Jeanette Sellers signed Ncino, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Ncino, Inc.'s EIN is 46-4353148.
Download the official 2024 Form 5500 (PDF) for Ncino, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Ncino, Inc.'s plan includes ERISA 404(c) participant direction, profit-sharing, 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $11K | — |
| Provider | Nondisclosure info |
|---|---|
| — | — |
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 | Common Collective Trusts | — | — | $16.4M | 14.8% | |
| Fidelity Freedom 2055 | Mutual Funds | — | — | $15.1M | 13.7% | |
| Fidelity Freedom 2050 | Mutual Funds | — | — | $14.8M | 13.5% | |
| Fidelity Freedom 2045 | Mutual Funds | — | — | $11.7M | 10.6% | |
| Fidelity Freedom 2040 | Mutual Funds | — | — | $10.4M | 9.4% | |
| Fidelity Freedom 2060 | Mutual Funds | — | — | $8.3M | 7.5% | |
| Fidelity Freedom 2035 | Mutual Funds | — | — | $6.6M | 6.0% | |
| JP Morgan JPM LG Cap Growth R6 | Other securities | — | — | $5.7M | 5.2% | |
| Fidelity Freedom 2065 | Mutual Funds | — | — | $3.1M | 2.8% | |
| Fidelity Freedom 2030 | Mutual Funds | — | — | $2.8M | 2.5% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $2.2M | 2.0% | |
| Fidelity Small Cap Index | Mutual Funds | — | — | $2.0M | 1.8% | |
| Fidelity Freedom 2025 | Mutual Funds | — | — | $2.0M | 1.8% | |
| Fidelity Intl Index | Mutual Funds | — | — | $1.3M | 1.2% | |
| JP Morgan JPM Mid Cap Grth R6 | Other securities | — | — | $1.1M | 1.0% | |
| Participants 4.25% – 9.50%; maturing through 2034 | Bonds / Notes | — | — | $1.0M | 1.0% | |
| Vanguard High Div Index Inv | Mutual Funds | — | — | $898K | 0.8% | |
| Fidelity US Bond Index | Mutual Funds | — | — | $701K | 0.6% | |
| Fidelity International Capital Appr K6 | Mutual Funds | — | — | $645K | 0.6% | |
| American Funds AF New World R6 | Mutual Funds | — | — | $582K | 0.5% | |
| Macquarie MGL SM Cap Core R6 | Other securities | — | — | $510K | 0.5% | |
| American Century AM Cent MD CP Val R6 | Other securities | — | — | $443K | 0.4% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $408K | 0.4% | |
| PIMCO Income Inst | Mutual Funds | — | — | $405K | 0.4% | |
| Vanguard Real Estate Index ADM | Mutual Funds | — | — | $371K | 0.3% | |
| Alliance Bernstein AB Global Bond I | Other securities | — | — | $304K | 0.3% | |
| Invesco EQV International Equity R6 | Mutual Funds | — | — | $187K | 0.2% | |
| Fidelity Freedom Inc K6 | Mutual Funds | — | — | $129K | 0.1% | |
| Delaware Funds DFA Inf Protect Sec Port | Mutual Funds | — | — | $95K | <0.1% | |
| Fidelity Freedom 2020 | Mutual Funds | — | — | $64K | <0.1% | |
| Fidelity Freedom 2070 | Mutual Funds | — | — | $57K | <0.1% | |
| American Funds AF Bond FD Amer R6 | Mutual Funds | — | — | $43K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
