Annmary Bender signed Softheon, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Softheon, Inc.'s EIN is 11-3580784.
Download the official 2024 Form 5500 (PDF) for Softheon, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Softheon, 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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $55K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MMA SECURITIES LLC | 22-3570392 | — | INVESTMENT ADVISORY | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Investments 500 Index Fund N/A | Mutual Funds | — | — | $3.8M | 19.1% | |
| Vanguard Group Growth Index Fund N/A | Common Collective Trusts | — | — | $2.5M | 12.2% | |
| Principal Life Insurance Company Principal Guaranteed Option N/A | Common Stocks | — | — | $2.1M | 10.7% | |
| Principal Funds Inc Equity Income Fund N/A | Common Stocks | — | — | $1.6M | 7.9% | |
| Principal Funds Inc Diversified International Fund N/A | Common Stocks | — | — | $1.5M | 7.6% | |
| Fidelity Investments Global Ex US Index Fund N/A | Common Collective Trusts | — | — | $1.4M | 7.2% | |
| Vanguard Group Intermediate-Term Bond Index Fund N/A | Common Collective Trusts | — | — | $1.3M | 6.6% | |
| Principal Funds Inc Core Fixed Income Fund N/A | Common Stocks | — | — | $1.0M | 5.2% | |
| Vanguard Group Small-Cap Value Index Fund N/A | Common Collective Trusts | — | — | $845K | 4.2% | |
| Fidelity Investments Mid-Cap Index Fund N/A | Common Collective Trusts | — | — | $712K | 3.5% | |
| Vanguard Group Mid-Cap Value Index Fund/Open End N/A | Common Collective Trusts | — | — | $677K | 3.4% | |
| Fund Schwab Funds Small-Cap Index Fund N/A | Common Collective Trusts | — | — | $672K | 3.3% | |
| The American Funds New Perspective Fund N/A | Mutual Funds | — | — | $479K | 2.4% | |
| Mass Mutual Financial Group Small-Cap Growth Equity N/A | Common Stocks | — | — | $479K | 2.4% | |
| Principal Funds Inc Mid-Cap Growth Fund N/A | Common Stocks | — | — | $385K | 1.9% | |
| Participant Loans Notes receivable from participants - | Participant loans | — | — | $187K | 0.9% | |
| Dimensional Fund Advisors Inflation Protected Securities Portfolio N/A | Mutual Funds | — | — | $127K | 0.6% | |
| Vanguard Group Real Estate Index Fund N/A | Common Collective Trusts | — | — | $100K | 0.5% | |
| The American Funds New World Fund N/A | Mutual Funds | — | — | $41K | 0.2% | |
| (E) | Other securities | — | $5K | $8K | <0.1% | |
| PGIM Investments High Yield Fund N/A | Other securities | — | — | $8K | <0.1% | |
| Lord Abbett Bond Debenture Fund Inc N/A | U.S. Treasuries | — | — | $5K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
