Terri Jarosinski signed Sonic Foundry, Inc.'s 2022 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Sonic Foundry, Inc.'s EIN is 39-1783372.
Download the official 2022 Form 5500 (PDF) for Sonic Foundry, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2022 Form 5500 (PDF)Sonic Foundry, 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 |
|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER AND S | 13-5674085 | — | RECORDKEEPER | $1K | — |
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 MUTUAL FUNDS | Common Collective Trusts | — | $1.6M | $1.8M | 11.0% | |
| ALGER CAPITAL APPRECA GM MUTUAL FUNDS | Other securities | — | $1.6M | $1.3M | 7.6% | |
| DELAWARE VALUE A GM MUTUAL FUNDS | Other securities | — | $1.2M | $1.1M | 6.5% | |
| FIRST EAGLE GLOBAL FD CL A GM MUTUAL FUNDS | Common Stocks | — | $840K | $844K | 5.1% | |
| PUTNAM STABLE VALUE FUND CLASS 75 PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $804K | 4.9% | |
| PUTNAM STABLE VALUE FUND 75 COMMON / COLLECTIVE TRUSTS | Stable Value | — | $777K | $777K | 4.7% | |
| MFS INTERNAT DIVERSIFCTIN A GM MUTUAL FUNDS | Mutual Funds | — | $841K | $777K | 4.7% | |
| TEMPLETON GLOBAL BOND A GM MUTUAL FUNDS | Mutual Funds | — | $919K | $720K | 4.4% | |
| VICTORY SYCAMORE EST VAL FD GM MUTUAL FUNDS | Other securities | — | $593K | $704K | 4.3% | |
| ALGER CAPITAL APPRECIATION A MUTUAL FUNDS | Other securities | — | $862K | $641K | 3.9% | |
| INVESCO DEVELOPING MKTS A GM MUTUAL FUNDS | Mutual Funds | — | $680K | $617K | 3.7% | |
| LORD ABBETT TOTAL RETURN R4 GM MUTUAL FUNDS | Mutual Funds | — | $717K | $608K | 3.7% | |
| INVESCO GLOBAL OPPOR A MUTUAL FUNDS | Mutual Funds | — | $656K | $591K | 3.6% | |
| JOHN HANCOCK DISCIPLIND R6 GM MUTUAL FUNDS | Other securities | — | $511K | $564K | 3.4% | |
| BLACKROCK GLOBAL ALLOC A MUTUAL FUNDS | Other securities | — | $591K | $506K | 3.1% | |
| GOLDMAN SACHS SML CP VL A GM MUTUAL FUNDS | Other securities | — | $579K | $475K | 2.9% | |
| TCW TOTAL RETURN BOND FD GM MUTUAL FUNDS | Other securities | — | $536K | $442K | 2.7% | |
| JANUS HENDERSON TRITON FD A GM MUTUAL FUNDS | Mutual Funds | — | $519K | $439K | 2.7% | |
| MFS INTERNAT DIVERSIFICATION A MUTUAL FUNDS | Mutual Funds | — | $361K | $324K | 2.0% | |
| EATON VANCE ATLANTA CPTLSMD GM MUTUAL FUNDS | Other securities | — | $334K | $314K | 1.9% | |
| ISHARES RUSSELL 2000 SML-CP K MUTUAL FUNDS | Common Collective Trusts | — | $308K | $264K | 1.6% | |
| JOHN HANCOCK INTL GROWTH FD R2 MUTUAL FUNDS | Other securities | — | $340K | $261K | 1.6% | |
| DELAWARE VALUE FD A MUTUAL FUNDS | Other securities | — | $286K | $253K | 1.5% | |
| ISHARES RUSSELL MID-CAP IDX K MUTUAL FUNDS | Common Collective Trusts | — | $250K | $243K | 1.5% | |
| ACCRUED INCOME ACCRUED INCOME 8 MERRILL LYNCH BANK DEPOSIT CERT OF DEPOSIT / BANK DEPOSIT | Other securities | — | $237K | $237K | 1.4% | |
| JANUS HENDERSON FLEXIBLE A GM MUTUAL FUNDS | Mutual Funds | — | $257K | $225K | 1.4% | |
| FIRST EAGLE GLOBAL FD CL A MUTUAL FUNDS | Common Stocks | — | $211K | $217K | 1.3% | |
| INVESCO DEVELOPING MKTS FD A MUTUAL FUNDS | Mutual Funds | — | $243K | $215K | 1.3% | |
| EATON VANCE ATLANTA CPTL SMD MUTUAL FUNDS | Other securities | — | $204K | $189K | 1.1% | |
| JANUS HENDERSON FLEXIBLE BD A MUTUAL FUNDS | Mutual Funds | — | $220K | $189K | 1.1% | |
| LORD ABBETT TOTAL RETURN FD R4 MUTUAL FUNDS | Mutual Funds | — | $169K | $144K | 0.9% | |
| TEMPLETON GLOBAL BOND FD CL A MUTUAL FUNDS | Mutual Funds | — | $154K | $106K | 0.6% | |
| VICTORY SYCAMORE EST VAL FD A MUTUAL FUNDS | Other securities | — | $87K | $93K | 0.6% | |
| GOLDMAN SACHS SMALL CAP VAL A MUTUAL FUNDS | Other securities | — | $100K | $77K | 0.5% | |
| JANUS HENDERSON TRITON FUND A MUTUAL FUNDS | Mutual Funds | — | $86K | $72K | 0.4% | |
| JOHN HANCOCK DISCIPLIND VAL R6 MUTUAL FUNDS | Other securities | — | $64K | $69K | 0.4% | |
| FRANKLIN INCOME FUND MUTUAL FUNDS | Mutual Funds | — | $56K | $55K | 0.3% | |
| TCW TOTAL RETURN BOND FUND MUTUAL FUNDS | Other securities | — | $56K | $47K | 0.3% | |
| PROGRAM PUTNAM STABLE VALUE FD 75 GM COMMON / COLLECTIVE TRUSTS | Stable Value | — | $27K | $27K | 0.2% | |
| LOAN FUND LOANS | Other securities | — | $8K | $8K | <0.1% | |
| JANUS HENDERSON BALANCED A MUTUAL FUNDS | Mutual Funds | — | $6K | $6K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
