Colleen Kroeten signed Eagle Creek Software Services, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Eagle Creek Software Services, Inc.'s EIN is 41-1940017.
Download the official 2024 Form 5500 (PDF) for Eagle Creek Software Services, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Eagle Creek Software Services, 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 |
|---|---|---|---|---|---|
| OLSON THIELEN & CO., LTD. | 41-1360831 | — | AUDITOR | $12K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASSOCIATED TRUST COMPANY, N.A. | 30-0219031 | — | NONE | $110K | — |
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 | |||||
|---|---|---|---|---|---|---|
| ASSOCIATED CONSERV BALANCED LS FUND ASSOCIATED TRUST COMPANY, N.A. · EIN 39-6771932 / PN 001 | Common Collective Trust | — | — | $4.5M | 22.6% | |
| Vanguard Index TR 500 Admiral | Mutual Funds | — | — | $2.8M | 14.1% | |
| ASSOCIATED CONSERVATIVE GRWTH LS FD ASSOCIATED TRUST COMPANY, N.A. · EIN 39-6771935 / PN 001 | Common Collective Trust | — | — | $2.0M | 9.9% | |
| ASSOC MONEY MARKET COLLECTIVE FUND ASSOCIATED TRUST COMPANY, N.A. · EIN 52-7241044 / PN 001 | Common Collective Trust | — | — | $1.7M | 8.5% | |
| Vanguard US Growth Admiral | Mutual Funds | — | — | $1.4M | 7.3% | |
| Vanguard Mid Cap Index | Mutual Funds | — | — | $1.0M | 5.2% | |
| T. Rowe Price Blue Chip Growth | Other securities | — | — | $998K | 5.0% | |
| Growth Fund of America R6 | Other securities | — | — | $862K | 4.3% | |
| ASSOCIATED GWTH BALANCED LS FUND ASSOCIATED TRUST COMPANY, N.A. · EIN 39-6771934 / PN 001 | Common Collective Trust | — | — | $552K | 2.8% | |
| ASSOCIATED GROWTH LIFESTAGE FUND ASSOCIATED TRUST COMPANY, N.A. · EIN 39-6771936 / PN 001 | Common Collective Trust | — | — | $489K | 2.5% | |
| Washington Mutual Investors R6 | Other securities | — | — | $459K | 2.3% | |
| Vanguard Total Bond Market Index | Mutual Funds | — | — | $381K | 1.9% | |
| Wasatch Small Cap Growth | Other securities | — | — | $362K | 1.8% | |
| Goldman Sachs Small Cap Value Institutional | Other securities | — | — | $345K | 1.7% | |
| Europacific Growth R6 | Other securities | — | — | $277K | 1.4% | |
| ASSOCIATED BALANCED LIFESTAGE FUND ASSOCIATED TRUST COMPANY, N.A. · EIN 39-6771933 / PN 001 | Common Collective Trust | — | — | $258K | 1.3% | |
| ASSOCIATED CORE BOND FUND ASSOCIATED TRUST COMPANY, N.A. · EIN 90-0186734 / PN 001 | Common Collective Trust | — | — | $207K | 1.0% | |
| Dodge and Cox International Stock | Mutual Funds | — | — | $189K | 1.0% | |
| Notes Receivable from Participants | Other securities | — | — | $176K | 0.9% | |
| Sound Shore Fund Institutional | Other securities | — | — | $170K | 0.9% | |
| Wasatch Core Growth | Other securities | — | — | $148K | 0.7% | |
| Royce Pennsylvania Mutual Investment | Other securities | — | — | $133K | 0.7% | |
| Nicholas II | Other securities | — | — | $87K | 0.4% | |
| Baird Mid Cap Institutional | Other securities | — | — | $85K | 0.4% | |
| Virtus Ceredix Mid Cap Value Equity | Other securities | — | — | $77K | 0.4% | |
| Harbor Small Cap Growth | Other securities | — | — | $65K | 0.3% | |
| T. Rowe Price Short Term Bond | Other securities | — | — | $43K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
