Nicholas Gerard signed Canto Software, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Canto Software, Inc.'s EIN is 94-3174551.
Download the official 2024 Form 5500 (PDF) for Canto Software, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Canto Software, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $3K | — |
| EMPOWER ANNUITY INSURANCE COMPANY O | — | EENWOOD VILLAGE, CO | RECORDKEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| BLACKROCK LIFEPATH INDEX 2050 K Mutual fund | Other securities | — | — | $1.1M | 23.7% | |
| BLACKROCK LIFEPATH INDEX 2055 K Mutual fund | Other securities | — | — | $855K | 17.7% | |
| BLACKROCK LIFEPATH INDEX 2060 K Mutual fund | Other securities | — | — | $665K | 13.7% | |
| BLACKROCK LIFEPATH INDEX 2045 K Mutual fund | Other securities | — | — | $330K | 6.8% | |
| FIDELITY 500 INDEX Mutual fund | Common Collective Trusts | — | — | $305K | 6.3% | |
| FIDELITY TOTAL BOND K6 Mutual fund | Mutual Funds | — | — | $245K | 5.1% | |
| BLACKROCK LIFEPATH INDEX 2040 K Mutual fund | Other securities | — | — | $211K | 4.4% | |
| BLACKROCK LIFEPATH INDEX 2035 K Mutual fund | Other securities | — | — | $175K | 3.6% | |
| FIDELITY INTERNATIONAL INDEX Mutual fund | Mutual Funds | — | — | $162K | 3.4% | |
| DFA WORLD EX US CORE EQUITY INSTL Mutual fund | Mutual Funds | — | — | $139K | 2.9% | |
| BLACKROCK LIFEPATH INDEX RETIREMENT K Mutual fund ** 437 DFA US SMALL CAPI Mutual fund | Mutual Funds | — | — | $114K | 2.4% | |
| FIDELITY US BOND INDEX Mutual fund | Mutual Funds | — | — | $106K | 2.2% | |
| JPMORGAN LARGE CAP GROWTH R6 Mutual fund | Other securities | — | — | $105K | 2.2% | |
| FIDELITY EXTENDED MARKET INDEX Mutual fund | Mutual Funds | — | — | $93K | 1.9% | |
| HARTFORD DIVIDEND AND GROWTH R6 Mutual fund | Other securities | — | — | $86K | 1.8% | |
| FIDELITY EMERGING MARKETS INDEX Mutual fund | Mutual Funds | — | — | $72K | 1.5% | |
| INVESCO PREMIER US GOVERNMENT MONEY INST Mutual fund | Mutual Funds | — | — | $22K | 0.4% | |
| BLACKROCK LIFEPATH INDEX 2065 K Mutual fund | Other securities | — | — | $5K | 0.1% | |
| SEPARATE ACCOUNT 401 TALCOTT RESOLUTION LIFE INSURANCE COMPANY · EIN 06-0974148 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| NEWFRONT RETIREMENT SERVICES, INC | — | SAN FRANCISCO, CA | INVESTMENT ADVISOR | $6K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| INS SERVICES OF SAN FRANCISCO INC | — | MT PLEASANT, SC | BROKER/ADVISER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DYATECH LLC | — | RIDGELAND, MS | CONTRACT ADMIN | $655 | — |
