Elizabeth Sullivan signed Altium, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Altium, Inc.'s EIN is 77-0192774.
Download the official 2024 Form 5500 (PDF) for Altium, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Altium, Inc.'s plan includes a 401(k) feature, a default investment (QDIA), profit-sharing, ERISA 404(c) participant direction.
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 | $42K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | 47-1411118 | — | ADVISOR | $52K | — |
| STRATEGIC ADVISORS, INC. |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity FID 500 INDEX - | Common Collective Trusts | — | — | $4.7M | 18.0% | |
| Fidelity FID FDM IDX 2050 IPR - | Common Collective Trusts | — | — | $3.2M | 12.4% | |
| Fidelity FID FDM IDX 2055 IPR - | Common Collective Trusts | — | — | $2.7M | 10.3% | |
| TRP BLUE CHIP GRTH I - | Other securities | — | — | $2.1M | 8.0% | |
| Fidelity FID FDM IDX 2040 IPR - | Common Collective Trusts | — | — | $2.1M | 8.0% | |
| Fidelity FID FDM IDX 2045 IPR - | Common Collective Trusts | — | — | $2.0M | 7.6% | |
| Fidelity FID FDM IDX 2060 IPR - | Common Collective Trusts | — | — | $1.0M | 3.9% | |
| Fidelity FID FDM IDX 2035 IPR - | Common Collective Trusts | — | — | $887K | 3.4% | |
| Fidelity FID GOVT MMKT K6 - | Mutual Funds | — | — | $780K | 3.0% | |
| PGIM Investments PGIM TOTAL RTN BD R6 - | Other securities | — | — | $701K | 2.7% | |
| Fidelity FID FDM IDX 2030 IPR - | Common Collective Trusts | — | — | $674K | 2.6% | |
| Fidelity FID MID CAP IDX - | Common Collective Trusts | — | — | $669K | 2.6% | |
| Fidelity FID FDM IDX 2025 IPR - | Common Collective Trusts | — | — | $641K | 2.5% | |
| JP Morgan JPM EQUITY INCOME R6 - | Other securities | — | — | $380K | 1.5% | |
| Fidelity FID GLB EX US IDX - | Common Collective Trusts | — | — | $373K | 1.4% | |
| Fidelity FID SM CAP IDX - | Common Collective Trusts | — | — | $319K | 1.2% | |
| Fidelity FID FDM IDX 2065 IPR - | Common Collective Trusts | — | — | $300K | 1.2% | |
| PIMCO INCOME INST - | Mutual Funds | — | — | $284K | 1.1% | |
| Fidelity FID FDM IDX 2020 IPR - | Common Collective Trusts | — | — | $278K | 1.1% | |
| Allspring AS SPL MID CP VAL R6 - | Other securities | — | — | $245K | 0.9% | |
| Participant Loans Interest Rates (4.25% to 9.50%) - | Bonds / Notes | — | — | $244K | 0.9% | |
| AF NEW WORLD R6 - | Other securities | — | — | $223K | 0.9% | |
| MFS INTL DIVRSN R6 - | Mutual Funds | — | — | $183K | 0.7% | |
| BlackRock BLKRK MD CP GR EQ K - | Other securities | — | — | $173K | 0.7% | |
| JP Morgan UM BEHAVIORAL VAL R6 - | Other securities | — | — | $163K | 0.6% | |
| Fidelity FID FDM IDX 2015 IPR - | Common Collective Trusts | — | — | $132K | 0.5% | |
| Lord Abbett LD ABT SH DTN INC R6 - | Mutual Funds | — | — | $120K | 0.5% | |
| TRP FINANCIAL SRVS I - | Other securities | — | — | $114K | 0.4% | |
| BlackRock BLKRK HLTH SCI OPP K - | Other securities | — | — | $113K | 0.4% | |
| Federated FH KAUFMANN SM CP R6 - | Other securities | — | — | $96K | 0.4% | |
| Fidelity FID FDM IDX 2010 IPR - | Common Collective Trusts | — | — | $77K | 0.3% | |
| MassMutual MM INFL PRO & INC I - | Common Stocks | — | — | $43K | 0.2% | |
| Fidelity FID FDM IDX INC IPR - | Common Collective Trusts | — | — | $16K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 04-2654524 |
| — |
| ADVISOR |
| $9K |
| — |
