ADAM Stomp signed Unit4 Business Software, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Unit4 Business Software, Inc.'s EIN is 04-3461317.
Download the official 2024 Form 5500 (PDF) for Unit4 Business Software, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Unit4 Business Software, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, 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 |
|---|---|---|---|---|---|
| JOHN HANCOCK | 01-0233346 | — | RETAINED BY EMPLOYER | $19K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COMMONWEALTH FINANCIAL NETWORK | 04-2675571 | — | INVESTMENT ADVISOR | $25K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fd 9,717 shares | Common Collective Trusts | — | $10K | $2.0M | 15.1% | |
| JHancock MMngr 2040 Lftm R6 124,676 shares | Other securities | — | $125K | $1.3M | 10.0% | |
| JHancock MMngr 2030 Lftm R6 123,513 shares | Other securities | — | $124K | $1.2M | 9.1% | |
| JHancock MMngr 2045 Lftm R6 93,295 shares | Other securities | — | $93K | $978K | 7.4% | |
| Vanguard US Growth Fd Adm Sh 5,185 shares | Mutual Funds | — | $5K | $959K | 7.3% | |
| T. Rowe Price Sci and Tech I 14,046 shares | Other securities | — | $14K | $728K | 5.5% | |
| JHancock MMngr 2035 Lftm R6 61,113 shares | Other securities | — | $61K | $623K | 4.7% | |
| JHancock MMngr 2050 Lftm R6 41,735 shares | Other securities | — | $42K | $518K | 3.9% | |
| JHancock MMngr 2055 Lftm R6 41,465 shares | Other securities | — | $41K | $498K | 3.8% | |
| Vanguard LifeStrat Growth Inv 10,496 shares | Mutual Funds | — | $10K | $464K | 3.5% | |
| Vanguard Inf-Prot Secs Admiral 19,351 shares | Mutual Funds | — | $19K | $436K | 3.3% | |
| JHancock MMngr 2025 Lftm R6 43,491 shares | Other securities | — | $43K | $391K | 3.0% | |
| Vanguard Sm Cap Val Ind 3,134 shares | Mutual Funds | — | $3K | $267K | 2.0% | |
| JPMorgan US Govt MMkt Cap CI 260,393 shares | Other securities | — | $260K | $260K | 2.0% | |
| Janus Henderson Enterprise 1,607 shares | Mutual Funds | — | $2K | $231K | 1.8% | |
| American New World Fund R6 2,823 shares | Other securities | — | $3K | $217K | 1.7% | |
| JHancock MMngr 2060 Lftm R6 15,246 shares | Other securities | — | $15K | $208K | 1.6% | |
| American Mutual Fund R6 3,685 shares | Other securities | — | $4K | $203K | 1.5% | |
| American New Perspective R6 2,968 shares | Other securities | — | $3K | $184K | 1.4% | |
| T. Rowe Price Cap Apprec I 4,964 shares | Other securities | — | $5K | $172K | 1.3% | |
| Fidelity Sm Cap Index Fund 5,515 shares | Common Collective Trusts | — | $6K | $153K | 1.2% | |
| Victory Syca Est Value R6 2,840 shares | Other securities | — | $3K | $131K | 1.0% | |
| JOHN HANCOCK STABLE VALUE FUND R6 GLOBAL TRUST COMPANY-JOHN HANCOCK · EIN 80-6136981 / PN 001 | Common Collective Trust | — | $130K | $130K | 1.0% | |
| Fidelity US Bond Index 12,511 shares | Mutual Funds | — | $13K | $128K | 1.0% | |
| JH Investment Grade Bd Fd 14,290 shares | Other securities | — | $14K | $128K | 1.0% | |
| Vanguard Health Care Fund Adm 1,579 shares | Mutual Funds | — | $2K | $121K | 0.9% | |
| Fidelity Mid Cap Index Fund 2,656 shares | Common Collective Trusts | — | $3K | $90K | 0.7% | |
| Vanguard Real Estate Index Adm 707 shares | Mutual Funds | — | — | $89K | 0.7% | |
| American EuroPacific Growth R6 1,550 shares | Other securities | — | $2K | $83K | 0.6% | |
| Fidelity International Idx Fd 1,731 shares | Common Collective Trusts | — | $2K | $82K | 0.6% | |
| PGIM High Yield R6 11,948 shares | Other securities | — | $12K | $57K | 0.4% | |
| Participant Loans Interest rate 10.00% to 10.50% | Bonds / Notes | — | — | $45K | 0.3% | |
| Vanguard LifeStrat Inc Inv Sh 2,870 shares | Mutual Funds | — | $3K | $43K | 0.3% | |
| PGIM Global Tot Ret R6 3,173 shares | Other securities | — | $3K | $16K | 0.1% | |
| American Cap Income Builder R6 112 shares | Other securities | — | — | $8K | <0.1% | |
| PIMCO Income Fund Inst 632 shares | Mutual Funds | — | — | $7K | <0.1% | |
| American Small Cap World R6 93 shares | Other securities | — | — | $7K | <0.1% | |
| JHancock MMngr 2020 Lftm R6 549 shares | Other securities | — | — | $4K | <0.1% | |
| Vanguard LifeStrat Cons Gr Inv 203 shares | Mutual Funds | — | — | $4K | <0.1% | |
| Vanguard LifeStrat Mod Grw I 123 shares | Mutual Funds | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
