% | |
| WELLS FARGO JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $4K | <0.1% | |
| Thornburg Limited Term Income | Other securities | — | — | $3K | <0.1% | |
| THORN LTIF JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $3K | <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 |
|---|---|---|---|---|---|
| PENSION PLANNING CONSULTANTS, INC. | 85-0402842 | ALBUQUERQUE, NM | TPA | $5K | — |
