Melanie STE-Croix signed EXFO America Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
EXFO America Inc.'s EIN is 75-2456766.
Download the official 2024 Form 5500 (PDF) for EXFO America Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)EXFO 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 |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $17K | — |
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $11K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RAYMOND JAMES & ASSOCIATES INC |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Admiral | Common Collective Trusts | — | — | $4.6M | 16.3% | |
| American Funds AMCAP Fund | Mutual Funds | — | — | $2.9M | 10.3% | |
| American Funds Europacific Growth Fund | Mutual Funds | — | — | $2.6M | 9.3% | |
| American Funds Washington Mutual Fund | Mutual Funds | — | — | $2.6M | 9.3% | |
| Investment contract ** Key Guaranteed Portfolio Fund at 1.41% | Bonds / Notes | — | — | $2.3M | 8.0% | |
| Columbia Seligman Tech & Information | Other securities | — | — | $2.1M | 7.4% | |
| Neuberger Berman Strategic Income Fund | Other securities | — | — | $1.9M | 6.6% | |
| Royce Small Cap Institutional Fund | Other securities | — | — | $1.6M | 5.7% | |
| Dodge & Cox Stock Fund | Mutual Funds | — | — | $1.5M | 5.3% | |
| Hartford Midcap Fund | Other securities | — | — | $1.5M | 5.2% | |
| Neuberger Berman Genesis Fund | Other securities | — | — | $1.3M | 4.5% | |
| American Funds 2035 Target Date Fund | Mutual Funds | — | — | $1.1M | 4.0% | |
| American Funds 2025 Target Date Fund | Mutual Funds | — | — | $1.1M | 3.9% | |
| AB Global Bond Fund Class Z | Other securities | — | — | $463K | 1.6% | |
| American Funds 2045 Target Date Fund | Mutual Funds | — | — | $462K | 1.6% | |
| Participant loans * Maturity dates through January 2043, interest rates from 4.25% to 9.50%. | Bonds / Notes | — | — | $214K | 0.8% | |
| American Funds 2055 Target Date Fund | Mutual Funds | — | — | $78K | 0.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| ST PETERSBURG, FL |
| INVESTMENT ADVISOR |
| $72K |
| — |
