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Original filing (PDF)20250708081618NAL0002513651001
ELECTRONICS FOR IMAGING, INC.
Form 5500
FILING_RECEIVED
EFI 401(K) SAVINGS PLAN
401(k) retirement plan
Signals · 2
1 failed disclosure32% in single holding
Active participants
527
Accounts w/ balance
1,090
Plan assets (EOY)
$265.3M
Net assets (EOY)
$265.3M
How this plan invests
This plan
38 pooled trusts
Schedule D
24 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
85
Concentration risk
84
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- 1 Schedule C provider failed to disclose compensation.
- Top holding "State Street S&P 500® Index Securities Lending Series Fund Class II Common/Collective Trust" is 32% of plan.
- 15 bps in Schedule C fees — 52% above peer band of 10 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ELECTRONICS FOR IMAGING, INC..
Plan sponsor
Name
ELECTRONICS FOR IMAGING, INC.
EIN
94-3086355
Address
12 INNOVATION WAY · LONDONDERRY, NH · 03053
Phone
(412) 690-3141
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-08
Pension benefit codes
3H · Sponsor in controlled / affiliated group
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP LP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $91K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERCER INVESTMENTS LLC | 13-2834414 | — | INVESTMENT ADVISOR | $228K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $59K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MOSS ADAMS LLP | 91-0189318 | — | ACCOUNTANT/AUDITOR | $24K | — |
Failed / refused disclosures (Sched C Part 2)
| Provider | Nondisclosure info |
|---|---|
| — | — |
Investments
18 direct securities · 38 pooled funds· $398.8M(100% of reported assets)
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.
Common Collective Trust
$251.6M
38 holdings
Uncategorized
$147.1M
18 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SS S&P 500 INDEX II STATE STREET GLOBAL ADVISORS TRUST CO · EIN 04-0025081 / PN 078 | Common Collective Trust | — | — | $83.8M | 31.6% | |
| State Street Russell Small/Mid Cap® Index Securities Lending Series Fund Class II Common/Collective Trust | — | — | — | $43.4M | 16.3% | |
| SS RSL SMMDCP IDX II STATE STREET GLOBAL ADVISORS TRUST CO · EIN 32-6528132 / PN 019 | Common Collective Trust | — | — | $43.4M | 16.3% | |
| T. Rowe Price Structured Research Common Trust Fund Class F Common/Collective Trust | — | — | — | $22.5M | 8.5% | |
| TRP US STRUC RSRCH F T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 010 | Common Collective Trust | — | — | $22.5M | 8.5% | |
| MERCER INTL STOCK MERCER TRUST COMPANY LLC · EIN 81-3158100 / PN 010 | Common Collective Trust | — | — | $16.8M | 6.3% | |
| MERCER DVSFD BOND MERCER TRUST COMPANY LLC · EIN 81-3188218 / PN 009 | Common Collective Trust | — | — | $13.7M | 5.2% | |
| State Street Target Retirement 2035 Securities Lending Series Fund Class IV Common/Collective Trust | — | — | — | $13.7M | 5.1% | |
| SS TRGT RET 2035 IV STATE STREET GLOBAL ADVISORS TRUST CO · EIN 32-6528132 / PN 024 | Common Collective Trust | — | — | $13.7M | 5.1% | |
| Individually-directed brokerage accounts Mutual Funds, Common Stock, and Cash | — | — | — | $12.3M | 4.7% | |
| State Street Target Retirement 2030 Securities Lending Series Fund Class IV Common/Collective Trust | — | — | — | $11.5M | 4.3% | |
| SS TRGT RET 2030 IV STATE STREET GLOBAL ADVISORS TRUST CO · EIN 32-6528132 / PN 023 | Common Collective Trust | — | — | $11.5M | 4.3% | |
| State Street Target Retirement 2025 Securities Lending Series Fund Class IV Common/Collective Trust | — | — | — | $10.7M | 4.0% | |
| SS TRGT RET 2025 IV STATE STREET GLOBAL ADVISORS TRUST CO · EIN 32-6528132 / PN 022 | Common Collective Trust | — | — | $10.7M | 4.0% | |
| Invesco Stable Value Trust Class B1 Common/Collective Trust | — | — | — | $9.4M | 3.5% | |
| INVESCO STBL VAL B1 INVESCO TRUST COMPANY · EIN 84-1142974 / PN 001 | Common Collective Trust | — | — | $9.4M | 3.5% | |
| State Street Target Retirement 2040 Securities Lending Series Fund Class IV Common/Collective Trust | — | — | — | $6.4M | 2.4% | |
| SS TRGT RET 2040 IV STATE STREET GLOBAL ADVISORS TRUST CO · EIN 32-6528132 / PN 025 | Common Collective Trust | — | — | $6.4M | 2.4% | |
| State Street Target Retirement 2050 Securities Lending Series Fund Class IV Common/Collective Trust | — | — | — | $3.6M | 1.4% | |
| SS TRGT RET 2050 IV STATE STREET GLOBAL ADVISORS TRUST CO · EIN 32-6528132 / PN 027 | Common Collective Trust | — | — | $3.6M | 1.4% | |
| State Street Target Retirement 2045 Securities Lending Series Fund Class IV Common/Collective Trust | — | — | — | $2.9M | 1.1% | |
