Bob Florio signed Sage Software Inc.'s 2022 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Sage Software Inc.'s EIN is 53-6433023.
Download the official 2022 Form 5500 (PDF) for Sage Software Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2022 Form 5500 (PDF)Sage Software Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | NONE | $257K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | NONE | $26K | — |
| 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 | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $279.7M | 84.3% | |
| [Assets held in common collective trust] | Other | — | — | $46.6M | 14.1% | |
| PUTNAM STABLE VALUE FUND PUTNAM · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $23.8M | 7.2% | |
| LARGE CAP GROWTH FUND III FEE CL I1 WILMINGTON TRUST, N. A · EIN 38-4116831 / PN 509 | Common Collective Trust | — | — | $22.9M | 6.9% | |
| [Assets held in participant loans] | Other | — | — | $2.7M | 0.8% |
| AFS ADVISORS, LLC | — | SUWANEE, GA | NONE | $63K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MOSS ADAMS LLP | 91-0189318 | PASADENA, CA | NONE | $30K | — |
| QDRO CONSULTANTS COMPANY, LLC | — | MEDINA, OH | NONE | $900 | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $566 | — |
