Virginia Aguilar signed Software Brokers of America, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Software Brokers of America, Inc.'s EIN is 65-0083438.
Download the official 2024 Form 5500 (PDF) for Software Brokers of America, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Software Brokers of America, Inc.'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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $33K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | 13-5674085 |
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 | |||||
|---|---|---|---|---|---|---|
| ISHARES S&P 500 INDEX K | Registered Investment Companies | — | — | $4.4M | 23.2% | |
| AMERFUNDS 2035 TARG DATERET R6 | Registered Investment Companies | — | — | $2.7M | 14.4% | |
| AMERFUNDS 2040 TARG DATERET R6 | Registered Investment Companies | — | — | $2.6M | 13.5% | |
| AMERFUNDS 2030 TARG DATERET R6 | Registered Investment Companies | — | — | $2.2M | 11.8% | |
| AMERFUNDS 2025 TARG DATERET R6 | Registered Investment Companies | — | — | $1.5M | 7.9% | |
| AMERFUNDS 2045 TARG DATERET R6 | Registered Investment Companies | — | — | $1.2M | 6.3% | |
| AMERFUNDS 2050 TARG DATERET R6 | Registered Investment Companies | — | — | $1.2M | 6.3% | |
| AMERFUNDS 2020 TARG DATERET R6 | Registered Investment Companies | — | — | $837K | 4.4% | |
| AMERFUNDS 2015 TARG DATERET R6 | Registered Investment Companies | — | — | $526K | 2.8% | |
| INV STABLE VALUE RETIRE FD 1 INVESCO TRUST COMPANY · EIN 27-3868124 / PN 001 | Common Collective Trust | — | — | $456K | 2.4% | |
| CLEARBRIDGE SMALL CAP GR IS 415 REGISTERED INVESTMENT COMPANY JPMORGAN LARGE CAP GROWTH R6 | Registered Investment Companies | — | — | $394K | 2.1% | |
| AC INFLATION ADJ BOND R6 | Registered Investment Companies | — | — | $217K | 1.1% | |
| AMERICAN FUNDS 2055 TARGET R6 | Registered Investment Companies | — | — | $40K | 0.2% | |
| LOOMIS SAYLES BOND FUND N | Registered Investment Companies | — | — | $31K | 0.2% | |
| NEU LARGE CAP VALUE - R6 | Registered Investment Companies | — | — | $23K | 0.1% | |
| MFS MID CAP VALUE FUND - R6 | Registered Investment Companies | — | — | $21K | 0.1% | |
| BLK INTERNATIONAL INST 399 REGISTERED INVESTMENT COMPANY ISHARES US AGGREGATE BD IDX K | Registered Investment Companies | — | — | $15K | <0.1% | |
| AMERFUNDS 2065 TARG DATERET R6 | Registered Investment Companies | — | — | $4K | <0.1% | |
| AMERICAN FUNDS NEW WORLD R6 | Registered Investment Companies | — | — | $4K | <0.1% | |
| ISHARES RUSSELL MIDCAP INDEX K | Registered Investment Companies | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| INVESTMENT |
| $37K |
| — |