| SS TRGT RET 2045 IV STATE STREET GLOBAL ADVISORS TRUST CO · EIN 32-6528132 / PN 026 | Common Collective Trust | — | — | $2.9M | 1.1% | |
| State Street Global All Cap Equity ex-U.S. Index Securities Lending Series Fund Class II Common/Collective Trust | — | — | — | $2.8M | 1.0% | |
| SS GACEQ EXUS IDX II STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 444 | Common Collective Trust | — | — | $2.8M | 1.0% | |
| State Street Target Retirement 2020 Securities Lending Series Fund Class IV Common/Collective Trust | — | — | — | $2.8M | 1.0% | |
| SS TRGT RET 2020 IV STATE STREET GLOBAL ADVISORS TRUST CO · EIN 32-6528132 / PN 021 | Common Collective Trust | — | — | $2.8M | 1.0% | |
| SS US BOND INDX XIV STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 477 | Common Collective Trust | — | — | $2.3M | 0.9% | |
| State Street Target Retirement 2055 Securities Lending Series Fund Class IV Common/Collective Trust | — | — | — | $1.5M | 0.6% | |
| SS TRGT RET 2055 IV STATE STREET GLOBAL ADVISORS TRUST CO · EIN 32-6528132 / PN 028 | Common Collective Trust | — | — | $1.5M | 0.6% | |
| State Street Target Retirement Securities Lending Fund Class IV Common/Collective Trust | — | — | — | $1.1M | 0.4% | |
| SS TRGT RET INC IV STATE STREET GLOBAL ADVISORS TRUST CO · EIN 32-6528132 / PN 030 | Common Collective Trust | — | — | $1.1M | 0.4% | |
| State Street Target Retirement 2060 Securities Lending Series Fund Class IV Common/Collective Trust | — | — | — | $1.1M | 0.4% | |
| SS TRGT RET 2060 IV STATE STREET GLOBAL ADVISORS TRUST CO · EIN 32-6528132 / PN 029 | Common Collective Trust | — | — | $1.1M | 0.4% | |
| maturing through December 2034 - | — | — | — | $999K | 0.4% | |
| MERCER SMMDCP STOCK MERCER TRUST COMPANY LLC · EIN 81-3183567 / PN 011 | Common Collective Trust | — | — | $909K | 0.3% | |
| SS REAL ASSET K STATE STREET GLOBAL ADVISORS TRUST CO · EIN 32-6528132 / PN 059 | Common Collective Trust | — | — | $591K | 0.2% | |
| Fidelity Government Money Market Fund Premium Class Money Market Fund | — | — | — | $268K | 0.1% | |
| State Street Target Retirement 2065 Securities Lending Series Fund Class IV Common/Collective Trust | — | — | — | $266K | 0.1% | |
| SS TRGT RET 2065 IV STATE STREET GLOBAL ADVISORS TRUST CO · EIN 32-6528132 / PN 045 | Common Collective Trust | — | — | $266K | 0.1% | |
| SS TRGT RET 2055 P STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 488 | Common Collective Trust | — | — | $0 | <0.1% | |
| SS REAL ASSET C STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 280 | Common Collective Trust | — | — | $0 | <0.1% | |
| SS US BOND INDEX K STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 462 | Common Collective Trust | — | — | $0 | <0.1% | |
| SS GACEQ EX-US IDX K STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 456 | Common Collective Trust | — | — | $0 | <0.1% | |
| SS TRGT RET INCOME P STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 479 | Common Collective Trust | — | — | $0 | <0.1% | |
| SS TRGT RET 2025 P STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 482 | Common Collective Trust | — | — | $0 | <0.1% | |
| SS TRGT RET 2050 P STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 487 | Common Collective Trust | — | — | $0 | <0.1% | |
| SS TRGT RET 2040 P STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 485 | Common Collective Trust | — | — | $0 | <0.1% | |
| MERCER LARGE CAP STK MERCER TRUST COMPANY LLC · EIN 81-3153346 / PN 012 | Common Collective Trust | — | — | $0 | <0.1% | |
| SS RSL SMMDCP IDX K STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 461 | Common Collective Trust | — | — | $0 | <0.1% | |
| SS TRGT RET 2035 P STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 484 | Common Collective Trust | — | — | $0 | <0.1% | |
| SS S&P 500 INDEX K STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 388 | Common Collective Trust | — | — | $0 | <0.1% | |
| SS TRGT RET 2065 P STATE STREET GLOBAL ADVISORS TRUST CO · EIN 32-6528132 / PN 048 | Common Collective Trust | — | — | $0 | <0.1% | |
| SS TRGT RET 2060 P STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 489 | Common Collective Trust | — | — | $0 | <0.1% | |
| SS TRGT RET 2045 P STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 486 | Common Collective Trust | — | — | $0 | <0.1% | |
| SS TRGT RET 2030 P STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 483 | Common Collective Trust | — | — | $0 | <0.1% | |
| SS TRGT RET 2020 P STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 481 | Common Collective Trust | — | — | $0 | <0.1% |