DAWN Bunting signed Software Engineering Professionals, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Software Engineering Professionals, Inc.'s EIN is 35-1740069.
Download the official 2024 Form 5500 (PDF) for Software Engineering Professionals, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Software Engineering Professionals, 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 |
|---|---|---|---|---|---|
| USI CONSULTING GROUP, INC. | 06-1053228 | — | RECORDKEEPER | $13K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB TRUST BANK | 42-1558009 | — | NONE | $8K | — |
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 | |||||
|---|---|---|---|---|---|---|
| MANAGED RETIREMENT FD GROWTH CHARLES SCHWAB TRUST BANK · EIN 75-3182674 / PN 141 | Common Collective Trust | — | — | $9.7M | 27.2% | |
| Fidelity Total Market Index Fund Mutual Fund (1) | Common Collective Trusts | — | — | $6.2M | 17.3% | |
| MANAGED RETIREMENT FD BALANCED CHARLES SCHWAB TRUST BANK · EIN 75-3182674 / PN 140 | Common Collective Trust | — | — | $4.9M | 13.7% | |
| MANAGED RETIREMENT FD AGGRESSIVE CHARLES SCHWAB TRUST BANK · EIN 75-3182674 / PN 142 | Common Collective Trust | — | — | $4.1M | 11.7% | |
| Fidelity Large Cap Growth Index Fund Mutual Fund (1) | Common Collective Trusts | — | — | $3.4M | 9.5% | |
| Driehaus Small Cap Growth Fund Mutual Fund (1) | Other securities | — | — | $1.2M | 3.3% | |
| Dodge & Cox Income Bond Fund Mutual Fund (1) | Mutual Funds | — | — | $1.2M | 3.3% | |
| Vanguard Small Cap Value Index Fund Mutual Fund (1) | Common Collective Trusts | — | — | $889K | 2.5% | |
| MORLEY STABLE VALUE FUND CHARLES SCHWAB TRUST BANK · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $837K | 2.4% | |
| Schwab Fundamental US Large Co Index Fund Mutual Fund (1) | Common Collective Trusts | — | — | $678K | 1.9% | |
| Cash and Cash Equivalents Cash and Cash Equivalents (1) 180 Clearbridge International Growth Fund Mutual Fund (1) | Cash / Money Market | — | — | $642K | 1.8% | |
| MANAGED RETIREMENT FD MODERATE CHARLES SCHWAB TRUST BANK · EIN 75-3182674 / PN 143 | Common Collective Trust | — | — | $469K | 1.3% | |
| MANAGED RETIREMENT REAL ASSET FUND CHARLES SCHWAB TRUST BANK · EIN 75-3182674 / PN 229 | Common Collective Trust | — | — | $336K | 0.9% | |
| DFA Emerging Markets Core Equity Fund Mutual Fund (1) | Mutual Funds | — | — | $288K | 0.8% | |
| MANAGED RETIREMENT FD CONSERVATIVE CHARLES SCHWAB TRUST BANK · EIN 75-3182674 / PN 139 | Common Collective Trust | — | — | $206K | 0.6% | |
| Invesco International Small-Mid Company Fund Mutual Fund (1) | Mutual Funds | — | — | $193K | 0.5% | |
| Janus Henderson Developed World Bond Fund Mutual Fund (1) | Mutual Funds | — | — | $145K | 0.4% | |
| Participant Loans (interest rate range 3.25%-9.50%) -0- | Bonds / Notes | — | — | $111K | 0.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
