Matt Bursic signed Paperless Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Paperless Inc.'s EIN is 26-3488606.
Download the official 2024 Form 5500 (PDF) for Paperless Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Paperless 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $24K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| B.RILEY WEALTH ADVISORS INC | 91-1648671 | — | ADVISOR | $22K | — |
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 | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $14.5M | 99.8% | |
| AMERICAN INNOVTN CIT ALTA TRUST COMPANY · EIN 88-1455698 / PN 001 | Common Collective Trust | — | — | $731K | 5.0% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $161K | 1.1% | |
| CORE PLUS BOND R1 GREAT GRAY TRUST COMPANY · EIN 38-4116854 / PN 515 | Common Collective Trust | — | — | $138K | 0.9% | |
| PUTN LARGE CP VAL R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $89K | 0.6% | |
| MID CAP GROWTH R1 GREAT GRAY TRUST COMPANY · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $79K | 0.5% | |
| FE SMALL CAP OPP 3 BENEFIT TRUST COMPANY · EIN 87-6383971 / PN 335 | Common Collective Trust | — | — | $0 | <0.1% | |
| FRANKLIN INTL GR R GREAT GRAY TRUST COMPANY · EIN 26-3783561 / PN 911 | Common Collective Trust | — | — | $0 | <0.1% | |
| MID CAP VALUE R1 GREAT GRAY TRUST COMPANY · EIN 38-4139822 / PN 616 | Common Collective Trust | — | — | $0 | <0.1% |
