Julia Fusari signed Tyler Technologies, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Tyler Technologies, Inc.'s EIN is 75-2303920.
Download the official 2024 Form 5500 (PDF) for Tyler Technologies, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Tyler Technologies, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), a self-directed brokerage window.
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 | $332K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $208K | — |
| VALMARK ADVISERS, INC. |
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.
| 31-1509466 |
| — |
| INVESTMENT ADVISOR |
| $50K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BAKER TILLY US, LLP | 30-1413443 | — | ACCOUNTANT/AUDITOR | $20K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| SP 500 INDEX PL CL C GEODE CAPITAL MANAGEMENT TRUST · EIN 82-6293122 / PN 001 | Common Collective Trust | — | — | $117.5M | 9.7% | |
| Fidelity Insitutional Asset Management Fidelity Contrafund Commingled N/R | Common Collective Trusts | — | — | $107.3M | 8.8% | |
| FID CONTRA POOL CL A FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 133 | Common Collective Trust | — | — | $107.3M | 8.8% | |
| FID FRDM 2040 CP F FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 203 | Common Collective Trust | — | — | $107.3M | 8.8% | |
| Fidelity Institutional Asset Fidelity Freedom 2035 N/R | Mutual Funds | — | — | $106.7M | 8.8% | |
| FID FRDM 2035 CP F FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 202 | Common Collective Trust | — | — | $106.7M | 8.8% | |
| Management Trust Company Commingled Pool Account Class F * Fidelity Institutional Asset Fidelity Freedom 2045 N/R | Common Collective Trusts | — | — | $95.8M | 7.9% | |
| FID FRDM 2045 CP F FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 204 | Common Collective Trust | — | — | $95.8M | 7.9% | |
| Management Trust Company Commingled Pool Account Class F * Fidelity Institutional Asset Fidelity Freedom 2050 N/R | Common Collective Trusts | — | — | $84.9M | 7.0% | |
| FID FRDM 2050 CP F FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 205 | Common Collective Trust | — | — | $84.9M | 7.0% | |
| Management Trust Company Commingled Pool Account Class F * Fidelity Institutional Asset Fidelity Freedom 2030 N/R | Common Collective Trusts | — | — | $77.1M | 6.4% | |
| FID FRDM 2030 CP F FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 201 | Common Collective Trust | — | — | $77.1M | 6.4% | |
| Self-Directed Brokerage Account * Fidelity Investments Self-Directed Brokerage Account N/R | Self-Directed Brokerage | — | — | $63.7M | 5.3% | |
| Management Trust Company Commingled Pool Account Class F * Fidelity Institutional Asset Fidelity Freedom 2055 N/R | Common Collective Trusts | — | — | $53.1M | 4.4% | |
| FID FRDM 2055 CP F FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 206 | Common Collective Trust | — | — | $53.1M | 4.4% | |
| Management Trust Company Commingled Pool Account Class F * Fidelity Institutional Asset Fidelity Freedom 2025 N/R | Common Collective Trusts | — | — | $38.9M | 3.2% | |
| FID FRDM 2025 CP F FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 200 | Common Collective Trust | — | — | $38.9M | 3.2% | |
| SP INTL INDEX C GEODE CAPITAL MANAGEMENT, LLC · EIN 82-6293122 / PN 011 | Common Collective Trust | — | — | $36.4M | 3.0% | |
| Growth Fund Class R1 Geode Capital Management, LLC Standard & Poor's Total Market N/R | Other securities | — | — | $35.9M | 3.0% | |
| SP TTL MRKT IDX CL C GEODE CAPITAL MANAGEMENT, LLC · EIN 82-6293122 / PN 002 | Common Collective Trust | — | — | $35.9M | 3.0% | |
| R6 Baron Capital Group Baron Growth Institutional Fund N/R | Common Stocks | — | — | $32.9M | 2.7% | |
