Shaneen Trotman signed Precise Software Solutions' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Precise Software Solutions' EIN is 06-1692722.
Download the official 2024 Form 5500 (PDF) for Precise Software Solutions from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Precise Software Solutions' 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 |
|---|---|---|---|---|---|
| ADP, INC | 13-3036745 | — | RECORD KEEPER | $21K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MMA SECURITIES, LLC | 22-3570392 | — | INVESTMENT/FINANCIAL ADVI |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FID 500 IND | Registered Investment Companies | — | — | $3.3M | 20.1% | |
| FIDELITY BLUE CHIP GROWTH K6 | Registered Investment Companies | — | — | $2.2M | 13.5% | |
| FIDELITY FREEDOM 2040 FUND K6 | Registered Investment Companies | — | — | $2.2M | 13.4% | |
| FIDELITY FREEDOM 2030 FUND K6 | Registered Investment Companies | — | — | $1.3M | 7.8% | |
| FIDELITY FREEDOM 2035 FUNDK6 | Registered Investment Companies | — | — | $1.1M | 7.0% | |
| FIDELITY FREEDOM 2045 FUND K6 | Registered Investment Companies | — | — | $1.1M | 6.5% | |
| VANGUARD TREASURY MONEY MARKET | Registered Investment Companies | — | — | $972K | 5.9% | |
| FIDELITY FREEDOM 2050 FUND K6 | Registered Investment Companies | — | — | $966K | 5.9% | |
| FIDELITY FREEDOM 2055 FUND K6 | Registered Investment Companies | — | — | $497K | 3.0% | |
| FIDELITY ADVISOR TOTAL BOND I | Registered Investment Companies | — | — | $434K | 2.6% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $396K | 2.4% | |
| FIDELITY FREEDOM 2025 FUND K6 | Registered Investment Companies | — | — | $319K | 1.9% | |
| FIDELITY SMALL CAP GROWTH K6 | Registered Investment Companies | — | — | $279K | 1.7% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $254K | 1.5% | |
| PGIM JENNISON MID CAP GR R6 | Registered Investment Companies | — | — | $167K | 1.0% | |
| FIDELITY FREEDOM 2060 FUND K6 | Registered Investment Companies | — | — | $158K | 1.0% | |
| FIDELITY FREEDOM 2065 FUND K6 | Registered Investment Companies | — | — | $124K | 0.8% | |
| FID INTERNATIONAL INDEX | Registered Investment Companies | — | — | $117K | 0.7% | |
| VANGUARD WINDSOR FUND ADMIRAL | Registered Investment Companies | — | — | $102K | 0.6% | |
| FID INTL CAP APPRECIATION K6 | Registered Investment Companies | — | — | $74K | 0.5% | |
| FIDELITY FREEDOM 2020 FUND K6 | Registered Investment Companies | — | — | $68K | 0.4% | |
| AMERICAN FUNDS NEW WORLD R6 | Registered Investment Companies | — | — | $57K | 0.3% | |
| THORNBURG STRATEGIC INCOME R5 | Registered Investment Companies | — | — | $53K | 0.3% | |
| COHEN & STEERS REAL EST SEC A | Registered Investment Companies | — | — | $32K | 0.2% | |
| FIDELITY FREEDOM 2015 FUND K6 | Registered Investment Companies | — | — | $19K | 0.1% | |
| JOHN HANCOCK DISC VALUE MC R6 | Registered Investment Companies | — | — | $16K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| $23K |
| — |
