Lindsey Rivers signed Cvent, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Cvent, Inc.'s EIN is 54-1954458.
Download the official 2024 Form 5500 (PDF) for Cvent, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Cvent, Inc.'s plan includes a 401(k) feature, automatic enrollment, a default investment (QDIA), ERISA 404(c) participant direction.
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 | $109K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING LLC | 84-4519624 | — | ADVISOR | $50K | — |
| 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 | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $44.3M | 18.4% | |
| Fidelity Freedom Index 2055 B | Mutual Funds | — | — | $30.8M | 12.8% | |
| FID FRDM INX 2055 B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 112 | Common Collective Trust | — | — | $30.8M | 12.8% | |
| Fidelity Contrafund Class K-6 | Mutual Funds | — | — | $29.3M | 12.2% | |
| Fidelity Freedom Index 2050 B | Mutual Funds | — | — | $26.6M | 11.0% | |
| FID FRDM INX 2050 B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 084 | Common Collective Trust | — | — | $26.6M | 11.0% | |
| Fidelity Freedom Index 2040 B | Mutual Funds | — | — | $16.5M | 6.9% | |
| FID FRDM INX 2040 B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 082 | Common Collective Trust | — | — | $16.5M | 6.9% | |
| Fidelity Freedom Index 2045 B | Mutual Funds | — | — | $15.3M | 6.4% | |
| FID FRDM INX 2045 B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 083 | Common Collective Trust | — | — | $15.3M | 6.4% | |
| Fidelity Freedom Index 2060 B | Mutual Funds | — | — | $13.3M | 5.5% | |
| FID FRDM INX 2060 B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 146 | Common Collective Trust | — | — | $13.3M | 5.5% | |
| Fidelity Freedom Index 2035 B | Mutual Funds | — | — | $11.6M | 4.8% | |
| FID FRDM INX 2035 B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 081 | Common Collective Trust | — | — | $11.6M | 4.8% | |
| Fidelity International Index | Mutual Funds | — | — | $5.2M | 2.2% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $4.7M | 2.0% | |
| FID FRDM INX 2030 B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 080 | Common Collective Trust | — | — | $4.7M | 2.0% | |
| American Funds EuroPacific Growth Fund Class R-6 | Mutual Funds | — | — | $4.0M | 1.7% | |
| Mass Mutual Mid Cap Growth I Fund | Other securities | — | — | $3.9M | 1.6% | |
| Fidelity Freedom Index 2065 B | Mutual Funds | — | — | $3.5M | 1.5% | |
| FID FRDM INX 2065 B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 169 | Common Collective Trust | — | — | $3.5M | 1.5% | |
| Prudential/ Great Gray Total Return Bond Fund CIT Fee Class LP | Common Collective Trusts | — | — | $3.5M | 1.5% | |
| PGIM TOT RET BOND LP GREAT GRAY TRUST COMPANY · EIN 38-4097323 / PN 471 | Common Collective Trust | — | — | $3.5M | 1.5% | |
| Principal Equity Income Institutional | Other securities | — | — | $3.5M | 1.5% | |
| Fidelity Government Money Market Fund | Mutual Funds | — | — | $3.2M | 1.3% | |
| John Hancock Disciplined Value Mid Cap Fund Class R-6 | Other securities | — | — | $2.7M | 1.1% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $2.2M | 0.9% | |
| FID FRDM INX 2025 B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 079 | Common Collective Trust | — | — | $2.2M | 0.9% | |
| Fidelity US Bond Index Fund | Common Collective Trusts | — | — | $1.9M | 0.8% | |
| John Hancock Triton Fund | Other securities | — | — | $1.7M | 0.7% | |
| Invesco Developing Market R6 | Mutual Funds | — | — | $1.5M | 0.6% | |
| PIMCO Income Fund Institutional Class | Mutual Funds | — | — | $1.3M | 0.5% | |
| American Beacon Small Cap Value Inst Fund | Other securities | — | — | $855K | 0.4% | |
| Fidelity Freedom Index 2020 B | Mutual Funds | — | — | $639K | 0.3% | |
| FID FRDM INX 2020 B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 078 | Common Collective Trust | — | — | $639K | 0.3% | |
| Fidelity Short Term Bond Index | Mutual Funds | — | — | $336K | 0.1% | |
| PIMCO All Asset Inst Fund | Mutual Funds | — | — | $183K | <0.1% | |
| Fidelity Freedom Index Income B | Mutual Funds | — | — | $40K | <0.1% | |
| FID FRDM INX INC B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 074 | Common Collective Trust | — | — | $40K | <0.1% | |
| Fidelity Freedom Index 2015 B | Mutual Funds | — | — | $34K | <0.1% | |
| FID FRDM INX 2015 B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 077 | Common Collective Trust | — | — | $34K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| ADVISOR |
| $49K |
| — |
