Scott Poliziani signed Software Specialists, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Software Specialists, Inc.'s EIN is 25-1643937.
Download the official 2024 Form 5500 (PDF) for Software Specialists, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Software Specialists, 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 |
|---|---|---|---|---|---|
| DEFINITI | 85-0833363 | — | RECORDKEEPER | $17K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NORTHWEST SAVINGS BANK | 26-3901659 | — | TRUSTEE, UNRELATED | $27K | — |
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 | |||||
|---|---|---|---|---|---|---|
| RETIREMENT DATE TRUST AMERICAN CENTURY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $2.9M | 32.4% | |
| Vanguard 500 Index Admiral Mutual Fund | Common Collective Trusts | — | — | $1.7M | 19.0% | |
| American Century One Choice 2045 Trust Collective Fund | Common Collective Trusts | — | — | $1.3M | 14.2% | |
| T. Rowe Price Blue Chip Growth Mutual Fund | Other securities | — | — | $1.1M | 12.6% | |
| American Century One Choice 2035 Trust Collective Fund | Common Collective Trusts | — | — | $554K | 6.3% | |
| Diamond Hill Large Cap Y Mutual Fund | Other securities | — | — | $463K | 5.2% | |
| Vanguard Total Stock Mkt Idx Adm Mutual Fund | Common Collective Trusts | — | — | $391K | 4.4% | |
| Federated Hermes Total Return Bond IS Mutual Fund | Other securities | — | — | $335K | 3.8% | |
| American Century One Choice 2025 Trust Collective Fund | Common Collective Trusts | — | — | $295K | 3.3% | |
| T. Rowe Price Blue Chip Mutual Fund | Other securities | — | — | $271K | 3.1% | |
| Federated Hermes Prime Cash Oblig WS Money Market | Cash / Money Market | — | — | $246K | 2.8% | |
| MFS Mid Cap Growth R6 Mutual Fund | Mutual Funds | — | — | $238K | 2.7% | |
| Harding Loevner International Eq Instl Mutual Fund | Other securities | — | — | $230K | 2.6% | |
| JPMorgan Emerging Markets Equity Fund CI L Mutual Fund | Other securities | — | — | $197K | 2.2% | |
| DFA International Core Equity Mutual Fund | Mutual Funds | — | — | $195K | 2.2% | |
| American Century One Choice 2040 Trust Collective Fund | Common Collective Trusts | — | — | $179K | 2.0% | |
| with maturities through 2037 -0- | Other securities | — | — | $150K | 1.7% | |
| Undiscovered Managers Behavioral Val L Mutual Fund | Other securities | — | — | $147K | 1.7% | |
| American Century One Choice 2030 Trust Collective Fund | Common Collective Trusts | — | — | $142K | 1.6% | |
| American Century One Choice 2055 Trust Collective Fund | Common Collective Trusts | — | — | $141K | 1.6% | |
| American Century One Choice 2050 Trust Collective Fund | Common Collective Trusts | — | — | $137K | 1.6% | |
| Victory Sycamore Established Value R6 Mutual Fund | Other securities | — | — | $96K | 1.1% | |
| Vanguard Short-Term Investment-Grade Adm Mutual Fund | Mutual Funds | — | — | $89K | 1.0% | |
| American Century One Choice 2065 Trust Collective Fund | Common Collective Trusts | — | — | $69K | 0.8% | |
| American Century One Choice In Retirement Trust Collective Fund | Common Collective Trusts | — | — | $44K | 0.5% | |
| American Century One Choice 2060 Trust Collective Fund | Common Collective Trusts | — | — | $43K | 0.5% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
