Jeffrey Schiavino signed Sesami Cash Management Technologies Corporation's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Sesami Cash Management Technologies Corporation's EIN is 20-4174332.
Download the official 2024 Form 5500 (PDF) for Sesami Cash Management Technologies Corporation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Sesami Cash Management Technologies Corporation's plan includes a default investment (QDIA), profit-sharing, a 401(k) feature, a self-directed brokerage window, ERISA 404(c) participant direction, automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE | 84-0467907 | — | RECORDKEEPER | $104K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $10K | — |
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $0 | — |
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.
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 |
|---|
| PLEXUS FINANCIAL SERVICES LLC | — | DEER PARK, IL | BROKER/ADVISER | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Self-Directed Brokerage Accounts * Fidelity Investments Fidelity Brokerage Link Account N/R | Self-Directed Brokerage | — | — | $5.0M | 20.4% | |
| s * Fidelity Investments Fidelity Freedom Index 2030 Fund IPR N/R | Mutual Funds | — | — | $2.8M | 11.6% | |
| Fidelity Investments Fidelity Freedom Index 2035 Fund IPR N/R | Mutual Funds | — | — | $2.4M | 9.9% | |
| Fidelity Investments Fidelity Freedom Index 2040 Fund IPR N/R | Mutual Funds | — | — | $1.9M | 7.9% | |
| Fidelity Investments Fidelity Freedom Index 2045 Fund IPR N/R | Mutual Funds | — | — | $1.7M | 7.0% | |
| Fidelity Investments Fidelity Freedom Index 2055 Fund IPR N/R | Mutual Funds | — | — | $1.7M | 6.8% | |
| Fidelity Investments Fidelity Freedom Index 2025 Fund IPR N/R | Mutual Funds | — | — | $1.6M | 6.6% | |
| Fidelity Investments Fidelity Freedom Index 2050 Fund IPR N/R | Mutual Funds | — | — | $1.6M | 6.5% | |
| Fidelity Investments Fidelity 500 Index Fund N/R | Common Collective Trusts | — | — | $1.0M | 4.2% | |
| Fidelity Investments Fidelity Freedom Index 2020 Fund IPR N/R | Mutual Funds | — | — | $866K | 3.6% | |
| Fidelity Investments Fidelity Large Cap Growth Index Fund N/R | Common Collective Trusts | — | — | $562K | 2.3% | |
| Lincoln National Life Lincoln Stable Value N/R | Guaranteed Income / GIC | — | — | $514K | 2.1% | |
| Fidelity Investments Fidelity Freedom Index 2060 Fund IPR N/R | Mutual Funds | — | — | $475K | 2.0% | |
| Insurance Company Participant Loans * Participant Loans Interest rates: 4.25% - 9.50% $0 | Bonds / Notes | — | — | $465K | 1.9% | |
| Avantis U.S. Small Cap Value Instl N/R | Other securities | — | — | $463K | 1.9% | |
| Charles Schwab Charles Schwab Investments N/R | Mutual Funds | — | — | $343K | 1.4% | |
| Vanguard Group Vanguard Intermediate-Term Investment- N/R | Mutual Funds | — | — | $281K | 1.2% | |
| Grade Fund Admiral Vanguard Group Vanguard Small Cap Growth Index Admiral N/R | Mutual Funds | — | — | $261K | 1.1% | |
| Fidelity Investments Fidelity Freedom Index 2065 Fund IPR N/R | Mutual Funds | — | — | $107K | 0.4% | |
| Fidelity Investments Fidelity Freedom Index 2015 Fund IPR N/R | Mutual Funds | — | — | $96K | 0.4% | |
| Vanguard Group Vanguard Dividend Appreciation Index N/R | Mutual Funds | — | — | $40K | 0.2% | |
| Admiral * Fidelity Investments Fidelity Large Cap Value Index Fund N/R | Common Collective Trusts | — | — | $29K | 0.1% | |
| Fidelity Investments Fidelity Real Estate Index Fund N/R | Common Collective Trusts | — | — | $26K | 0.1% | |
| Vanguard Group Vanguard High-Yield Corporate Fund N/R | Mutual Funds | — | — | $21K | <0.1% | |
| Admiral Vanguard Group Vanguard Mid-Cap Value Index Fund N/R | Common Collective Trusts | — | — | $19K | <0.1% | |
| Admiral * Fidelity Investments Fidelity International Index Fund N/R | Common Collective Trusts | — | — | $18K | <0.1% | |
| Money Market Funds * Fidelity Investments Fidelity Government Money Market Fund N/R | Mutual Funds | — | — | $17K | <0.1% | |
| Fidelity Investments Fidelity US Bond Index Fund N/R | Common Collective Trusts | — | — | $15K | <0.1% | |
| Vanguard Group Vanguard Mid-Cap Growth Index Admiral N/R | Mutual Funds | — | — | $10K | <0.1% | |
| Fidelity Investments Fidelity Freedom Index 2070 Fund IPR N/R | Mutual Funds | — | — | $10K | <0.1% | |
| Avantis U.S. Large Cap Value Inst N/R | Other securities | — | — | $7K | <0.1% | |
| Fidelity Investments Fidelity Inflation-Protected Bond Index N/R | Mutual Funds | — | — | $7K | <0.1% | |
| Fund DFA International Small Company I N/R | Mutual Funds | — | — | $5K | <0.1% | |
| Avantis Emerging Markets Equity Instl N/R | Other securities | — | — | $5K | <0.1% | |
| Fidelity Investments Fidelity Government Money Market Fund N/R | Mutual Funds | — | — | $1K | <0.1% | |
| FLEXPATH INDEX+ AGGRESSIVE 2025 R1 GREAT GRAY · EIN 47-2935740 / PN 228 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH INDEX+ AGGRESSIVE 2035 R1 GREAT GRAY · EIN 47-2987118 / PN 231 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH INDEX+ AGGRESSIVE 2045 R1 GREAT GRAY · EIN 47-3026996 / PN 234 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH INDEX+ AGGRESSIVE 2055 R1 GREAT GRAY · EIN 47-3170652 / PN 237 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH INDEX+ CONSERVATIVE 2025 R GREAT GRAY · EIN 47-2961375 / PN 230 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH INDEX+ CONSERVATIVE 2035 R GREAT GRAY · EIN 47-3018134 / PN 233 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH INDEX+ CONSERVATIVE 2045 R GREAT GRAY · EIN 47-3411367 / PN 236 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH INDEX+ MODERATE 2025 R1 GREAT GRAY · EIN 47-2950747 / PN 229 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH INDEX+ MODERATE 2035 R1 GREAT GRAY · EIN 47-3002484 / PN 232 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH INDEX+ MODERATE 2045 R1 GREAT GRAY · EIN 47-3071639 / PN 235 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH INDEX+ MODERATE 2055 R1 GREAT GRAY · EIN 47-3188067 / PN 238 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH INDEX+ MODERATE RETIRE R1 GREAT GRAY · EIN 47-2851418 / PN 226 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH INDEX+ CONSERVATIVE RETIRE GREAT GRAY · EIN 47-2916729 / PN 227 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH INDEX+ AGGRESSIVE RETIRE GREAT GRAY · EIN 47-2836296 / PN 225 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH INDEX+ CONSERVATIVE 2055 GREAT GRAY · EIN 47-3216409 / PN 239 | Common Collective Trust | — | — | $0 | <0.1% |
