Anthony Fernandes signed Tredence's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Tredence's EIN is 47-1158206.
Download the official 2023 Form 5500 (PDF) for Tredence from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Tredence's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $3K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
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 | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $9.9M | 97.2% | |
| [Assets held in common collective trust] | Other | — | — | $199K | 2.0% | |
| INVESCO STABLE ASSET - ADP59 INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $199K | 2.0% | |
| [Assets held in participant loans] | Other | — | — | $85K | 0.8% |
