Christina Plewniak signed Avaya Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Avaya Inc.'s EIN is 22-3713430.
Download the official 2024 Form 5500 (PDF) for Avaya Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Avaya Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), profit-sharing, a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAGEVIEW ADVISORY GROUP LLC | 33-0818667 | — | CUSTODIAN | $136K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $25K | — |
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 |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $362K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CROWE HORWATH LLP | 35-0921680 | — | ACCOUNTANT/AUDITOR | $55K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| AVAYA INC. MASTER TRUST AVAYA INC. · EIN 04-3528515 / PN 101 | Master Trust | — | — | $1.4B | 99.4% | |
| JPM US ACT CORE EQ | Other securities | — | $149.3M | $270.9M | 19.2% | |
| VANG INST TOTL SK TR | Other securities | — | $241.7M | $267.4M | 19.0% | |
| VANGUARD TARGET 2030 | Mutual Funds | — | $52.7M | $83.9M | 6.0% | |
| VANGUARD TARGET 2025 | Mutual Funds | — | $49.4M | $76.8M | 5.4% | |
| VANGUARD TARGET 2035 | Mutual Funds | — | $45.9M | $72.2M | 5.1% | |
| JH CORE FIXED INC I4 | Common Stocks | — | $63.4M | $62.6M | 4.4% | |
| RTC MULTI-MGR II | Other securities | — | $44.2M | $51.8M | 3.7% | |
| FIMM GOVT INST | Other securities | — | $50.5M | $50.5M | 3.6% | |
| VANGUARD TARGET 2040 | Mutual Funds | — | $28.8M | $48.6M | 3.4% | |
| DFA US SMALL CAP I | Mutual Funds | — | $32.5M | $46.2M | 3.3% | |
| HTFD S US MDCP OP Y | Other securities | — | $38.4M | $45.4M | 3.2% | |
| HTFD INTL OPPS Y | Other securities | — | $38.8M | $45.1M | 3.2% | |
| VANG TOTAL INTL IDX | Common Collective Trusts | — | $45.1M | $44.2M | 3.1% | |
| COMMON STOCK | Common Stocks | — | $26.8M | $43.0M | 3.1% | |
| VANGUARD TARGET 2020 | Mutual Funds | — | $21.1M | $33.2M | 2.4% | |
| VANGUARD TARGET INC | Mutual Funds | — | $22.8M | $28.1M | 2.0% | |
| VANGUARD TARGET 2045 | Mutual Funds | — | $14.1M | $23.8M | 1.7% | |
| VG IS TOT BD MKT IDX | Common Collective Trusts | — | $20.0M | $20.5M | 1.5% | |
| CASH | Cash / Money Market | — | $14.7M | $14.7M | 1.0% | |
| VANG INFL PROT INST | Other securities | — | $16.0M | $13.8M | 1.0% | |
| VANGUARD TARGET 2050 | Mutual Funds | — | $8.5M | $12.6M | 0.9% | |
| FIDELITY FUND | Mutual Funds | — | $7.5M | $9.2M | 0.7% | |
| OUTSTANDING LOAN BALANCE | Other securities | — | — | $8.0M | 0.6% | |
| VANGUARD TARGET 2055 | Mutual Funds | — | $4.2M | $6.2M | 0.4% | |
| EXTERNAL FUND | Other securities | — | $3.9M | $4.5M | 0.3% | |
| VANGUARD TARGET 2060 | Mutual Funds | — | $3.1M | $4.2M | 0.3% | |
| CERT. OF DEP. | Other securities | — | $1.5M | $1.7M | 0.1% | |
| VANGUARD TARGET 2065 | Mutual Funds | — | $824K | $1.0M | <0.1% | |
| GOVERNMENT BOND | U.S. Treasuries | — | $1.0M | $776K | <0.1% | |
| VANGUARD TARGET 2070 | Mutual Funds | — | $300K | $306K | <0.1% | |
| CORPORATE BOND | CORPORATE BOND | — | $292K | $285K | <0.1% | |
| PREFERRED STOCK | Preferred Stocks | — | $86K | $84K | <0.1% | |
| NON INTEREST BEARING CASH | Cash / Money Market | — | — | $65K | <0.1% | |
| RIGHTS/WARRANTS | Other securities | — | $655 | $2K | <0.1% |
