Elisabeth Nicklas signed Saviynt, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Saviynt, Inc.'s EIN is 47-3807420.
Download the official 2024 Form 5500 (PDF) for Saviynt, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Saviynt, 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 | $129K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $31K | — |
| 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 | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Mutual Fund | Common Collective Trusts | — | — | $5.8M | 19.6% | |
| STATE ST GBL ALLCP EQ EX-US IDX C1S STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 003 | Common Collective Trust | — | — | $2.6M | 9.0% | |
| STATE ST TARGET RET 2045 SL CL VI STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 319 | Common Collective Trust | — | — | $2.1M | 7.3% | |
| STATE ST TARGET RET 2055 SL CL VI STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 325 | Common Collective Trust | — | — | $2.0M | 6.8% | |
| STATE ST S&P 500 INDEX SL C1 CII STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 04-0025081 / PN 003 | Common Collective Trust | — | — | $2.0M | 6.8% | |
| STATE ST TARGET RET 2050 SL CL VI STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 320 | Common Collective Trust | — | — | $1.7M | 5.7% | |
| STATE ST TARGET RET 2060 SL CL VI STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 454 | Common Collective Trust | — | — | $1.5M | 5.2% | |
| STATE ST RUSSELL SMALL/MIDIDX SL C1 STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 04-0025081 / PN 003 | Common Collective Trust | — | — | $1.4M | 4.8% | |
| STATE ST US BND INDX SL C1 XIV STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 003 | Common Collective Trust | — | — | $945K | 3.2% | |
| JPMorgan Mid Cap Growth R6 Mutual Fund | Other securities | — | — | $938K | 3.2% | |
| MFS Growth R6 Mutual Fund | Mutual Funds | — | — | $922K | 3.1% | |
| STATE ST TARGET RET 2035 SL CL VI STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 317 | Common Collective Trust | — | — | $759K | 2.6% | |
| STATE ST TARGET RET 2030 SL CL VI STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 316 | Common Collective Trust | — | — | $716K | 2.4% | |
| STATE ST TARGET RET 2040 SL CL VI STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 318 | Common Collective Trust | — | — | $564K | 1.9% | |
| Blackrock High Yield Bond Portfolio K Mutual Fund | Other securities | — | — | $550K | 1.9% | |
| Key Guaranteed Portfolio Fund Fully Benefit-Responsive Investment Contract | Other securities | — | — | $465K | 1.6% | |
| SSGA REAL ASSET FUND CLASS C STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 280 | Common Collective Trust | — | — | $399K | 1.4% | |
| Fidelity International Index Mutual Fund | Mutual Funds | — | — | $394K | 1.3% | |
| American Century Mid Cap Value R6 Mutual Fund | Other securities | — | — | $391K | 1.3% | |
| Participant Loans to participants, bearing interest from 4.25% to 9.50% | Bonds / Notes | — | — | $369K | 1.3% | |
| STATE STREET REIT INDEX NL C STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 229 | Common Collective Trust | — | — | $302K | 1.0% | |
| Undiscovered Managers Behavioral Value R6 Mutual Fund | Other securities | — | — | $289K | 1.0% | |
| JPMorgan Emerging Markets Equity R6 Mutual Fund | Other securities | — | — | $288K | 1.0% | |
| Clearbridge Small Cap Growth IS Mutual Fund | Other securities | — | — | $275K | 0.9% | |
| American Funds American Mutual R6 Mutual Fund | Mutual Funds | — | — | $256K | 0.9% | |
| STATE ST TARGET RET 2025 SL CL VI STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 315 | Common Collective Trust | — | — | $214K | 0.7% | |
| STATE ST US INFL PROTCT BND IDX SL STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 003 | Common Collective Trust | — | — | $206K | 0.7% | |
| T. Rowe Price Balanced I Mutual Fund | Other securities | — | — | $202K | 0.7% | |
| Fidelity Inflation Protected Bond Index Mutual Fund | Mutual Funds | — | — | $174K | 0.6% | |
| American Funds International Growth And Income R6 Mutual Fund | Mutual Funds | — | — | $148K | 0.5% | |
| STATE ST US SHRTTRM GOVCRDT BD IDX STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 003 | Common Collective Trust | — | — | $147K | 0.5% | |
| State Street US Bond Index Non-Lending Series Fund Mutual Fund | Common Collective Trusts | — | — | $103K | 0.4% | |
| Fidelity Real Estate Index Mutual Fund | Mutual Funds | — | — | $102K | 0.3% | |
| PGIM Total Return Bond R6 Mutual Fund | Other securities | — | — | $80K | 0.3% | |
| STATE ST TARGET RET 2020 SL CL VI STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 314 | Common Collective Trust | — | — | $35K | 0.1% | |
| PIMCO International Bond (Unhedged) Inst Mutual Fund | Mutual Funds | — | — | $19K | <0.1% | |
| Allspring Core Bond R6 Mutual Fund | Other securities | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| MORGAN STANLEY SMITH BARNEY LLC |
| — |
| NEW YORK, NY |
| BROKER/ADVISER |
| $0 |
| — |
| MORGAN STANLEY INSURANCE SERVICES | — | NEW YORK, NY | BROKER/ADVISER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDUCIARY OUTSOURCING LLC | — | PHOENIX, AZ | OTHER | $1K | — |
