Joseph Peterson signed Flexware Innovation, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Flexware Innovation, Inc.'s EIN is 35-1989757.
Download the official 2024 Form 5500 (PDF) for Flexware Innovation, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Flexware Innovation, 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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $38K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JARRED BUNCH CONSULTING | 81-1661697 | — | INVESTMENT/FINANCIAL ADVI | $43K | — |
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 | |||||
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $3.2M | 16.5% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $2.0M | 10.4% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $1.2M | 6.2% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $1.2M | 6.0% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $1.2M | 5.9% | |
| VANGUARD TOT INTL STK IND ADM | Registered Investment Companies | — | — | $964K | 4.9% | |
| VANG EQUITY INC ADM | Registered Investment Companies | — | — | $896K | 4.6% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $867K | 4.4% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $836K | 4.3% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $813K | 4.1% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $758K | 3.9% | |
| AMF GROWTH FUND OF AMERICA R6 | Registered Investment Companies | — | — | $744K | 3.8% | |
| VANGUARD BAL IDX - ADM | Registered Investment Companies | — | — | $587K | 3.0% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $581K | 3.0% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $549K | 2.8% | |
| VANGUARD GROWTH INDEX FUND ADM | Registered Investment Companies | — | — | $455K | 2.3% | |
| AMERICAN FUNDS NEW WORLD R6 | Registered Investment Companies | — | — | $451K | 2.3% | |
| WESTERN ASSET CORE PLUS BD IS | Registered Investment Companies | — | — | $409K | 2.1% | |
| VANGUARD GNMA ADM | Registered Investment Companies | — | — | $252K | 1.3% | |
| VAN TARG RETIRE 2065 | Registered Investment Companies | — | — | $221K | 1.1% | |
| VANGUARD SM CAP VAL INDEX ADM | Registered Investment Companies | — | — | $211K | 1.1% | |
| VANGUARD SM CP GR IDX -ADMIRAL | Registered Investment Companies | — | — | $197K | 1.0% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $162K | 0.8% | |
| VANGUARD VALUE INDEX FUND ADMR | Registered Investment Companies | — | — | $133K | 0.7% | |
| FID EMERGING MARKETS INDEX | Registered Investment Companies | — | — | $120K | 0.6% | |
| FID INTERNATIONAL INDEX | Registered Investment Companies | — | — | $109K | 0.6% | |
| VANGUARD INTERMEDIATE TERM BON | Registered Investment Companies | — | — | $103K | 0.5% | |
| VANGUARD REAL ESTATE INDEX ADM | Registered Investment Companies | — | — | $67K | 0.3% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $48K | 0.2% | |
| VAN LG TRM TREAS IDX ADM | Registered Investment Companies | — | — | $48K | 0.2% | |
| PIMCO INV GR CRED BD I | Registered Investment Companies | — | — | $35K | 0.2% | |
| VANGUARD TOTAL INTL BD IDX ADM | Registered Investment Companies | — | — | $31K | 0.2% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $20K | 0.1% | |
| VAN INT TRM TREAS IDX ADM | Registered Investment Companies | — | — | $7K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
