Forrest Kitlas signed OT Technology, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
OT Technology, Inc.'s EIN is 88-2992190.
Download the official 2024 Form 5500 (PDF) for OT Technology, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)OT Technology, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 |
|---|---|---|---|---|---|
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $34 | — |
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 Retirement 2055 Mutual Fund | Mutual Funds | — | — | $16.8M | 24.4% | |
| Vanguard Target Retirement 2050 Mutual Fund | Mutual Funds | — | — | $9.8M | 14.3% | |
| Vanguard 500 Index Admiral Mutual Fund | Common Collective Trusts | — | — | $9.5M | 13.8% | |
| Vanguard Target Retirement 2060 Mutual Fund | Mutual Funds | — | — | $8.4M | 12.2% | |
| Vanguard Target Retirement 2045 Mutual Fund | Mutual Funds | — | — | $6.4M | 9.3% | |
| Vanguard Target Retirement 2040 Mutual Fund | Mutual Funds | — | — | $5.1M | 7.4% | |
| Vanguard Target Retirement 2035 Mutual Fund | Mutual Funds | — | — | $3.0M | 4.3% | |
| SSGA Small Mid Cap Equity Mutual Fund | Other securities | — | — | $1.4M | 2.1% | |
| BOSTON TRUST WALDEN SMID CAP BOSTON TRUST WALDEN COMPANY · EIN 85-6529039 / PN 001 | Common Collective Trust | — | — | $1.4M | 2.0% | |
| PCRA Self-Directed Brokerage Account | Self-Directed Brokerage | — | — | $1.1M | 1.5% | |
| VANGUARD TOT INTL STK IDX ADM Registered Investment Company | Common Collective Trusts | — | — | $992K | 1.4% | |
| Vanguard Total Instl Stock Index Admiral Mutual Fund | Mutual Funds | — | — | $992K | 1.4% | |
| Vanguard Target Retirement 2065 Mutual Fund | Mutual Funds | — | — | $988K | 1.4% | |
| Vanguard Target Retirement 2030 Mutual Fund | Mutual Funds | — | — | $922K | 1.3% | |
| Vanguard FTSE Social Index Admiral Mutual Fund | Mutual Funds | — | — | $679K | 1.0% | |
| Vanguard Total Bond Market Idx Adm Mutual Fund | Common Collective Trusts | — | — | $550K | 0.8% | |
| Europacific Growth R6 Mutual Fund | Other securities | — | — | $449K | 0.7% | |
| Participant Loans Various maturity dates; -0- | Participant loans | — | — | $438K | 0.6% | |
| Vanguard Target Retirement 2025 Mutual Fund | Mutual Funds | — | — | $238K | 0.3% | |
| Vanguard Cash Reserve Money Market Money Market | Mutual Funds | — | — | $227K | 0.3% | |
| Vanguard Target Retirement Income Mutual Fund | Mutual Funds | — | — | $162K | 0.2% | |
| Cohen & Steers Reality Inst Class Mutual Fund | Other securities | — | — | $141K | 0.2% | |
| INVESCO STABLE VALUE TRUST INVESCO TRUST COMPANY · EIN 84-1142974 / PN 001 | Common Collective Trust | — | — | $105K | 0.2% | |
| Dodge & Cox Income X Mutual Fund | Mutual Funds | — | — | $37K | <0.1% | |
| Vanguard Target Retirement 2020 Mutual Fund | Mutual Funds | — | — | $23K | <0.1% | |
| Vanguard Target Retirement 2070 Mutual Fund | Mutual Funds | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
