Samantha Szakacs signed Vista Equity Partners Management, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Vista Equity Partners Management, LLC's EIN is 26-0434499.
Download the official 2024 Form 5500 (PDF) for Vista Equity Partners Management, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Vista Equity Partners Management, LLC'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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $20K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $35K | — |
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 Registered Investment Company | Common Collective Trusts | — | — | $26.1M | 18.6% | |
| FID CONTRAFUND K Registered Investment Company | Mutual Funds | — | — | $22.7M | 16.1% | |
| FID FRDM INX 2055 B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 112 | Common Collective Trust | — | — | $13.0M | 9.2% | |
| FID FRDM INX 2050 B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 084 | Common Collective Trust | — | — | $10.9M | 7.8% | |
| FID FRDM INX 2040 B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 082 | Common Collective Trust | — | — | $7.3M | 5.2% | |
| FID FRDM INX 2060 B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 146 | Common Collective Trust | — | — | $5.9M | 4.2% | |
| FID FRDM INX 2045 B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 083 | Common Collective Trust | — | — | $5.2M | 3.7% | |
| FID FRDM INX 2035 B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 081 | Common Collective Trust | — | — | $5.1M | 3.6% | |
| MFS TECHNOLOGY R6 Registered Investment Company | Mutual Funds | — | — | $4.6M | 3.3% | |
| FID SM CAP IDX Registered Investment Company | Common Collective Trusts | — | — | $4.4M | 3.1% | |
| AF EUROPAC GROWTH R6 Registered Investment Company | Common Stocks | — | — | $3.8M | 2.7% | |
| FID INTL INDEX Registered Investment Company | Mutual Funds | — | — | $3.6M | 2.6% | |
| FID FRDM INX 2065 B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 169 | Common Collective Trust | — | — | $3.0M | 2.1% | |
| MM MID CAP GR I Registered Investment Company | Common Stocks | — | — | $3.0M | 2.1% | |
| JH DSCPL VAL MDCP R6 Registered Investment Company | Common Stocks | — | — | $2.6M | 1.9% | |
| FID EXTD MKT IDX Registered Investment Company | Common Collective Trusts | — | — | $2.4M | 1.7% | |
| PIF EQUITY INC INST Registered Investment Company | Common Stocks | — | — | $2.3M | 1.6% | |
| PGIM TOTAL RTN BD R6 Collective Trust | Common Collective Trusts | — | — | $1.9M | 1.4% | |
| PGIM TOT RET BOND LP GREAT GRAY TRUST COMPANY · EIN 38-4097323 / PN 471 | Common Collective Trust | — | — | $1.9M | 1.4% | |
| FID FRDM INX 2030 B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 080 | Common Collective Trust | — | — | $1.9M | 1.3% | |
| VAN REAL EST IDX ADM Registered Investment Company | Common Collective Trusts | — | — | $1.6M | 1.1% | |
| FID MID CAP IDX Registered Investment Company | Common Collective Trusts | — | — | $1.4M | 1.0% | |
| FID GOVT MMRK PRM Registered Investment Company | Mutual Funds | — | — | $1.4M | 1.0% | |
| ABF SM CAP VAL INST Registered Investment Company | Common Stocks | — | — | $1.4M | 1.0% | |
| FID FRDM INX 2015 B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 077 | Common Collective Trust | — | — | $1.1M | 0.8% | |
| FID US BOND IDX Registered Investment Company | Common Collective Trusts | — | — | $1.0M | 0.7% | |
| FID FRDM INX 2025 B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 079 | Common Collective Trust | — | — | $963K | 0.7% | |
| PIMCO INCOME INST Registered Investment Company | Mutual Funds | — | — | $582K | 0.4% | |
| J H TRITON T Registered Investment Company | Common Stocks | — | — | $454K | 0.3% | |
| maturing through August 2032 | Other securities | — | — | $327K | 0.2% | |
| MIP CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $289K | 0.2% | |
| FID SHORT TERM BOND Registered Investment Company | Mutual Funds | — | — | $240K | 0.2% | |
| FID ST BOND IDX Registered Investment Company | U.S. Treasuries | — | — | $201K | 0.1% | |
| PIM ALL ASSET INST Registered Investment Company | Common Stocks | — | — | $96K | <0.1% | |
| FID FRDM INX 2020 B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 078 | Common Collective Trust | — | — | $21 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
