Crystal Ruocchio signed Cadence Design Systems Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Cadence Design Systems Inc.'s EIN is 77-0148231.
Download the official 2024 Form 5500 (PDF) for Cadence Design Systems Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Cadence Design Systems Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | 84-1532243 | — | NONE | $739K | — |
| EMPOWER ANNUITY INSURANCE COMPANY O | 84-0467907 | — | NONE | $350K | — |
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 | |||||
|---|---|---|---|---|---|---|
| VANGUARD INSTITUTIONAL 500 INDEX TR THE VANGUARD GROUP · EIN 77-0148231 / PN 001 | Common Collective Trust | — | — | $566.9M | 27.1% | |
| Schwab Individually Directed Accounts Individually Managed Brokerage Accounts | Self-Directed Brokerage | — | — | $234.6M | 11.2% | |
| Vanguard US Growth Admin Fund Mutual Fund | Mutual Funds | — | — | $156.0M | 7.5% | |
| THE VANGUARD TARGET RETIRE 2030 TRU THE VANGUARD GROUP · EIN 90-6083978 / PN 001 | Common Collective Trust | — | — | $143.8M | 6.9% | |
| THE VANGUARD TARGET RETIRE 2040 TRU THE VANGUARD GROUP · EIN 90-6083974 / PN 001 | Common Collective Trust | — | — | $119.6M | 5.7% | |
| VANGUARD INST TOTAL INTL STCK MKT I THE VANGUARD GROUP · EIN 23-2834923 / PN 113 | Common Collective Trust | — | — | $92.1M | 4.4% | |
| VANGUARD INST TTL BD MKT INDEX TR THE VANGUARD GROUP · EIN 81-6321044 / PN 001 | Common Collective Trust | — | — | $89.4M | 4.3% | |
| PUTNAM STABLE VALUE FUND PUTNAM · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $84.7M | 4.0% | |
| DFA US Small Cap I Fund Mutual Fund | Mutual Funds | — | — | $76.7M | 3.7% | |
| THE VANGUARD TARGET RETIRE 2050 TRU THE VANGUARD GROUP · EIN 90-6083970 / PN 001 | Common Collective Trust | — | — | $76.4M | 3.7% | |
| Vanguard Institutional Extended Market Index Trust Common/Collective Trust | Common Collective Trusts | — | — | $74.8M | 3.6% | |
| VANGUARD INST EXTEND MKT IDX TR THE VANGUARD GROUP · EIN 81-6324211 / PN 001 | Common Collective Trust | — | — | $74.8M | 3.6% | |
| Wells Fargo Special Mid Cap Value Fund Mutual Fund | Other securities | — | — | $69.7M | 3.3% | |
| Dodge & Cox Stock Fund Mutual Fund | Mutual Funds | — | — | $58.5M | 2.8% | |
| Vanguard International Growth Admin Fund Mutual Fund | Mutual Funds | — | — | $49.4M | 2.4% | |
| JPMorgan Mid Cap Growth Fund Mutual Fund | Other securities | — | — | $47.4M | 2.3% | |
| Dodge & Cox Income X Mutual Fund | Mutual Funds | — | — | $47.0M | 2.2% | |
| THE VANGUARD TARGET RETIRE 2060 TRU THE VANGUARD GROUP · EIN 45-3799419 / PN 001 | Common Collective Trust | — | — | $27.8M | 1.3% | |
| Dodge & Cox International Stock Fund Mutual Fund | Mutual Funds | — | — | $27.1M | 1.3% | |
| THE VANGUARD TARGET RETIRE 2020 TRU THE VANGUARD GROUP · EIN 90-6083982 / PN 001 | Common Collective Trust | — | — | $26.3M | 1.3% | |
| THE VANGUARD TARGET RETIRE INCM TRU THE VANGUARD GROUP · EIN 90-6083967 / PN 001 | Common Collective Trust | — | — | $12.5M | 0.6% | |
| maturing through November 2034 - | Other securities | — | — | $4.8M | 0.2% | |
| THE VANGUARD TARGET RETIRE 2070 TRU THE VANGUARD GROUP · EIN 64-6546416 / PN 454 | Common Collective Trust | — | — | $2.7M | 0.1% | |
| Vanguard Treasury Money Market Investment Fund Money Market Fund | Mutual Funds | — | — | $1.1M | <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 |
|---|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | 36-4319587 | — | NONE | $6K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MOSS ADAMS LLP | — | PASADENA, CA | NONE | $41K | — |
| FISHER INVESTMENTS | 20-2480800 | — | NONE | $30K | — |
| WEIL ASSOCIATES INC | 95-4459178 | — | NONE | $21K | — |
| GOLDEN STATE EQUITY PARTNERS | 88-3179167 | — | NONE | $17K | — |
| IRONWOOD WEALTH MANAGEMENT LLC | 20-4608596 | — | NONE | $16K | — |
| SAVANT CAPITAL LLC | 45-3812777 | — | NONE | $15K | — |
| MONETA GROUP INVESTMENT ADVISO | 20-1903821 | — | NONE | $14K | — |
| SIGNATUREFD LLC | 58-2323085 | — | NONE | $13K | — |
| CHARLES SCHWAB & CO., INC | 94-1737782 | — | NONE | $11K | — |
| QDRO CONSULTANTS | 34-1820650 | — | NONE | $2K | — |
