Jason Hayes signed Madcap Software, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Madcap Software, Inc.'s EIN is 20-1966687.
Download the official 2024 Form 5500 (PDF) for Madcap Software, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Madcap Software, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | 84-0467907 | GREENWOOD VILLAGE, CO | RECORDKEEPER | $9K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COMMONWEALTH EQUITY SERVICES LLC | — | WALTHAM, MA | INVESTMENT ADVISOR | $10K | — |
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 | |||||
|---|---|---|---|---|---|---|
| DYNAMICSELECT WITH BLACKROCK 2050 F GREAT GRAY TRUST · EIN 38-7312972 / PN 001 | Common Collective Trust | — | — | $1.7M | 18.8% | |
| Fidelity 500 Index Mutual Fund | Common Collective Trusts | — | — | $1.5M | 16.8% | |
| DYNAMICSELECT WITH BLACKROCK 2045 F GREAT GRAY TRUST · EIN 38-7312971 / PN 001 | Common Collective Trust | — | — | $910K | 10.1% | |
| Fidelity US Bond Index Mutual Fund | Mutual Funds | — | — | $890K | 9.9% | |
| DYNAMICSELECT WITH BLACKROCK 2040 F GREAT GRAY TRUST · EIN 38-7312970 / PN 001 | Common Collective Trust | — | — | $555K | 6.1% | |
| DYNAMICSELECT WITH BLACKROCK 2060 F GREAT GRAY TRUST · EIN 38-7312974 / PN 001 | Common Collective Trust | — | — | $538K | 6.0% | |
| Fidelity International Index Mutual Fund | Mutual Funds | — | — | $479K | 5.3% | |
| DYNAMICSELECT WITH BLACKROCK 2055 F GREAT GRAY TRUST · EIN 38-7312973 / PN 001 | Common Collective Trust | — | — | $426K | 4.7% | |
| American Funds New World R6 Mutual Fund | Mutual Funds | — | — | $305K | 3.4% | |
| Fidelity Large Cap Growth Index Mutual Fund | Mutual Funds | — | — | $264K | 2.9% | |
| Fidelity Mid Cap Index Mutual Fund | Mutual Funds | — | — | $222K | 2.5% | |
| Empower Fixed Account - Series Class I Fully Benefit-Responsive Investment Contract | Other securities | — | — | $219K | 2.4% | |
| Fidelity Small Cap Index Mutual Fund | Mutual Funds | — | — | $217K | 2.4% | |
| PGIM Total Return Bond R6 Mutual Fund | Other securities | — | — | $83K | 0.9% | |
| American Century Inflation Adj Bond R6 Mutual Fund | Other securities | — | — | $82K | 0.9% | |
| American Funds Europacific GR R6 Mutual Fund | Mutual Funds | — | — | $81K | 0.9% | |
| Participant Loans to participants, bearing interest from 4.25% to 9.50% | Bonds / Notes | — | — | $80K | 0.9% | |
| Fidelity Large Cap Value Index Mutual Fund | Mutual Funds | — | — | $76K | 0.8% | |
| PGIM Jennison Mid Cap Growth R6 Mutual Fund | Other securities | — | — | $63K | 0.7% | |
| JPMorgan US Equity R6 Mutual Fund | Other securities | — | — | $56K | 0.6% | |
| Putnam Large Cap Value R6 Mutual Fund | Mutual Funds | — | — | $53K | 0.6% | |
| JPMorgan Global Bond Opportunities R6 Mutual Fund | Other securities | — | — | $51K | 0.6% | |
| Invesco Value Opportunities R6 Mutual Fund | Mutual Funds | — | — | $49K | 0.5% | |
| Royce Small-Cap Institutional Mutual Fund | Other securities | — | — | $48K | 0.5% | |
| DYNAMICSELECT WITH BLACKROCK 2065 F GREAT GRAY TRUST · EIN 38-7312975 / PN 001 | Common Collective Trust | — | — | $36K | 0.4% | |
| Virtus Silvant Focused Growth R6 Mutual Fund | Other securities | — | — | $36K | 0.4% | |
| DYNAMICSELECT WITH BLACKROCK 2035 F GREAT GRAY TRUST · EIN 38-7312969 / PN 001 | Common Collective Trust | — | — | $295 | <0.1% |
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 |
|---|---|---|---|---|---|
| PREMIER PLAN CONSULTANTS INC | 82-0986372 | SAN DIEGO, CA | CONTRACT ADMIN | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADVISED ASSETS GROUP LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $3K | — |
