Mayra Perez signed Enghouse Interactive's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Enghouse Interactive's EIN is 86-0486871.
Download the official 2024 Form 5500 (PDF) for Enghouse Interactive from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Enghouse Interactive'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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $52K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS LLC | 26-0058143 | — | ADVISOR | $65K | — |
| STRATEGIC ADVISORS, INC. |
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 | — | — | $102.3M | 99.6% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $3.8M | 3.7% |
| 04-2654524 |
| — |
| ADVISOR |
| $21K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | 41-0746749 | — | ACCOUNTANT/AUDITOR | $18K | — |
