Jason Wood signed Marquis Software Solutions, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Marquis Software Solutions, Inc.'s EIN is 75-2459939.
Download the official 2024 Form 5500 (PDF) for Marquis Software Solutions, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Marquis Software Solutions, 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 |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $25K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RAYMOND JAMES AND ASSOCIATES INC | 59-1237041 | — | INVESTMENT ADVISOR | $15K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| MYWAYRETIREMENT INDEX 2045 R GREAT GRAY TRUST COMPANY, LLC · EIN 38-4065301 / PN 385 | Common Collective Trust | — | — | $2.9M | 21.0% | |
| MYWAYRETIREMENT INDEX 2035 R GREAT GRAY TRUST COMPANY, LLC · EIN 38-4065300 / PN 384 | Common Collective Trust | — | — | $2.7M | 20.0% | |
| MYWAYRETIREMENT INDEX 2055 R GREAT GRAY TRUST COMPANY, LLC · EIN 38-4065302 / PN 386 | Common Collective Trust | — | — | $1.9M | 14.0% | |
| MYWAYRETIREMENT INDEX RETIREMENT R GREAT GRAY TRUST COMPANY, LLC · EIN 38-4065298 / PN 382 | Common Collective Trust | — | — | $1.7M | 12.6% | |
| Company Option Mutual Funds Fidelity Investments 500 Index N/R | Common Collective Trusts | — | — | $799K | 5.9% | |
| MYWAYRETIREMENT INDEX 2040 R GREAT GRAY TRUST COMPANY, LLC · EIN 38-4065295 / PN 379 | Common Collective Trust | — | — | $520K | 3.8% | |
| MYWAYRETIREMENT INDEX 2050 R GREAT GRAY TRUST COMPANY, LLC · EIN 38-4065307 / PN 391 | Common Collective Trust | — | — | $388K | 2.9% | |
| MYWAYRETIREMENT INDEX 2060 R GREAT GRAY TRUST COMPANY, LLC · EIN 38-4065297 / PN 381 | Common Collective Trust | — | — | $311K | 2.3% | |
| JPMorgan US Equity R6 N/R | Other securities | — | — | $305K | 2.2% | |
| Fidelity Investments International Index N/R | Mutual Funds | — | — | $296K | 2.2% | |
| MYWAYRETIREMENT INDEX 2030 R GREAT GRAY TRUST COMPANY, LLC · EIN 38-4065294 / PN 378 | Common Collective Trust | — | — | $288K | 2.1% | |
| Group Annuity Contract * TransAmerica Life Insurance TransAmerica Stable Value Core N/R | Stable Value | — | — | $265K | 2.0% | |
| T. Rowe Price Small-Cap Value N/R | Other securities | — | — | $221K | 1.6% | |
| Federated Hermes Federated Hermes MDT SM- Cap N/R | Other securities | — | — | $211K | 1.6% | |
| MYWAYRETIREMENT LARGE CAP GROWTH R GREAT GRAY TRUST COMPANY, LLC · EIN 38-4139869 / PN 647 | Common Collective Trust | — | — | $165K | 1.2% | |
| Participant Loans * Participant Loans Interest rates: 4.25% - 10.50% $0 | Bonds / Notes | — | — | $164K | 1.2% | |
| GR Inst Fidelity Investments US Bond Index N/R | Mutual Funds | — | — | $148K | 1.1% | |
| MYWAYRETIREMENT INDEX 2065 R GREAT GRAY TRUST COMPANY, LLC · EIN 38-4139859 / PN 636 | Common Collective Trust | — | — | $110K | 0.8% | |
| LLC Great Gray Trust Company, MyWay Retirement International N/R | Common Stocks | — | — | $109K | 0.8% | |
| MYWAYRETIREMENT INTL VALUE R GREAT GRAY TRUST COMPANY, LLC · EIN 38-4126285 / PN 589 | Common Collective Trust | — | — | $109K | 0.8% | |
| MYWAYRETIREMENT CORE BOND R GREAT GRAY TRUST COMPANY, LLC · EIN 38-4139867 / PN 645 | Common Collective Trust | — | — | $87K | 0.6% | |
| MYWAYRETIREMENT INDEX 2025 R GREAT GRAY TRUST COMPANY, LLC · EIN 38-4065299 / PN 383 | Common Collective Trust | — | — | $0 | <0.1% |
