Katie Mazuc signed IT SOFT USA Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
IT SOFT USA Inc.'s EIN is 22-3932852.
Download the official 2024 Form 5500 (PDF) for IT SOFT USA Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)IT SOFT USA Inc.'s plan includes ERISA 404(c) participant direction, profit-sharing, a 401(k) feature, automatic enrollment, 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 | $15K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING LLC | 84-4519624 | — | ADVISOR | $18K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 |
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 | Common Collective Trusts | — | $2.7M | $3.8M | 20.2% | |
| FID FREEDOM 2050 K6 | Mutual Funds | — | $2.4M | $2.3M | 12.4% | |
| FID GROWTH CO K | Mutual Funds | — | $1.4M | $2.0M | 10.9% | |
| FID FREEDOM 2055 K6 | Mutual Funds | — | $1.6M | $1.6M | 8.4% | |
| FID CONTRAFUND K | Mutual Funds | — | $721K | $983K | 5.3% | |
| FID FREEDOM 2035 K6 | Mutual Funds | — | $943K | $915K | 4.9% | |
| FID FREEDOM 2060 K6 | Mutual Funds | — | $674K | $658K | 3.5% | |
| FID FREEDOM 2040 K6 | Mutual Funds | — | $605K | $588K | 3.2% | |
| VANG MDCPVAL IDX ADM | Common Collective Trusts | — | $416K | $462K | 2.5% | |
| FID FREEDOM 2030 K6 | Mutual Funds | — | $435K | $421K | 2.3% | |
| AF NEW WORLD R6 | Other securities | — | $337K | $394K | 2.1% | |
| FID BALANCED K | Mutual Funds | — | $329K | $382K | 2.1% | |
| FID FREEDOM 2025 K6 | Mutual Funds | — | $390K | $377K | 2.0% | |
| VANG INTM BD IDX ADM | Common Collective Trusts | — | $389K | $374K | 2.0% | |
| VANG EXPLORER ADM | Other securities | — | $324K | $318K | 1.7% | |
| VANG SM CAP IDX ADM | Common Collective Trusts | — | $188K | $254K | 1.4% | |
| PGIM TOTAL RTN BD R6 | Other securities | — | $281K | $253K | 1.4% | |
| FID EXTD MKT IDX | Common Collective Trusts | — | $178K | $236K | 1.3% | |
| VANG SMCPVL IDX ADM | Common Collective Trusts | — | $191K | $233K | 1.3% | |
| MFS INTL DIVRSN R6 | Mutual Funds | — | $244K | $231K | 1.2% | |
| CRLN E MID CAP GR R6 | Other securities | — | $214K | $214K | 1.2% | |
| FID FREEDOM 2065 K6 | Mutual Funds | — | $215K | $210K | 1.1% | |
| VANG DEV MKT IDX ADM | Common Collective Trusts | — | $159K | $166K | 0.9% | |
| OUTSTANDING LOAN BALANCE | Other securities | — | — | $144K | 0.8% | |
| TRP STABLE VALUE A T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | $140K | $140K | 0.8% | |
| FID FREEDOM 2020 K6 | Mutual Funds | — | $113K | $109K | 0.6% | |
| FIDELITY FUND | Mutual Funds | — | $52K | $60K | 0.3% | |
| DH LARGE CAP Y | Other securities | — | $49K | $47K | 0.3% | |
| FID FREEDOM INC K6 | Mutual Funds | — | $24K | $23K | 0.1% | |
| FID FREEDOM 2015 K6 | Mutual Funds | — | $16K | $16K | <0.1% | |
| FID FREEDOM 2010 K6 | Mutual Funds | — | $15K | $15K | <0.1% | |
| CASH | Cash / Money Market | — | $2K | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| ADVISOR |
| $8K |
| — |
