AMY Maddox signed Applied Software Technology, LLC.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Applied Software Technology, LLC.'s EIN is 58-1484413.
Download the official 2024 Form 5500 (PDF) for Applied Software Technology, LLC. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Applied Software Technology, LLC.'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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $14K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FORUSALL | — | SAN FRANCISCO, CA | INVESTMENT ADVISOR | $40K | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| INDEXSELECT MODERATE 2035 FUND CL I GREAT GRAY · EIN 81-4457845 / PN 307 | Common Collective Trust | — | — | $4.7M | 30.9% | |
| INDEXSELECT MODERATE 2045 FUND CL I GREAT GRAY · EIN 81-4470950 / PN 308 | Common Collective Trust | — | — | $2.8M | 18.1% | |
| INDEXSELECT MODERATE RETIRE FUND CL GREAT GRAY · EIN 81-4430771 / PN 305 | Common Collective Trust | — | — | $2.1M | 13.6% | |
| INDEXSELECT MODERATE 2055 FUND CL I GREAT GRAY · EIN 81-4484368 / PN 309 | Common Collective Trust | — | — | $1.6M | 10.5% | |
| General Account Guaranteed Investment Contract | Stable Value | — | — | $995K | 6.5% | |
| Vanguard 500 Index Admiral Mutual Fund | Common Collective Trusts | — | — | $677K | 4.4% | |
| Alger Capital Appreciation Instl Y Mutual Fund | Other securities | — | — | $474K | 3.1% | |
| Vanguard Total Intl Stock Index Admiral Mutual Fund | Mutual Funds | — | — | $258K | 1.7% | |
| Invesco Comstock R6 Mutual Fund | Mutual Funds | — | — | $170K | 1.1% | |
| INDEXSELECT AGGRESSIVE 2055 FUND CL GREAT GRAY · EIN 81-4418048 / PN 304 | Common Collective Trust | — | — | $167K | 1.1% | |
| Notes receivable from participants Bearing interest at 3.75%-9.50% - | Bonds / Notes | — | — | $162K | 1.1% | |
| Vanguard Small Cap Index Adm Mutual Fund | Mutual Funds | — | — | $145K | 1.0% | |
| Massmutual Eqty Opportunities I Mutual Fund | Other securities | — | — | $142K | 0.9% | |
| INDEXSELECT AGGRESSIVE 2045 FUND CL GREAT GRAY · EIN 81-4403657 / PN 303 | Common Collective Trust | — | — | $129K | 0.8% | |
| Nuveen Large Cap Responsible Equity Mutual Fund | Mutual Funds | — | — | $119K | 0.8% | |
| Vanguard Mid Cap Index Fund Mutual Fund | Common Collective Trusts | — | — | $103K | 0.7% | |
| Vanguard Total Bond Market Index Mutual Fund | Mutual Funds | — | — | $89K | 0.6% | |
| Self-Directed Brokerage Accounts Mutual Funds / Common Stocks | Self-Directed Brokerage | — | — | $88K | 0.6% | |
| American Funds Europacific Gr R6 Mutual Fund | Mutual Funds | — | — | $78K | 0.5% | |
| Massmutual Core Bond I Mutual Fund | Other securities | — | — | $68K | 0.4% | |
| Macquarie Mid Cap Growth R6 Mutual Fund | Other securities | — | — | $65K | 0.4% | |
| INDEXSELECT AGGRESSIVE RETIRE FUND GREAT GRAY · EIN 81-4374798 / PN 300 | Common Collective Trust | — | — | $28K | 0.2% | |
| INDEXSELECT CONSERVATIVE 2045 FUND GREAT GRAY · EIN 81-4532033 / PN 313 | Common Collective Trust | — | — | $28K | 0.2% | |
| Massmutual Us Government Mny Mkt Mutual Fund | Other securities | — | — | $26K | 0.2% | |
| INDEXSELECT AGGRESSIVE 2035 FUND CL GREAT GRAY · EIN 81-4393238 / PN 302 | Common Collective Trust | — | — | $26K | 0.2% | |
| INDEXSELECT CONSERVATIVE 2035 FUND GREAT GRAY · EIN 81-4515825 / PN 312 | Common Collective Trust | — | — | $24K | 0.2% | |
| INDEXSELECT CONSERVATIVE RET FUND C GREAT GRAY · EIN 81-4499160 / PN 310 | Common Collective Trust | — | — | $19K | 0.1% | |
| Macquarie Small Cap Value R6 Mutual Fund | Other securities | — | — | $17K | 0.1% | |
| INDEXSELECT CONSERVATIVE 2055 FUND GREAT GRAY · EIN 81-4543855 / PN 314 | Common Collective Trust | — | — | $9K | <0.1% | |
| Vanguard Treasury Money Market Inv Mutual Fund | Mutual Funds | — | — | $2K | <0.1% | |
| Fidelity Short Term Treasury Bond Mutual Fund | U.S. Treasuries | — | — | $2K | <0.1% | |
| INDEXSELECT MODERATE 2025 FUND CL I GREAT GRAY · EIN 81-4447624 / PN 306 | Common Collective Trust | — | — | $0 | <0.1% | |
| INDEXSELECT CONSERVATIVE 2025 FUND GREAT GRAY · EIN 81-4509619 / PN 311 | Common Collective Trust | — | — | $0 | <0.1% | |
| INDEXSELECT AGGRESSIVE 2025 FUND CL GREAT GRAY · EIN 81-4386547 / PN 301 | Common Collective Trust | — | — | $0 | <0.1% |
