Madhav Munnaluri signed Affinaquest Technologies, LLC's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Affinaquest Technologies, LLC's EIN is 38-3780129.
Download the official 2023 Form 5500 (PDF) for Affinaquest Technologies, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Affinaquest Technologies, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA), automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PCS RETIREMENT, LLC | 23-3038464 | — | CONTRACT ADMINISTRATOR | $29K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Valenta Capital Management Valenta Capital Mgmt Moderate Growth All | Other securities | — | — | $955K | 14.5% | |
| Vanguard Growth Index Admiral | Mutual Funds | — | — | $719K | 10.9% | |
| Vanguard Total Stock Mkt Idx Adm | Common Collective Trusts | — | — | $639K | 9.7% | |
| Valenta Capital Management Valenta Capital Mgmt Aggressive Allocati | Other securities | — | — | $581K | 8.9% | |
| Vanguard Target Retirement 2030 Fund | Mutual Funds | — | — | $498K | 7.6% | |
| Vanguard Balanced Index Adm | Mutual Funds | — | — | $485K | 7.4% | |
| Vanguard Target Retirement 2050 Fund | Mutual Funds | — | — | $363K | 5.5% | |
| Vanguard Total World Stock Index Admiral | Mutual Funds | — | — | $270K | 4.1% | |
| Vanguard Target Retirement 2055 Fund | Mutual Funds | — | — | $202K | 3.1% | |
| Vanguard Target Retirement 2035 Fund | Mutual Funds | — | — | $163K | 2.5% | |
| Vanguard Target Retirement 2045 Fund | Mutual Funds | — | — | $163K | 2.5% | |
| Vanguard Inflation-Protected Secs Adm * 276 Vanguard LifeStrategy Growth Inv | Mutual Funds | — | — | $138K | 2.1% | |
| Vanguard Mid Cap Index Admiral | Mutual Funds | — | — | $137K | 2.1% | |
| Valenta Capital Management Valenta Capital Mgmt Conservative Growth | Other securities | — | — | $134K | 2.0% | |
| Valenta Capital Management Valenta Capital Mgmt Moderate Balanced A | Other securities | — | — | $105K | 1.6% | |
| Vanguard Value Index Adm | Mutual Funds | — | — | $101K | 1.5% | |
| Vanguard Interm-Term Investment-Grde Adm | Mutual Funds | — | — | $95K | 1.5% | |
| Vanguard Mid-Cap Growth Index Admiral | Mutual Funds | — | — | $95K | 1.4% | |
| Vanguard Small Cap Index Adm | Mutual Funds | — | — | $92K | 1.4% | |
| Vanguard Target Retirement 2060 Fund | Mutual Funds | — | — | $86K | 1.3% | |
| Standard Insurance Standard Insurance Co Asset II | Common Stocks | — | — | $79K | 1.2% | |
| Vanguard Small Cap Growth Index Admiral | Mutual Funds | — | — | $70K | 1.1% | |
| Vanguard Mid-Cap Value Index Admiral | Mutual Funds | — | — | $68K | 1.0% | |
| Fidelity International Capital Apprec | Mutual Funds | — | — | $66K | 1.0% | |
| Vanguard Target Retirement 2040 Fund | Mutual Funds | — | — | $59K | 0.9% | |
| Vanguard Short-Term Investment-Grade Adm | Mutual Funds | — | — | $50K | 0.8% | |
| Vanguard Wellesley Income Admiral | Mutual Funds | — | — | $46K | 0.7% | |
| Vanguard Small Cap Value Index Admiral | Mutual Funds | — | — | $39K | 0.6% | |
| Charles Schwab Fdmtl Intl Eq Idx | Common Collective Trusts | — | — | $20K | 0.3% | |
| Vanguard Developed Markets Index Admiral | Mutual Funds | — | — | $16K | 0.2% | |
| Vanguard Target Retirement 2020 Fund | Mutual Funds | — | — | $11K | 0.2% | |
| Valenta Capital Management Valenta Capital Mgmt Conservative Balanc | Other securities | — | — | $8K | 0.1% | |
| Vanguard Target Retirement Income Fund | Mutual Funds | — | — | $6K | <0.1% | |
| Notes receivable from participants Participant loans secured by the balances in the particpants | Participant loans | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
