Assets by plan
Share of aggregate retirement assets
Filings through .
Sponsor portfolio
Open Automation Software, Inc
EIN 91-1618179computer softwareLatest filing 2025
Plans
2
Retirement
2
$1.5M assets
Welfare
0
Participants
6
355 SOUTH TELLER ST., SUITE 200 - LAKEWOOD, CO 80226303-679-0898openautomationsoftware.comLinkedIn1-10 employeescomputer software
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.5M assets / 6 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
OPEN AUTOMATION SOFTWARE, INC. CASH BALANCE PLAN
Cash balance
Assets$1.3M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
OPEN AUTOMATION SOFTWARE, INC. 401(K) PLAN
401(k)
Assets$219K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | OPEN AUTOMATION SOFTWARE, INC. CASH BALANCE PLAN | Cash balance | $1.3M | 3 | 2025 | |
| 002 | OPEN AUTOMATION SOFTWARE, INC. 401(K) PLAN | 401(k) | $219K | 3 | 2024 |
Retirement plans