Deidre McInnis signed Beyondtrust Corporation's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Beyondtrust Corporation's EIN is 20-4000074.
Download the official 2024 Form 5500 (PDF) for Beyondtrust Corporation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Beyondtrust Corporation'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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $83K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALLIANT RETIREMENT SERVICES | 33-0785439 | — | ADVISOR | $70K | — |
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 | |||||
|---|---|---|---|---|---|---|
| FLEXPATH MOD 2035 R1 GREAT GRAY TRUST COMPANY · EIN 47-2478524 / PN 217 | Common Collective Trust | — | — | $23.1M | 22.1% | |
| FLEXPATH MOD 2045 R1 GREAT GRAY TRUST COMPANY · EIN 47-2516187 / PN 220 | Common Collective Trust | — | — | $22.3M | 21.2% | |
| FLEXPATH MOD 2055 R1 GREAT GRAY TRUST COMPANY · EIN 47-2563528 / PN 223 | Common Collective Trust | — | — | $18.2M | 17.4% | |
| FlexPATH Index Moderate Retirement Fund R1 a | Other securities | — | — | $9.7M | 9.3% | |
| FLEXPATH MOD RET R1 GREAT GRAY TRUST COMPANY · EIN 47-2248665 / PN 211 | Common Collective Trust | — | — | $9.7M | 9.3% | |
| Fidelity Investments Fidelity 500 Index a | Common Collective Trusts | — | — | $8.1M | 7.8% | |
| Vanguard Growth Index Admiral a | Mutual Funds | — | — | $4.9M | 4.7% | |
| Vanguard Info Tech Index Admiral a | Mutual Funds | — | — | $4.8M | 4.6% | |
| Vanguard Total Stock Market Adm a | Mutual Funds | — | — | $1.9M | 1.8% | |
| INVESCO STBL VAL III INVESCO TRUST COMPANY · EIN 84-1142974 / PN 001 | Common Collective Trust | — | — | $1.8M | 1.7% | |
| Participant Loans Notes receivable from participants with interest rates 5.25% to 10.50% - | Bonds / Notes | — | — | $1.7M | 1.6% | |
| Fidelity Investments Fidelity Mid Cap Index Fund a | Common Collective Trusts | — | — | $1.1M | 1.0% | |
| Vanguard Developed Markets Index Admiral a | Mutual Funds | — | — | $1.1M | 1.0% | |
| Vanguard Value Index Admiral a | Mutual Funds | — | — | $1.0M | 1.0% | |
| Vanguard Mid-Cap Growth Index Admiral a | Mutual Funds | — | — | $817K | 0.8% | |
| Vanguard Small-Cap Growth Index Admiral a | Mutual Funds | — | — | $595K | 0.6% | |
| Fidelity Investments Fidelity Small Cap Index a | Mutual Funds | — | — | $581K | 0.6% | |
| Putnam Global Health Care Fund - Class Y a | Mutual Funds | — | — | $545K | 0.5% | |
| American Century AC Focus Global Growth R6 a | Other securities | — | — | $509K | 0.5% | |
| Invesco Core Bond Fund Class Y a | Mutual Funds | — | — | $447K | 0.4% | |
| Vanguard Small-Cap Value Index Admiral a | Mutual Funds | — | — | $329K | 0.3% | |
| Vanguard Mid-Cap Value Index Admiral a | Mutual Funds | — | — | $276K | 0.3% | |
| Fidelity Investments Fidelity Emerging Markets Index a | Mutual Funds | — | — | $274K | 0.3% | |
| Dimensional Fund Advisors DFA Intermediate Government Fixed-Income I a | Mutual Funds | — | — | $271K | 0.3% | |
| Fidelity Investments Fidelity Real Estate Index a | Mutual Funds | — | — | $178K | 0.2% | |
| Dimensional Fund Advisors DFA Inflation Protected Securities Port a | Mutual Funds | — | — | $157K | 0.1% | |
| PGIM Investments PGIM High Yield Fund R6 a | Other securities | — | — | $123K | 0.1% | |
| PGIM Investments PGIM Global Total Return Fund R6 a | Other securities | — | — | $59K | <0.1% | |
| FLEXPATH MOD 2025 R1 GREAT GRAY TRUST COMPANY · EIN 47-2285799 / PN 214 | Common Collective Trust | — | — | $0 | <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 |
|---|---|---|---|---|---|
| HLB GROSS COLLINS, P.C. | 58-1367012 | — | ACCOUNTANT/AUDITOR | $18K | — |
