LISA Kester signed Aveva Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Aveva Inc.'s EIN is 06-1136974.
Download the official 2024 Form 5500 (PDF) for Aveva Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Aveva Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), profit-sharing, a self-directed brokerage window.
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 | $48K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $49K | — |
| PRECEPT ADVISORY GROUP LLC |
| Provider | Nondisclosure info |
|---|---|
| — | — |
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 Investments Fidelity 500 Index Fund | Common Collective Trusts | — | — | $88.3M | 18.2% | |
| Prudential Investment Portfolios PGIM Jennison Growth Fund | Other securities | — | — | $48.1M | 9.9% | |
| VANGUARD TARGET 2030 VANGUARD · EIN 90-6083978 / PN 001 | Common Collective Trust | — | — | $34.8M | 7.2% | |
| VANGUARD TARGET 2035 VANGUARD · EIN 90-6083976 / PN 001 | Common Collective Trust | — | — | $31.0M | 6.4% | |
| VANGUARD TARGET 2040 VANGUARD · EIN 90-6083974 / PN 001 | Common Collective Trust | — | — | $29.6M | 6.1% | |
| VANGUARD TARGET 2045 VANGUARD · EIN 90-6083972 / PN 001 | Common Collective Trust | — | — | $25.0M | 5.1% | |
| VANGUARD TARGET 2050 VANGUARD · EIN 90-6083970 / PN 001 | Common Collective Trust | — | — | $24.6M | 5.1% | |
| VANGUARD TARGET 2055 VANGUARD · EIN 27-6715091 / PN 001 | Common Collective Trust | — | — | $21.1M | 4.3% | |
| VANGUARD TARGET 2025 VANGUARD · EIN 90-6083980 / PN 001 | Common Collective Trust | — | — | $19.2M | 3.9% | |
| Fidelity Investments Mutual Funds | Mutual Funds | — | — | $14.8M | 3.0% | |
| MORLEY STABLE VALUE PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $14.3M | 3.0% | |
| Fidelity Investments Common Stock | Mutual Funds | — | — | $13.2M | 2.7% | |
| Fidelity Investments Fidelity International Index Fund | Common Collective Trusts | — | — | $12.7M | 2.6% | |
| Fidelity Investments Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $11.5M | 2.4% | |
| VANGUARD TARGET 2060 VANGUARD · EIN 45-3799419 / PN 001 | Common Collective Trust | — | — | $9.5M | 2.0% | |
| Allspring Funds Allspring Special Mid Cap Value Fund | Mutual Funds | — | — | $8.9M | 1.8% | |
| Prudential Investment Portfolios PGIM Total Return Bond Fund | Other securities | — | — | $8.7M | 1.8% | |
| Fidelity Investments Fidelity Small Cap Growth Fund | Mutual Funds | — | — | $8.7M | 1.8% | |
| Franklin Templeton Investments Putnam Large Cap Value Fund | Mutual Funds | — | — | $8.6M | 1.8% | |
| VANGUARD TARGET 2020 VANGUARD · EIN 90-6083982 / PN 001 | Common Collective Trust | — | — | $8.3M | 1.7% | |
| Fidelity Investments Fidelity U.S. Bond Index Fund | Common Collective Trusts | — | — | $6.8M | 1.4% | |
| Self-Directed Brokerage Accounts * Fidelity Investments Interest-bearing Cash | Self-Directed Brokerage | — | — | $4.7M | 1.0% | |
| Fidelity Investments Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $4.7M | 1.0% | |
| VANGUARD TARGET INC VANGUARD · EIN 90-6083967 / PN 001 | Common Collective Trust | — | — | $4.4M | 0.9% | |
| JPMorgan Emerging Markets Equity Fund | Other securities | — | — | $4.3M | 0.9% | |
| MFS International Index Fund | Common Collective Trusts | — | — | $3.4M | 0.7% | |
| Fidelity Investments Fidelity U.S. Sustainability Index Fund | Common Collective Trusts | — | — | $3.3M | 0.7% | |
| JPMorgan Undiscovered Managers Behavioral Value Fund | Other securities | — | — | $3.1M | 0.6% | |
| PRIMECAP Odyssey Aggressive Growth Fund | Mutual Funds | — | — | $2.5M | 0.5% | |
| VANGUARD TARGET 2065 VANGUARD · EIN 82-6194314 / PN 001 | Common Collective Trust | — | — | $2.4M | 0.5% | |
| PIMCO Income Fund | Mutual Funds | — | — | $2.2M | 0.4% | |
| Fidelity Investments U.S. Government Securities | Mutual Funds | — | — | $291K | <0.1% | |
| Participant Loans | Participant loans | — | — | $50K | <0.1% | |
| Fidelity Investments Other | Mutual Funds | — | — | $19K | <0.1% | |
| Fidelity Investments Corporate Bond | Mutual Funds | — | — | $3K | <0.1% | |
| Fidelity Investments Preferred Stock | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 01-0944247 |
| — |
| INVESTMENT ADVISOR |
| $40K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SILICON VALLEY ACCOUNTANCY CORPORA | 77-0573994 | — | ACCOUNTANT/AUDITOR | $42K | — |
