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 profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $17K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $95K | — |
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.
| SAGEVIEW ADVISORY GROUP LLC |
| 33-0818667 |
| — |
| CONSULTANT |
| $12K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CROWE HORWATH LLP | 35-0921680 | — | ACCOUNTANT/AUDITOR | $26K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KING & SPALDING LLP | 58-0520153 | — | ATTORNEY/LEGAL | $6K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| AVAYA INC. MASTER TRUST AVAYA INC. · EIN 04-3528515 / PN 101 | Master Trust | — | — | $164.9M | 98.9% | |
| JPM US ACT CORE EQ | Other securities | — | $20.4M | $36.3M | 21.8% | |
| VANG INST TOTL SK TR | Other securities | — | $26.1M | $28.7M | 17.2% | |
| RTC MULTI-MGR II | Other securities | — | $10.1M | $11.8M | 7.1% | |
| JH CORE FIXED INC I4 | Common Stocks | — | $10.7M | $10.8M | 6.5% | |
| FIMM GOVT INST | Other securities | — | $8.6M | $8.6M | 5.1% | |
| VANGUARD TARGET 2035 | Mutual Funds | — | $4.6M | $8.4M | 5.0% | |
| VANGUARD TARGET INC | Mutual Funds | — | $5.7M | $7.0M | 4.2% | |
| VANG TOTAL INTL IDX | Common Collective Trusts | — | $6.7M | $6.6M | 3.9% | |
| VANGUARD TARGET 2030 | Mutual Funds | — | $3.7M | $6.4M | 3.8% | |
| VANGUARD TARGET 2025 | Mutual Funds | — | $3.4M | $5.3M | 3.2% | |
| VANGUARD TARGET 2020 | Mutual Funds | — | $3.1M | $5.1M | 3.1% | |
| HTFD INTL OPPS Y | Other securities | — | $4.3M | $4.8M | 2.9% | |
| DFA US SMALL CAP I | Mutual Funds | — | $3.2M | $4.5M | 2.7% | |
| HTFD S US MDCP OP Y | Other securities | — | $3.8M | $4.4M | 2.7% | |
| VANGUARD TARGET 2040 | Mutual Funds | — | $2.3M | $4.3M | 2.6% | |
| COMMON STOCK | Common Stocks | — | $2.1M | $3.3M | 2.0% | |
| VANG INFL PROT INST | Other securities | — | $2.3M | $2.0M | 1.2% | |
| OUTSTANDING LOAN BALANCE | Other securities | — | — | $1.9M | 1.1% | |
| VG IS TOT BD MKT IDX | Common Collective Trusts | — | $1.8M | $1.8M | 1.1% | |
| FIDELITY FUND | Mutual Funds | — | $761K | $1.0M | 0.6% | |
| VANGUARD TARGET 2045 | Mutual Funds | — | $458K | $798K | 0.5% | |
| CERT. OF DEP. | Other securities | — | $450K | $451K | 0.3% | |
| CASH | Cash / Money Market | — | $319K | $319K | 0.2% | |
| VANGUARD TARGET 2065 | Mutual Funds | — | $258K | $301K | 0.2% | |
| VANGUARD TARGET 2055 | Mutual Funds | — | $143K | $178K | 0.1% | |
| VANGUARD TARGET 2050 | Mutual Funds | — | $94K | $135K | <0.1% | |
| VANGUARD TARGET 2060 | Mutual Funds | — | $72K | $101K | <0.1% | |
| EXTERNAL FUND | Other securities | — | $47K | $58K | <0.1% | |
| PREFERRED STOCK | Preferred Stocks | — | $5K | $5K | <0.1% | |
| VANGUARD TARGET 2070 | Mutual Funds | — | $169 | $217 | <0.1% |
