Bhaskar Patel signed Cybersoft's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Cybersoft's EIN is 76-0560869.
Download the official 2024 Form 5500 (PDF) for Cybersoft from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Cybersoft's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENSUS LLC | 11-3665754 | — | NONE | $7K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SHAREBUILDER ADVISOR LLC | — | SEATTLE, WA | NONE | $23K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Schwab U.S. Large-Cap Growth ETF Schwab 0 | Mutual Funds | — | — | $1.3M | 18.0% | |
| Vanguard S&P 500 ETF Vanguard 0 | Common Collective Trusts | — | — | $683K | 9.7% | |
| Vanguard Cash Reserves Federal MM Adm Vanguard 0 | Mutual Funds | — | — | $622K | 8.9% | |
| Vanguard Mid Cap Index ETF Vanguard 0 | Mutual Funds | — | — | $569K | 8.1% | |
| Vanguard Total Bond Market ETF Vanguard 0 | Mutual Funds | — | — | $562K | 8.0% | |
| Vanguard Value Index ETF Vanguard 0 | Mutual Funds | — | — | $554K | 7.9% | |
| SPDR Index Ptf Devel World ex-US ETF SPDR 0 | Other securities | — | — | $527K | 7.5% | |
| Schwab U.S. Small-Cap ETF Schwab 0 | Mutual Funds | — | — | $526K | 7.5% | |
| Invesco QQQ Trust Invesco 0 | Mutual Funds | — | — | $493K | 7.0% | |
| iShares 0-5 Year TIPS Bond ETF iShares 0 | Other securities | — | — | $327K | 4.7% | |
| Schwab Short-Term U.S. Treasury ETF Schwab 0 | Mutual Funds | — | — | $291K | 4.1% | |
| iShares ESG Aware MSCI USA ETF iShares 0 950 SPDR S&P Emerging Markets ETF SPDR 0 | Other securities | — | — | $234K | 3.3% | |
| SPDR Dow Jones Industrial Average ETF SPDR 0 | Other securities | — | — | $136K | 1.9% | |
| Various Rates and Maturities Participant's Loan Account 0 | Participant loans | — | — | $129K | 1.8% | |
| Select Sector SPDR ETF SPDR 0 | Real Estate | — | — | $97K | 1.4% | |
| iShares ESG MSCI KLD 400 ETF iShares 0 941 Schwab US Dividend Equity ETF Schwab 0 | Mutual Funds | — | — | $6K | <0.1% | |
| Vanguard Interm-Term Treas Index ETF Vanguard 0 413 Vanguard Emerging Markets Govt Bond ETF Vanguard 0 | U.S. Treasuries | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
