Tammy Harper signed Computer Aid, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Computer Aid, Inc.'s EIN is 23-2180878.
Download the official 2024 Form 5500 (PDF) for Computer Aid, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Computer Aid, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $243K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS LLC | 26-0058143 | — | NONE | $105K | — |
| BAKER TILLY US, LLP | 39-0859910 | — |
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 | |||||
|---|---|---|---|---|---|---|
| VFTC TARGET RET 2030 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083978 / PN 001 | Common Collective Trust | — | — | $23.1M | 14.8% | |
| VFTC TARGET RET 2035 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083976 / PN 001 | Common Collective Trust | — | — | $20.2M | 12.9% | |
| VFTC TARGET RET 2040 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083974 / PN 001 | Common Collective Trust | — | — | $18.3M | 11.7% | |
| VFTC TARGET RET 2025 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083980 / PN 001 | Common Collective Trust | — | — | $13.2M | 8.4% | |
| VFTC TARGET RET 2045 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083972 / PN 001 | Common Collective Trust | — | — | $10.2M | 6.5% | |
| VFTC TARGET RET 2050 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083970 / PN 001 | Common Collective Trust | — | — | $9.7M | 6.2% | |
| Vanguard Institutional Index Fund Institutional Shares N/R | Common Collective Trusts | — | — | $9.2M | 5.9% | |
| VFTC TARGET RET 2055 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715091 / PN 001 | Common Collective Trust | — | — | $6.5M | 4.1% | |
| VFTC TARGET RET 2020 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083982 / PN 001 | Common Collective Trust | — | — | $5.0M | 3.2% | |
| VFTC TARGET RET 2060 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799419 / PN 001 | Common Collective Trust | — | — | $4.7M | 3.0% | |
| JPMorgan Large Cap Growth Fund; Class R6 N/R | Other securities | — | — | $3.0M | 1.9% | |
| VFTC TARGET RET INCOME TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083967 / PN 001 | Common Collective Trust | — | — | $3.0M | 1.9% | |
| T. Rowe Capital Appreciation Fund; I Class N/R | Other securities | — | — | $2.7M | 1.7% | |
| Putnam Large Cap Value Fund; Class R6 N/R | Mutual Funds | — | — | $2.3M | 1.4% | |
| Fidelity Advisor Growth Opportunities Fund; Class I N/R | Mutual Funds | — | — | $2.1M | 1.3% | |
| Vanguard Small-Cap Index Fund Admiral Shares N/R | Common Collective Trusts | — | — | $2.0M | 1.3% | |
| VFTC RET SAVINGS TRUST III VANGUARD FIDUCIARY TRUST COMPANY · EIN 38-7041744 / PN 024 | Common Collective Trust | — | — | $2.0M | 1.3% | |
| American Funds Washington Mutual Investors Fund; Class R6 N/R | Mutual Funds | — | — | $1.9M | 1.2% | |
| Vanguard Total International Stock Index Fund Admiral N/R | Common Collective Trusts | — | — | $1.7M | 1.1% | |
| Vanguard Mid-Cap Index Fund Admiral Shares N/R | Common Collective Trusts | — | — | $1.7M | 1.1% | |
| VFTC TARGET RET 2065 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6194314 / PN 001 | Common Collective Trust | — | — | $1.6M | 1.0% | |
| Participant Loans Interest rates: 3.25% - 8.50% $0 | Bonds / Notes | — | — | $1.4M | 0.9% | |
| PIMCO StocksPLUS International Fund (U.S. Dollar- N/R | Mutual Funds | — | — | $1.0M | 0.6% | |
| Columbia Seligman Technology and Information Fund; N/R | Other securities | — | — | $988K | 0.6% | |
| Brokerage Accounts N/R | Self-Directed Brokerage | — | — | $951K | 0.6% | |
| Victory Sycamore Est Value Fund, Cl R6 N/R | Other securities | — | — | $913K | 0.6% | |
| Fidelity Capital and Income Fund; Retail Class N/R | Mutual Funds | — | — | $853K | 0.5% | |
| Vanguard Total Bond Market Index Fund Admiral Shares N/R | Common Collective Trusts | — | — | $758K | 0.5% | |
| Institutional 3 DFA Emerging Markets Core Equity Port: Inst'l Cl N/R | Mutual Funds | — | — | $712K | 0.5% | |
| Baron Growth Fund; Institutional Shares N/R | Other securities | — | — | $621K | 0.4% | |
| Vanguard Cash Reserves Federal MM Fund Admiral N/R | Mutual Funds | — | — | $616K | 0.4% | |
| Shr Dodge & Cox Income Fund; Class X N/R | Mutual Funds | — | — | $592K | 0.4% | |
| AB Bond Inflation Strategy; Class I N/R | Other securities | — | — | $544K | 0.3% | |
| Allspring Core Plus Bond Fund; Class R6 N/R | Other securities | — | — | $366K | 0.2% | |
| MFS International Equity Fund R6 N/R | Mutual Funds | — | — | $276K | 0.2% | |
| Hedged); Institutional Class Royce Small-Cap Opportunity Fund Institutional N/R | Other securities | — | — | $261K | 0.2% | |
| Shares * Vanguard Explorer Fund Admiral Shares N/R | Mutual Funds | — | — | $219K | 0.1% | |
| VFTC TARGET RET 2070 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-7039453 / PN 001 | Common Collective Trust | — | — | $65K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| NONE |
| $18K |
| — |