| Fund American Funds American Funds American Mutual N/R | Mutual Funds | — | — | $27.2M | 2.2% | |
| Management Trust Company Commingled Pool Account Class F * Fidelity Institutional Asset Fidelity Freedom 2060 N/R | Common Collective Trusts | — | — | $26.1M | 2.2% | |
| FID FRDM 2060 CP F FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 207 | Common Collective Trust | — | — | $26.1M | 2.2% | |
| PIMCO Total Return Institutional N/R | Mutual Funds | — | — | $22.8M | 1.9% | |
| MID CAP VAL II R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7312964 / PN 001 | Common Collective Trust | — | — | $20.9M | 1.7% | |
| Class American Funds American Funds Balanced Port R6 N/R | Mutual Funds | — | — | $20.6M | 1.7% | |
| Franklin DynaTech Fund R6 N/R | Mutual Funds | — | — | $19.2M | 1.6% | |
| Management Trust Company Commingled Pool Account Class F * Fidelity Institutional Asset Fidelity Managed Income Portfolio N/R | Common Collective Trusts | — | — | $18.2M | 1.5% | |
| MIP CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $17.1M | 1.4% | |
| Index Class C Geode Capital Management, LLC Standard & Poor's Extended N/R | Other securities | — | — | $16.2M | 1.3% | |
| SP EXT MKT IDX CL C GEODE CAPITAL MANAGEMENT TRUST · EIN 82-6293122 / PN 010 | Common Collective Trust | — | — | $16.2M | 1.3% | |
| SMALL CAP VAL III R1 GREAT GRAY TRUST COMPANY, LLC. · EIN 38-7289846 / PN 001 | Common Collective Trust | — | — | $14.4M | 1.2% | |
| Fidelity Investments Fidelity US Bond Index Fund N/R | Common Collective Trusts | — | — | $14.4M | 1.2% | |
| Management Trust Company Commingled Pool Account Class F * Fidelity Institutional Asset Fidelity Freedom 2020 N/R | Common Collective Trusts | — | — | $12.4M | 1.0% | |
| FID FRDM 2020 CP F FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 199 | Common Collective Trust | — | — | $12.4M | 1.0% | |
| Participant Loans * Participant Loans Interest rates: 3.25% - 8.50% $0 | Bonds / Notes | — | — | $12.0M | 1.0% | |
| Management Trust Company Commingled Pool Account Class F * Fidelity Institutional Asset Fidelity Freedom 2065 N/R | Common Collective Trusts | — | — | $7.1M | 0.6% | |
| FID FRDM 2065 CP F FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 208 | Common Collective Trust | — | — | $7.1M | 0.6% | |
| Fund Vanguard GNMA Fund Admiral N/R | Agency / Mortgage-Backed | — | — | $6.3M | 0.5% | |
| SMALL CAP GR II R1 GREAT GRAY TRUST COMPANY · EIN 38-4126288 / PN 592 | Common Collective Trust | — | — | $5.9M | 0.5% | |
| Management Trust Company Pool Account Class F * Fidelity Institutional Asset Fidelity Freedom 2010 N/R | Mutual Funds | — | — | $3.3M | 0.3% | |
| FID FRDM 2010 CP F FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 197 | Common Collective Trust | — | — | $3.3M | 0.3% | |
| SP SMALL CP IND CL C GEODE CAPITAL MANAGEMENT, LLC · EIN 82-6293122 / PN 009 | Common Collective Trust | — | — | $2.6M | 0.2% | |
| Management Trust Company Commingled Pool Account Class F * Fidelity Institutional Asset Fidelity Freedom 2015 N/R | Common Collective Trusts | — | — | $2.6M | 0.2% | |
| FID FRDM 2015 CP F FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 198 | Common Collective Trust | — | — | $2.6M | 0.2% | |
| Management Trust Company II - Class 2 Great Gray Trust Company, LLC American Funds EuroPacific N/R | Mutual Funds | — | — | $2.2M | 0.2% | |
| GG EUROPAC GROWTH R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289844 / PN 001 | Common Collective Trust | — | — | $2.2M | 0.2% | |
| Trust Company Pool Account * Fidelity Institutional Asset Fidelity Freedom Inc Commingled N/R | Common Collective Trusts | — | — | $2.0M | 0.2% | |
| FID FRDM INC CP F FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 195 | Common Collective Trust | — | — | $2.0M | 0.2% |
