Matt Macintosh signed Blue Mantis, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Blue Mantis, Inc.'s EIN is 01-0504323.
Download the official 2024 Form 5500 (PDF) for Blue Mantis, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Blue Mantis, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPITAL GRP RETIREMENT PLAN SERVICE | — | IRVINE, CA | RECORDKEEPER | $22K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COMMONWEALTH EQUITY SERVICES LLC | — | WALTHAM, MA | INVESTMENT ADVISOR | $25K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Capital Bank and Trust Company American Funds Target Date Funds 2010, 2020, 2025, 2030, 2035, 2040, 2045, 2050, 2055, 2060, 2065 | Mutual Funds | — | — | $20.9M | 64.1% | |
| Capital Bank and Trust Company Vanguard 500 Index | Common Collective Trusts | — | — | $4.4M | 13.6% | |
| Capital Bank and Trust Company American Funds Growth Fund | Mutual Funds | — | — | $986K | 3.0% | |
| Capital Bank and Trust Company American Funds U.S. Government Money Market | Mutual Funds | — | — | $807K | 2.5% | |
| Capital Bank and Trust Company Vanguard Mid Cap Index | Mutual Funds | — | — | $780K | 2.4% | |
| Capital Bank and Trust Company Vanguard Eq-Income | Mutual Funds | — | — | $596K | 1.8% | |
| Capital Bank and Trust Company DFA US Target Value | Mutual Funds | — | — | $575K | 1.8% | |
| Capital Bank and Trust Company Vanguard Mid Cap Growth | Mutual Funds | — | — | $507K | 1.6% | |
| Capital Bank and Trust Company Vanguard Explorer | Mutual Funds | — | — | $347K | 1.1% | |
| Capital Bank and Trust Company DFA Emerging Market | Mutual Funds | — | — | $322K | 1.0% | |
| Capital Bank and Trust Company Vanguard Interm-Term Bond | Mutual Funds | — | — | $304K | 0.9% | |
| Capital Bank and Trust Company DFA Large Cap International | Mutual Funds | — | — | $303K | 0.9% | |
| Participant Loans 10.5%; due between 2025 and 2029 per terms of agreement. - | Bonds / Notes | — | — | $236K | 0.7% | |
| Capital Bank and Trust Company Franklin Utilities | Mutual Funds | — | — | $233K | 0.7% | |
| Capital Bank and Trust Company American Funds New Economy | Mutual Funds | — | — | $187K | 0.6% | |
| Capital Bank and Trust Company American Funds New Perspective | Mutual Funds | — | — | $171K | 0.5% | |
| Capital Bank and Trust Company John Hancock Bond Fund | Common Stocks | — | — | $167K | 0.5% | |
| Capital Bank and Trust Company Vanguard Short Term Investment Grade | Mutual Funds | — | — | $160K | 0.5% | |
| Capital Bank and Trust Company PGIM Global Total Return | Common Stocks | — | — | $143K | 0.4% | |
| Capital Bank and Trust Company Vanguard Real Estate Index | Mutual Funds | — | — | $93K | 0.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE PENSION SERVICE INC | — | NORTH HAVEN, CT | CONTRACT ADMIN | $22K | — |
