Edward YOST signed CIS Secure Computing, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
CIS Secure Computing, Inc.'s EIN is 20-0858084.
Download the official 2024 Form 5500 (PDF) for CIS Secure Computing, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)CIS Secure Computing, 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 |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $48K | — |
| EMPOWER ANNUITY INS CO OF AMERICA | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $100 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALLIANT RETIREMENT CONSULTING |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| s * Transamerica LifeGoal(SM) 2040 Fund | Mutual Funds | — | — | $4.5M | 15.1% | |
| Transamerica LifeGoal(SM) 2030 Fund | Other securities | — | — | $4.3M | 14.3% | |
| Transamerica LifeGoal(SM) 2045 Fund | Other securities | — | — | $2.7M | 8.9% | |
| Transamerica LifeGoal(SM) 2050 Fund | Other securities | — | — | $2.4M | 7.8% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $2.2M | 7.2% | |
| Transamerica LifeGoal(SM) 2035 Fund | Other securities | — | — | $2.0M | 6.7% | |
| Transamerica LifeGoal(SM) Retirement Fund | Other securities | — | — | $1.5M | 5.1% | |
| JP Morgan JPMorgan Large Cap Growth Fund | Other securities | — | — | $1.3M | 4.3% | |
| Transamerica LifeGoal(SM) 2055 Fund | Other securities | — | — | $1.3M | 4.2% | |
| Transamerica Stable Value Core Option | Stable Value | — | — | $1.2M | 4.1% | |
| Transamerica LifeGoal(SM) 2060 Fund | Other securities | — | — | $973K | 3.2% | |
| Fidelity International Index Fund | Common Collective Trusts | — | — | $917K | 3.0% | |
| Transamerica LifeGoal(SM) 2025 Fund | Other securities | — | — | $765K | 2.5% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $652K | 2.2% | |
| Fidelity US Bond Index Fund | Common Collective Trusts | — | — | $643K | 2.1% | |
| maturing through March 2033 | Other securities | — | — | $642K | 2.1% | |
| DFA RPAG/Wilmington Large Cap Value Fd Fund | Mutual Funds | — | — | $535K | 1.8% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $368K | 1.2% | |
| RPAG International Growth Fund II Fee Class Fund | Other securities | — | — | $327K | 1.1% | |
| JPMorgan Mid Cap Growth Fund | Other securities | — | — | $162K | 0.5% | |
| PGIM High Yield Fund | Other securities | — | — | $117K | 0.4% | |
| MFS Heritage Trust Company MFS Mid Cap Value Fund | Mutual Funds | — | — | $114K | 0.4% | |
| Fidelity DFA US Targeted Value I Fund | Mutual Funds | — | — | $75K | 0.2% | |
| Transamerica LifeGoal(SM) 2065 Fund | Other securities | — | — | $65K | 0.2% | |
| Dodge & Cox Dodge & Cox Intl Stock I Fund | Mutual Funds | — | — | $56K | 0.2% | |
| * Empower GIA | Guaranteed Income / GIC | — | — | $54K | 0.2% | |
| PIMCO Income Fund | Mutual Funds | — | — | $39K | 0.1% | |
| AB Trust Company LLC Small Cap Growth Fund II Fee Class Fund | Common Stocks | — | — | $35K | 0.1% | |
| PIMCO International Bond (USD Hedged) Instl Fund | Mutual Funds | — | — | $29K | <0.1% | |
| American Funds American Funds Bond Fund of America | Mutual Funds | — | — | $12K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 33-0785439 |
| — |
| INVESTMENT ADVISOR |
| $56K |
| — |
