Tom Peterson signed Getac, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Getac, Inc.'s EIN is 95-4547422.
Download the official 2024 Form 5500 (PDF) for Getac, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Getac, Inc.'s plan includes a 401(k) feature, a default investment (QDIA), profit-sharing, ERISA 404(c) participant direction, a self-directed brokerage window.
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 | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $6K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $5.0M | 27.5% | |
| Blackrock LifePath Index 2035 Fund Class K | Other securities | — | — | $2.0M | 10.8% | |
| Blackrock LifePath Index Retirement Fund Class K | Other securities | — | — | $1.8M | 10.0% | |
| Blackrock LifePath Index 2050 Fund Class K | Other securities | — | — | $1.7M | 9.7% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $1.4M | 7.6% | |
| Blackrock LifePath Index 2055 Fund Class K | Other securities | — | — | $897K | 5.0% | |
| Blackrock LifePath Index 2030 Fund Class K | Other securities | — | — | $884K | 4.9% | |
| Fidelity International Index Fund | Common Collective Trusts | — | — | $833K | 4.6% | |
| Blackrock LifePath Index 2045 Fund Class K | Other securities | — | — | $722K | 4.0% | |
| Blackrock LifePath Index 2040 Fund Class K | Other securities | — | — | $512K | 2.8% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $416K | 2.3% | |
| Blackrock LifePath Index 2060 Fund | Other securities | — | — | $407K | 2.3% | |
| Dodge & Cox Dodge & Cox Income Fund Class I | Mutual Funds | — | — | $325K | 1.8% | |
| American Funds AF Europac Growth R6 Fund | Mutual Funds | — | — | $311K | 1.7% | |
| Fidelity U.S. Bond Index Fund | Common Collective Trusts | — | — | $246K | 1.4% | |
| Gabelli U.S. Treasury Money Market Fund | Cash / Money Market | — | — | $225K | 1.2% | |
| Participant Loans Interest rates ranging from 4.25% to 9.25% | Bonds / Notes | — | — | $207K | 1.1% | |
| Fidelity Emerging Markets Index Fund | Common Collective Trusts | — | — | $117K | 0.6% | |
| Brokeragelink Self-Directed Brokerage Account | Self-Directed Brokerage | — | — | $104K | 0.6% | |
| Blackrock LifePath Index 2065 Fund | Other securities | — | — | $16K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
