Prajakta Sonavane signed Oracle Financial Services Software, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Oracle Financial Services Software, Inc.'s EIN is 13-4200183.
Download the official 2024 Form 5500 (PDF) for Oracle Financial Services Software, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Oracle Financial Services Software, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $108K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL CORPORATION | 04-3046611 | — | INVESTMENT ADVISORY | $102K | — |
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.
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 |
|---|---|---|---|---|---|
| SAX ACCOUNTING | 81-2950760 | — | AUDIT | $15K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| WILMINGTON/BLACKROCK EQUITY INDEX R WILMINGTON TRUST · EIN 20-3802168 / PN 001 | Common Collective Trust | — | — | $12.8M | 14.0% | |
| JPMorgan Large Cap Growth R6 Mutual Funds | Other securities | — | — | $10.7M | 11.7% | |
| Nuveen Lifecycle Index 2045 R6 Mutual Funds | Mutual Funds | — | — | $8.4M | 9.2% | |
| Fidelity Select Technology Mutual Funds | Mutual Funds | — | — | $7.5M | 8.2% | |
| Nuveen Lifecycle Index 2040 R6 Mutual Funds | Mutual Funds | — | — | $7.3M | 8.0% | |
| Nuveen Lifecycle Index 2050 R6 Mutual Funds | Mutual Funds | — | — | $6.3M | 6.8% | |
| Nuveen Lifecycle Index 2035 R6 Mutual Funds | Mutual Funds | — | — | $4.0M | 4.4% | |
| Transamerica Financial Life Ins Co Insurance Company/General Account | Common Stocks | — | — | $3.4M | 3.8% | |
| WILMINGTON/BLACKROCK EAFE EQ IDX R WILMINGTON TRUST · EIN 20-3802495 / PN 007 | Common Collective Trust | — | — | $2.8M | 3.1% | |
| Invesco Eq and Inc R6 | Mutual Funds | — | — | $2.6M | 2.8% | |
| PIMCO Inc Instl | Mutual Funds | — | — | $2.3M | 2.5% | |
| DIAMOND HILL LG CAP PORTFOLIO CL 55 WILMINGTON TRUST · EIN 20-4705609 / PN 059 | Common Collective Trust | — | — | $2.2M | 2.4% | |
| T. Rowe Price Diversified Mid Cap Growth I Mutual Funds | Other securities | — | — | $1.9M | 2.1% | |
| Allspring Special Mid Cap Value R6 Mutual Funds | Other securities | — | — | $1.8M | 2.0% | |
| Fidelity US Bond Index Mutual Funds | Mutual Funds | — | — | $1.8M | 1.9% | |
| Nuveen Lifecycle Index 2030 R6 Mutual Funds | Mutual Funds | — | — | $1.7M | 1.9% | |
| Charles Schwab Instl Personal Choice Retment Account | Mutual Funds | — | — | $1.7M | 1.8% | |
| Self-Directed Brokerage Accounts N/A | Self-Directed Brokerage | — | — | $1.7M | 1.8% | |
| Nuveen Lifecycle Index 2055 R6 Mutual Funds | Mutual Funds | — | — | $1.4M | 1.6% | |
| Nuveen Lifecycle Index Retirement Income Inst Mutual Funds | Mutual Funds | — | — | $1.4M | 1.6% | |
| Fidelity Small Cap Index Mutual Funds | Mutual Funds | — | — | $1.4M | 1.5% | |
| Dimensional DFA US Small Cap Gr Instl | Mutual Funds | — | — | $1.2M | 1.3% | |
| Nuveen Lifecycle Index 2020 R6 Mutual Funds ** 14 Nuveen Lifecycle Index 2025 R6 Mutual Funds | Mutual Funds | — | — | $1.1M | 1.2% | |
| Fidelity Mid Cap Index Mutual Funds | Mutual Funds | — | — | $1.1M | 1.2% | |
| American Funds New World R6 Mutual Funds | Mutual Funds | — | — | $949K | 1.0% | |
| Dimensional DFA US Targeted Val | Mutual Funds | — | — | $845K | 0.9% | |
| American Funds EuroPacific GR R6 Mutual Funds | Mutual Funds | — | — | $559K | 0.6% | |
| Vanguard REIT Index Adm | Mutual Funds | — | — | $462K | 0.5% | |
| Wilmington Trust Columbia Overseas Val Class R | Other securities | — | — | $297K | 0.3% | |
| COLUMBIA OVERSEAS VALUE CLASS R WILMINGTON TRUST · EIN 38-4126285 / PN 589 | Common Collective Trust | — | — | $297K | 0.3% | |
| DFA Inflation-Protected Securities I Mutual Funds | Mutual Funds | — | — | $296K | 0.3% | |
| Dimensional DFA Infl-Prtctd Sec I | Mutual Funds | — | — | $296K | 0.3% | |
| Notes receivable from participants 4.25% - 9.50% | Bonds / Notes | — | — | $294K | 0.3% | |
| Nuveen Lifecycle Index 2010 R6 Mutual Funds ** 14 Nuveen Lifecycle Index 2015 R6 Mutual Funds | Mutual Funds | — | — | $286K | 0.3% | |
| DFA Commodity Strategy I Mutual Funds | Mutual Funds | — | — | $177K | 0.2% | |
| Nuveen Lifecycle Index 2060 R6 Mutual Funds | Mutual Funds | — | — | $172K | 0.2% | |
| Pimco Global Bond opps (USD Hedged) Institutional Mutual Funds | Mutual Funds | — | — | $138K | 0.2% | |
| Reliance Trust Company's Cash Reserve Account Interest-bearing cash | Cash / Money Market | — | — | $27K | <0.1% | |
| Nuveen Lifecycle Index 2065 R6 Mutual Funds | Mutual Funds | — | — | $23K | <0.1% | |
| WILMINGTON/CLEARBRIDGE SM CP GR R2 WILMINGTON TRUST · EIN 38-4065336 / PN 434 | Common Collective Trust | — | — | $0 | <0.1% |
