Danielle Crane signed Onestream Software LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Onestream Software LLC's EIN is 46-1406778.
Download the official 2024 Form 5500 (PDF) for Onestream Software LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Onestream Software LLC's plan includes ERISA 404(c) participant direction, automatic enrollment, a default investment (QDIA), a 401(k) feature, 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 | $101K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TOWERS WATSON INVESTMENT SERVICES | 52-1868818 | — | ADVISOR | $45K | — |
| 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 500 Index Fund | Common Collective Trusts | — | — | $17.6M | 16.6% | |
| MFS Lifetime 2035 R6 | Mutual Funds | — | — | $11.7M | 11.0% | |
| MFS Lifetime 2050 R6 | Mutual Funds | — | — | $10.2M | 9.6% | |
| MFS Lifetime 2045 R6 | Mutual Funds | — | — | $7.6M | 7.2% | |
| MFS Lifetime 2055 R6 | Mutual Funds | — | — | $7.4M | 6.9% | |
| MFS Lifetime 2040 R6 | Mutual Funds | — | — | $7.2M | 6.8% | |
| MFS Lifetime 2030 R6 | Mutual Funds | — | — | $6.7M | 6.3% | |
| LARGE CAP GRTH II R1 GREAT GRAY TRUST COMPANY · EIN 38-4139848 / PN 626 | Common Collective Trust | — | — | $5.7M | 5.4% | |
| MFS Lifetime 2060 R6 | Mutual Funds | — | — | $4.4M | 4.1% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $4.2M | 3.9% | |
| Fidelity International Index Fund | Common Collective Trusts | — | — | $3.1M | 3.0% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $2.9M | 2.7% | |
| MFS Lifetime 2025 R6 | Mutual Funds | — | — | $2.6M | 2.4% | |
| JPMorgan Equity Income Fund; R6 | Other securities | — | — | $2.5M | 2.4% | |
| Money Market Funds Gabelli U.S. Treasury Money Market Fund; AAA | Cash / Money Market | — | — | $2.3M | 2.2% | |
| CORE PLUS BOND R1 GREAT GRAY TRUST COMPANY · EIN 38-4116854 / PN 515 | Common Collective Trust | — | — | $1.9M | 1.8% | |
| MFS Lifetime 2065 R6 | Mutual Funds | — | — | $1.0M | 1.0% | |
| Eaton Vance Emerging & Frontier Countries Equity Fund Class I | Other securities | — | — | $664K | 0.6% | |
| MFS Lifetime INC R6 | Mutual Funds | — | — | $450K | 0.4% | |
| PRINCIPAL U.S. PROPERTY SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 027 | Pooled Separate Account | — | — | $151K | 0.1% | |
| MFS International Equity R6 | Mutual Funds | — | — | $145K | 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 |
| $9K |
| — |
