CHAD Harryman signed BS&a Software's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
BS&a Software's EIN is 38-3024767.
Download the official 2024 Form 5500 (PDF) for BS&a Software from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)BS&a Software'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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $56K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS, LLC | 26-0058143 | — | INVESTMENT ADVISORY | $70K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity Investments Fidelity 500 Index Fund N/A | Common Collective Trusts | — | — | $6.4M | 12.3% | |
| PRIN LIFETIME HB 2045 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $5.8M | 11.2% | |
| PRIN LIFETIME HB 2035 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $5.7M | 11.0% | |
| PRIN LIFETIME HB 2040 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $4.9M | 9.4% | |
| PRIN LIFETIME HY 2055 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $4.6M | 8.9% | |
| PRIN LIFETIME HY 2050 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $3.6M | 6.8% | |
| PRIN LIFETIME HY 2060 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $2.7M | 5.2% | |
| PRIN LIFETIME HYB 2030 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $2.4M | 4.6% | |
| MainStay Winslow Large Cap Growth I Fund N/A | Other securities | — | — | $2.2M | 4.2% | |
| Fidelity Investments Fidelity Extended Market IDX Fund N/A | Common Collective Trusts | — | — | $2.1M | 4.0% | |
| GREATGRAY TRUST EURO GROWTH CT GREAT GRAY TRUST COMPANY · EIN 38-7289843 / PN 001 | Common Collective Trust | — | — | $1.8M | 3.5% | |
| BlackRock Advisors Equity Dividend I Fund N/A | Other securities | — | — | $1.5M | 2.8% | |
| GALLIARD STABLE RETURN E SEI TRUST COMPANY · EIN 52-2250951 / PN 001 | Common Collective Trust | — | — | $1.3M | 2.5% | |
| PIMCO Funds PIMCO Income Institutional Fund N/A | Mutual Funds | — | — | $968K | 1.9% | |
| T. Rowe Price Funds Institutional MidCap Equity Growth Fund N/A | Other securities | — | — | $938K | 1.8% | |
| JP Morgan Funds MidCap Value R6 Fund N/A | Other securities | — | — | $782K | 1.5% | |
| Principal Global Investors Trust Company LifeTime Hybrid Income CIT N/A 286 T. Rowe Price Funds QM US SmallCap Growth Equity Fund N/A | Common Collective Trusts | — | — | $610K | 1.2% | |
| Fidelity Investments Total Interest Index Fund N/A | Common Collective Trusts | — | — | $607K | 1.2% | |
| PRIN LIFETIME HY 2065 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $505K | 1.0% | |
| PRIN LIFETIME HYB 2020 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $394K | 0.8% | |
| Notes receivable from participants Interest rates at 4.25% - | Bonds / Notes | — | — | $301K | 0.6% | |
| American Beacon Sm Cap Val Instl R6 Fund N/A | Other securities | — | — | $225K | 0.4% | |
| FIAM CR PL COMM PL CLASS I CIT FIDELITY INST ASSET MGMT TRUST CO · EIN 20-4659714 / PN 052 | Common Collective Trust | — | — | $216K | 0.4% | |
| PRIN LIFETIME HYB 2025 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $211K | 0.4% | |
| Vanguard Group Infl-Protected Sec Adm Fund N/A | Mutual Funds | — | — | $154K | 0.3% | |
| (E) | Other securities | — | — | $22K | <0.1% | |
| Fidelity Investments Fidelity US Bond Index Fund N/A | Common Collective Trusts | — | — | $22K | <0.1% | |
| PRIN LIFETIME HY INC CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $285 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
