Chitra Chillerega signed Softrams, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Softrams, LLC's EIN is 20-8761455.
Download the official 2024 Form 5500 (PDF) for Softrams, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Softrams, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $66K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| 401K ADVISORS INC | 33-0905143 | — | INVESTMENT/FINANCIAL ADVI | $57K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FLEXPATH IDX MOD 2045 R1 WILMINGTON TRUST · EIN 47-2516187 / PN 220 | Common Collective Trust | — | — | $6.7M | 22.8% | |
| FLEXPATH IDX MOD 2055 R1 WILMINGTON TRUST · EIN 47-2563528 / PN 223 | Common Collective Trust | — | — | $4.2M | 14.3% | |
| BLACKROCK EQ INDEX 1 WILMINGTON TRUST · EIN 20-3802168 / PN 001 | Common Collective Trust | — | — | $2.7M | 9.2% | |
| Vanguard Equity Income Fund Mutual Funds NR | Mutual Funds | — | — | $1.8M | 6.0% | |
| FLEXPATH IDX MOD 2035 R1 WILMINGTON TRUST · EIN 47-2478524 / PN 217 | Common Collective Trust | — | — | $1.7M | 5.9% | |
| Fidelity Mid Cap Index Fund Mutual Funds NR | Common Collective Trusts | — | — | $1.6M | 5.3% | |
| AB US LG CAP GR P-1 WILMINGTON TRUST COMPANY · EIN 38-4116831 / PN 509 | Common Collective Trust | — | — | $1.1M | 3.6% | |
| Fidelity Small Cap Index Fund Mutual Funds NR | Common Collective Trusts | — | — | $985K | 3.3% | |
| FLEXPATH IDX AGG 2035 R1 WILMINGTON TRUST · EIN 47-2468898 / PN 216 | Common Collective Trust | — | — | $885K | 3.0% | |
| Various, bearing interest from * Participant loans 4.25%-9.50% - | Bonds / Notes | — | — | $797K | 2.7% | |
| FLEXPATH IDX CON 2035 R1 | Common Collective Trusts | — | — | $740K | 2.5% | |
| FLEXPATH IDX CON 2035 R1 WILMINGTON TRUST · EIN 47-2491300 / PN 218 | Common Collective Trust | — | — | $740K | 2.5% | |
| PIMCO Income Fund Mutual Funds NR | Mutual Funds | — | — | $552K | 1.9% | |
| FLEXPATH IDX CON 2055 R1 WILMINGTON TRUST · EIN 47-2575758 / PN 224 | Common Collective Trust | — | — | $524K | 1.8% | |
| FLEXPATH IDX AGG 2055 R1 WILMINGTON TRUST · EIN 47-2554270 / PN 222 | Common Collective Trust | — | — | $517K | 1.8% | |
| flexPATH Index Moderate Retirement Fund Collective Trust NR | Common Collective Trusts | — | — | $463K | 1.6% | |
| FLEXPATH IDX MOD RET R1 WILMINGTON TRUST · EIN 47-2248665 / PN 211 | Common Collective Trust | — | — | $463K | 1.6% | |
| BLACKROCK EAFE EQ IDX 1 WILMINGTON TRUST · EIN 20-3802495 / PN 007 | Common Collective Trust | — | — | $444K | 1.5% | |
| FLEXPATH IDX AGG 2045 R1 WILMINGTON TRUST · EIN 47-2503540 / PN 219 | Common Collective Trust | — | — | $436K | 1.5% | |
| flexPATH Index Conservative Retirement Fund Collective Trust NR | Common Collective Trusts | — | — | $382K | 1.3% | |
| FLEXPATH IDX CON RET R1 WILMINGTON TRUST · EIN 47-2264760 / PN 212 | Common Collective Trust | — | — | $382K | 1.3% | |
| PUTNAM STABLE VALUE 25 PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $354K | 1.2% | |
| American Century Mid Cap Value Fund Mutual Funds NR | Mutual Funds | — | — | $287K | 1.0% | |
| FLEXPATH IDX CON 2045 R1 WILMINGTON TRUST · EIN 47-2529162 / PN 221 | Common Collective Trust | — | — | $282K | 1.0% | |
| FID INFL-P BD IDX | Registered Investment Companies | — | — | $279K | 0.9% | |
| Fidelity Inflation-Protected Bond Index Fund Mutual Funds NR | Common Collective Trusts | — | — | $279K | 0.9% | |
| Fidelity U.S. Bond Index Fund Mutual Funds NR | Common Collective Trusts | — | — | $270K | 0.9% | |
| FID US BOND IND | Registered Investment Companies | — | — | $270K | 0.9% | |
| MID CAP GR I1 WILMINGTON TRUST COMPANY · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $214K | 0.7% | |
| flexPATH Index Agressive Retirement Fund Collective Trust NR | Common Collective Trusts | — | — | $199K | 0.7% | |
| FLEXPATH IDX AGG RET R1 WILMINGTON TRUST · EIN 47-2238264 / PN 210 | Common Collective Trust | — | — | $199K | 0.7% | |
| Janus Henderson Small Cap Value Fund Mutual Funds NR | Mutual Funds | — | — | $192K | 0.7% | |
| SMALL CAP GROWTH FUND - I1 WILMINGTON TRUST COMPANY · EIN 38-4097324 / PN 487 | Common Collective Trust | — | — | $187K | 0.6% | |
| COHEN STEERS US REALTY A | Common Collective Trusts | — | — | $158K | 0.5% | |
| COHEN STEERS US REALTY A SEI TRUST COMPANY · EIN 46-3411346 / PN 003 | Common Collective Trust | — | — | $158K | 0.5% | |
| AMERICAN FUNDS EUROPAC GRO- R6 | Registered Investment Companies | — | — | $148K | 0.5% | |
| American Funds EuroPacific Growth Fund Mutual Funds NR | Mutual Funds | — | — | $148K | 0.5% | |
| CORE PLUS BOND FD - I1 WILMINGTON TRUST COMPANY · EIN 38-4116854 / PN 515 | Common Collective Trust | — | — | $79K | 0.3% | |
| Self-directed brokerage TD Ameritrade account NR | Self-Directed Brokerage | — | — | $19K | <0.1% | |
| (1) X This form is filed for a CCT, PSA, or MTIA. | Pooled Separate Accounts | — | — | $3K | <0.1% | |
| performed pursuant to both 29 CFR 2520.103-8 and 29 CFR 2520.103-12(d). Check box (3) if pursuant to neither. | Other securities | — | $3K | $3K | <0.1% | |
| Yes No Amount a | Other securities | — | — | $3K | <0.1% | |
| FLEXPATH IDX AGG 2025 R1 WILMINGTON TRUST · EIN 47-2275031 / PN 213 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH IDX MOD 2025 R1 WILMINGTON TRUST · EIN 47-2285799 / PN 214 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH IDX CON 2025 - R1 WILMINGTON TRUST · EIN 47-2458234 / PN 215 | Common Collective Trust | — | — | $0 | <0.1% |
