LISA Matuszek signed Silkroad Technology, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Silkroad Technology, Inc.'s EIN is 81-0617112.
Download the official 2024 Form 5500 (PDF) for Silkroad Technology, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Silkroad Technology, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $35K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL LLC | 04-3046611 | — | ADVISOR | $26K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 |
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 | |||||
|---|---|---|---|---|---|---|
| FID 500 INDEX | Common Collective Trusts | — | $1.7M | $2.6M | 14.9% | |
| VANG TARGET RET 2045 | Other securities | — | $1.7M | $2.0M | 11.5% | |
| VANG TARGET RET 2040 | Other securities | — | $1.7M | $1.9M | 11.0% | |
| JPM LG CAP GROWTH R6 | Other securities | — | $1.0M | $1.6M | 9.1% | |
| VANG TARGET RET 2030 | Other securities | — | $1.4M | $1.5M | 8.6% | |
| VANG TARGET RET 2035 | Other securities | — | $1.3M | $1.4M | 8.2% | |
| VANG TARGET RET 2050 | Other securities | — | $913K | $1.1M | 6.3% | |
| VANG TARGET RET 2025 | Other securities | — | $1.0M | $1.0M | 5.8% | |
| VANG INTM BD IDX ADM | Common Collective Trusts | — | $546K | $516K | 3.0% | |
| FID EXTD MKT IDX | Common Collective Trusts | — | $387K | $510K | 2.9% | |
| FID BALANCED | Mutual Funds | — | $384K | $467K | 2.7% | |
| VANG MDCPVAL IDX ADM | Common Collective Trusts | — | $367K | $451K | 2.6% | |
| FID INTL INDEX | Mutual Funds | — | $322K | $334K | 1.9% | |
| VANG TARGET RET 2055 | Other securities | — | $257K | $321K | 1.8% | |
| DFA US SM CAP VALUE | Mutual Funds | — | $215K | $274K | 1.6% | |
| VANG TARGET RET 2060 | Other securities | — | $202K | $241K | 1.4% | |
| RT NY LIFE AA CL 0 RELIANCE TRUST COMPANY · EIN 46-6350416 / PN 001 | Common Collective Trust | — | $217K | $237K | 1.4% | |
| DFA US LG CAP VAL | Mutual Funds | — | $182K | $218K | 1.3% | |
| DFA EMRG MKT CORE EQ | Mutual Funds | — | $157K | $164K | 0.9% | |
| FID CAPITAL & INCOME | Mutual Funds | — | $125K | $130K | 0.7% | |
| VANG MDCPGR IDX ADM | Common Collective Trusts | — | $83K | $101K | 0.6% | |
| AF EUROPAC GROWTH R6 | Other securities | — | $101K | $97K | 0.6% | |
| OUTSTANDING LOAN BALANCE | Other securities | — | — | $90K | 0.5% | |
| FID SMALL CAP GROWTH | Mutual Funds | — | $60K | $75K | 0.4% | |
| VAN REAL EST IDX ADM | Common Collective Trusts | — | $7K | $6K | <0.1% | |
| VANG TARGET RET 2065 | Other securities | — | $814 | $866 | <0.1% | |
| VANG TARGET RET INC | Common Stocks | — | $512 | $509 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| ADVISOR |
| $11K |
| — |
