Catherine ZAKO signed Cyberdata Technologies, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Cyberdata Technologies, Inc.'s EIN is 52-2195131.
Download the official 2024 Form 5500 (PDF) for Cyberdata Technologies, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Cyberdata Technologies, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA FINANCIAL ADVISORS IN | 59-2476008 | — | ADVISOR | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Advisor Freedom 2035 Fund Registered investment company | Mutual Funds | — | — | $2.2M | 13.6% | |
| Self-direct brokerage account Registered investment company | Self-Directed Brokerage | — | — | $2.0M | 12.1% | |
| Fidelity Advisor Freedom 2025 Fund Registered investment company | Mutual Funds | — | — | $1.9M | 11.5% | |
| Fidelity 500 Index Registered investment company | Common Collective Trusts | — | — | $1.7M | 10.7% | |
| Fidelity Advisor Freedom 2040 Fund Registered investment company | Mutual Funds | — | — | $1.3M | 8.0% | |
| Fidelity Advisor Freedom 2050 Fund Registered investment company | Mutual Funds | — | — | $1.1M | 7.0% | |
| Fidelity Advisor Freedom 2030 Fund Registered investment company | Mutual Funds | — | — | $1.0M | 6.3% | |
| Fidelity Advisor Freedom 2045 Fund Registered investment company | Mutual Funds | — | — | $842K | 5.2% | |
| Fidelity Advisor Freedom 2055 Fund Registered investment company | Mutual Funds | — | — | $497K | 3.1% | |
| American Funds Mortgage Registered investment company ** 179 Lord Abbett Growth Leaders Registered investment company | Mutual Funds | — | — | $443K | 2.7% | |
| Fidelity Government Money Market Registered investment company | Mutual Funds | — | — | $406K | 2.5% | |
| ClearBridge Large Cap Growth Fund Registered investment company | Common Stocks | — | — | $345K | 2.1% | |
| Fidelity Advisor Freedom 2060 Fund Registered investment company | Mutual Funds | — | — | $303K | 1.9% | |
| Fidelity Advisor Freedom 2020 Fund Registered investment company | Mutual Funds | — | — | $298K | 1.8% | |
| JH Enterprises Registered investment company | Common Stocks | — | — | $200K | 1.2% | |
| Victory RS Small Cap Growth Fund Registered investment company | Common Stocks | — | — | $173K | 1.1% | |
| Fidelity Extended Market Index Registered investment company | Mutual Funds | — | — | $162K | 1.0% | |
| Eaton Vance Income Fund of Boston Registered investment company | Common Stocks | — | — | $130K | 0.8% | |
| JPMorgan U.S. Research Enhanced Equity Fund Registered investment company | Common Stocks | — | — | $125K | 0.8% | |
| Janus Henerson Triton Fund Registered investment company | Mutual Funds | — | — | $114K | 0.7% | |
| Cohen & Steers Realty Shares Fund Registered investment company | Common Stocks | — | — | $111K | 0.7% | |
| Fidelity U.S. Bond Index Registered investment company | Mutual Funds | — | — | $106K | 0.7% | |
| Fidelity Advisor International Growth Registered investment company | Mutual Funds | — | — | $59K | 0.4% | |
| American Funds New World Fund Registered investment company | Mutual Funds | — | — | $58K | 0.4% | |
| Invesco Diversified Dividends Fund Registered investment company | Mutual Funds | — | — | $48K | 0.3% | |
| Columbia Mid Cap Index Fund Registered investment company | Common Collective Trusts | — | — | $47K | 0.3% | |
| Federated Hermes Institutional High Yield Bond Fund Registered investment company | Common Stocks | — | — | $37K | 0.2% | |
| Fidelity Global ex U.S. Index Registered investment company | Mutual Funds | — | — | $31K | 0.2% | |
| Allspring Special Small Cap Value Registered investment company | Common Stocks | — | — | $28K | 0.2% | |
| American Funds Investment Company of America Registered investment company | Mutual Funds | — | — | $25K | 0.2% | |
| JPMorgan U.S. Small Company Fund Registered investment company | Common Stocks | — | — | $24K | 0.1% | |
| MFS Emerging Markets Debt R3 Fund Registered investment company | Mutual Funds | — | — | $17K | 0.1% | |
| BNY Mellon Opportunistic Midcap Value Fund Registered investment company | Common Stocks | — | — | $16K | 0.1% | |
| Loomis Sayles Core Plus Bond A Fund Registered investment company | Common Stocks | — | — | $12K | <0.1% | |
| Allspring Special Mid Cap Value Registered investment company | Common Stocks | — | — | $12K | <0.1% | |
| Fidelity Advisor Freedom Income Registered investment company | Mutual Funds | — | — | $11K | <0.1% | |
| Fidelity Advisor Freedom 2065 Fund Registered investment company | Mutual Funds | — | — | $9K | <0.1% | |
| AB Global Bond Fund Registered investment company | Common Stocks | — | — | $9K | <0.1% | |
| Fidelity Advisor Freedom 2015 Fund Registered investment company | Mutual Funds | — | — | $6K | <0.1% | |
| Lizard International Strategic Equity Open Registered investment company | Common Stocks | — | — | $5K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
