Patrick Paynter signed Sailpoint Technologies, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Sailpoint Technologies, Inc.'s EIN is 90-0187685.
Download the official 2024 Form 5500 (PDF) for Sailpoint Technologies, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Sailpoint Technologies, Inc.'s plan includes a 401(k) feature, a default investment (QDIA), profit-sharing, a self-directed brokerage window, ERISA 404(c) participant direction.
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 | $127K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS LLC | 26-0058143 | — | ADVISOR | $75K | — |
| 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 | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Mutual Funds | Common Collective Trusts | — | — | $38.4M | 19.7% | |
| JPM Large Cap Growth R6 Mutual Funds | Other securities | — | — | $20.6M | 10.6% | |
| TRP RET HYB 2045 T14 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 014 | Common Collective Trust | — | — | $17.6M | 9.0% | |
| TRP RET HYB 2035 T14 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 012 | Common Collective Trust | — | — | $15.8M | 8.1% | |
| TRP RET HYB 2050 T14 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 015 | Common Collective Trust | — | — | $14.5M | 7.4% | |
| TRP RET HYB 2040 T14 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 013 | Common Collective Trust | — | — | $12.1M | 6.2% | |
| TRP RET HYB 2055 T14 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 016 | Common Collective Trust | — | — | $10.9M | 5.6% | |
| Fidelity Brokerage Link Accounts Self-Directed Brokerage Accounts | Self-Directed Brokerage | — | — | $6.1M | 3.1% | |
| TRP RET HYB 2030 T14 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 011 | Common Collective Trust | — | — | $6.0M | 3.1% | |
| Fidelity International Index Fund Mutual Funds | Common Collective Trusts | — | — | $5.6M | 2.9% | |
| TRP RET HYB 2060 T14 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 018 | Common Collective Trust | — | — | $5.3M | 2.7% | |
| MFS LRG CAP VALUE CT GREAT GRAY TRUST COMPANY, LLC · EIN 38-7275332 / PN 781 | Common Collective Trust | — | — | $5.2M | 2.6% | |
| Fidelity Small Cap Growth Mutual Funds | Mutual Funds | — | — | $4.8M | 2.4% | |
| TRP RET HYB 2025 T14 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 010 | Common Collective Trust | — | — | $4.5M | 2.3% | |
| MFS MID CAP VALUE CT GREAT GRAY TRUST COMPANY · EIN 38-4139822 / PN 616 | Common Collective Trust | — | — | $3.7M | 1.9% | |
| FIAM CORE PLUS CL I FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 052 | Common Collective Trust | — | — | $3.5M | 1.8% | |
| Fidelity Extended Market Index Fund Mutual Funds | Common Collective Trusts | — | — | $3.4M | 1.7% | |
| MFS MID CP GROWTH CT GREAT GRAY TRUST COMPANY, LLC · EIN 38-4126294 / PN 597 | Common Collective Trust | — | — | $3.3M | 1.7% | |
| RT NY LIFE AA CL 0 RELIANCE TRUST COMPANY · EIN 46-6350416 / PN 001 | Common Collective Trust | — | — | $2.6M | 1.3% | |
| GG EUROPAC GROWTH CT GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289843 / PN 001 | Common Collective Trust | — | — | $2.1M | 1.1% | |
| Fidelity U.S. Bond Index Mutual Funds | Mutual Funds | — | — | $2.0M | 1.0% | |
| Pimco Income Fund Institutional Class Mutual Funds | Mutual Funds | — | — | $1.7M | 0.9% | |
| Notes receivable from participants Bearing interest at 4.25%-9.5% - | Bonds / Notes | — | — | $1.6M | 0.8% | |
| TRP RET HYB 2065 T14 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 019 | Common Collective Trust | — | — | $1.3M | 0.7% | |
| TRP RET HYB 2020 T14 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 009 | Common Collective Trust | — | — | $1.2M | 0.6% | |
| Allspring Special Small Cap Value Fund Mutual Funds | Other securities | — | — | $1.1M | 0.6% | |
| Fidelity Government Money Market Money Market Fund | Mutual Funds | — | — | $201K | 0.1% | |
| TRP RET HYB 2015 T14 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 008 | Common Collective Trust | — | — | $67K | <0.1% | |
| TRP RET HYB 2005 T14 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 006 | Common Collective Trust | — | — | $13K | <0.1% | |
| TRP RET HYB 2010 T14 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 007 | Common Collective Trust | — | — | $8K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 04-2654524 |
| — |
| ADVISOR |
| $59K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KBFALK, PLLC | 82-3097971 | — | ACCOUNTANT/AUDITOR | $12K | — |
