Rajashree Rathnappa signed FARO Technologies, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
FARO Technologies, Inc.'s EIN is 59-3157093.
Download the official 2024 Form 5500 (PDF) for FARO Technologies, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)FARO Technologies, 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $59K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NFP RETIREMENT | 33-0905143 | — | INVESTMENT ADVISOR | $151K | — |
| STRATEGIC ADVISORS, INC. |
| Provider | Nondisclosure info |
|---|---|
| — | — |
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 | |||||
|---|---|---|---|---|---|---|
| FLEXPATH+MOD 2035 R1 GREAT GRAY TRUST COMPANY · EIN 47-3002484 / PN 001 | Common Collective Trust | — | — | $15.4M | 20.7% | |
| Fidelity Investments 500 Index Fund | Common Collective Trusts | — | — | $12.2M | 16.5% | |
| FLEXPATH+MOD 2045 R1 GREAT GRAY TRUST COMPANY · EIN 47-3071639 / PN 001 | Common Collective Trust | — | — | $12.1M | 16.3% | |
| FLEXPATH+MOD 2055 R1 GREAT GRAY TRUST COMPANY · EIN 47-3188067 / PN 001 | Common Collective Trust | — | — | $8.3M | 11.2% | |
| Great Gray Trust FlexPath Strategies Index+ Moderate Retirement Fund R1 | Other securities | — | — | $5.4M | 7.3% | |
| FLEXPATH+MOD RET R1 GREAT GRAY TRUST COMPANY · EIN 47-2851418 / PN 001 | Common Collective Trust | — | — | $5.4M | 7.3% | |
| LARGE CAP GR III I1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7275327 / PN 001 | Common Collective Trust | — | — | $3.3M | 4.4% | |
| Fidelity Investments Mid Cap Index Fund | Common Collective Trusts | — | — | $2.5M | 3.4% | |
| Vanguard Small-Cap Index Fund Admiral Shares | Common Collective Trusts | — | — | $1.8M | 2.4% | |
| Fidelity Investments Government Money Market Fund | Mutual Funds | — | — | $1.6M | 2.1% | |
| MFS International Diversification Fund Class R6 | Mutual Funds | — | — | $1.6M | 2.1% | |
| LARGE CP VALUE I1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $1.5M | 2.0% | |
| Participants Participant loans (interest rate ranging from at 5.25% to 10.50% maturing through 2034) - | Bonds / Notes | — | — | $1.1M | 1.5% | |
| FLEXPATH+AGR 2035 R1 GREAT GRAY TRUST COMPANY · EIN 47-2987118 / PN 001 | Common Collective Trust | — | — | $1.1M | 1.5% | |
| PIMCO Total Return Fund Institutional Class | Mutual Funds | — | — | $1.1M | 1.4% | |
| Fidelity Investments U.S. Bond Index Fund | Common Collective Trusts | — | — | $942K | 1.3% | |
| Victory Capital Sycamore Established Value Fund Class R6 | Other securities | — | — | $924K | 1.2% | |
| Victory Capital RS Global Fund Class R6 | Other securities | — | — | $527K | 0.7% | |
| American Century Investments Real Estate Fund R6 Class | Other securities | — | — | $428K | 0.6% | |
| Fidelity Investments Growth Strategies K6 Fund | Mutual Funds | — | — | $426K | 0.6% | |
| ClearBridge Investments Small Cap Growth Fund Class IS | Other securities | — | — | $394K | 0.5% | |
| FLEXPATH+AGR 2055 R1 GREAT GRAY TRUST COMPANY · EIN 47-3170652 / PN 001 | Common Collective Trust | — | — | $373K | 0.5% | |
| FLEXPATH+AGR 2045 R1 GREAT GRAY TRUST COMPANY · EIN 47-3026996 / PN 001 | Common Collective Trust | — | — | $363K | 0.5% | |
| American Century Investments Multisector Income Fund R6 Class | Other securities | — | — | $270K | 0.4% | |
| FLEXPATH+CON 2045 R1 GREAT GRAY TRUST COMPANY · EIN 47-3144367 / PN 001 | Common Collective Trust | — | — | $261K | 0.4% | |
| FLEXPATH+AGR 2065 R1 GREAT GRAY TRUST COMPANY, LLC · EIN 47-3216409 / PN 240 | Common Collective Trust | — | — | $111K | 0.1% | |
| SMALL CAP VAL II I1 GREAT GRAY TRUST COMPANY · EIN 38-4097325 / PN 488 | Common Collective Trust | — | — | $104K | 0.1% | |
| FLEXPATH+CON 2055 R1 GREAT GRAY TRUST COMPANY · EIN 47-3216409 / PN 001 | Common Collective Trust | — | — | $77K | 0.1% | |
| Great Gray Trust FlexPath Strategies Index+ Aggressive Retirement Fund R1 | Other securities | — | — | $71K | <0.1% | |
| FLEXPATH+AGR RET R1 GREAT GRAY TRUST COMPANY · EIN 47-2836296 / PN 001 | Common Collective Trust | — | — | $71K | <0.1% | |
| FLEXPATH+CON 2035 R1 GREAT GRAY TRUST COMPANY · EIN 47-3018134 / PN 001 | Common Collective Trust | — | — | $55K | <0.1% | |
| Great Gray Trust FlexPath Strategies Index+ Conservative Retirement Fund R1 | Other securities | — | — | $39K | <0.1% | |
| FLEXPATH+CON RET R1 GREAT GRAY TRUST COMPANY · EIN 47-2916729 / PN 001 | Common Collective Trust | — | — | $39K | <0.1% | |
| FLEXPATH+CON 2065 R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7271380 / PN 761 | Common Collective Trust | — | — | $31K | <0.1% | |
| FLEXPATH+MOD 2065 R1 GREAT GRAY TRUST COMPANY, LLC · EIN 47-3216409 / PN 242 | Common Collective Trust | — | — | $24K | <0.1% | |
| MID CAP GROWTH I1 GREAT GRAY TRUST COMPANY · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH+MOD 2025 R1 GREAT GRAY TRUST COMPANY · EIN 47-2950747 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH+AGR 2025 R1 GREAT GRAY TRUST COMPANY · EIN 47-2935740 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 04-2654524 |
| — |
| ADVISOR |
| $18K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KBF CPAS - AUDIT, LLP | 33-2366711 | LAKE OSWEGO, OR | PLAN AUDITOR | $7K | — |
