Cheryl LAM signed Informatica LLC's 2025 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Informatica LLC's EIN is 77-0333710.
Download the official 2025 Form 5500 (PDF) for Informatica LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2025 Form 5500 (PDF)Informatica LLC's plan includes ERISA 404(c) participant direction, profit-sharing, a 401(k) feature, a default investment (QDIA), a self-directed brokerage window.
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 | $209K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MOSS ADAMS | 91-0189318 | — | PLAN SPONSOR | $33K | — |
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 | |||||
|---|---|---|---|---|---|---|
| SP 500 INDEX PL CL C GEODE CAPITAL MANAGEMENT TRUST · EIN 82-6293122 / PN 001 | Common Collective Trust | — | — | $116.8M | 19.0% | |
| 2065 Trust Class B * Fidelity Contrafund Commingled N/R | Common Collective Trusts | — | — | $51.9M | 8.5% | |
| FID CONTRA POOL CL A FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 133 | Common Collective Trust | — | — | $51.9M | 8.5% | |
| Collective Trust T. Rowe Price T. Rowe Price Retirement Blend N/R | Common Collective Trusts | — | — | $50.2M | 8.2% | |
| TRP RET BLEND 2045 B T. ROWE PRICE TRUST COMPANY · EIN 35-2611309 / PN 001 | Common Collective Trust | — | — | $50.2M | 8.2% | |
| Fund * Fidelity Brokerage N/R | Mutual Funds | — | — | $49.8M | 8.1% | |
| 2045 Trust Class B T. Rowe Price T. Rowe Price Retirement Blend N/R | Other securities | — | — | $44.4M | 7.2% | |
| TRP RET BLEND 2035 B T. ROWE PRICE TRUST COMPANY · EIN 37-6658473 / PN 001 | Common Collective Trust | — | — | $44.4M | 7.2% | |
| 2035 Trust Class B T. Rowe Price T. Rowe Price Retirement Blend N/R | Other securities | — | — | $41.4M | 6.7% | |
| TRP RET BLEND 2040 B T. ROWE PRICE TRUST COMPANY · EIN 30-6596089 / PN 001 | Common Collective Trust | — | — | $41.4M | 6.7% | |
| 2040 Trust Class B T. Rowe Price T. Rowe Price Retirement Blend N/R | Other securities | — | — | $35.0M | 5.7% | |
| TRP RET BLEND 2030 B T. ROWE PRICE TRUST COMPANY · EIN 35-7192509 / PN 001 | Common Collective Trust | — | — | $35.0M | 5.7% | |
| T. Rowe Price T. Rowe Price Retirement Blend N/R | Other securities | — | — | $29.8M | 4.8% | |
| TRP RET BLEND 2050 B T. ROWE PRICE TRUST COMPANY · EIN 35-7192720 / PN 001 | Common Collective Trust | — | — | $29.8M | 4.8% | |
| 2050 Trust Class B T. Rowe Price T. Rowe Price Retirement Blend N/R | Other securities | — | — | $23.1M | 3.8% | |
| TRP RET BLEND 2055 B T. ROWE PRICE TRUST COMPANY · EIN 30-1011718 / PN 001 | Common Collective Trust | — | — | $23.1M | 3.8% | |
| Money Market Fund Vanguard Treasury Money Market N/R | Mutual Funds | — | — | $21.5M | 3.5% | |
| 2055 Trust Class B T. Rowe Price T. Rowe Price Retirement Blend N/R | Other securities | — | — | $16.2M | 2.6% | |
| TRP RET BLEND 2025 B T. ROWE PRICE TRUST COMPANY · EIN 37-6658226 / PN 001 | Common Collective Trust | — | — | $16.2M | 2.6% | |
| T. Rowe Price T. Rowe Price Mid Cap Growth Fund N/R | Mutual Funds | — | — | $15.6M | 2.5% | |
