Todd Sanders signed ECI Software Solutions, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
ECI Software Solutions, Inc.'s EIN is 52-2173853.
Download the official 2024 Form 5500 (PDF) for ECI Software Solutions, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)ECI Software Solutions, Inc.'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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $102K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL LLC | 04-3046611 | — | ADVISOR | $35K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement Fund 2035 N/R | Mutual Funds | — | — | $15.9M | 14.3% | |
| Vanguard Target Retirement Fund 2030 N/R | Mutual Funds | — | — | $14.6M | 13.1% | |
| Vanguard Target Retirement Fund 2040 N/R | Mutual Funds | — | — | $11.6M | 10.4% | |
| Vanguard Target Retirement Fund 2045 N/R | Mutual Funds | — | — | $8.7M | 7.8% | |
| Fidelity 500 Index Fund N/R | Common Collective Trusts | — | — | $7.8M | 7.0% | |
| Vanguard Target Retirement Fund 2050 N/R | Mutual Funds | — | — | $7.4M | 6.6% | |
| Vanguard Target Retirement Fund 2025 N/R | Mutual Funds | — | — | $7.3M | 6.6% | |
| Vanguard Target Retirement Fund 2055 N/R | Mutual Funds | — | — | $6.2M | 5.6% | |
| Fidelity Blue Chip Growth K6 Fund N/R | Mutual Funds | — | — | $5.4M | 4.9% | |
| Vanguard Target Retirement Fund 2060 N/R | Mutual Funds | — | — | $2.9M | 2.6% | |
| Vanguard Target Retirement Income Fund N/R | Mutual Funds | — | — | $2.4M | 2.2% | |
| Fully Benefit-Responsive Investment Contract Standard Insurance Company Standard Stable Asset Fund II N/R | Common Stocks | — | — | $2.0M | 1.8% | |
| Vanguard Equity Income Fund Admiral N/R | Mutual Funds | — | — | $2.0M | 1.8% | |
| JP Morgan JP Morgan Mid Cap Growth Fund Class R6 N/R | Other securities | — | — | $1.8M | 1.6% | |
| Fidelity International Index Fund N/R | Common Collective Trusts | — | — | $1.8M | 1.6% | |
| Fidelity Mid Cap Index Fund N/R | Common Collective Trusts | — | — | $1.7M | 1.6% | |
| Vanguard Target Retirement Fund 2020 N/R | Mutual Funds | — | — | $1.7M | 1.5% | |
| Participant Loans Interest rates: 4.25% - 9.50% $0 | Bonds / Notes | — | — | $1.4M | 1.3% | |
| Vanguard Intermediate Term Bond Index N/R | Mutual Funds | — | — | $1.1M | 1.0% | |
| Fidelity Small Cap Index Fund N/R | Common Collective Trusts | — | — | $918K | 0.8% | |
| Janus Henderson Janus Henderson Triton Fund Class N N/R | Mutual Funds | — | — | $890K | 0.8% | |
| PIMCO Income Fund Institutional Class N/R | Mutual Funds | — | — | $823K | 0.7% | |
| Vanguard Target Retirement Fund 2065 N/R | Mutual Funds | — | — | $786K | 0.7% | |
| Institutional Class Dimensional Fund Advisors DFA US Targeted Value Portfolio Institutional N/R | Mutual Funds | — | — | $783K | 0.7% | |
| Fidelity Emerging Markets Index Fund N/R | Common Collective Trusts | — | — | $768K | 0.7% | |
| Fund Vanguard Selected Value Fund N/R | Mutual Funds | — | — | $560K | 0.5% | |
| American Funds American Funds New World Fund Class R-6 N/R | Mutual Funds | — | — | $386K | 0.3% | |
| Shares Vanguard Inflation Protected Securities Fund N/R | Mutual Funds | — | — | $286K | 0.3% | |
| BlackRock Investments Blackrock Total Return Fund Class K N/R | Other securities | — | — | $251K | 0.2% | |
| Vanguard Short Term Investment Grade Fund N/R | Mutual Funds | — | — | $233K | 0.2% | |
| Dimensional Fund Advisors DFA International Core Equity Portfolio N/R | Mutual Funds | — | — | $172K | 0.2% | |
| Class DoubleLine Funds DoubleLine Flexible Income Fund Class I N/R | Other securities | — | — | $156K | 0.1% | |
| GALLIARD STBLE RTN C WELLS FARGO BANK, N.A. · EIN 52-2250946 / PN 001 | Common Collective Trust | — | — | $57K | <0.1% | |
| Vanguard Target Retirement Fund 2070 N/R | Mutual Funds | — | — | $49K | <0.1% | |
| Money Market Fund * Fidelity Government Money Market Fund N/R | Mutual Funds | — | — | $39K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| ADVISOR |
| $22K |
| — |
