David Seevers signed Mitek Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Mitek Inc.'s EIN is 43-1531931.
Download the official 2024 Form 5500 (PDF) for Mitek Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Mitek Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, 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 | $98K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Retirement Advocate Mod Agg Common Collective Trust N/A | Common Collective Trusts | — | — | $33.3M | 9.5% | |
| RET ADVOC MOD AGGR TD AMERITRADE TRUST CO. · EIN 20-0937408 / PN 221 | Common Collective Trust | — | — | $33.3M | 9.5% | |
| SCHWAB IDX RET 2030 SCHWAB ASSET MANAGEMENT · EIN 81-0625169 / PN 015 | Common Collective Trust | — | — | $25.9M | 7.4% | |
| SCHWAB IDX RET 2040 SCHWAB ASSET MANAGEMENT · EIN 81-0625169 / PN 017 | Common Collective Trust | — | — | $23.0M | 6.6% | |
| SCHWAB IDX RET 2050 SCHWAB ASSET MANAGEMENT · EIN 81-0625169 / PN 019 | Common Collective Trust | — | — | $20.2M | 5.8% | |
| Galliard Stable Return PN Common Collective Trust N/A | Common Collective Trusts | — | — | $19.2M | 5.5% | |
| GALLIARD STBLE RTN C WELLS FARGO BANK, N.A. · EIN 52-2250946 / PN 001 | Common Collective Trust | — | — | $19.2M | 5.5% | |
| American Funds Growth Fund of Amer R6 Mutual Fund N/A | Mutual Funds | — | — | $18.9M | 5.4% | |
| Retirement Advocate Moderate Common Collective Trust N/A | Common Collective Trusts | — | — | $18.4M | 5.3% | |
| RETIRE ADVOC MOD TD AMERITRADE TRUST CO. · EIN 20-0937408 / PN 220 | Common Collective Trust | — | — | $18.4M | 5.3% | |
| Retirement Advocate Aggress Common Collective Trust N/A | Common Collective Trusts | — | — | $13.4M | 3.8% | |
| RETIRE ADVOCATE AGGR TD AMERITRADE TRUST CO. · EIN 20-0937408 / PN 222 | Common Collective Trust | — | — | $13.4M | 3.8% | |
| SCHWAB IDX RET 2035 SCHWAB ASSET MANAGEMENT · EIN 81-0625169 / PN 016 | Common Collective Trust | — | — | $12.6M | 3.6% | |
| Dodge & Cox Stock X Fund Mutual Fund N/A | Mutual Funds | — | — | $12.4M | 3.5% | |
| SCHWAB IDX RET 2060 SCHWAB ASSET MANAGEMENT · EIN 81-0625169 / PN 023 | Common Collective Trust | — | — | $12.0M | 3.4% | |
| Delaware Ivy Mid Cap Gr I Mutual Fund N/A | Other securities | — | — | $8.4M | 2.4% | |
| SCHWAB IDX RET 2055 SCHWAB ASSET MANAGEMENT · EIN 81-0625169 / PN 021 | Common Collective Trust | — | — | $7.4M | 2.1% | |
| SCHWAB IDX RET 2045 SCHWAB ASSET MANAGEMENT · EIN 81-0625169 / PN 018 | Common Collective Trust | — | — | $7.0M | 2.0% | |
| Notes Receivable from Participants Interest rates ranging from 4.25% - 9.50% N/A | Bonds / Notes | — | — | $6.3M | 1.8% | |
| T Rowe Price Int US SC GR EQ I Mutual Fund N/A | Mutual Funds | — | — | $6.0M | 1.7% | |
| American Funds EuroPacific Growth R6 Mutual Fund N/A | Mutual Funds | — | — | $5.6M | 1.6% | |
| Retirement Advocate Mod Cons Common Collective Trust N/A | Common Collective Trusts | — | — | $5.1M | 1.5% | |
| RET ADVOC MOD CNSRV TD AMERITRADE TRUST CO. · EIN 20-0937408 / PN 219 | Common Collective Trust | — | — | $5.1M | 1.5% | |
