Equisoft Inc.'s EIN is 98-0607844.
Download the official 2024 Form 5500 (PDF) for Equisoft Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Equisoft Inc.'s plan includes profit-sharing, 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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $40K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $11K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE MANDMARBLESTONE GROUP LLC |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard 500 Index Admiral Fund " | Common Collective Trusts | — | — | $3.4M | 21.0% | |
| PUTNAM RETIRMNT ADVANTAGE TRST 2030 PUTNAM INVESTMENTS · EIN 26-0788040 / PN 262 | Common Collective Trust | — | — | $1.2M | 7.6% | |
| Putnam Large Cap Growth Fund Class R6 " | Mutual Funds | — | — | $947K | 5.9% | |
| PIMCO Income Installment Fund " | Mutual Funds | — | — | $847K | 5.3% | |
| PUTNAM RETIRMNT ADVANTAGE TRST 2050 PUTNAM INVESTMENTS · EIN 26-0787670 / PN 258 | Common Collective Trust | — | — | $823K | 5.1% | |
| PUTNAM RETIRMNT ADVANTAGE TRST 2025 PUTNAM INVESTMENTS · EIN 26-1384344 / PN 263 | Common Collective Trust | — | — | $654K | 4.1% | |
| Vanguard Mid Cap Index Fund - Admiral " | Common Collective Trusts | — | — | $631K | 3.9% | |
| PUTNAM RETIRMNT ADVANTAGE TRST 2040 PUTNAM INVESTMENTS · EIN 26-1384398 / PN 260 | Common Collective Trust | — | — | $623K | 3.9% | |
| iShares MSCI EAFE International Index K Fund " | Other securities | — | — | $613K | 3.8% | |
| American Funds New Perspective R6 Fund " | Mutual Funds | — | — | $573K | 3.6% | |
| PUTNAM RETIRMNT ADVANTAGE TRST 2060 PUTNAM INVESTMENTS · EIN 27-3616920 / PN 273 | Common Collective Trust | — | — | $569K | 3.5% | |
| DFA Investment Grade I Fund " | Mutual Funds | — | — | $557K | 3.5% | |
| Vanguard Small Cap Index Admiral Fund " | Mutual Funds | — | — | $552K | 3.4% | |
| PUTNAM RETIRMNT ADVANTAGE TRST MAT PUTNAM INVESTMENTS · EIN 26-0788428 / PN 268 | Common Collective Trust | — | — | $422K | 2.6% | |
| PUTNAM RETIRMNT ADVANTAGE TRST 2045 PUTNAM INVESTMENTS · EIN 26-1208510 / PN 259 | Common Collective Trust | — | — | $386K | 2.4% | |
| PUTNAM RETIRMNT ADVANTAGE TRST 2035 PUTNAM INVESTMENTS · EIN 26-0787945 / PN 261 | Common Collective Trust | — | — | $346K | 2.1% | |
| Putnam Large Cap Value R6 Fund " | Mutual Funds | — | — | $345K | 2.1% | |
| Federated Hermes Instl High Yield Bond Fund Institutional Shares " | Other securities | — | — | $343K | 2.1% | |
| American Funds Capital Income Builder R6 Fund Mutual fund | Mutual Funds | — | — | $315K | 2.0% | |
| Empower T. Rowe Price Mid Cap Growth Installment Fund " | Other securities | — | — | $287K | 1.8% | |
| PUTNAM RETIRMNT ADVANTAGE TRST 2055 PUTNAM INVESTMENTS · EIN 27-3616920 / PN 275 | Common Collective Trust | — | — | $281K | 1.7% | |
| Key Guaranteed Portfolio Fund Guaranteed account | Other securities | — | — | $279K | 1.7% | |
| American Funds New World R6 Fund " | Mutual Funds | — | — | $267K | 1.7% | |
| Participant Loans (4.25% - 9.50%) - | Bonds / Notes | — | — | $215K | 1.3% | |
| Janus Henderson Venture N Fund " | Mutual Funds | — | — | $197K | 1.2% | |
| Vanguard Selected Value Inv Fund " | Mutual Funds | — | — | $176K | 1.1% | |
| PGIM QMA Small-Cap Value Z Fund " | Other securities | — | — | $154K | 1.0% | |
| Invesco Oppenheimer International Growth R6 Fund " | Mutual Funds | — | — | $75K | 0.5% | |
| Putnam Global Income Trust Class R6 " | Mutual Funds | — | — | $15K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| HAVERTOWN, PA |
| CONTRACT ADMIN |
| $3K |
| — |