| Janus Henderson Janus Henderson Enterprise N Fund N/R | Mutual Funds | — | — | $12.6M | 2.1% | |
| Vanguard Mid Cap Index Fund N/R | Common Collective Trusts | — | — | $11.6M | 1.9% | |
| T. Rowe Price T. Rowe Price Value Fund N/R | Other securities | — | — | $11.5M | 1.9% | |
| Vanguard Total International Stock N/R | Mutual Funds | — | — | $10.0M | 1.6% | |
| Fund Dodge and Cox Dodge and Cox International Stock N/R | Mutual Funds | — | — | $9.8M | 1.6% | |
| J.P. Morgan J.P. Morgan Core Plus Bond Fund N/R | Other securities | — | — | $9.3M | 1.5% | |
| 2025 Trust Class B T. Rowe Price T. Rowe Price Retirement Blend N/R | Other securities | — | — | $9.1M | 1.5% | |
| TRP RET BLEND 2060 B T. ROWE PRICE TRUST COMPANY · EIN 35-7193113 / PN 001 | Common Collective Trust | — | — | $9.1M | 1.5% | |
| Vanguard Small Cap Index Fund N/R | Common Collective Trusts | — | — | $9.0M | 1.5% | |
| T. Rowe Price T. Rowe Price Mid Cap Value Fund N/R | Other securities | — | — | $7.9M | 1.3% | |
| Fund * Fidelity US Bond Index Fund N/R | Common Collective Trusts | — | — | $5.8M | 0.9% | |
| Vanguard STR Small Cap Equity Inv N/R | Mutual Funds | — | — | $5.7M | 0.9% | |
| 2060 Trust Class B T. Rowe Price T. Rowe Price Retirement Blend N/R | Other securities | — | — | $4.7M | 0.8% | |
| TRP RET BLEND 2020 B T. ROWE PRICE TRUST COMPANY · EIN 32-6493445 / PN 001 | Common Collective Trust | — | — | $4.7M | 0.8% | |
| American Funds American Funds EUPAC Fund N/R | Mutual Funds | — | — | $4.4M | 0.7% | |
| Participant Loans Interest rates ranging from 4.25% to $0 | Bonds / Notes | — | — | $3.0M | 0.5% | |
| 2020 Trust Class B T. Rowe Price T. Rowe Price Retirement Blend N/R | Other securities | — | — | $1.3M | 0.2% | |
| TRP RET BLEND 2005 B T. ROWE PRICE TRUST COMPANY · EIN 61-6590722 / PN 001 | Common Collective Trust | — | — | $1.3M | 0.2% | |
| 2005 Trust Class B T. Rowe Price T. Rowe Price Retirement Blend N/R | Other securities | — | — | $826K | 0.1% | |
| TRP RET BLEND 2015 B T. ROWE PRICE TRUST COMPANY · EIN 37-6658059 / PN 001 | Common Collective Trust | — | — | $826K | 0.1% | |
| 2010 Trust Class B T. Rowe Price T. Rowe Price Retirement Blend N/R | Other securities | — | — | $796K | 0.1% | |
| TRP RET BLEND 2065 B T. ROWE PRICE TRUST COMPANY · EIN 85-1790880 / PN 001 | Common Collective Trust | — | — | $796K | 0.1% | |
| 2015 Trust Class B T. Rowe Price T. Rowe Price Retirement Blend N/R | Other securities | — | — | $763K | 0.1% | |
| TRP RET BLEND 2010 B T. ROWE PRICE TRUST COMPANY · EIN 37-6658064 / PN 001 | Common Collective Trust | — | — | $763K | 0.1% | |
| TRP RETIRE 2055 H T. ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| TRP RETIRE 2065 H T. ROWE PRICE TRUST COMPANY · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| TRP RETIRE 2020 H T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| TRP RETIRE 2025 H T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| TRP RETIRE 2050 H T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| TRP RETIRE 2030 H T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
