Janet Vargas-Williams signed PAR Technology Corporation's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
PAR Technology Corporation's EIN is 16-1434688.
Download the official 2024 Form 5500 (PDF) for PAR Technology Corporation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)PAR Technology Corporation'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 |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | 34-1479833 | — | NONE | $159K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC. | 13-2638166 | — | NONE | $55K | — |
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 Mutual Fund - 77,692 Shares | Common Collective Trusts | — | — | $15.9M | 14.5% | |
| T. Rowe Price Blue Chip Growth Mutual Fund - 65,584 Shares | Other securities | — | — | $12.2M | 11.2% | |
| American Funds 2045 Trgt Date Mutual Fund - 353,083 Shares | Mutual Funds | — | — | $7.4M | 6.8% | |
| American Funds 2025 Trgt Date Mutual Fund - 448,733 Shares | Mutual Funds | — | — | $6.8M | 6.2% | |
| American Funds 2035 Trgt Date Mutual Fund - 334,610 Shares | Mutual Funds | — | — | $6.3M | 5.8% | |
| American Funds 2040 Trgt Date Mutual Fund - 305,933 Shares | Mutual Funds | — | — | $6.2M | 5.7% | |
| RELIANCE TR CO SVF CIT SERIES 25053 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $6.0M | 5.5% | |
| American Funds 2030 Trgt Date Mutual Fund - 322,696 Shares | Mutual Funds | — | — | $5.5M | 5.1% | |
| American Funds 2050 Trgt Date Mutual Fund - 265,547 Shares | Mutual Funds | — | — | $5.5M | 5.0% | |
| American Funds 2055 Trgt Date Mutual Fund - 207,867 Shares | Mutual Funds | — | — | $5.4M | 4.9% | |
| American Funds 2060 Trgt Date Mutual Fund - 205,695 Shares | Mutual Funds | — | — | $3.7M | 3.3% | |
| BlackRock Mid-Cap Growth Mutual Fund - 86,623 Shares | Other securities | — | — | $3.2M | 2.9% | |
| American Funds 2020 Trgt Date Mutual Fund - 230,777 Shares | Mutual Funds | — | — | $3.1M | 2.8% | |
| American Funds American Mutual Fund - 87,669 Shares | Mutual Funds | — | — | $3.0M | 2.7% | |
| Hartford Dividend and Growth Mutual Fund - 75,557 Shares | Other securities | — | — | $2.6M | 2.4% | |
| Fidelity International Index Mutual Fund - 47,962 Shares | Mutual Funds | — | — | $2.3M | 2.1% | |
| Fidelity Mid Cap Index Mutual Fund - 67,084 Shares | Mutual Funds | — | — | $2.3M | 2.1% | |
| Fidelity US Bond Index Mutual Fund - 192,739 Shares | Mutual Funds | — | — | $2.0M | 1.8% | |
| AB Small Cap Growth K Mutual Fund - 22,575 Shares | Other securities | — | — | $1.5M | 1.4% | |
| Fidelity Small Cap Index Mutual Fund - 52,835 Shares | Mutual Funds | — | — | $1.5M | 1.3% | |
| Western Asset Core Plus Bond Mutual Fund - 149,247 Shares | Other securities | — | — | $1.4M | 1.2% | |
| ClearBridge International Growth Mutual Fund - 19,529 Shares | Other securities | — | — | $1.2M | 1.1% | |
| PIMCO Income Instl Mutual Fund - 94,046 Shares | Mutual Funds | — | — | $989K | 0.9% | |
| Allspring Special Mid Cap Value Mutual Fund - 20,110 Shares | Other securities | — | — | $960K | 0.9% | |
| various dates through 2037 - | Other securities | — | — | $845K | 0.8% | |
| Delaware Emerging Markets Mutual Fund - 40,156 Shares | Other securities | — | — | $818K | 0.7% | |
| American Funds 2015 Trgt Date Mutual Fund - 47,860 Shares | Mutual Funds | — | — | $582K | 0.5% | |
| Cohen & Steers Real Estate Mutual Fund - 30,263 Shares | Other securities | — | — | $522K | 0.5% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
