Karen Lee signed Constellation Software, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Constellation Software, Inc.'s EIN is 88-3391150.
Download the official 2024 Form 5500 (PDF) for Constellation Software, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Constellation Software, 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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $10K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
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 | |||||
|---|---|---|---|---|---|---|
| FID 500 IND | Registered Investment Companies | — | — | $1.5M | 29.0% | |
| VIC PIO FUNDAMENTAL GROWTH Y | Registered Investment Companies | — | — | $615K | 12.0% | |
| BLACKROCK LIFEPATH 2060 K | Registered Investment Companies | — | — | $590K | 11.5% | |
| BLACKROCK LIFEPATH 2055 FUND K | Registered Investment Companies | — | — | $526K | 10.2% | |
| BLACKROCK LIFEPATH 2065 K | Registered Investment Companies | — | — | $517K | 10.1% | |
| BLACKROCK LIFEPATH 2050 FUND K | Registered Investment Companies | — | — | $362K | 7.0% | |
| BLACKROCK LIFEPATH 2045 FUND K | Registered Investment Companies | — | — | $223K | 4.3% | |
| JPMORGAN US VALUE R6 | Registered Investment Companies | — | — | $131K | 2.5% | |
| BLACKROCK LIFEPATH 2040 FUND K | Registered Investment Companies | — | — | $92K | 1.8% | |
| AB SMALL CAP GROWTH I | Registered Investment Companies | — | — | $81K | 1.6% | |
| JOHN HANCOCK DISC VALUE MC R6 | Registered Investment Companies | — | — | $79K | 1.5% | |
| MFS MID CAP GROWTH FUND R3 | Registered Investment Companies | — | — | $77K | 1.5% | |
| BNYM INTERNATIONAL STOCK I | Registered Investment Companies | — | — | $49K | 1.0% | |
| VIRTUS KAR SMALL-CAP VALUE A | Registered Investment Companies | — | — | $42K | 0.8% | |
| PUTNAM STABLE VALUE 25 PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $41K | 0.8% | |
| INVESCO DEV MARKETS - Y | Registered Investment Companies | — | — | $35K | 0.7% | |
| BLACKROCK LIFEPATH 2030 FUND K | Registered Investment Companies | — | — | $25K | 0.5% | |
| BLACKROCK LIFEPATH 2035 K | Registered Investment Companies | — | — | $23K | 0.5% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $21K | 0.4% | |
| BLACKROCK LIFEPATH RET FUND K | Registered Investment Companies | — | — | $10K | 0.2% | |
| PGIM TOTAL RETURN BOND R6 | Registered Investment Companies | — | — | $4K | <0.1% | |
| AMF GLOBAL BALANCED FUND - R6 | Registered Investment Companies | — | — | $3K | <0.1% | |
| FID SMALL CAP INDEX | Registered Investment Companies | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
