Diane Cahill signed Insight Venture Management, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Insight Venture Management, LLC's EIN is 13-4172507.
Download the official 2024 Form 5500 (PDF) for Insight Venture Management, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Insight Venture Management, LLC'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 | $825 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $20K | — |
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 | — | — | $19.7M | 26.5% | |
| JP Morgan JP Morgan Large Cap Growth Fund | Other securities | — | — | $9.4M | 12.7% | |
| Vanguard Target Retirement 2060 Fund | Mutual Funds | — | — | $6.8M | 9.2% | |
| Vanguard Target Retirement 2055 Fund | Mutual Funds | — | — | $5.2M | 6.9% | |
| Vanguard Target Retirement 2050 Fund | Mutual Funds | — | — | $4.4M | 5.9% | |
| Vanguard Target Retirement 2045 Fund | Mutual Funds | — | — | $3.7M | 5.0% | |
| MFS International Diversification Fund | Mutual Funds | — | — | $2.5M | 3.3% | |
| Vanguard Target Retirement 2035 Fund | Mutual Funds | — | — | $2.1M | 2.8% | |
| Vanguard Target Retirement 2065 Fund | Mutual Funds | — | — | $2.1M | 2.8% | |
| Fidelity Extended Market Index Fund | Common Collective Trusts | — | — | $2.0M | 2.7% | |
| Fidelity International Index Fund | Common Collective Trusts | — | — | $1.9M | 2.6% | |
| Fidelity Government Money Market Fund | Mutual Funds | — | — | $1.9M | 2.5% | |
| Vanguard Target Retirement 2030 Fund | Mutual Funds | — | — | $1.8M | 2.4% | |
| Vanguard Target Retirement 2040 Fund | Mutual Funds | — | — | $1.6M | 2.1% | |
| FH TOTAL RET BD MS GREAT GRAY TRUST COMPANY, LLC · EIN 85-3992542 / PN 652 | Common Collective Trust | — | — | $1.2M | 1.6% | |
| Allspring Special Mid Cap Value Fund—Class R6 | Other securities | — | — | $1.2M | 1.5% | |
| Ameriprise Trust Company Columbia Trust Divident Income Fund MS | Common Stocks | — | — | $1.1M | 1.5% | |
| COL DIV INC INST MS AMERIPRISE TRUST COMPANY · EIN 41-0007957 / PN 218 | Common Collective Trust | — | — | $1.1M | 1.5% | |
| Vanguard Target Retirement 2020 Fund | Mutual Funds | — | — | $997K | 1.3% | |
| Fidelity U.S. Bond Index Fund | Common Collective Trusts | — | — | $956K | 1.3% | |
| American Funds American Funds New World Fund® Class R-6 | Mutual Funds | — | — | $935K | 1.3% | |
| American Century Investments American Century Small Cap Fund | Other securities | — | — | $850K | 1.1% | |
| Carillon Eagle Carillon Eagle Mid Cap Growth Fund | Other securities | — | — | $669K | 0.9% | |
| Franklin Small Cap Value Fund Class R6 | Mutual Funds | — | — | $355K | 0.5% | |
| Vanguard Target Retirement 2025 Fund | Mutual Funds | — | — | $245K | 0.3% | |
| Cohen & Steers Cohen & Steers Real Estate Securities Fund | Other securities | — | — | $234K | 0.3% | |
| PIMCO Income Fund | Mutual Funds | — | — | $228K | 0.3% | |
| Vanguard Target Retirement 2070 Fund | Mutual Funds | — | — | $184K | 0.2% | |
| PIMCO Real Return Fund | Mutual Funds | — | — | $86K | 0.1% | |
| Vanguard Target Retirement Income Fund | Mutual Funds | — | — | $78K | 0.1% | |
| Interest rates 9.50% to 10.25%, maturing through July 2028 | Bonds / Notes | — | — | $58K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
