Shana Sweeney signed Sugarcrm Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Sugarcrm Inc.'s EIN is 20-1173875.
Download the official 2024 Form 5500 (PDF) for Sugarcrm Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Sugarcrm Inc.'s plan includes a default investment (QDIA), profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.
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 | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $7K | — |
| Provider | Nondisclosure info |
|---|---|
| — | — |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
