Antonio Santiago signed Factset Research Systems Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Factset Research Systems Inc.'s EIN is 13-3362547.
Download the official 2024 Form 5500 (PDF) for Factset Research Systems Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Factset Research Systems Inc.'s 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$301 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $56K | — |
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 | |||||
|---|---|---|---|---|---|---|
| S SHARES / UNITS * Fidelity 500 Index | Mutual Funds | — | $998K | $203.9M | 23.6% | |
| Fidelity Contrafund K6 | Mutual Funds | — | $4.6M | $141.6M | 16.4% | |
| Fidelity Freedom Index 2050 IPR | Mutual Funds | — | $2.2M | $56.3M | 6.5% | |
| Fidelity Extended Market Index | Mutual Funds | — | $537K | $48.8M | 5.6% | |
| Fidelity Freedom Index 2055 IPR | Mutual Funds | — | $2.0M | $41.9M | 4.9% | |
| Fidelity Freedom Index 2045 IPR | Mutual Funds | — | $1.3M | $34.9M | 4.0% | |
| Fidelity Freedom Index 2040 IPR | Mutual Funds | — | $1.2M | $29.3M | 3.4% | |
| Fidelity Freedom Index 2035 IPR | Mutual Funds | — | $1.2M | $29.1M | 3.4% | |
| Fidelity Low-Priced Stock K | Mutual Funds | — | $682K | $27.7M | 3.2% | |
| Fidelity International Index | Mutual Funds | — | $2.0M | $27.2M | 3.1% | |
| Janus Henderson Enterprise N | Mutual Funds | — | $172K | $24.7M | 2.9% | |
| Fidelity Freedom Index 2060 IPR | Mutual Funds | — | $1.3M | $23.9M | 2.8% | |
| JPMorgan Equity Income R6 | Other securities | — | $967K | $23.1M | 2.7% | |
| Fidelity Diversified International K6 | Mutual Funds | — | $1.4M | $19.2M | 2.2% | |
| Fidelity U.S. Bond Index | Mutual Funds | — | $1.7M | $17.4M | 2.0% | |
| Fidelity Emerging Markets K Fund | Mutual Funds | — | $430K | $16.4M | 1.9% | |
| * Fidelity Managed Income Portfolio II | Common Collective Trusts | — | $15.4M | $14.5M | 1.7% | |
| MIP CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $14.5M | 1.7% | |
| Baird Core Plus Inst | Other securities | — | $1.3M | $13.3M | 1.5% | |
| Fidelity Freedom Index 2030 IPR | Mutual Funds | — | $639K | $12.9M | 1.5% | |
| Fidelity Capital & Income Fund | Mutual Funds | — | $1.2M | $12.6M | 1.5% | |
| Fidelity Small Cap Growth K6 | Mutual Funds | — | $612K | $10.9M | 1.3% | |
| Fidelity Freedom Index 2065 IPR | Mutual Funds | — | $589K | $8.6M | 1.0% | |
| ABF Small Cap Value R6 | Other securities | — | $331K | $8.2M | 0.9% | |
| Fidelity Total Market Index | Common Collective Trusts | — | $31K | $5.0M | 0.6% | |
| Fidelity Freedom Index 2025 IPR | Mutual Funds | — | $247K | $4.6M | 0.5% | |
| Fidelity Freedom Index 2020 IPR | Mutual Funds | — | $156K | $2.5M | 0.3% | |
| Fidelity Freedom Index Income IPR | Mutual Funds | — | $94K | $1.1M | 0.1% | |
| Fidelity Freedom Index 2015 IPR | Mutual Funds | — | $34K | $482K | <0.1% | |
| Fidelity Freedom Index 2010 IPR | Mutual Funds | — | $36K | $468K | <0.1% | |
| MONEY MARKET FUND * Fidelity Government Money Market | Mutual Funds | — | $118K | $118K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| OCONNOR DAVIS LLP | 27-1728945 | — | ACCOUNTANT/AUDITOR | $43K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS, LLC | 26-0058143 | — | OTHER SERVICES | $39K | — |
