Emily Haynes signed Systems Depot's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Systems Depot's EIN is 56-2228173.
Download the official 2024 Form 5500 (PDF) for Systems Depot from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Systems Depot's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 | — |
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 | Mutual Funds | — | — | $1.0M | 21.8% | |
| Vanguard | Mutual Funds | — | — | $507K | 10.9% | |
| Vanguard | Mutual Funds | — | — | $478K | 10.3% | |
| Vanguard | Mutual Funds | — | — | $335K | 7.2% | |
| Morley Financial Services | Other securities | — | — | $286K | 6.2% | |
| MORLEY STABLE VALUE PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $286K | 6.2% | |
| Fidelity | Mutual Funds | — | — | $257K | 5.5% | |
| Hartford | Other securities | — | — | $222K | 4.8% | |
| Vanguard | Mutual Funds | — | — | $185K | 4.0% | |
| Vanguard | Mutual Funds | — | — | $181K | 3.9% | |
| Vanguard | Mutual Funds | — | — | $170K | 3.7% | |
| Pimco | Mutual Funds | — | — | $163K | 3.5% | |
| Fidelity | Mutual Funds | — | — | $127K | 2.7% | |
| Vanguard | Mutual Funds | — | — | $110K | 2.4% | |
| Vanguard | Mutual Funds | — | — | $110K | 2.4% | |
| Vanguard | Mutual Funds | — | — | $104K | 2.2% | |
| Fidelity | Mutual Funds | — | — | $99K | 2.1% | |
| Participant loans | Participant loans | — | — | $69K | 1.5% | |
| Vanguard | Mutual Funds | — | — | $38K | 0.8% | |
| Vanguard | Mutual Funds | — | — | $36K | 0.8% | |
| Vanguard | Mutual Funds | — | — | $30K | 0.7% | |
| Fidelity | Mutual Funds | — | — | $26K | 0.6% | |
| Vanguard | Mutual Funds | — | — | $25K | 0.5% | |
| PGIM | Other securities | — | — | $23K | 0.5% | |
| American Funds | Mutual Funds | — | — | $21K | 0.5% | |
| Dimensional Fund Advisors | Mutual Funds | — | — | $14K | 0.3% | |
| Vanguard | Mutual Funds | — | — | $4K | <0.1% | |
| Vanguard | Mutual Funds | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
