Gretta Flynn signed Bentley Systems, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Bentley Systems, Inc.'s EIN is 95-3936623.
Download the official 2024 Form 5500 (PDF) for Bentley Systems, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Bentley Systems, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | 84-1532243 | — | NONE | $123K | — |
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | NONE | $69K | — |
| Name | EIN | Location | Relation | Direct comp |
|---|
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Indirect comp |
|---|
| CAPFINANCIAL PARTNERS LLC DBA CAPTR | — | RALEIGH, NC | NONE | $44K | — |
| CARON & BLETZER PLLC | — | KINGSTON, NH | NONE | $17K | — |
| ABOUND WEALTH MANAGEMENT LLC | 81-4120898 | — | NONE | $12K | — |
| BENEFIT TRUST COMPANY | — | OVERLAND PARK, KS | NONE | $8K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $4K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Bentley Systems, Incorporated Common Stock Common stock (nonparticipant directed) | Common Stocks | — | — | $158.3M | 26.6% | |
| Vanguard Institutional Index Fund " | Common Collective Trusts | — | — | $62.4M | 10.5% | |
| JP Morgan US Equity I Fund " | Other securities | — | — | $39.6M | 6.7% | |
| $ - (d) price Selling | Other securities | — | — | $39.1M | 6.6% | |
| JPMorgan Large Cap Growth R6 Fund " | Other securities | — | — | $31.1M | 5.2% | |
| COLUMBIA TRUST DIVIDEND INCOME INST AMERIPRISE TRUST COMPANY · EIN 41-0007957 / PN 218 | Common Collective Trust | — | — | $30.7M | 5.2% | |
| PUTNAM STABLE VALUE FUND PUTNAM INVESTMENT · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $24.6M | 4.1% | |
| Vanguard Mid Cap Index I Fund " | Mutual Funds | — | — | $19.9M | 3.3% | |
| THE VANGUARD TARGET RETIRE 2030 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083978 / PN 001 | Common Collective Trust | — | — | $18.3M | 3.1% | |
| THE VANGUARD TARGET RETIRE 2035 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083976 / PN 001 | Common Collective Trust | — | — | $17.9M | 3.0% | |
| Fidelity Total Bond Fund " | Mutual Funds | — | — | $17.2M | 2.9% | |
| Vanguard Total Bond Market Index Fund Institutional Fund " | Common Collective Trusts | — | — | $17.2M | 2.9% | |
| THE VANGUARD TARGET RETIRE 2025 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083980 / PN 001 | Common Collective Trust | — | — | $17.0M | 2.9% | |
| Schwab Self-Directed Brokerage Self-directed brokerage accounts | Self-Directed Brokerage | — | — | $15.8M | 2.7% | |
| Vanguard Small Cap Index I Fund " | Mutual Funds | — | — | $14.4M | 2.4% | |
| THE VANGUARD TARGET RETIRE 2040 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083974 / PN 001 | Common Collective Trust | — | — | $14.0M | 2.3% | |
| Vanguard Total International Stock Index Institutional Fund " | Mutual Funds | — | — | $13.7M | 2.3% | |
| THE VANGUARD TARGET RETIRE 2045 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083972 / PN 001 | Common Collective Trust | — | — | $12.4M | 2.1% | |
| THE VANGUARD TARGET RETIRE 2055 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715091 / PN 001 | Common Collective Trust | — | — | $11.4M | 1.9% | |
| THE VANGUARD TARGET RETIRE 2050 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083970 / PN 001 | Common Collective Trust | — | — | $10.1M | 1.7% | |
| Royce Premier Institutional Fund " | Other securities | — | — | $9.2M | 1.5% | |
| American Funds Europacific Growth R6 Fund " | Mutual Funds | — | — | $8.8M | 1.5% | |
| Empower T. Rowe Price Mid Cap Growth Institutional Fund " | Other securities | — | — | $8.4M | 1.4% | |
| American Century Real Estate R6 Fund Mutual fund | Other securities | — | — | $5.8M | 1.0% | |
| THE VANGUARD TARGET RETIRE 2060 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799419 / PN 001 | Common Collective Trust | — | — | $5.6M | 0.9% | |
| THE VANGUARD TARGET RETIRE 2020 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083982 / PN 001 | Common Collective Trust | — | — | $3.2M | 0.5% | |
| Participant Loans (4.25% - 9.50%) - | Bonds / Notes | — | — | $1.9M | 0.3% | |
| Schwab Self-Directed Brokerage Roth " | Self-Directed Brokerage | — | — | $1.8M | 0.3% | |
| THE VANGUARD TARGET RETIRE INCM TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083967 / PN 001 | Common Collective Trust | — | — | $1.3M | 0.2% | |
| MFS New Discovery Value R6 Fund " | Mutual Funds | — | — | $1.2M | 0.2% | |
| THE VANGUARD TARGET RETIRE 2065 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6194314 / PN 001 | Common Collective Trust | — | — | $968K | 0.2% | |
| THE VANGUARD TARGET RETIRE 2070 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-7039453 / PN 001 | Common Collective Trust | — | — | $149K | <0.1% |
