LARS Carlen signed Sofie Network Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Sofie Network Inc.'s EIN is 82-1041795.
Download the official 2024 Form 5500 (PDF) for Sofie Network Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Sofie Network Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $45K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MCGRIFF INSURANCE | 56-1623293 | — | INVESTMENT ADVISORY | $44K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Registered investment company | Common Collective Trusts | — | — | $4.3M | 17.0% | |
| AF 2055 Target Date Retirement Fund Registered investment company | Common Stocks | — | — | $1.6M | 6.5% | |
| JPMorgan Large Cap Growth Registered investment company | Common Stocks | — | — | $1.5M | 6.0% | |
| AF 2045 Target Date Retirement Fund Registered investment company | Common Stocks | — | — | $1.3M | 5.3% | |
| GALLIARD STABLE RETURN PN SEI TRUST COMPANY · EIN 41-6202499 / PN 001 | Common Collective Trust | — | — | $1.3M | 5.1% | |
| AF 2035 Target Date Retirement Fund Registered investment company | Common Stocks | — | — | $1.1M | 4.3% | |
| AF 2030 Target Date Retirement Fund Registered investment company | Common Stocks | — | — | $1.1M | 4.2% | |
| Victory Sycamore Established Value Registered investment company | Common Stocks | — | — | $997K | 4.0% | |
| AF 2040 Target Date Retirement Fund Registered investment company | Common Stocks | — | — | $990K | 4.0% | |
| Fidelity Small Cap Index Registered investment company | Mutual Funds | — | — | $941K | 3.8% | |
| Fidelity US Bond Index Registered investment company | Mutual Funds | — | — | $897K | 3.6% | |
| Fidelity Mid Cap Index Registered investment company | Mutual Funds | — | — | $776K | 3.1% | |
| Touchstone Large Cap Focused Registered investment company | Common Stocks | — | — | $748K | 3.0% | |
| AF 2060 Target Date Retirement Fund Registered investment company | Common Stocks | — | — | $742K | 3.0% | |
| AF 2050 Target Date Retirement Fund Registered investment company | Common Stocks | — | — | $697K | 2.8% | |
| T. Rowe Price Small Cap Stock Registered investment company | Common Stocks | — | — | $677K | 2.7% | |
| AF 2025 Target Date Retirement Fund Registered investment company | Common Stocks | — | — | $653K | 2.6% | |
| American Century Infl-Adj Bond Registered investment company | Common Stocks | — | — | $636K | 2.5% | |
| Fidelity International Index Registered investment company | Mutual Funds | — | — | $573K | 2.3% | |
| EuroPacific Growth Registered investment company | Common Stocks | — | — | $547K | 2.2% | |
| MFS Mid Cap Growth Fund R3 Registered investment company | Mutual Funds | — | — | $536K | 2.1% | |
| American Beacon Small Cap Value Registered investment company | Common Stocks | — | — | $482K | 1.9% | |
| Victory RS Global Registered investment company | Common Stocks | — | — | $466K | 1.9% | |
| Washington Mutual Investors Registered investment company | Common Stocks | — | — | $413K | 1.7% | |
| Participant loans maturity dates through 1/23/2032 $ - | Participant loans | — | — | $293K | 1.2% | |
| New World Fund Inc Registered investment company | Common Stocks | — | — | $286K | 1.1% | |
| Victory Core Plus Intermediate Bond Registered investment company | Common Stocks | — | — | $277K | 1.1% | |
| AF 2010 Target Date Retirement Fund Registered investment company ** 510 * AF 2015 Target Date Retirement Fund Registered investment company | Common Stocks | — | — | $132K | 0.5% | |
| AF 2065 Target Date Retirement Fund Registered investment company | Common Stocks | — | — | $127K | 0.5% | |
| (E) | Other securities | — | — | $15K | <0.1% | |
| AF 2020 Target Date Retirement Fund Registered investment company | Common Stocks | — | — | $15K | <0.1% | |
| AMERICAN CENT IN RET TRUST III GLOBAL TRUST COMPANY · EIN 30-6406015 / 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.
