Anna Kyritsis signed Laserfiche/Compulink Management Center, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Laserfiche/Compulink Management Center, Inc.'s EIN is 95-3010597.
Download the official 2024 Form 5500 (PDF) for Laserfiche/Compulink Management Center, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Laserfiche/Compulink Management Center, Inc.'s plan includes 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$48K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $15K | — |
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 FID 500 INDEX | Common Collective Trusts | — | — | $20.3M | 21.6% | |
| Fidelity FID BLUE CHIP GR K6 | Mutual Funds | — | — | $19.1M | 20.3% | |
| Fidelity FID FREEDOM 2055 K | Mutual Funds | — | — | $8.7M | 9.3% | |
| Fidelity FID FREEDOM 2050 K | Mutual Funds | — | — | $6.7M | 7.1% | |
| Fidelity FID INTL INDEX | Mutual Funds | — | — | $5.3M | 5.6% | |
| Fidelity FID FREEDOM 2060 K | Mutual Funds | — | — | $4.9M | 5.3% | |
| Vanguard VANG CR FED MM ADM | Mutual Funds | — | — | $4.4M | 4.7% | |
| Fidelity FID FREEDOM 2040 K | Mutual Funds | — | — | $4.4M | 4.7% | |
| Fidelity FID MID CAP IDX | Common Collective Trusts | — | — | $3.2M | 3.4% | |
| Fidelity FID SM CAP IDX | Common Collective Trusts | — | — | $3.0M | 3.2% | |
| Dimensional Fund DFA US LG CAP VAL | Mutual Funds | — | — | $2.4M | 2.6% | |
| Baird AGGR BOND INST | Other securities | — | — | $2.3M | 2.4% | |
| Fidelity FID FREEDOM 2045 K | Mutual Funds | — | — | $1.6M | 1.7% | |
| Fidelity FID FREEDOM 2035 K | Mutual Funds | — | — | $1.5M | 1.6% | |
| Fidelity FID EMERG MKTS IDX | Common Collective Trusts | — | — | $1.2M | 1.3% | |
| Fidelity FID VALUE K | Mutual Funds | — | — | $1.2M | 1.3% | |
| Fidelity FID FREEDOM 2065 K | Mutual Funds | — | — | $1.1M | 1.2% | |
| Fidelity FID TOTAL BOND K6 | Mutual Funds | — | — | $919K | 1.0% | |
| Fidelity FID FREEDOM 2030 K | Mutual Funds | — | — | $632K | 0.7% | |
| Dimensional Fund DFA REAL EST SEC I | Mutual Funds | — | — | $574K | 0.6% | |
| Participant loans Notes receivable from participants - Maturity 2025 to 2033 Interest 4.25% - 9.50% | Bonds / Notes | — | — | $244K | 0.3% | |
| Fidelity FID FREEDOM 2025 K | Mutual Funds | — | — | $100K | 0.1% | |
| New York Life NEW YORK LIFE INS CO GIC | Stable Value | — | — | $97K | 0.1% | |
| STABLE VALUE ACCOUNT NEW YORK LIFE INSURANCE COMPANY · EIN 13-5582869 / PN 125 | Pooled Separate Account | — | — | $97K | 0.1% | |
| Fidelity FID GOVT MMKT | Mutual Funds | — | — | $45K | <0.1% | |
| Fidelity FID FREEDOM 2020 K | Mutual Funds | — | — | $40K | <0.1% | |
| Fidelity FID FREEDOM 2015 K | Mutual Funds | — | — | $35K | <0.1% | |
| PIMCO PIM INFL RESP MA IS | Mutual Funds | — | — | $28K | <0.1% | |
| Fidelity FID FREEDOM INC K | Mutual Funds | — | — | $17K | <0.1% | |
| Fidelity FID FREEDOM 2070 K | Mutual Funds | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
