Susan Lesiak signed Ntiva, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Ntiva, Inc.'s EIN is 20-2106015.
Download the official 2024 Form 5500 (PDF) for Ntiva, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Ntiva, Inc.'s plan includes ERISA 404(c) participant direction, a default investment (QDIA), a 401(k) feature, profit-sharing, a self-directed brokerage window.
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 | $18K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Registered Investment Companies * Fidelity 500 Index Fund | Common Collective Trusts | — | — | $4.0M | 14.1% | |
| Fidelity Freedom Index 2045 Instl Prem Fund | Mutual Funds | — | — | $1.7M | 6.2% | |
| Fidelity U.S. Bond Index Fund | Common Collective Trusts | — | — | $1.5M | 5.2% | |
| Fidelity Freedom Index 2055 Instl Prem Fund | Mutual Funds | — | — | $1.1M | 3.9% | |
| Fidelity Freedom Index 2040 Instl Prem Fund | Mutual Funds | — | — | $905K | 3.2% | |
| Fidelity Large Cap Growth Idx Fund | Common Collective Trusts | — | — | $783K | 2.8% | |
| Fidelity Freedom Index 2050 Instl Prem Fund | Mutual Funds | — | — | $736K | 2.6% | |
| Self-Directed Brokerage Accounts | Self-Directed Brokerage | — | — | $734K | 2.6% | |
| Fidelity Freedom Index 2030 Instl Prem Fund | Mutual Funds | — | — | $663K | 2.3% | |
| Fidelity International Index Fund | Common Collective Trusts | — | — | $577K | 2.0% | |
| MFS International Equity Fund Class R6 | Mutual Funds | — | — | $551K | 1.9% | |
| PIMCO RAE US Small Instl | Mutual Funds | — | — | $507K | 1.8% | |
| Fidelity Total Market Index Fund | Common Collective Trusts | — | — | $506K | 1.8% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $475K | 1.7% | |
| Fidelity Freedom Index 2035 Instl Prem Fund | Mutual Funds | — | — | $415K | 1.5% | |
| American Century American Century High Income R6 | Other securities | — | — | $314K | 1.1% | |
| Fidelity International Bond Index Fund | Common Collective Trusts | — | — | $303K | 1.1% | |
| Principal Mid Cap Value I R6 | Other securities | — | — | $289K | 1.0% | |
| American Funds American Funds New World R6 | Mutual Funds | — | — | $261K | 0.9% | |
| Cohen & Steers Cohen & Steers Instl Realty Shares | Other securities | — | — | $259K | 0.9% | |
| Fidelity Freedom Index 2060 Instl Prem Fund | Mutual Funds | — | — | $242K | 0.9% | |
| Putnam Large Cap Value Fund Class R6 | Mutual Funds | — | — | $239K | 0.8% | |
| Participant Loans 4.25% to 10.50% | Bonds / Notes | — | — | $215K | 0.8% | |
| American Century American Century Small Cap Growth R6 | Other securities | — | — | $212K | 0.7% | |
| Fidelity Freedom Index 2025 Instl Prem Fund | Mutual Funds | — | — | $183K | 0.6% | |
| Fidelity Inflation-Prot Bd Index Fund | Common Collective Trusts | — | — | $151K | 0.5% | |
| Gabelli U.S. Treasury Money Market Fund | Cash / Money Market | — | — | $126K | 0.4% | |
| JPMorgan Mid Cap Growth R6 | Other securities | — | — | $78K | 0.3% | |
| Fidelity Freedom Index 2065 Instl Prem Fund | Mutual Funds | — | — | $53K | 0.2% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $20K | <0.1% | |
| Fidelity Freedom Index Ret Instl Prem | Mutual Funds | — | — | $19K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
