Paul NASH signed DOMO, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
DOMO, Inc.'s EIN is 87-0554725.
Download the official 2024 Form 5500 (PDF) for DOMO, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)DOMO, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), a self-directed brokerage window.
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 | $42K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL LLC | 04-3046611 | — | ADVISOR | $45K | — |
| LEAFHOUSE |
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 Investments Fidelity Index 2050 IPR | Mutual Funds | — | — | $17.2M | 13.9% | |
| BR EQUITY INDEX R GREAT GRAY TRUST COMPANY, LLC · EIN 20-3802168 / PN 001 | Common Collective Trust | — | — | $14.7M | 11.9% | |
| Fidelity Investments Fidelity Index 2040 IPR | Mutual Funds | — | — | $14.2M | 11.5% | |
| Fidelity Investments Fidelity Index 2045 IPR | Mutual Funds | — | — | $11.6M | 9.4% | |
| Fidelity Investments Fidelity Index 2055 IPR | Mutual Funds | — | — | $11.2M | 9.1% | |
| Fidelity Investments Fidelity Index 2030 IPR | Mutual Funds | — | — | $9.9M | 8.1% | |
| AMERICAN INNOVTN CIT ALTA TRUST COMPANY · EIN 88-1455698 / PN 001 | Common Collective Trust | — | — | $5.8M | 4.7% | |
| Fidelity Investments Fidelity Index 2060 IPR | Mutual Funds | — | — | $5.3M | 4.3% | |
| Fidelity Investments Fidelity Index 2035 IPR | Mutual Funds | — | — | $4.1M | 3.3% | |
| BLKRK R2000 IDX R GREAT GRAY TRUST COMPANY · EIN 20-3802587 / PN 004 | Common Collective Trust | — | — | $2.7M | 2.2% | |
| BR MID CAP EQ IDX R GREAT GRAY TRUST COMPANY · EIN 20-3802327 / PN 003 | Common Collective Trust | — | — | $2.5M | 2.1% | |
| MID CAP GROWTH R1 GREAT GRAY TRUST COMPANY · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $2.4M | 1.9% | |
| Columbia Funds Series Col Dividend Inc I3 | Common Stocks | — | — | $2.2M | 1.8% | |
| Fidelity Investments Fidelity Index 2065 IPR | Mutual Funds | — | — | $2.0M | 1.6% | |
| BR EAFE EQUITY IDX R GREAT GRAY TRUST COMPANY · EIN 20-3802495 / PN 007 | Common Collective Trust | — | — | $1.9M | 1.5% | |
| Franklin Templeton Investments ClearBridge Intl Grth IS Fd | Mutual Funds | — | — | $1.8M | 1.5% | |
| AMERICAN STABLE VAL ALTA TRUST COMPANY · EIN 88-1455698 / PN 001 | Common Collective Trust | — | — | $1.6M | 1.3% | |
| Fidelity Brokeragelink Common Stocks | Mutual Funds | — | — | $1.4M | 1.1% | |
| Fidelity Investments Fidelity Index 2025 IPR | Mutual Funds | — | — | $1.2M | 1.0% | |
| Lord Abbett Lord Abbett Total Return R6 Fd | Mutual Funds | — | — | $1.2M | 0.9% | |
| Fidelity Brokeragelink Unit Investment Trusts Self-Directed Accounts | Self-Directed Brokerage | — | — | $1.1M | 0.9% | |
| CORE PLUS BOND R1 GREAT GRAY TRUST COMPANY · EIN 38-4116854 / PN 515 | Common Collective Trust | — | — | $1.1M | 0.9% | |
| Maturing From 2023 Through 2031 -0- | Other securities | — | — | $900K | 0.7% | |
| American Funds JPM Emerging Markets EQ R6 | Mutual Funds | — | — | $727K | 0.6% | |
| JPMorgan Fidelity Fund Self-Directed Accounts | Self-Directed Brokerage | — | — | $686K | 0.6% | |
| MID CAP VALUE R1 GREAT GRAY TRUST COMPANY · EIN 38-4139822 / PN 616 | Common Collective Trust | — | — | $686K | 0.6% | |
| Fidelity Brokeragelink Cash and Cash Equivalents | Mutual Funds | — | — | $607K | 0.5% | |
| Cohen & Steers AF infl Linked Bond R6 | Other securities | — | — | $544K | 0.4% | |
| Fidelity Brokeragelink C&S Real Estate Z | Mutual Funds | — | — | $518K | 0.4% | |
| Janus Henderson JH Mlt-Sector Inc N | Mutual Funds | — | — | $431K | 0.3% | |
| Fidelity Investments External Fund Self-Directed Accounts | Self-Directed Brokerage | — | — | $423K | 0.3% | |
| FE SMALL CAP OPP 3 BENEFIT TRUST COMPANY · EIN 87-6383971 / PN 335 | Common Collective Trust | — | — | $254K | 0.2% | |
| PGIM Funds (Prudential) Fidelity Index 2020 IPR | Mutual Funds | — | — | $152K | 0.1% | |
| Fidelity Investments PGIM GLB Tot Rtn R6 | Mutual Funds | — | — | $86K | <0.1% | |
| Fidelity Brokeragelink Fidelity Index Inc IPR | Mutual Funds | — | — | $64K | <0.1% | |
| Fidelity Brokeragelink Option | Mutual Funds | — | — | $23K | <0.1% | |
| Fidelity Investments Fidelity Index 2015 IPR | Mutual Funds | — | — | $19K | <0.1% | |
| Fidelity Brokeragelink Non Interest Bearing Cash | Mutual Funds | — | — | $6K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 26-4311657 |
| — |
| INVESTMENT ADVISOR |
| $44K |
| — |
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $21K | — |
