Kristie Valentine signed Corel Inc.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Corel Inc.'s EIN is 87-0557105.
Download the official 2023 Form 5500 (PDF) for Corel Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Corel 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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $28K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $1K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL |
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 | |||||
|---|---|---|---|---|---|---|
| T ROWE PR RET BL SEL TR 2030 FEE CL GREAT GRAY · EIN 38-7271344 / PN 738 | Common Collective Trust | — | — | $5.4M | 16.3% | |
| T ROWE PR RET BL SEL TR 2020 FEE CL GREAT GRAY · EIN 38-7271342 / PN 736 | Common Collective Trust | — | — | $4.7M | 13.9% | |
| T ROWE PR RET BL SEL TR 2025 FEE CL GREAT GRAY · EIN 38-7271343 / PN 737 | Common Collective Trust | — | — | $4.4M | 13.3% | |
| T ROWE PR RET BL SEL TR 2035 FEE CL GREAT GRAY · EIN 38-7271345 / PN 739 | Common Collective Trust | — | — | $3.4M | 10.2% | |
| PUTNAM STABLE VALUE FUND EMPOWER & ANNUITY INSURANCE CO. · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $2.7M | 8.1% | |
| T ROWE PR RET BL SEL TR 2040 FEE CL GREAT GRAY · EIN 38-7271346 / PN 740 | Common Collective Trust | — | — | $2.4M | 7.2% | |
| Vanguard 500 Index Fund Admiral Mutual fund N/A | Common Collective Trusts | — | — | $1.9M | 5.8% | |
| T ROWE PR RET BL SEL TR 2045 FEE CL GREAT GRAY · EIN 38-7271347 / PN 741 | Common Collective Trust | — | — | $1.5M | 4.4% | |
| T ROWE PR RET BL SEL TR 2050 FEE CL GREAT GRAY · EIN 38-7271348 / PN 742 | Common Collective Trust | — | — | $1.4M | 4.2% | |
| Fidelity Advisor Equity growth Z Mutual fund N/A | Mutual Funds | — | — | $744K | 2.2% | |
| Vanguard Information Technology Index Fund Admiral Mutual fund N/A | Common Collective Trusts | — | — | $661K | 2.0% | |
| T ROWE PR RET BL SEL TR 2015 FEE CL GREAT GRAY · EIN 38-7271341 / PN 735 | Common Collective Trust | — | — | $565K | 1.7% | |
| T ROWE PR RET BL SEL TR 2055 FEE CL GREAT GRAY · EIN 38-7271349 / PN 743 | Common Collective Trust | — | — | $559K | 1.7% | |
| T ROWE PR RET BL SEL TR 2010 FEE CL GREAT GRAY · EIN 38-7264570 / PN 734 | Common Collective Trust | — | — | $361K | 1.1% | |
| Columbia Dividend Income Fund Institutional 3 Class Mutual fund N/A | Other securities | — | — | $281K | 0.8% | |
| American Funds Europacific Growth R6 Mutual fund N/A | Mutual Funds | — | — | $271K | 0.8% | |
| Vanguard Total International Stock Index Fund Admiral Mutual fund N/A | Common Collective Trusts | — | — | $215K | 0.6% | |
| Allspring Special Mid Cap Value R6 Mutual fund N/A | Other securities | — | — | $192K | 0.6% | |
| T. Rowe Price Diversified Mid Cap Growth Fund I Class Mutual fund N/A | Other securities | — | — | $189K | 0.6% | |
| American Funds New Perspective R6 Mutual fund N/A | Mutual Funds | — | — | $188K | 0.6% | |
| Vanguard Small-Cap Index Fund Admiral Shares Mutual fund N/A | Common Collective Trusts | — | — | $184K | 0.5% | |
| BlackRock Advantage Core Alpha Bond K Mutual fund N/A | Other securities | — | — | $171K | 0.5% | |
| T ROWE PR RET BL SEL TR 2060 FEE CL GREAT GRAY · EIN 38-7271350 / PN 744 | Common Collective Trust | — | — | $143K | 0.4% | |
| Vanguard Mid-Cap Index Fund Admiral Mutual fund N/A | Common Collective Trusts | — | — | $130K | 0.4% | |
| Vanguard Total Bond Market Index Fund Admiral Mutual fund N/A | Common Collective Trusts | — | — | $115K | 0.3% | |
| Touchstone Mid Cap R6 Mutual fund N/A | Other securities | — | — | $92K | 0.3% | |
| American Funds American Balanced Fund Class R-6 Mutual fund N/A | Mutual Funds | — | — | $90K | 0.3% | |
| BlackRock Health Sciences Opps K Mutual fund N/A | Other securities | — | — | $49K | 0.1% | |
| PGIM High Yield Fund - Class R6 Mutual fund N/A | Other securities | — | — | $40K | 0.1% | |
| MFS New Discovery Value Fund Class R6 Mutual fund N/A | Mutual Funds | — | — | $29K | <0.1% | |
| DFA Emerging Markets Portfolio Institutional Class Mutual fund N/A | Mutual Funds | — | — | $26K | <0.1% | |
| MFS Research Fund Class R6 Mutual fund N/A | Mutual Funds | — | — | $23K | <0.1% | |
| Notes receivable from participants Maturing 2024 - 2028 at interest rates of 4.25%-9.50% - | Bonds / Notes | — | — | $23K | <0.1% | |
| Cohen & Steers Real Estate Securities Fund Mutual fund N/A | Other securities | — | — | $21K | <0.1% | |
| Fidelity U.S. Sustainability Index Fund Mutual fund N/A | Common Collective Trusts | — | — | $10K | <0.1% | |
| MFS International New Discovery Fund Class R6 Mutual fund N/A | Mutual Funds | — | — | $2K | <0.1% | |
| T ROWE PR RET BL SEL TR 2065 FEE CL GREAT GRAY · EIN 38-7271351 / PN 745 | 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.
| — |
| SAN DIEGO, CA |
| INVESTMENT ADVISOR |
| $31K |
| — |
