Katherine Brown signed Outbox Systems, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Outbox Systems, Inc.'s EIN is 47-2080218.
Download the official 2024 Form 5500 (PDF) for Outbox Systems, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Outbox Systems, 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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $40K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
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 | |||||
|---|---|---|---|---|---|---|
| FLEXPATH INDEX MODERATE 2055 R1 GREAT GRAY · EIN 47-2563528 / PN 223 | Common Collective Trust | — | — | $3.8M | 22.0% | |
| FLEXPATH INDEX CONSERVATIVE 2035 R1 GREAT GRAY · EIN 47-2516187 / PN 220 | Common Collective Trust | — | — | $2.7M | 15.7% | |
| FLEXPATH INDEX MODERATE 2035 R1 GREAT GRAY · EIN 47-2478524 / PN 217 | Common Collective Trust | — | — | $2.1M | 12.0% | |
| BLACKROCK EQUITY INDEX 1 GREAT GRAY · EIN 20-3802168 / PN 001 | Common Collective Trust | — | — | $2.0M | 11.5% | |
| LARGE CAP GROWTH FUND III CLASS R1 GREAT GRAY · EIN 38-7275327 / PN 001 | Common Collective Trust | — | — | $742K | 4.3% | |
| FLEXPATH INDEX AGGRESSIVE 2035 R1 GREAT GRAY · EIN 47-2468898 / PN 216 | Common Collective Trust | — | — | $591K | 3.4% | |
| Fidelity Investments FIDELITY MID CAP INDEX | Mutual Funds | — | — | $530K | 3.1% | |
| FLEXPATH INDEX AGGRESSIVE 2045 R1 GREAT GRAY · EIN 47-2503540 / PN 219 | Common Collective Trust | — | — | $527K | 3.0% | |
| FLEXPATH INDEX MODERATE RETIRE R1 GREAT GRAY · EIN 47-2248665 / PN 211 | Common Collective Trust | — | — | $500K | 2.9% | |
| LARGE CAP VALUE FUND III CL R1 GREAT GRAY · EIN 38-7289865 / PN 001 | Common Collective Trust | — | — | $430K | 2.5% | |
| BLACKROCK EAFE EQUITY INDEX 1 GREAT GRAY · EIN 20-3802495 / PN 007 | Common Collective Trust | — | — | $384K | 2.2% | |
| Fidelity Investments FIDELITY SMALL CAP INDEX | Mutual Funds | — | — | $346K | 2.0% | |
| , fully benefit-responsive | Guaranteed Income / GIC | — | — | $330K | 1.9% | |
| Empower Guaranteed Interest Account | Other securities | — | — | $330K | 1.9% | |
| FLEXPATH INDEX AGGRESSIVE 2055 R1 GREAT GRAY · EIN 47-2554270 / PN 222 | Common Collective Trust | — | — | $321K | 1.9% | |
| BLACKROCK U.S. DEBT INDEX 1 GREAT GRAY · EIN 20-3802445 / PN 010 | Common Collective Trust | — | — | $176K | 1.0% | |
| Notes receivable from participants Participant Loans, maturing through 2029 at interest rates of 4.25%-9.50% -0- | Bonds / Notes | — | — | $175K | 1.0% | |
| FLEXPATH INDEX CONSERVATIVE 2055 R1 GREAT GRAY · EIN 47-2575758 / PN 224 | Common Collective Trust | — | — | $172K | 1.0% | |
| Fidelity Investments FIDELITY INFLATION PROTECTED BOND INDEX | Mutual Funds | — | — | $171K | 1.0% | |
| Wilmington Trust INTERNATIONAL EQUITY FUND FEE CLASS I1 | Other securities | — | — | $164K | 0.9% | |
| Wilmington Trust Blackrock Total Return Bond Cl 6 | Other securities | — | — | $146K | 0.8% | |
| COHEN & STEERS U.S. REALTY CIT RS COHEN & STEERS REALTY SHARES · EIN 47-1211722 / PN 003 | Common Collective Trust | — | — | $143K | 0.8% | |
| Wilmington Trust MID CAP VALUE I1 | Other securities | — | — | $138K | 0.8% | |
| Wilmington Trust SMALL CAP GROWTH FUND II FEE CLASS R1 | Other securities | — | — | $137K | 0.8% | |
| Fidelity Advisor FIDELITY ADVISOR FOCUSED EMERGING MRK | Mutual Funds | — | — | $129K | 0.7% | |
| FLEXPATH INDEX AGGRESSIVE RETIRE R1 GREAT GRAY · EIN 47-2238264 / PN 210 | Common Collective Trust | — | — | $105K | 0.6% | |
| Wilmington Trust MID CAP GROWTH I1 | Other securities | — | — | $97K | 0.6% | |
| SMALL CAP VALUE FUND II CL I1 GREAT GRAY · EIN 38-4097325 / PN 488 | Common Collective Trust | — | — | $95K | 0.6% | |
| FLEXPATH INDEX CONSERVATIVE 2045 R1 GREAT GRAY · EIN 47-2529162 / PN 221 | Common Collective Trust | — | — | $79K | 0.5% | |
| AB Funds AB GLOBAL BOND Z | Other securities | — | — | $74K | 0.4% | |
| FLEXPATH INDEX CONSERVATIVE RETIRE GREAT GRAY · EIN 47-2264760 / PN 212 | Common Collective Trust | — | — | $14K | <0.1% | |
| Wilmington Trust FLEXPATH INDEX CONSERVATIVE RETIRE R1 | Other securities | — | — | $14K | <0.1% | |
| FLEXPATH INDEX CONSERVATIVE 2025 R1 GREAT GRAY · EIN 47-2458234 / PN 215 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH INDEX MODERATE 2025 R1 GREAT GRAY · EIN 47-2285799 / PN 214 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH INDEX AGGRESSIVE 2025 R1 GREAT GRAY · EIN 47-2275031 / PN 213 | Common Collective Trust | — | — | $0 | <0.1% | |
| SMALL CAP GROWTH L1 GREAT GRAY · EIN 38-4097324 / PN 487 | 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.
| — |
| AUSTIN, TX |
| INVESTMENT ADVISOR |
| $44K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TANNER LLC | — | SALT LAKE CITY, UT | AUDITOR | $7K | — |
