Shirley Horner signed Compunnel Software Group Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Compunnel Software Group Inc.'s EIN is 58-2137105.
Download the official 2024 Form 5500 (PDF) for Compunnel Software Group Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Compunnel Software Group Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $213K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MIKE AVERSANO CPA, PC | 47-5684521 |
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 | |||||
|---|---|---|---|---|---|---|
| FID FREE INDX 2050 IP | Registered Investment Companies | — | — | $7.6M | 17.0% | |
| FID FREE INDX 2045 IP | Registered Investment Companies | — | — | $6.0M | 13.3% | |
| SCHWAB S&P 500 INDEX FUND | Registered Investment Companies | — | — | $5.2M | 11.7% | |
| FID FREE INDX 2055 IP | Registered Investment Companies | — | — | $4.0M | 8.8% | |
| FID FREE INDX 2040 IP | Registered Investment Companies | — | — | $3.0M | 6.8% | |
| FID LARGE CAP GROWTH INDEX | Registered Investment Companies | — | — | $3.0M | 6.8% | |
| VANGUARD INFO TECH IDX ADMIRAL | Registered Investment Companies | — | — | $2.5M | 5.5% | |
| FID FREE INDX 2035 IP | Registered Investment Companies | — | — | $2.2M | 5.0% | |
| FID TOTAL MARKET INDEX | Registered Investment Companies | — | — | $2.0M | 4.5% | |
| FID FREE INDX 2030 IP | Registered Investment Companies | — | — | $1.6M | 3.6% | |
| FID FREE INDX 2060 IP | Registered Investment Companies | — | — | $1.4M | 3.2% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $829K | 1.8% | |
| METLIFE REL ST VAL 25053 - 0 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $599K | 1.3% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $541K | 1.2% | |
| VANGUARD FTSE SOCIAL INDEX ADM | Registered Investment Companies | — | — | $484K | 1.1% | |
| FID FREE INDX 2025 IP | Registered Investment Companies | — | — | $395K | 0.9% | |
| FID FREE INDEX 2065 IP | Registered Investment Companies | — | — | $329K | 0.7% | |
| ALPSKOTAK INDIA ESG I | Registered Investment Companies | — | — | $306K | 0.7% | |
| FIDELITY SMALL CAP GROWTH IDX | Registered Investment Companies | — | — | $270K | 0.6% | |
| FID LARGE CAP VALUE INDEX | Registered Investment Companies | — | — | $201K | 0.4% | |
| VANGUARD LONG TERM INV GR ADM | Registered Investment Companies | — | — | $197K | 0.4% | |
| FID US BOND IND | Registered Investment Companies | — | — | $175K | 0.4% | |
| FID EMERGING MARKETS INDEX | Registered Investment Companies | — | — | $175K | 0.4% | |
| FIDELITY SMALL CAP VALUE INDEX | Registered Investment Companies | — | — | $155K | 0.3% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $150K | 0.3% | |
| VANGUARD HEALTH CARE INDEX ADM | Registered Investment Companies | — | — | $145K | 0.3% | |
| VANGUARD ENERGY INDEX FUND ADM | Registered Investment Companies | — | — | $145K | 0.3% | |
| SCHWAB TREAS INFL PROT SEC IDX | Registered Investment Companies | — | — | $139K | 0.3% | |
| FID INTERNATIONAL INDEX | Registered Investment Companies | — | — | $138K | 0.3% | |
| VANGUARD CONS STAPLES IDX ADM | Registered Investment Companies | — | — | $117K | 0.3% | |
| AMC GLOBAL GOLD I | Registered Investment Companies | — | — | $117K | 0.3% | |
| VANGUARD FINANCIALS INDEX ADM | Registered Investment Companies | — | — | $117K | 0.3% | |
| DFA INTL LARGE CAP GR PORT INS | Registered Investment Companies | — | — | $102K | 0.2% | |
| FIDELITY CHINA REGION | Registered Investment Companies | — | — | $90K | 0.2% | |
| VANGUARD UTIL IDX ADM | Registered Investment Companies | — | — | $79K | 0.2% | |
| VANGUARD MID CAP VALUE IND ADM | Registered Investment Companies | — | — | $78K | 0.2% | |
| FIDELITY REAL ESTATE INDEX | Registered Investment Companies | — | — | $69K | 0.2% | |
| FID F INDEX INC INV | Registered Investment Companies | — | — | $40K | <0.1% | |
| FIDELITY JAPAN SMALLER COMP | Registered Investment Companies | — | — | $31K | <0.1% | |
| VANGUARD SH TERM BD INDEX ADM | Registered Investment Companies | — | — | $16K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| ACCOUNTANT |
| $10K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CADARET GRANT & CO INC | 22-2361254 | — | INVESTMENT/FINANCIAL ADVI | $93K | — |
