Christine Daniels signed Aspentech Corporation's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Aspentech Corporation's EIN is 04-2739697.
Download the official 2024 Form 5500 (PDF) for Aspentech Corporation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Aspentech Corporation'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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$44K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDUCIENT ADVISORS | 36-4001764 | — | CONSULTANT | $61K | — |
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 | |||||
|---|---|---|---|---|---|---|
| FID 500 INDEX Mutual fund shares a | Common Collective Trusts | — | — | $82.1M | 19.0% | |
| TRP BLUE CHIP GRTH Mutual fund shares a | Other securities | — | — | $49.5M | 11.4% | |
| FID FDM IDX 2055 IPR Mutual fund shares a | Common Collective Trusts | — | — | $28.1M | 6.5% | |
| FID FDM IDX 2050 IPR Mutual fund shares a | Common Collective Trusts | — | — | $26.2M | 6.1% | |
| FID FDM IDX 2045 IPR Mutual fund shares a | Common Collective Trusts | — | — | $25.4M | 5.9% | |
| FID FDM IDX 2035 IPR Mutual fund shares a | Common Collective Trusts | — | — | $22.8M | 5.3% | |
| MIP CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $16.4M | 3.8% | |
| FID FDM IDX 2040 IPR Mutual fund shares a | Common Collective Trusts | — | — | $16.3M | 3.8% | |
| FID FDM IDX 2030 IPR Mutual fund shares a | Common Collective Trusts | — | — | $15.7M | 3.6% | |
| FID FDM IDX 2060 IPR Mutual fund shares a | Common Collective Trusts | — | — | $15.4M | 3.6% | |
| CRLN E MID CAP GR R6 Mutual fund shares a | Other securities | — | — | $15.2M | 3.5% | |
| PGIM TOTAL RTN BD R6 Mutual fund shares a | Other securities | — | — | $14.5M | 3.3% | |
| MFS VALUE R4 Mutual fund shares a | Mutual Funds | — | — | $13.8M | 3.2% | |
| AF EUROPAC GROWTH R6 Mutual fund shares a | Other securities | — | — | $13.5M | 3.1% | |
| FID LOW PRICED STK K Mutual fund shares a | Mutual Funds | — | — | $12.8M | 3.0% | |
| FID FDM IDX 2025 IPR Mutual fund shares a | Common Collective Trusts | — | — | $10.2M | 2.4% | |
| JH DSCPL VAL MDCP R6 Mutual fund shares a | Other securities | — | — | $9.1M | 2.1% | |
| FID EXTD MKT IDX Mutual fund shares a | Common Collective Trusts | — | — | $8.2M | 1.9% | |
| VANG SM GR IDX INST Mutual fund shares a | Common Collective Trusts | — | — | $7.5M | 1.7% | |
| FID FDM IDX 2020 IPR Mutual fund shares a | Common Collective Trusts | — | — | $6.9M | 1.6% | |
| FID INTL INDEX Mutual fund shares a | Mutual Funds | — | — | $5.6M | 1.3% | |
| FID FDM IDX 2065 IPR Mutual fund shares a | Common Collective Trusts | — | — | $5.2M | 1.2% | |
| FID US BOND IDX Mutual fund shares a | Common Collective Trusts | — | — | $3.0M | 0.7% | |
| COL SM CAP VAL II S Mutual fund shares a | Other securities | — | — | $2.8M | 0.6% | |
| Notes Receivable from Participants Interest rates ranging from 3.25% to 8.50% - | Bonds / Notes | — | — | $1.7M | 0.4% | |
| HTFD SCHR EMG MK SDR Mutual fund shares a | Other securities | — | — | $1.6M | 0.4% | |
| FID FDM IDX 2015 IPR Mutual fund shares a | Common Collective Trusts | — | — | $967K | 0.2% | |
| FID FDM IDX INC IPR Mutual fund shares a | Common Collective Trusts | — | — | $781K | 0.2% | |
| FID GOVT MMRK PRM Mutual fund shares a | Mutual Funds | — | — | $453K | 0.1% | |
| FID FDM IDX 2010 IPR Mutual fund shares a | Common Collective Trusts | — | — | $244K | <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 |
|---|---|---|---|---|---|
| NATHAN WECHSLER AND COMPANY, PA | 02-0327524 | — | ACCOUNTANT/AUDITOR | $60K | — |
| BDO USA, P.C | 13-5381590 | — | ACCOUNTANT/AUDITOR | $41K | — |