| JPMorgan Mid Cap Value R6 Mutual Fund N/A | Other securities | — | — | $5.0M | 1.4% | |
| IR+M CORE BOND CIT A GLOBAL TRUST COMPANY · EIN 37-6567224 / PN 001 | Common Collective Trust | — | — | $4.7M | 1.3% | |
| SCHWAB IDX RET 2020 SCHWAB ASSET MANAGEMENT · EIN 81-0625169 / PN 013 | Common Collective Trust | — | — | $4.6M | 1.3% | |
| Vanguard Short-Term Treasury Adm Mutual Fund N/A | Mutual Funds | — | — | $4.5M | 1.3% | |
| Retirement Advocate Cons Common Collective Trust N/A | Common Collective Trusts | — | — | $4.0M | 1.1% | |
| RETIRE ADVOC CNSRV TD AMERITRADE TRUST CO. · EIN 20-0937408 / PN 218 | Common Collective Trust | — | — | $4.0M | 1.1% | |
| American Beacon Small Cap Value I Mutual Fund N/A | Other securities | — | — | $3.8M | 1.1% | |
| Fidelity International Index Fund Mutual Fund N/A | Common Collective Trusts | — | — | $3.7M | 1.1% | |
| SCHWAB IDX RET 2025 SCHWAB ASSET MANAGEMENT · EIN 81-0625169 / PN 014 | Common Collective Trust | — | — | $3.4M | 1.0% | |
| Fidelity Mid CP Index Fund Mutual Fund N/A | Common Collective Trusts | — | — | $2.5M | 0.7% | |
| SCHWAB IDX RET 2065 SCHWAB ASSET MANAGEMENT · EIN 81-0625169 / PN 024 | Common Collective Trust | — | — | $1.7M | 0.5% | |
| Fidelity Small Cap Index Fund Mutual Fund N/A | Common Collective Trusts | — | — | $1.6M | 0.5% | |
| iShares Dev RE Index K Fd Mutual Fund N/A | Other securities | — | — | $1.5M | 0.4% | |
| SCHWAB IDX RET 2010 SCHWAB ASSET MANAGEMENT · EIN 81-0625169 / PN 011 | Common Collective Trust | — | — | $1.2M | 0.3% | |
| Fidelity Emerg Mkt Index Fund Mutual Fund N/A | Common Collective Trusts | — | — | $1.1M | 0.3% | |
| Fidelity Govt Mmkt K6 Interest-bearing cash N/A | Mutual Funds | — | — | $383K | 0.1% | |
| SCHWAB IDX RET 2015 SCHWAB ASSET MANAGEMENT · EIN 81-0625169 / PN 012 | Common Collective Trust | — | — | $144K | <0.1% | |
| SCHWAB IDX RET 2040 SCHWAB IDX RET 2060 · EIN 81-0625169 / PN 006 | Common Collective Trust | — | — | $0 | <0.1% | |
| SCHWAB IDX RT TR FD 2065 CHARLES SCHWAB BANK · EIN 81-0265169 / PN 025 | Common Collective Trust | — | — | $0 | <0.1% | |
| SCHWAB IDX RT TR FD 2060 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 024 | Common Collective Trust | — | — | $0 | <0.1% | |
| SCHWAB IDX RT TR FD 2035 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 008 | Common Collective Trust | — | — | $0 | <0.1% | |
| SCHWAB INDEXED RT TR FD 2015 CHARLES SCHWAB BANK · EIN 81-0624169 / PN 006 | Common Collective Trust | — | — | $0 | <0.1% | |
| SCHWAB IDX RT TR FD 2025 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 007 | Common Collective Trust | — | — | $0 | <0.1% | |
| SCHWAB IDX RT TR FD 2040 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 017 | Common Collective Trust | — | — | $0 | <0.1% | |
| SCHWAB IDX RT TR FD 2045 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 009 | Common Collective Trust | — | — | $0 | <0.1% | |
| GALLIARD STABLE RETURN SEI TRUST COMPANY · EIN 41-6202499 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
