Kathryn Ulerich signed Systolic, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Systolic, Inc.'s EIN is 52-2174966.
Download the official 2024 Form 5500 (PDF) for Systolic, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Systolic, Inc.'s plan includes ERISA 404(c) participant direction, a default investment (QDIA), a 401(k) feature, a self-directed brokerage window, profit-sharing.
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 | $61K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY LLC | 20-8764829 | — | INVESTMENT ADVISOR | $108K | — |
| MORGAN STANLEY SMITH BARNEY |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $97.7M | 95.5% |
| 26-4310632 |
| — |
| ADVISOR |
| $0 |
| — |
