Vijay Kumar signed IRIS Software Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
IRIS Software Inc.'s EIN is 22-3424909.
Download the official 2024 Form 5500 (PDF) for IRIS Software Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)IRIS Software Inc.'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 |
|---|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | 71-0294708 | — | SERVICE PROVIDER | $29K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MML INSURANCE AGENCY, LLC | — | BOSTON, MA | BROKER/DEALER | $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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| MYCOMPASS INDEX MODERATE 2035 FUND WILMINGTON TRUST, N.A. · EIN 38-4097333 / PN 479 | Common Collective Trust | — | — | $2.2M | 17.0% | |
| MYCOMPASS INDEX MODERATE 2045 FUND WILMINGTON TRUST, N.A. · EIN 38-4097334 / PN 480 | Common Collective Trust | — | — | $1.7M | 12.6% | |
| JPMorgan Large Cap Growth Fund Class R6 " | Other securities | — | — | $1.7M | 12.5% | |
| Fidelity 500 Index Fund " | Common Collective Trusts | — | — | $1.6M | 12.0% | |
| MYCOMPASS INDEX MODERATE 2055 FUND WILMINGTON TRUST, N.A. · EIN 38-4097335 / PN 481 | Common Collective Trust | — | — | $1.0M | 7.8% | |
| Voya Fixed Account Guaranteed insurance contract | Other securities | — | — | $944K | 7.2% | |
| Vanguard Wellington Fund Admiral Shares " | Mutual Funds | — | — | $612K | 4.6% | |
| Vangrd Strategic Eqty Fnd Inv Registered Investment Company | Common Stocks | — | — | $482K | 3.7% | |
| MYCOMPASS INDEX MODERATE RETIREMENT WILMINGTON TRUST, N.A. · EIN 38-4097331 / PN 477 | Common Collective Trust | — | — | $372K | 2.8% | |
| Vanguard Value Index Fund Admiral Shares " | Common Collective Trusts | — | — | $327K | 2.5% | |
| Vanguard Small-Cap Index Fund Admiral Shares " | Common Collective Trusts | — | — | $282K | 2.1% | |
| MYCOMPASS INDEX AGGRESSIVE 2035 FUN WILMINGTON TRUST, N.A. · EIN 38-4097328 / PN 474 | Common Collective Trust | — | — | $217K | 1.7% | |
| American Funds New Perspective Fund Class R6 Mutual fund | Mutual Funds | — | — | $210K | 1.6% | |
| MYCOMPASS INDEX MODERATE 2065 FUND WILMINGTON TRUST, N.A. · EIN 38-7271385 / PN 766 | Common Collective Trust | — | — | $186K | 1.4% | |
| Hartford Schrdrs Intl Stck SDR Registered Investment Company | Common Stocks | — | — | $182K | 1.4% | |
| PIMCO Income Fund Institutional Class " | Mutual Funds | — | — | $170K | 1.3% | |
| MYCOMPASS INDEX CONSERVATIVE 2035 F WILMINGTON TRUST, N.A. · EIN 38-4097338 / PN 484 | Common Collective Trust | — | — | $164K | 1.2% | |
| Vanguard Explorer Fund Admiral Shares " | Mutual Funds | — | — | $135K | 1.0% | |
| American Funds New World Fund Class R6 " | Mutual Funds | — | — | $131K | 1.0% | |
| PGIM High Yield Fund Class R6 " | Other securities | — | — | $117K | 0.9% | |
| Participant Loans (5.25% - 9.50%) - | Bonds / Notes | — | — | $116K | 0.9% | |
| Cohen & Streets Institutional Realty Shares " | Other securities | — | — | $74K | 0.6% | |
| Dodge & Cox Global Bond Fund Class X " | Mutual Funds | — | — | $64K | 0.5% | |
| American Century Short Duration Inflation Protected Bond Fund Class R6 " | Other securities | — | — | $60K | 0.5% | |
| Undiscovered Managers Behavioral Value Fund Class R6 " | Other securities | — | — | $37K | 0.3% | |
| MYCOMPASS INDEX AGGRESSIVE 2055 FUN WILMINGTON TRUST, N.A. · EIN 38-4097330 / PN 476 | Common Collective Trust | — | — | $29K | 0.2% | |
| MYCOMPASS INDEX AGGRESSIVE 2045 FUN WILMINGTON TRUST, N.A. · EIN 38-4097329 / PN 475 | Common Collective Trust | — | — | $17K | 0.1% | |
| Victory Core Plus Intermediate Bond Fund R6 Shares " | Other securities | — | — | $16K | 0.1% | |
| MYCOMPASS INDEX AGGRESSIVE 2065 FUN WILMINGTON TRUST, N.A. · EIN 38-7271384 / PN 765 | Common Collective Trust | — | — | $15K | 0.1% | |
| Allspring Special Mid Cap Value Fund Class R6 " | Other securities | — | — | $14K | 0.1% | |
| Janus Henderson Enterprise Fund Class N " | Mutual Funds | — | — | $13K | 0.1% | |
| MFS International Growth Fund R6 " | Mutual Funds | — | — | $13K | <0.1% | |
| MYCOMPASS INDEX CONSERVATIVE 2055 F WILMINGTON TRUST, N.A. · EIN 38-4097340 / PN 486 | Common Collective Trust | — | — | $2K | <0.1% | |
| MYCOMPASS INDEX AGGRESSIVE RETIREME WILMINGTON TRUST, N.A. · EIN 38-4097326 / PN 472 | Common Collective Trust | — | — | $484 | <0.1% | |
| MYCOMPASS INDEX CONSERVATIVE RETIRE WILMINGTON TRUST, N.A. · EIN 38-4097336 / PN 482 | Common Collective Trust | — | — | $482 | <0.1% | |
| MYCOMPASS INDEX CONSERVATIVE 2065 F WILMINGTON TRUST, N.A. · EIN 38-7271386 / PN 767 | Common Collective Trust | — | — | $245 | <0.1% | |
| MYCOMPASS INDEX CONSERVATIVE 2045 F WILMINGTON TRUST, N.A. · EIN 38-4097339 / PN 485 | Common Collective Trust | — | — | $243 | <0.1% | |
| MORLEY STABLE VALUE FUND - CLASS 25 MORLEY STABLE VALUE · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| MYCOMPASS INDEX MODERATE 2025 FUND WILMINGTON TRUST, N.A. · EIN 38-4097332 / PN 478 | 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.
