Danielle BASS signed Kaseya US, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Kaseya US, LLC's EIN is 46-0522543.
Download the official 2024 Form 5500 (PDF) for Kaseya US, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Kaseya US, LLC's plan includes a 401(k) feature, automatic enrollment, a default investment (QDIA), profit-sharing, ERISA 404(c) participant direction.
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 | $109K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEWPORT CAPITAL GROUP | 86-1109193 | — | ADVISOR | $303K | — |
| STRATEGIC ADVISORS, INC. |
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 FID FDM IDX 2055 IPR | Common Collective Trusts | — | — | $20.3M | 14.1% | |
| Fidelity FID FDM IDX 2050 IPR | Common Collective Trusts | — | — | $20.2M | 14.1% | |
| Fidelity FID 500 INDEX | Common Collective Trusts | — | — | $17.1M | 11.9% | |
| Fidelity FID FDM IDX 2045 IPR | Common Collective Trusts | — | — | $14.1M | 9.8% | |
| Fidelity FID FDM IDX 2060 IPR | Common Collective Trusts | — | — | $10.4M | 7.3% | |
| Fidelity FID FDM IDX 2040 IPR | Common Collective Trusts | — | — | $9.5M | 6.6% | |
| Fidelity FID FDM IDX 2035 IPR | Common Collective Trusts | — | — | $8.4M | 5.8% | |
| Fidelity FID FDM IDX 2065 IPR | Common Collective Trusts | — | — | $5.7M | 3.9% | |
| Fidelity FID CONTRAFUND K6 | Mutual Funds | — | — | $5.5M | 3.8% | |
| Fidelity FID FDM IDX 2030 IPR | Common Collective Trusts | — | — | $5.4M | 3.8% | |
| Fidelity FID SEL TECHNOLOGY | Mutual Funds | — | — | $3.1M | 2.1% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $2.6M | 1.8% | |
| Dodge & Cox DODGE & COX STOCK I | Mutual Funds | — | — | $2.4M | 1.7% | |
| Fidelity FID INTL INDEX | Mutual Funds | — | — | $2.2M | 1.5% | |
| Fidelity FID FDM IDX 2025 IPR | Common Collective Trusts | — | — | $2.1M | 1.5% | |
| VANGUARD VANG EXPLORER ADM | Mutual Funds | — | — | $1.6M | 1.1% | |
| Participant loans Interest rates ranging from 3.75% to 9.50% $ -0- | Bonds / Notes | — | — | $1.5M | 1.0% | |
| Fidelity FID MID CAP IDX | Common Collective Trusts | — | — | $1.5M | 1.0% | |
| Fidelity FID SM CAP IDX | Common Collective Trusts | — | — | $1.4M | 1.0% | |
| J H J H ENTERPRISE N | Other securities | — | — | $1.3M | 0.9% | |
| Fidelity FID US BOND IDX | Common Collective Trusts | — | — | $1.2M | 0.8% | |
| Fidelity FID EMERGING MKTS K | Mutual Funds | — | — | $1.0M | 0.7% | |
| Loomis CORE PL BD Y | Other securities | — | — | $854K | 0.6% | |
| MFS INTL GROWTH R6 | Mutual Funds | — | — | $803K | 0.6% | |
| RT METLIFE STABLE VL RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $759K | 0.5% | |
| Fidelity FID LOW-PRICED ST K6 | Mutual Funds | — | — | $638K | 0.4% | |
| DFA US SM CAP VALUE | Mutual Funds | — | — | $475K | 0.3% | |
| Fidelity FID FDM IDX 2020 IPR | Common Collective Trusts | — | — | $399K | 0.3% | |
| VANGUARD VANG HI YLD CORP ADM | Mutual Funds | — | — | $315K | 0.2% | |
| PIMCO INCOME INST | Mutual Funds | — | — | $262K | 0.2% | |
| C&S INST REALTY SHS | Common Stocks | — | — | $208K | 0.1% | |
| VANGUARD INTL VALUE | Mutual Funds | — | — | $160K | 0.1% | |
| AMERICAN FUNDS AF CAP INC BLDR R6 | Mutual Funds | — | — | $156K | 0.1% | |
| Fidelity FID GOVT MMKT K6 | Mutual Funds | — | — | $85K | <0.1% | |
| Blackrock BLKRK INFL PRO BD K | Other securities | — | — | $75K | <0.1% | |
| Fidelity FID FDM IDX 2015 IPR | Common Collective Trusts | — | — | $62K | <0.1% | |
| Dodge & Cox DODGE & COX GLB BD I | Mutual Funds | — | — | $34K | <0.1% | |
| Fidelity FID FDM IDX INC IPR | Common Collective Trusts | — | — | $13K | <0.1% | |
| Fidelity FID FDM IDX 2070 IPR | Common Collective Trusts | — | — | $2K | <0.1% | |
| TRP STABLE VALUE E T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / 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.
| 04-2654524 |
| — |
| ADVISOR |
| $21K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THOMPSON HINE | 34-0575300 | — | EMPLOYEE OF EMPLOYER | $62K | — |
