Jason Calhoun signed Absolute Software, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Absolute Software, Inc.'s EIN is 98-0183485.
Download the official 2024 Form 5500 (PDF) for Absolute Software, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Absolute Software, Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), automatic enrollment, profit-sharing.
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 | -$6K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCS | 71-1004774 | — | ADVISOR/INVESTMENT ADV | $24K | — |
| USI ADVISORS INC | 06-1397347 | — |
| Provider | Nondisclosure info |
|---|---|
| — | — |
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 | |||||
|---|---|---|---|---|---|---|
| American Funds Target Date 2035 Fund Class R6 Registered Investment Company | Mutual Funds | — | — | $9.8M | 18.2% | |
| American Funds Target Date 2045 Fund Class R6 Registered Investment Company | Mutual Funds | — | — | $7.4M | 13.8% | |
| Fidelity 500 Index Fund Registered Investment Company | Common Collective Trusts | — | — | $7.3M | 13.5% | |
| American Funds Target Date 2030 Fund Class R6 Registered Investment Company | Mutual Funds | — | — | $6.1M | 11.4% | |
| American Funds Target Date 2025 Fund Class R6 Registered Investment Company | Mutual Funds | — | — | $5.8M | 10.8% | |
| PIONEER LG CAP GR TR GREAT GRAY TRUST COMPANY · EIN 81-4278868 / PN 290 | Common Collective Trust | — | — | $4.2M | 7.8% | |
| American Funds Target Date 2040 Fund Class R6 Registered Investment Company | Mutual Funds | — | — | $2.7M | 5.1% | |
| American Funds Target Date 2055 Fund Class R6 Registered Investment Company | Mutual Funds | — | — | $2.4M | 4.5% | |
| American Funds Target Date 2050 Fund Class R6 Registered Investment Company | Mutual Funds | — | — | $1.8M | 3.3% | |
| Fidelity Mid Cap Index Fund Registered Investment Company | Common Collective Trusts | — | — | $1.0M | 1.9% | |
| Fidelity International Index Fund Registered Investment Company | Common Collective Trusts | — | — | $690K | 1.3% | |
| Dimensional U.S. Large Cap Value Fund Registered Investment Company | Mutual Funds | — | — | $684K | 1.3% | |
| American Funds Target Date 2060 Fund Class R6 Registered Investment Company | Mutual Funds | — | — | $645K | 1.2% | |
| Fidelity Government Money Market Fund Class K6 Registered Investment Company | Mutual Funds | — | — | $600K | 1.1% | |
| American Funds Target Date 2065 Fund Class R6 Registered Investment Company | Mutual Funds | — | — | $536K | 1.0% | |
| Dodge and Cox Income Fund Class X Registered Investment Company | Mutual Funds | — | — | $357K | 0.7% | |
| through November 2029 - | Other securities | — | — | $289K | 0.5% | |
| Dimensional U.S. Small Cap Value Fund Registered Investment Company | Mutual Funds | — | — | $263K | 0.5% | |
| American Funds Target Date 2020 Fund Class R6 Registered Investment Company | Mutual Funds | — | — | $233K | 0.4% | |
| C&S US REALTY RS SEI TRUST COMPANY · EIN 46-3411346 / PN 064 | Common Collective Trust | — | — | $186K | 0.3% | |
| Fidelity Small Cap Index Fund Registered Investment Company | Common Collective Trusts | — | — | $168K | 0.3% | |
| Dimensional Emerging Markets Core Equity Fund Registered Investment Company | Mutual Funds | — | — | $124K | 0.2% | |
| Nationwide Geneva Small Cap Growth Fund Class R6 Registered Investment Company | Common Stocks | — | — | $96K | 0.2% | |
| PIMCO Real Return Fund Institutional Class Registered Investment Company | Mutual Funds | — | — | $90K | 0.2% | |
| PIMCO Diversified Income Fund Institutional Class Registered Investment Company | Mutual Funds | — | — | $75K | 0.1% | |
| American Funds Target Date 2010 Fund Class R6 Registered Investment Company | Mutual Funds | — | — | $39K | <0.1% | |
| American Funds Target Date 2015 Fund Class R6 Registered Investment Company | Mutual Funds | — | — | $10K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| ADVISOR |
| $12K |
| — |
