Michelle Cavazos signed Infusion Software, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Infusion Software, Inc.'s EIN is 26-1382667.
Download the official 2024 Form 5500 (PDF) for Infusion Software, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Infusion Software, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $11K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| USI ADVISORS, INC | 06-1397347 | — | INVESTMENT/FINANCIAL ADVI | $32K | — |
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 | |||||
|---|---|---|---|---|---|---|
| AMERFUNDS 2050 TARG DATERET R6 | Registered Investment Companies | — | — | $3.6M | 18.6% | |
| AMERFUNDS 2040 TARG DATERET R6 | Registered Investment Companies | — | — | $3.4M | 17.8% | |
| AMERICAN FUNDS 2055 TARGET R6 | Registered Investment Companies | — | — | $2.9M | 15.2% | |
| AMERFUNDS 2045 TARG DATERET R6 | Registered Investment Companies | — | — | $2.7M | 13.8% | |
| FID 500 IND | Registered Investment Companies | — | — | $1.5M | 7.9% | |
| AMERFUNDS 2035 TARG DATERET R6 | Registered Investment Companies | — | — | $1.2M | 6.2% | |
| AMERFUNDS 2060 TARG DATERET R6 | Registered Investment Companies | — | — | $887K | 4.6% | |
| JPMORGAN LARGE CAP GROWTH R6 | Registered Investment Companies | — | — | $645K | 3.4% | |
| AMERFUNDS 2025 TARG DATERET R6 | Registered Investment Companies | — | — | $411K | 2.1% | |
| AMERFUNDS 2030 TARG DATERET R6 | Registered Investment Companies | — | — | $311K | 1.6% | |
| PUTNAM STABLE VALUE 25 PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $311K | 1.6% | |
| AMERFUNDS 2065 TARG DATERET R6 | Registered Investment Companies | — | — | $178K | 0.9% | |
| VANGUARD DEV MKT INDEX ADMIRAL | Registered Investment Companies | — | — | $174K | 0.9% | |
| VANGUARD TOT BND MKT IND- ADM | Registered Investment Companies | — | — | $116K | 0.6% | |
| COLUMBIA DIVIDEND INCOME I3 | Registered Investment Companies | — | — | $114K | 0.6% | |
| NTW GENEVA SC GROWTH R6 | Registered Investment Companies | — | — | $104K | 0.5% | |
| MACQUARIE MID CAP GROWTH R6 | Registered Investment Companies | — | — | $82K | 0.4% | |
| FID SMALL CAP INDEX | Registered Investment Companies | — | — | $75K | 0.4% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $72K | 0.4% | |
| AMERFUNDS 2010 TARG DATERET R6 981 REGISTERED INVESTMENT COMPANY JOHN HANCOCK DISC VALUE MC R6 | Registered Investment Companies | — | — | $60K | 0.3% | |
| DODGE & COX INCOME FUND X | Registered Investment Companies | — | — | $59K | 0.3% | |
| AMERFUNDS 2020 TARG DATERET R6 | Registered Investment Companies | — | — | $51K | 0.3% | |
| MFS INTERNATIONAL GROWTH R6 | Registered Investment Companies | — | — | $47K | 0.2% | |
| MACQUARIE EMERGING MARKETS R | Registered Investment Companies | — | — | $41K | 0.2% | |
| MFS NEW DISCOVERY VALUE R6 | Registered Investment Companies | — | — | $33K | 0.2% | |
| COHEN & STEERS REALTY SHARES Z | Registered Investment Companies | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
