OTAK Inc.'s EIN is 93-0788869.
Download the official 2024 Form 5500 (PDF) for OTAK Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)OTAK Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INS. CO. OF AMERICA | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $78K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALDRICH WEALTH LIMITED PARTNERSHIP | — | SEATTLE, WA | INVESTMENT ADVISOR | $82K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Ret 2030 Instl Registered Investment Company | Mutual Funds | — | — | $7.6M | 17.0% | |
| Vanguard Target Ret 2035 Instl Registered Investment Company | Mutual Funds | — | — | $6.2M | 13.7% | |
| Vanguard Target Ret 2040 Instl Registered Investment Company | Mutual Funds | — | — | $4.6M | 10.2% | |
| Vanguard Target Ret 2045 Instl Registered Investment Company | Mutual Funds | — | — | $3.5M | 7.7% | |
| Vanguard Target Ret 2055 Instl Registered Investment Company | Mutual Funds | — | — | $2.8M | 6.2% | |
| Vanguard Growth Index Fnd Adm Registered Investment Company | Mutual Funds | — | — | $2.7M | 6.0% | |
| Vanguard Target Ret 2050 Instl Registered Investment Company | Mutual Funds | — | — | $2.6M | 5.7% | |
| Vanguard Target Ret 2025 Instl Registered Investment Company | Mutual Funds | — | — | $2.5M | 5.5% | |
| Vanguard Int-Term Bond Ind Fnd Registered Investment Company | Mutual Funds | — | — | $1.7M | 3.7% | |
| Vanguard 500 Index Fnd Adm Registered Investment Company | Common Collective Trusts | — | — | $1.6M | 3.6% | |
| Vanguard Value Index Adm Registered Investment Company | Mutual Funds | — | — | $1.3M | 2.9% | |
| Vanguard Target Ret 2020 Instl Registered Investment Company | Mutual Funds | — | — | $1.3M | 2.8% | |
| T. Rowe Price Overseas Stock I Registered Investment Company | Common Stocks | — | — | $1.0M | 2.3% | |
| Franklin Small-Cap Growth Fund Class R6 Registered Investment Company | Mutual Funds | — | — | $839K | 1.9% | |
| Vanguard Target Ret 2060 Instl Registered Investment Company | Mutual Funds | — | — | $776K | 1.7% | |
| Vanguard Mid-Cap Grw Ind Fnd Adm Registered Investment Company | Mutual Funds | — | — | $605K | 1.3% | |
| Vanguard Mid-Cap Value Index Registered Investment Company | Mutual Funds | — | — | $560K | 1.2% | |
| Great-West General Account Key Guaranteed Portfolio Fund | Other securities | — | — | $511K | 1.1% | |
| Seafarer Overseas Gr & Income Instl Registered Investment Company | Common Stocks | — | — | $506K | 1.1% | |
| Principal Small-Cap Value II Instl Registered Investment Company | Common Stocks | — | — | $472K | 1.0% | |
| Vanguard High-Yield Corp. Adm Registered Investment Company | Mutual Funds | — | — | $309K | 0.7% | |
| TCW Em Mrkts Income I Fund Registered Investment Company | Common Stocks | — | — | $276K | 0.6% | |
| Principal Global Real Estate Sec Instl Registered Investment Company | Common Stocks | — | — | $255K | 0.6% | |
| Victory International Small-Cap Registered Investment Company | Common Stocks | — | — | $186K | 0.4% | |
| Vanguard Target Ret 2065 Instl Registered Investment Company | Mutual Funds | — | — | $180K | 0.4% | |
| Vanguard Target Ret Inc Instl Registered Investment Company | Mutual Funds | — | — | $173K | 0.4% | |
| Participant Loans Mat. 2025-2029, Int. 5.75-9.5% - | Bonds / Notes | — | — | $34K | <0.1% | |
| PIMCO International Bond Fund Registered Investment Company | Mutual Funds | — | — | $26K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
