JT Jones signed Fishers Document Systems, Inc. DBA Fishers Technology's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Fishers Document Systems, Inc. DBA Fishers Technology's EIN is 82-0464898.
Download the official 2024 Form 5500 (PDF) for Fishers Document Systems, Inc. DBA Fishers Technology from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Fishers Document Systems, Inc. DBA Fishers Technology's plan includes profit-sharing, 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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE CO | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $22K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $5K | — |
| Name | EIN | Location |
|---|
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 | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $9.8M | 96.4% | |
| BLACKROCK EAFA EQUITY INDEX FEE C1R GREAT GRAY · EIN 20-3802495 / PN 007 | Common Collective Trust | — | — | $256K | 2.5% |
| Relation |
|---|
| Direct comp |
|---|
| Indirect comp |
|---|
| DA DAVIDSON & CO | — | GREAT FALLS, MT | INVESTMENT ADVISOR | $23K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BENEFITS2 ADMINISTRATORS LLC | 92-1664169 | MERIDIAN, ID | CONTRACT ADMIN | $15K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ACCOUNTING PLATFORM BLOCKER | — | MERIDIAN, ID | AUDITOR | $14K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ENVESTNET RETIREMENT SOLUTIONS, LLC | — | DENVER, CA | OTHER | $2K | — |
