SUZY Cieboter signed Guidewire, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Guidewire, Inc.'s EIN is 04-2790495.
Download the official 2024 Form 5500 (PDF) for Guidewire, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Guidewire, Inc.'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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $27K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LEAFHOUSE FINANCIAL ADVISORS, LLC | — | AUSTIN, TX | OTHER | $1K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 INDEX Mutual Funds 1 | Common Collective Trusts | — | — | $779K | 11.3% | |
| JP Morgan JPMORGAN US GOVERNMENT MMKT CAPITAL Mutual Funds 1 | Other securities | — | — | $662K | 9.6% | |
| Notes receivable from participants (interest rates 4.25% - 9.50%) $ - | Bonds / Notes | — | — | $474K | 6.9% | |
| Putnam LARGE CAP GROWTH R6 Mutual Funds 1 | Mutual Funds | — | — | $460K | 6.7% | |
| Fidelity SMALL CAP INDEX Mutual Funds 1 | Mutual Funds | — | — | $361K | 5.3% | |
| American Funds AMERICAN FUNDS 2035 TRGT DATE RETIRE R6 Mutual Funds 1 | Mutual Funds | — | — | $344K | 5.0% | |
| Columbia DIVIDEND INCOME INSTL3 Mutual Funds 1 | Other securities | — | — | $328K | 4.8% | |
| Ishares RUSSELL MID-CAP INDEX K Mutual Funds 1 | Other securities | — | — | $296K | 4.3% | |
| American Funds AMERICAN FUNDS 2030 TRGT DATE RETIRE R6 Mutual Funds 1 | Mutual Funds | — | — | $286K | 4.2% | |
| American Funds AMERICAN FUNDS 2050 TRGT DATE RETIRE R6 Mutual Funds 1 | Mutual Funds | — | — | $275K | 4.0% | |
| Western Asset WESTERN ASSET CORE BOND IS Mutual Funds 1 | Other securities | — | — | $271K | 3.9% | |
| American Funds AMERICAN FUNDS 2045 TRGT DATE RETIRE R6 Mutual Funds 1 | Mutual Funds | — | — | $211K | 3.1% | |
| American Funds AMERICAN FUNDS 2040 TRGT DATE RETIRE R6 Mutual Funds 1 | Mutual Funds | — | — | $199K | 2.9% | |
| American Funds AMERICAN FUNDS 2055 TRGT DATE RETIRE R6 Mutual Funds 1 | Mutual Funds | — | — | $198K | 2.9% | |
| Western Asset WESTERN ASSET CORE PLUS BOND IS Mutual Funds 1 | Other securities | — | — | $194K | 2.8% | |
| American Funds AMERICAN FUNDS 2025 TRGT DATE RETIRE R6 Mutual Funds 1 | Mutual Funds | — | — | $155K | 2.3% | |
| Fidelity INTERNATIONAL INDEX Mutual Funds 1 | Mutual Funds | — | — | $152K | 2.2% | |
| Clearbridge INTERNATIONAL GROWTH IS Mutual Funds 1 | Other securities | — | — | $137K | 2.0% | |
| BlackRock MID-CAP GROWTH EQUITY K Mutual Funds 1 | Other securities | — | — | $137K | 2.0% | |
| Allspring SPECIAL MID CAP VALUE R6 Mutual Funds 1 | Other securities | — | — | $104K | 1.5% | |
| American Funds AMERICAN FUNDS 2015 TRGT DATE RETIRE R6 Mutual Funds 1 | Mutual Funds | — | — | $94K | 1.4% | |
| Fidelity LARGE CAP GROWTH INDEX Mutual Funds 1 | Mutual Funds | — | — | $90K | 1.3% | |
| PIMCO STOCKSPLUS INSTL Mutual Funds 1 | Mutual Funds | — | — | $58K | 0.8% | |
| American Funds AMERICAN FUNDS 2060 TRGT DATE RETIRE R6 Mutual Funds 1 | Mutual Funds | — | — | $57K | 0.8% | |
| American Funds AMERICAN FUNDS 2065 TRGT DATE RETIRE R6 Mutual Funds 1 | Mutual Funds | — | — | $50K | 0.7% | |
| Janus Henderson JANUS HENDERSON TRITON N Mutual Funds 1 | Mutual Funds | — | — | $39K | 0.6% | |
| American Funds AMERICAN FUNDS NEW PERSPECTIVE R6 Mutual Funds 1 | Mutual Funds | — | — | $23K | 0.3% | |
| PIMCO INCOME INSTL Mutual Funds 1 | Mutual Funds | — | — | $18K | 0.3% | |
| American Funds AMERICAN FUNDS 2020 TRGT DATE RETIRE R6 Mutual Funds 1 | Mutual Funds | — | — | $12K | 0.2% | |
| Allspring SPECIAL SMALL CAP VALUE R6 Mutual Funds 1 | Other securities | — | — | $10K | 0.1% | |
| Fidelity ADVISOR FOCUSED EMERGING MRKT Z Mutual Funds 1 | Mutual Funds | — | — | $10K | 0.1% | |
| PGIM GLOBAL TOTAL RETURN R6 Mutual Funds 1 | Other securities | — | — | $6K | <0.1% | |
| American Funds AMERICAN FUNDS INFLATION LINKED BD R6 Mutual Funds 1 | Mutual Funds | — | — | $1K | <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 |
|---|---|---|---|---|---|
| COMMONWEALTH EQUITY SERVICES LLC DB | — | WALTHAM, MA | INVESTMENT ADVISOR | $14K | — |