Sangoma US Inc.'s EIN is 61-1752222.
Download the official 2024 Form 5500 (PDF) for Sangoma US Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Sangoma US 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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $91K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $4K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
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.
| UBS FINANCIAL SERVICES, INC. |
| 13-2638166 |
| — |
| INVESTMENT ADVISOR |
| $58K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RETIREMENT SOLUTIONS SPECIALISTS | 27-0293282 | — | CONTRACT ADMIN | $26K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| INDEXSELECT MODERATE 2045 FUND CL I GREAT GRAY · EIN 81-4470950 / PN 308 | Common Collective Trust | — | — | $7.9M | 19.8% | |
| INDEXSELECT MODERATE 2035 FUND CL I GREAT GRAY · EIN 81-4457845 / PN 307 | Common Collective Trust | — | — | $6.0M | 15.1% | |
| VANGUARD 500 INDEX ADMIRAL | Common Collective Trusts | — | — | $4.3M | 10.9% | |
| INDEXSELECT MODERATE RETIRE FUND CL GREAT GRAY · EIN 81-4430771 / PN 305 | Common Collective Trust | — | — | $3.4M | 8.4% | |
| INDEXSELECT MODERATE 2055 FUND CL I GREAT GRAY · EIN 81-4484368 / PN 309 | Common Collective Trust | — | — | $3.0M | 7.6% | |
| GENERAL ACCOUNT | Other securities | — | — | $1.7M | 4.3% | |
| VANGUARD GROWTH INDEX ADM | Mutual Funds | — | — | $1.6M | 3.9% | |
| INDEXSELECT CONSERVATIVE 2055 FUND GREAT GRAY · EIN 81-4543855 / PN 314 | Common Collective Trust | — | — | $1.1M | 2.9% | |
| VANGUARD LIFESTRATEGY GROWTH INV | Mutual Funds | — | — | $1.1M | 2.6% | |
| VANGUARD TOTAL INTL STOCK INDEX ADMIRAL | Mutual Funds | — | — | $980K | 2.4% | |
| VANGUARD SMALL CAP INDEX ADM | Mutual Funds | — | — | $884K | 2.2% | |
| JPMORGAN US EQUITY R6 | Other securities | — | — | $855K | 2.1% | |
| INDEXSELECT CONSERVATIVE 2045 FUND GREAT GRAY · EIN 81-4532033 / PN 313 | Common Collective Trust | — | — | $740K | 1.8% | |
| AMERICAN CENTURY ULTRA R6 | Other securities | — | — | $710K | 1.8% | |
| VANGUARD BALANCED INDEX ADM | Mutual Funds | — | — | $641K | 1.6% | |
| VANGUARD TOTAL BOND MARKET INDEX ADMIRAL | Mutual Funds | — | — | $626K | 1.6% | |
| Notes receivable from participants (4.00%-9.50%) | Bonds / Notes | — | — | $523K | 1.3% | |
| HARTFORD DIVIDEND AND GROWTH R6 | Other securities | — | — | $413K | 1.0% | |
| VANGUARD LIFESTRATEGY MODERATE GROWTH | Mutual Funds | — | — | $362K | 0.9% | |
| AMERICAN FUNDS NEW PERSPECTIVE R6 | Mutual Funds | — | — | $281K | 0.7% | |
| MASSMUTUAL INF-PROT AND INC I | Common Stocks | — | — | $249K | 0.6% | |
| MFS INTERNATIONAL GROWTH R6 | Mutual Funds | — | — | $220K | 0.5% | |
| AMERICAN FUNDS NEW WORLD R6 | Mutual Funds | — | — | $213K | 0.5% | |
| AMERICAN FUNDS BOND FUND OF AMER R6 | Mutual Funds | — | — | $183K | 0.5% | |
| BLACKROCK MID-CAP VALUE CLASS K | Other securities | — | — | $180K | 0.4% | |
| VANGUARD LIFESTRATEGY CNSRV GR INV | Mutual Funds | — | — | $178K | 0.4% | |
| INDEXSELECT AGGRESSIVE 2045 FUND CL GREAT GRAY · EIN 81-4403657 / PN 303 | Common Collective Trust | — | — | $164K | 0.4% | |
| MassMutual US Government Mny Mkt Fd | Other securities | — | — | $135K | 0.3% | |
| COLUMBIA SMALL CAP VALUE I INSTL 3 | Other securities | — | — | $110K | 0.3% | |
| MASSMUTUAL SMALL CP GRTH EQTY I | Other securities | — | — | $101K | 0.3% | |
| INDEXSELECT AGGRESSIVE 2035 FUND CL GREAT GRAY · EIN 81-4393238 / PN 302 | Common Collective Trust | — | — | $84K | 0.2% | |
| JPMORGAN MID CAP GROWTH R6 | Other securities | — | — | $80K | 0.2% | |
| COHEN & STEERS REAL ESTATE SECURITIES Z | Other securities | — | — | $75K | 0.2% | |
| INDEXSELECT CONSERVATIVE RET FUND C GREAT GRAY · EIN 81-4499160 / PN 310 | Common Collective Trust | — | — | $66K | 0.2% | |
| VANGUARD LIFESTRATEGY INCOME INV | Mutual Funds | — | — | $60K | 0.1% | |
| INDEXSELECT AGGRESSIVE 2055 FUND CL GREAT GRAY · EIN 81-4418048 / PN 304 | Common Collective Trust | — | — | $31K | <0.1% | |
| LORD ABBETT BOND DEBENTURE R6 | U.S. Treasuries | — | — | $16K | <0.1% | |
| LOOMIS SAYLES GLOBAL ALLOCATION N | Other securities | — | — | $5K | <0.1% | |
| INDEXSELECT AGGRESSIVE RETIRE FUND GREAT GRAY · EIN 81-4374798 / PN 300 | Common Collective Trust | — | — | $868 | <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% |
