Michael S. Lafair signed CS Disco, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
CS Disco, Inc.'s EIN is 46-4254444.
Download the official 2024 Form 5500 (PDF) for CS Disco, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)CS Disco, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | 71-0294708 | — | SERVICE PROVIDER | $146K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NFP RETIREMENT INC | 33-0905143 | — | SERVICE PROVIDER | $0 | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| VARIABLE ANNUITY ACCOUNT D VOYA RETIREMENT INSURANCE & ANNUITY CO · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $37.4M | 98.6% | |
| Vanguard 500 Index Fund Adm | Common Collective Trusts | — | — | $8.2M | 21.5% | |
| BlackRock LifePath Ind 2050 Fd K | Other securities | — | — | $4.8M | 12.6% | |
| Similar Party of Interest, Collateral, Par of Maturity Value Cost Current Value Mutual Funds BlackRock LifePath Ind 2045 Fd K | Other securities | — | — | $4.6M | 12.1% | |
| BlackRock LifePath Ind 2055 Fd K | Other securities | — | — | $3.8M | 9.9% | |
| BlackRock LifePath Ind 2040 Fd K | Other securities | — | — | $2.9M | 7.6% | |
| BlackRock LifePath Ind 2060 Fd K | Other securities | — | — | $2.1M | 5.6% | |
| Large Cap Value Fund Large Cap Value Fund III I1 | Other securities | — | — | $1.9M | 5.1% | |
| BlackRock LifePath Ind 2035 Fd K | Other securities | — | — | $1.6M | 4.3% | |
| BlkRck LifePath Ind 2065 Fd K Registered Investment Company | Common Stocks | — | — | $1.2M | 3.2% | |
| Vangrd Tot Int Stk In F Adm Registered Investment Company | Common Stocks | — | — | $1.1M | 2.9% | |
| Vanguard Total Intl Stk Index Fd Adm | Mutual Funds | — | — | $1.1M | 2.9% | |
| Vanguard Mid-Cap Index Fund Adm | Common Collective Trusts | — | — | $1.0M | 2.7% | |
| BlackRock LifePath Ind 2030 Fd K | Other securities | — | — | $810K | 2.1% | |
| Vanguard Small-Cap Index Fund Adm | Common Collective Trusts | — | — | $768K | 2.0% | |
| Vanguard Total Bnd Mrkt Ind F Adm | Mutual Funds | — | — | $725K | 1.9% | |
| Vangrd Tot Bd Mkt Ind Fd Adm Registered Investment Company | Common Stocks | — | — | $725K | 1.9% | |
| BlackRock LifePath Ind Ret Fd K | Other securities | — | — | $633K | 1.7% | |
| s * Voya Fixed Account | Guaranteed Income / GIC | — | — | $491K | 1.3% | |
| Large Cap Value Fund Large Cap Value Fund I1 | Other securities | — | — | $350K | 0.9% | |
| Voya Intermediate Bond Fund R6 | Other securities | — | — | $213K | 0.6% | |
| Common Collective Trusts International Stock Fund International Stock Fund I1 | Common Collective Trusts | — | — | $175K | 0.5% | |
| Fidelity Adv Small Cap Value Fd Z | Mutual Funds | — | — | $173K | 0.5% | |
| DFA Real Estate Securities Port Inst | Mutual Funds | — | — | $115K | 0.3% | |
| DFA Commodity Strategy Port Inst | Mutual Funds | — | — | $108K | 0.3% | |
| Small Cap Growth Fund Small Cap Growth Fund II I1 | Other securities | — | — | $57K | 0.2% | |
| Notes receivable from participants Interest rates of 9.50% | Bonds / Notes | — | — | $43K | 0.1% | |
| LOAN FUND Participant Loans - Rates 9.00% to 9.50% | Bonds / Notes | — | — | $43K | 0.1% | |
| Voya Gov Money Mkt Fnd A | Cash / Money Market | — | — | $25K | <0.1% |
