KATE Stemle signed Cloud Software Group, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Cloud Software Group, Inc.'s EIN is 77-0449727.
Download the official 2024 Form 5500 (PDF) for Cloud Software Group, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Cloud Software Group, Inc.'s plan includes a self-directed brokerage window, 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $221K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $120K | — |
| MORGAN STANLEY SMITH BARNEY |
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.
| 20-8764829 |
| — |
| INVESTMENT ADVISOR |
| $73K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENSION ASSURANCE LLP | 30-0840934 | — | ACCOUNTANT/AUDITOR | $16K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund Mutual Fund | Common Collective Trusts | — | — | $238.8M | 14.9% | |
| Fidelity Blue Chip Growth Cp A Common/Collective Trust | Common Collective Trusts | — | — | $228.3M | 14.2% | |
| FID BLUE CHP GR CP A FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 142 | Common Collective Trust | — | — | $228.3M | 14.2% | |
| Fidelity Select Technology Portfolio Mutual Fund | Mutual Funds | — | — | $110.9M | 6.9% | |
| T. Rowe Price Retirement 2040 Fund Common/Collective Trust | Common Collective Trusts | — | — | $88.6M | 5.5% | |
| TRP RETIRE 2040 F T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $88.6M | 5.5% | |
| T. Rowe Price Retirement 2035 Fund Common/Collective Trust | Common Collective Trusts | — | — | $75.5M | 4.7% | |
| TRP RETIRE 2035 F T. ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $75.5M | 4.7% | |
| T. Rowe Price Retirement 2045 Fund Common/Collective Trust | Common Collective Trusts | — | — | $70.4M | 4.4% | |
| TRP RETIRE 2045 F T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $70.4M | 4.4% | |
| T. Rowe Price Retirement 2030 Fund Common/Collective Trust | Common Collective Trusts | — | — | $69.5M | 4.3% | |
| TRP RETIRE 2030 F T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $69.5M | 4.3% | |
| T. Rowe Price Retirement 2050 Fund Common/Collective Trust | Common Collective Trusts | — | — | $60.3M | 3.8% | |
| TRP RETIRE 2050 F T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $60.3M | 3.8% | |
| Brokeragelink Accounts Participant-Directed Brokerage Accounts | Self-Directed Brokerage | — | — | $54.9M | 3.4% | |
| Fidelity Mid Cap Index Fund Mutual Fund | Common Collective Trusts | — | — | $51.5M | 3.2% | |
| FIMM Government Class I Mutual Fund | Other securities | — | — | $50.3M | 3.1% | |
| Fidelity Stock Selector Mid Cap Fund Mutual Fund | Mutual Funds | — | — | $48.1M | 3.0% | |
| Vanguard Equity-Income Admiral Mutual Fund | Mutual Funds | — | — | $44.7M | 2.8% | |
| T. Rowe Price Retirement 2055 Fund Common/Collective Trust | Common Collective Trusts | — | — | $43.1M | 2.7% | |
| TRP RETIRE 2055 F T. ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $43.1M | 2.7% | |
| Fidelity Balanced K6 Mutual Fund | Mutual Funds | — | — | $40.4M | 2.5% | |
| DFA U.S. Small Cap Institutional Mutual Fund | Mutual Funds | — | — | $38.1M | 2.4% | |
| T. Rowe Price Retirement 2025 Fund Common/Collective Trust | Common Collective Trusts | — | — | $33.5M | 2.1% | |
| TRP RETIRE 2025 F T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $33.5M | 2.1% | |
| JPMCB CORE BOND CF JPMORGAN CHASE BANK, N.A. · EIN 20-3847783 / PN 001 | Common Collective Trust | — | — | $31.0M | 1.9% | |
| Vanguard Dividend Growth Investor Mutual Fund | Mutual Funds | — | — | $24.9M | 1.6% | |
| New York Life Anchor Account Pooled Separate Account | Pooled Separate Accounts | — | — | $20.2M | 1.3% | |
| NYL STABLE VALUE ACCOUNT PSA NO. 25 NEW YORK LIFE INSURANCE COMPANY · EIN 13-5582869 / PN 125 | Pooled Separate Account | — | — | $20.2M | 1.3% | |
| Fidelity Strategic Income Mutual Fund | Mutual Funds | — | — | $18.9M | 1.2% | |
| Fidelity Small Cap Growth K6 Mutual Fund | Mutual Funds | — | — | $17.4M | 1.1% | |
| T. Rowe Price Retirement 2060 Fund Common/Collective Trust | Common Collective Trusts | — | — | $16.6M | 1.0% | |
| TRP RETIRE 2060 F T. ROWE PRICE TRUST COMPANY · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $16.6M | 1.0% | |
| John Hancock Disciplined Value Mid Cap R6 Mutual Fund | Other securities | — | — | $16.4M | 1.0% | |
| T. Rowe Price Retirement 2020 Fund Common/Collective Trust | Common Collective Trusts | — | — | $13.0M | 0.8% | |
| TRP RETIRE 2020 F T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $13.0M | 0.8% | |
| Vanguard International Value Mutual Fund | Mutual Funds | — | — | $11.0M | 0.7% | |
| Vanguard Emerging Markets Stock Index Admiral Mutual Fund | Mutual Funds | — | — | $9.5M | 0.6% | |
| T. Rowe Price Retirement 2015 Fund Common/Collective Trust | Common Collective Trusts | — | — | $5.8M | 0.4% | |
| TRP RETIRE 2015 F T. ROWE PRICE TRUST COMPANY · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $5.8M | 0.4% | |
| Invesco International Small-Mid Company A1 Common/Collective Trust | Common Collective Trusts | — | — | $5.4M | 0.3% | |
| INV INTL SM-MD CO A1 INVESCO TRUST COMPANY · EIN 47-1449068 / PN 001 | Common Collective Trust | — | — | $5.4M | 0.3% | |
| T. Rowe Price Retirement 2065 Fund Common/Collective Trust | Common Collective Trusts | — | — | $5.1M | 0.3% | |
| TRP RETIRE 2065 F T. ROWE PRICE TRUST COMPANY · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $5.1M | 0.3% | |
| Participant Loans to participants, bearing interest from 4.25% to 10.00% | Bonds / Notes | — | — | $5.0M | 0.3% | |
| T. Rowe Price Retirement 2005 Fund Common/Collective Trust | Common Collective Trusts | — | — | $2.5M | 0.2% | |
| TRP RETIRE 2005 F T. ROWE PRICE TRUST COMPANY · EIN 61-6434302 / PN 001 | Common Collective Trust | — | — | $2.5M | 0.2% | |
| T. Rowe Price Retirement 2010 Fund Common/Collective Trust | Common Collective Trusts | — | — | $979K | <0.1% | |
| TRP RETIRE 2010 F T. ROWE PRICE TRUST COMPANY · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $979K | <0.1% | |
| Fidelity Government Money Market Fund Premium Mutual Fund | Mutual Funds | — | — | $59K | <0.1% |
