Makeva McDaniel signed Blackbaud, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Blackbaud, Inc.'s EIN is 11-2617163.
Download the official 2024 Form 5500 (PDF) for Blackbaud, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Blackbaud, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 |
|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER AND S | 13-5674085 | — | RECORDKEEPER | $154K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPTRUST | 26-0058143 | — | CONSULTANT | $17K | — |
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 Fund | Common Collective Trusts | — | — | $111.7M | 20.8% | |
| Fidelity Total International Index Fund | Common Collective Trusts | — | — | $40.0M | 7.5% | |
| Mainstay Large Cap Growth Fund | Other securities | — | — | $39.1M | 7.3% | |
| Vanguard Target Retirement 2045 | Mutual Funds | — | — | $35.2M | 6.6% | |
| Vanguard Target Retirement 2040 | Mutual Funds | — | — | $31.2M | 5.8% | |
| Vanguard Target Retirement 2035 | Mutual Funds | — | — | $28.6M | 5.3% | |
| Vanguard Target Retirement 2050 | Mutual Funds | — | — | $27.4M | 5.1% | |
| Fidelity US Bond Index Fund | Common Collective Trusts | — | — | $26.6M | 5.0% | |
| American EuroPacific Growth | Other securities | — | — | $24.4M | 4.5% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $24.3M | 4.5% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $21.7M | 4.0% | |
| Vanguard Target Retirement 2030 | Mutual Funds | — | — | $21.5M | 4.0% | |
| GALLIARD STABLE RETURN FUND CLASS C SEI TRUST COMPANY · EIN 52-2250946 / PN 001 | Common Collective Trust | — | — | $20.1M | 3.7% | |
| JP Morgan Equity Income Fund | Other securities | — | — | $15.1M | 2.8% | |
| Vanguard Target Retirement 2055 | Mutual Funds | — | — | $11.6M | 2.2% | |
| MFS Mid Cap Value | Mutual Funds | — | — | $11.2M | 2.1% | |
| BlackRock Mid Cap Growth Equity | Other securities | — | — | $8.5M | 1.6% | |
| VANGUARD 2025 TARGET RETIREMNT MUTUAL FUNDS | Mutual Funds | — | $8.3M | $8.0M | 1.5% | |
| Loomis Sayles Core Plus | Mutual Funds | — | — | $6.4M | 1.2% | |
| American Beacon Small Cap Value | Other securities | — | — | $4.9M | 0.9% | |
| Principal Small Cap Growth Fund | Other securities | — | — | $4.7M | 0.9% | |
| maturing through May 2054 | Other securities | — | — | $3.5M | 0.6% | |
| Vanguard Target Retirement 2020 | Mutual Funds | — | — | $3.2M | 0.6% | |
| SELF-DIRECT ACCT OTHER ASSETS | Other securities | — | $2.8M | $2.8M | 0.5% | |
| Vanguard Target Retirement 2060 | Mutual Funds | — | — | $2.5M | 0.5% | |
| Vanguard Target Income Retirement | Mutual Funds | — | — | $1.2M | 0.2% | |
| SELF-DIRECT ACCT OTHER ASSETS | Other securities | — | $247K | $247K | <0.1% | |
| Vanguard Target Retirement 2070 | Mutual Funds | — | — | $12K | <0.1% | |
| Vanguard Target Retirement 2065 | Mutual Funds | — | — | $10K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
