Fidelis Cybersecurity, Inc.'s EIN is 32-0013542.
Download the official 2024 Form 5500 (PDF) for Fidelis Cybersecurity, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Fidelis Cybersecurity, 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 |
|---|---|---|---|---|---|
| TRANSAMERICA LIFE INSURANCE COMPANY | 39-0989781 | — | RECORDKEEPER | $13K | — |
| FUTUREPLAN BY ASCENSUS | 82-3719843 | — | RECORDKEEPER | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING | 84-4519624 |
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 pooled separate account] | Other | — | — | $6.3M | 98.1% | |
| TRANSAMERICA LIFEGOAL 2040 WITH BLK TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 112 | Pooled Separate Account | — | — | $1.2M | 19.2% | |
| PGIM JENNISON SMALL COMPANY RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 051 | Pooled Separate Account | — | — | $1.1M | 17.4% | |
| TRANSAMERICA LIFEGOAL 2035 WITH BLA TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 050 | Pooled Separate Account | — | — | $683K | 10.6% | |
| VANGUARD TOTAL STOCK MARKET INDEX R TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 114 | Pooled Separate Account | — | — | $582K | 9.0% | |
| TRANSAMERICA LIFEGOAL 2050 WITH BLK TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 113 | Pooled Separate Account | — | — | $481K | 7.5% | |
| STATE STREET S&P MID TCAP INDEX RET TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 505 | Pooled Separate Account | — | — | $434K | 6.7% | |
| STATE STREET S&P MID CAP INDEX RET TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 036 | Pooled Separate Account | — | — | $297K | 4.6% | |
| AMER CENT DISCIPLINED GROWTH RET OP TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 570 | Pooled Separate Account | — | — | $261K | 4.1% | |
| TRANSAMERICA LIFEGOAL 2025 WITH BLA TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 049 | Pooled Separate Account | — | — | $242K | 3.8% | |
| TRANSAMERICA LIFEGOAL 2030 WITH BLA TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 111 | Pooled Separate Account | — | — | $238K | 3.7% | |
| TRANSAMERICA SMALL CAP VALUE RET OP TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 524 | Pooled Separate Account | — | — | $155K | 2.4% | |
| TRANSAMERICA LIFEGOAL 2060 WITH BLK TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 612 | Pooled Separate Account | — | — | $107K | 1.7% | |
| INVESCO AMERICAN VALUE RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 580 | Pooled Separate Account | — | — | $97K | 1.5% | |
| STATE STREET RUSSELL SMALL CAP INDE TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 033 | Pooled Separate Account | — | — | $59K | 0.9% | |
| TRANSAMERICA LARGE CAP VALUE RET OP TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 523 | Pooled Separate Account | — | — | $54K | 0.8% | |
| TA VANGUARD REIT INDEX RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 099 | Pooled Separate Account | — | — | $51K | 0.8% | |
| STATE STREET U.S. BOND INDEX RET OP TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 037 | Pooled Separate Account | — | — | $40K | 0.6% | |
| TRANSAMERICA PARTNERS HIGH YIELD BO TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 434 | Pooled Separate Account | — | — | $36K | 0.6% | |
| AMER FUNDS EUROPACIFIC GROWTH RET O TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 068 | Pooled Separate Account | — | — | $32K | 0.5% | |
| TRANSAMERICA LIFEGOAL RET WITH BLAC TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 047 | Pooled Separate Account | — | — | $31K | 0.5% | |
| PGIM JENNISON SMALL COMPANY RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 476 | Pooled Separate Account | — | — | $26K | 0.4% | |
| STATE STREET INTL INDEX RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 035 | Pooled Separate Account | — | — | $23K | 0.4% | |
| TRANSAMERICA MID-CAP GROWTH RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 088 | Pooled Separate Account | — | — | $21K | 0.3% | |
| PRUDENTIAL TOTAL RETURN BOND RET OP TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 602 | Pooled Separate Account | — | — | $3K | <0.1% | |
| PIMCO ALL ASSET RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 599 | Pooled Separate Account | — | — | $581 | <0.1% |
| — |
| INVESTMENT ADVISORY - PL |
| $16K |
| — |
