Allison Dunsmore signed Seismic Software, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Seismic Software, Inc.'s EIN is 27-3002342.
Download the official 2024 Form 5500 (PDF) for Seismic Software, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Seismic Software, 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 | $120K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MMA SECURITIES | 22-3570392 | — | ADVISOR | $82K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund 87,247 | Common Collective Trusts | — | — | $17.8M | 18.8% | |
| Fidelity Freedom Index 2055 Fund 617,316 | Mutual Funds | — | — | $13.2M | 13.9% | |
| Fidelity Freedom Index 2050 Fund 445,317 | Mutual Funds | — | — | $11.6M | 12.2% | |
| Fidelity Freedom Index 2045 Fund 353,508 | Mutual Funds | — | — | $9.2M | 9.7% | |
| Fidelity Freedom Index 2060 Fund 365,297 | Mutual Funds | — | — | $6.6M | 7.0% | |
| Fidelity Freedom Index 2035 Fund 224,045 | Mutual Funds | — | — | $5.2M | 5.5% | |
| Fidelity Freedom Index 2040 Fund 181,741 | Mutual Funds | — | — | $4.5M | 4.7% | |
| Fidelity Mid Cap Index Fund 75,901 | Common Collective Trusts | — | — | $2.6M | 2.7% | |
| Fidelity Total International Index Fund 174,376 | Common Collective Trusts | — | — | $2.3M | 2.5% | |
| MFS Growth Fund R6 10,184 | Mutual Funds | — | — | $2.1M | 2.2% | |
| Fidelity Freedom Index 2030 Fund 98,815 | Mutual Funds | — | — | $2.0M | 2.1% | |
| MFS International Diversification Fund R6 85,900 | Mutual Funds | — | — | $2.0M | 2.1% | |
| Fidelity U.S. Bond Index Fund 157,475 | Common Collective Trusts | — | — | $1.6M | 1.7% | |
| Fidelity Small Cap Index Fund 57,530 | Common Collective Trusts | — | — | $1.6M | 1.7% | |
| American Funds New World Fund R6 19,930 | Mutual Funds | — | — | $1.5M | 1.6% | |
| Federated Hermes Kaufmann Small Cap Fund R6 29,575 | Other securities | — | — | $1.4M | 1.5% | |
| Fidelity Freedom Index 2065 Fund 89,528 | Mutual Funds | — | — | $1.3M | 1.4% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $1.2M | 1.3% | |
| PIMCO Income Fund Institutional 101,544 | Mutual Funds | — | — | $1.1M | 1.1% | |
| Vanguard Small Cap Value Index Fund Admiral 12,519 | Common Collective Trusts | — | — | $1.1M | 1.1% | |
| Cohen & Steers Institutional Realty Shares Fund 21,977 | Other securities | — | — | $1.1M | 1.1% | |
| Columbia Dividend Income Fund Institutional 3 28,353 | Other securities | — | — | $956K | 1.0% | |
| Fidelity Freedom Index 2025 Fund 36,424 | Mutual Funds | — | — | $677K | 0.7% | |
| NOTES RECEIVABLE FROM PARTICIPANTS, bearing interest at 4.25 - 9.50%, with maturities through July 2033 0 | Bonds / Notes | — | — | $604K | 0.6% | |
| Blackrock Mid Cap Growth Equity Portfolio Fund K 9,529 | Other securities | — | — | $415K | 0.4% | |
| Vanguard FTSE Social Index Fund Admiral 7,232 | Common Collective Trusts | — | — | $408K | 0.4% | |
| BlackRock Technology Opportunities Fund K 5,272 | Other securities | — | — | $386K | 0.4% | |
| REGISTERED INVESTMENT COMPANIES Allspring Special Mid Cap Value Fund R6 4,658 | Other securities | — | — | $223K | 0.2% | |
| Fidelity Freedom Index 2020 Fund 10,553 | Mutual Funds | — | — | $166K | 0.2% | |
| MONEY MARKET FUND SHARES * Fidelity Government Money Market Fund 32,275 | Mutual Funds | — | — | $32K | <0.1% | |
| Fidelity Freedom Index 2015 Fund 2,104 | Mutual Funds | — | — | $30K | <0.1% | |
| Fidelity Freedom Index Inc Fund 1,053 | Mutual Funds | — | — | $12K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| ADVISOR |
| $18K |
| — |
