Sondra Ludwick signed Access Sciences Corporation's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Access Sciences Corporation's EIN is 74-2429280.
Download the official 2024 Form 5500 (PDF) for Access Sciences Corporation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Access Sciences Corporation'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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $52K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $0 | — |
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 | |||||
|---|---|---|---|---|---|---|
| PUTNAM RETIRE ADV 2035 CL X PUTNAM FIDUCIARY TRUST COMPANY · EIN 26-0787945 / PN 261 | Common Collective Trust | — | — | $1.6M | 11.4% | |
| PUTNAM RETIRE ADV 2030 CL X PUTNAM FIDUCIARY TRUST COMPANY · EIN 26-0788040 / PN 262 | Common Collective Trust | — | — | $1.5M | 10.5% | |
| Nuveen S&P 500 Index Fund Class R6 | Common Collective Trusts | — | — | $1.4M | 9.8% | |
| PUTNAM RETIRE ADV 2045 CL X PUTNAM FIDUCIARY TRUST COMPANY · EIN 26-1208510 / PN 259 | Common Collective Trust | — | — | $1.3M | 9.0% | |
| PUTNAM RETIRE ADV 2025 CL X PUTNAM FIDUCIARY TRUST COMPANY · EIN 26-1384344 / PN 263 | Common Collective Trust | — | — | $1.2M | 8.6% | |
| PUTNAM RETIREMT ADV MATURITY X PUTNAM FIDUCIARY TRUST COMPANY · EIN 26-0788428 / PN 268 | Common Collective Trust | — | — | $999K | 7.2% | |
| PUTNAM RETIRE ADV 2055 CL X PUTNAM FIDUCIARY TRUST COMPANY · EIN 27-3616920 / PN 272 | Common Collective Trust | — | — | $891K | 6.4% | |
| * Principal Trust Company Principal Guaranteed Option | Guaranteed Income / GIC | — | — | $746K | 5.3% | |
| PUTNAM RETIRE ADV 2040 CL X PUTNAM FIDUCIARY TRUST COMPANY · EIN 26-1384398 / PN 260 | Common Collective Trust | — | — | $630K | 4.5% | |
| AB US LG CP GR CIT W SRS P1 GREAT GRAY TRUST COMPANY · EIN 38-4116831 / PN 509 | Common Collective Trust | — | — | $524K | 3.8% | |
| Allspring Global Investments Allspring Special Small Cap Value Fund Class R6 | Mutual Funds | — | — | $399K | 2.9% | |
| PUTNAM RETIRE ADV 2050 CL X PUTNAM FIDUCIARY TRUST COMPANY · EIN 26-0787670 / PN 258 | Common Collective Trust | — | — | $321K | 2.3% | |
| Virtus KAR Mid Cap Growth Fund Class R6 | Other securities | — | — | $279K | 2.0% | |
| Fidelity Advisor Total Bond Fund Class Z | Mutual Funds | — | — | $226K | 1.6% | |
| Fidelity US Bond Index Fund | Common Collective Trusts | — | — | $209K | 1.5% | |
| MFS Value Fund Class R6 | Mutual Funds | — | — | $207K | 1.5% | |
| Nuveen International Equity Index Fund Class R6 | Common Collective Trusts | — | — | $178K | 1.3% | |
| MFS Mid Cap Value Fund Class R6 | Mutual Funds | — | — | $155K | 1.1% | |
| JPMorgan US Research Enhanced Equity Fund Class R6 | Other securities | — | — | $152K | 1.1% | |
| Cohen & Steers Real Estate Income Fund Cohen & Steers Real Estate Securities Fund Class Z | Other securities | — | — | $127K | 0.9% | |
| vested accrued benefits, maturing through December 2029. - | Other securities | — | — | $115K | 0.8% | |
| Hartford International Opportunities Fund Class R6 | Other securities | — | — | $108K | 0.8% | |
| American Funds American Funds NewPerspective Fund Class R6 | Mutual Funds | — | — | $100K | 0.7% | |
| (E) | Other securities | — | — | $100K | 0.7% | |
| American Funds American Funds American Balance Fund Class R6 | Mutual Funds | — | — | $100K | 0.7% | |
| PUTNAM RETIRE ADV 2060 CL X PUTNAM FIDUCIARY TRUST COMPANY · EIN 47-5459433 / PN 273 | Common Collective Trust | — | — | $98K | 0.7% | |
| Putnam Dynamic Asset Allocation Growth Fund Class R6 | Mutual Funds | — | — | $95K | 0.7% | |
| SEI Kayne Anderson Rudnick Small Cap Sustainable Growth CIT Class 3 | Common Collective Trusts | — | — | $85K | 0.6% | |
| KAYNE ADRS RD SM CP SUS GR CL3 SEI TRUST COMPANY · EIN 45-1286900 / PN 046 | Common Collective Trust | — | — | $85K | 0.6% | |
| Pioneer Strategic Income Fund Class K | Other securities | — | — | $72K | 0.5% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $71K | 0.5% | |
| BlackRock HY Portfolio Fund Class K ** 217 Dimensional Fund Advisors Global Equity I Fund | Mutual Funds | — | — | $71K | 0.5% | |
| Fidelity Inf-Pr Bond Index Fund | Common Collective Trusts | — | — | $59K | 0.4% | |
| Vanguard Developed Markets Index Admiral Fund | Mutual Funds | — | — | $55K | 0.4% | |
| Loans to participants | Participant loans | — | — | $32K | 0.2% | |
| PUTNAM RETIRE ADV 2065 CL X PUTNAM FIDUCIARY TRUST COMPANY · EIN 85-3582370 / PN 277 | Common Collective Trust | — | — | $14K | <0.1% | |
| Macquarie Emerging Markets Class R6 | Other securities | — | — | $7K | <0.1% | |
| Goldman Sachs Goldman Sachs Mid Cap Value Fund Class R6 | Other securities | — | — | $3K | <0.1% | |
| John Hancock John Hancock Small Cap Core Fund Class R6 | Other securities | — | — | $3K | <0.1% | |
| Fidelity Small Cap Growth Index Fund | Common Collective Trusts | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENSIONMARK FINANCIAL GROUP, LLC | 61-1758632 | — | INVESTMENT ADVISORY | $0 | — |
| ASSUREDPARTNERS INVESTMENT ADVISORS | 85-0777552 | — | INVESTMENT ADVISORY | $0 | — |
