Diane Pezzuto signed Cincom Systems, Inc.'s 2022 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Cincom Systems, Inc.'s EIN is 31-0743387.
Download the official 2022 Form 5500 (PDF) for Cincom Systems, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2022 Form 5500 (PDF)Cincom Systems, 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 | -$51K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL LLC | 04-3046611 | — | INVESTMENT ADVISOR | $49K | — |
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 | — | — | $43.9M | 90.2% | |
| [Assets held in common collective trust] | Other | — | — | $3.1M | 6.4% | |
| FA STABLE VALUE I FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 026 | Common Collective Trust | — | — | $3.1M | 6.4% | |
| [Assets held in interest-bearing cash] | Other | — | — | $1.5M | 3.1% | |
| [Assets held in participant loans] | Other | — | — | $149K | 0.3% |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BARNES DENNIG | 31-1119890 | — | ACCOUNTANT/AUDITOR | $11K | — |
