Scott PITT, CFO signed Loftware, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Loftware, Inc.'s EIN is 01-0439980.
Download the official 2024 Form 5500 (PDF) for Loftware, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Loftware, 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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $99K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COMMONWEALTH FINANCIAL NETWORK | 04-2675571 | — | INVESTMENT ADVISORY | $0 | — |
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.
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 |
|---|---|---|---|---|---|
| NBT BANK, N.A. | 15-0395735 | — | OTHER SERVICES | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $3.2M | 12.8% | |
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $2.7M | 11.0% | |
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $2.1M | 8.5% | |
| Vanguard 500 Index Admiral Fund N/R | Mutual Funds | — | — | $1.9M | 7.8% | |
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $1.7M | 6.9% | |
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $1.4M | 5.6% | |
| Vanguard Growth Index Admiral Fund N/R | Mutual Funds | — | — | $1.0M | 4.1% | |
| PRIN STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $806K | 3.2% | |
| PIMCO Income Institutional Fund N/R | Mutual Funds | — | — | $739K | 3.0% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $684K | 2.8% | |
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $656K | 2.6% | |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $608K | 2.4% | |
| Vanguard Equity-Income Fund Admiral N/R | Mutual Funds | — | — | $552K | 2.2% | |
| MFS Growth R6 Fund N/R | Mutual Funds | — | — | $539K | 2.2% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $524K | 2.1% | |
| Harbor Small Cap Growth Return Fund N/R | Other securities | — | — | $505K | 2.0% | |
| Vanguard Mid-Cap Growth Index Admiral Fund N/R | Mutual Funds | — | — | $469K | 1.9% | |
| PRIN SAM STRAT GROWTH SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 109 | Pooled Separate Account | — | — | $468K | 1.9% | |
| Vanguard Value Index Admiral Fund N/R | Mutual Funds | — | — | $393K | 1.6% | |
| Vanguard Mid-Cap Index Admiral Fund N/R | Mutual Funds | — | — | $393K | 1.6% | |
| American Funds American Funds New Perspective R6 Fund N/R | Mutual Funds | — | — | $340K | 1.4% | |
| Vanguard Total World Stock Index Admiral Fund N/R | Mutual Funds | — | — | $309K | 1.2% | |
| Virtus KAR Mid-Cap Core R6 Fund N/R | Other securities | — | — | $295K | 1.2% | |
| Vanguard International-Term Bond Index Admiral Fund N/R | Mutual Funds | — | — | $281K | 1.1% | |
| Participant Loans Notes receivable to participants, with interest rates $0 | Participant loans | — | — | $256K | 1.0% | |
| Vanguard Mid-Cap Value Index Admiral Fund N/R | Mutual Funds | — | — | $239K | 1.0% | |
| Vanguard Small Cap Value Index Admiral Fund N/R | Mutual Funds | — | — | $227K | 0.9% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $217K | 0.9% | |
| American Funds American Funds Euro Pacific Growth R6 Fund N/R | Mutual Funds | — | — | $195K | 0.8% | |
| PRIN SAM CONS GROWTH SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 107 | Pooled Separate Account | — | — | $179K | 0.7% | |
| Fidelity Advisor Total Bond Z Fund N/R | Mutual Funds | — | — | $161K | 0.6% | |
| Columbia Emerging Markets I3 Fund N/R | Other securities | — | — | $129K | 0.5% | |
| Vanguard Small Cap Growth Index Admiral Fund N/R | Mutual Funds | — | — | $128K | 0.5% | |
| Janus Henderson Janus Henderson Small Cap Value N Fund N/R | Mutual Funds | — | — | $124K | 0.5% | |
| Vanguard Total International Stock Index Admiral N/R | Mutual Funds | — | — | $98K | 0.4% | |
| Fidelity Emerging Markets Index Fund N/R | Common Collective Trusts | — | — | $84K | 0.3% | |
| PRIN LIFETIME HYB 2070 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $80K | 0.3% | |
| Principal SAM Conservative Balance Separate Account N/R | Pooled Separate Accounts | — | — | $72K | 0.3% | |
| PRIN SAM CONS BALANCED SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 106 | Pooled Separate Account | — | — | $72K | 0.3% | |
| PRIN LIFETIME HYBR 2015 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $5K | <0.1% | |
| PRIN LIFETIME HYBR INC CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $566 | <0.1% | |
| PRIN SAM BALANCED SEP ACCT-Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 42-0127290 / PN 105 | Pooled Separate Account | — | — | $0 | <0.1% |
