Magdalena McNeil signed Applications Software Technology LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Applications Software Technology LLC's EIN is 36-4038140.
Download the official 2024 Form 5500 (PDF) for Applications Software Technology LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Applications Software Technology LLC's plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), profit-sharing.
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 | $48K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING LLC | 84-4519624 | — | ADVISOR | $62K | — |
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 | |||||
|---|---|---|---|---|---|---|
| VANG TARGET RET 2035 | Other securities | — | $5.9M | $6.2M | 14.7% | |
| VANG TARGET RET 2040 | Other securities | — | $4.9M | $5.7M | 13.4% | |
| FID 500 INDEX | Common Collective Trusts | — | $4.3M | $5.5M | 13.0% | |
| MFS GROWTH EQUITY L GREAT GRAY TRUST COMPANY, LLC · EIN 38-4126293 / PN 596 | Common Collective Trust | — | $3.7M | $4.4M | 10.3% | |
| VANG TARGET RET 2045 | Other securities | — | $3.8M | $4.2M | 9.9% | |
| VANG TARGET RET 2030 | Other securities | — | $3.5M | $3.7M | 8.9% | |
| VANG TARGET RET 2050 | Other securities | — | $2.8M | $3.2M | 7.5% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | $1.7M | $1.7M | 4.1% | |
| VANG TARGET RET 2055 | Other securities | — | $1.3M | $1.4M | 3.4% | |
| JPM EQUITY INCOME R6 | Other securities | — | $836K | $884K | 2.1% | |
| VANG TARGET RET 2025 | Other securities | — | $803K | $791K | 1.9% | |
| VANG TARGET RET 2060 | Other securities | — | $616K | $705K | 1.7% | |
| FID EXTD MKT IDX | Common Collective Trusts | — | $480K | $567K | 1.3% | |
| JPM SM CAP GROWTH R6 | Other securities | — | $511K | $526K | 1.2% | |
| VANG TARGET RET 2020 | Other securities | — | $500K | $474K | 1.1% | |
| OUTSTANDING LOAN BALANCE | Other securities | — | — | $451K | 1.1% | |
| GG FKLN SM CAP VAL GREAT GRAY TRUST COMPANY · EIN 38-4126289 / PN 594 | Common Collective Trust | — | $383K | $412K | 1.0% | |
| VANG TARGET RET 2065 | Other securities | — | $353K | $393K | 0.9% | |
| FID TOTAL INTL IDX | Common Collective Trusts | — | $239K | $251K | 0.6% | |
| AF EUROPAC GROWTH R6 | Other securities | — | $223K | $214K | 0.5% | |
| FID US BOND IDX | Common Collective Trusts | — | $144K | $135K | 0.3% | |
| VANG TARGET RET INC | Common Stocks | — | $92K | $92K | 0.2% | |
| VANG TARGET RET 2070 | Other securities | — | $85K | $90K | 0.2% | |
| PGIM TOTAL RTN BD R6 | Other securities | — | $58K | $50K | 0.1% | |
| FID GOVT MMKT | Mutual Funds | — | $9K | $9K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BAKER TILLY | 39-0859910 | — | ACCOUNTANT/AUDITOR | $8K | — |
