LISA Fitch signed Nextiva, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Nextiva, Inc.'s EIN is 20-8820926.
Download the official 2024 Form 5500 (PDF) for Nextiva, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Nextiva, Inc.'s plan includes a default investment (QDIA), profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment.
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 | $78K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | 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 | |||||
|---|---|---|---|---|---|---|
| FID 500 INDEX Mutual Fund | Common Collective Trusts | — | — | $6.5M | 15.5% | |
| FID FDM IDX 2050 IPR Mutual Fund | Common Collective Trusts | — | — | $6.4M | 15.3% | |
| FID FDM IDX 2055 IPR Mutual Fund | Common Collective Trusts | — | — | $5.7M | 13.6% | |
| FID FDM IDX 2045 IPR Mutual Fund | Common Collective Trusts | — | — | $4.1M | 9.9% | |
| FID FDM IDX 2035 IPR Mutual Fund | Common Collective Trusts | — | — | $4.0M | 9.6% | |
| FID FDM IDX 2040 IPR Mutual Fund | Common Collective Trusts | — | — | $3.2M | 7.6% | |
| FID FDM IDX 2060 IPR Mutual Fund | Common Collective Trusts | — | — | $2.2M | 5.3% | |
| FID BLUE CHIP GR K6 Mutual Fund | Mutual Funds | — | — | $2.1M | 5.1% | |
| FID FDM IDX 2030 IPR Mutual Fund | Common Collective Trusts | — | — | $1.8M | 4.3% | |
| FID MID CAP IDX Mutual Fund | Common Collective Trusts | — | — | $765K | 1.8% | |
| FID FDM IDX 2025 IPR Mutual Fund | Common Collective Trusts | — | — | $711K | 1.7% | |
| FID GLB EX US IDX Mutual Fund | Common Collective Trusts | — | — | $666K | 1.6% | |
| Notes Receivable from Participants Interest rates 3.25%–8.50% | Bonds / Notes | — | — | $553K | 1.3% | |
| FID TOTAL BOND K6 Mutual Fund | Mutual Funds | — | — | $445K | 1.1% | |
| FID FDM IDX 2065 IPR Mutual Fund | Common Collective Trusts | — | — | $427K | 1.0% | |
| DFA INF PRT SEC PORT Mutual Fund | Mutual Funds | — | — | $396K | 0.9% | |
| GG G RETIRE INC F35 GREAT GRAY TRUST COMPANY · EIN 20-5886387 / PN 082 | Common Collective Trust | — | — | $364K | 0.9% | |
| HTFD S INTL STK SDR Mutual Fund | Other securities | — | — | $342K | 0.8% | |
| PARNASSUS CORE EQ IS Mutual Fund | Other securities | — | — | $317K | 0.8% | |
| FID SM CAP IDX Mutual Fund | Common Collective Trusts | — | — | $285K | 0.7% | |
| BNYM S/MD CP GR I Mutual Fund | Other securities | — | — | $204K | 0.5% | |
| FID BALANCED K6 Mutual Fund | Mutual Funds | — | — | $173K | 0.4% | |
| C&S REALTY SHARES I Mutual Fund | Other securities | — | — | $150K | 0.4% | |
| FID GOVT MMKT K6 Money Market | Mutual Funds | — | — | $18K | <0.1% | |
| FID FDM IDX 2020 IPR Mutual Fund | Common Collective Trusts | — | — | $18K | <0.1% | |
| FID FDM IDX 2015 IPR Mutual Fund | Common Collective Trusts | — | — | $1K | <0.1% | |
| FID FDM IDX 2010 IPR Mutual Fund | Common Collective Trusts | — | — | $1K | <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 |
|---|---|---|---|---|---|
| FORVIS /BKD | 44-0160260 | — | ACCOUNTANT/AUDITOR | $15K | — |
