Vestmark, Inc.'s EIN is 04-3556518.
Download the official 2024 Form 5500 (PDF) for Vestmark, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Vestmark, 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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $40K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
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 | |||||
|---|---|---|---|---|---|---|
| VAN INSTITUTIONAL IDX - INST | Registered Investment Companies | — | — | $24.2M | 40.1% | |
| VANGUARD EXT MKT IDX - ADMIRAL | Registered Investment Companies | — | — | $4.7M | 7.9% | |
| VICTORY INTG SM M-CAP VAL R6 | Registered Investment Companies | — | — | $3.6M | 6.0% | |
| WILLIAM BLAIR SMMD CAP GR R6 | Registered Investment Companies | — | — | $3.3M | 5.5% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $3.1M | 5.2% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $2.8M | 4.6% | |
| VANGUARD TOT INTL STK IND ADM | Registered Investment Companies | — | — | $2.1M | 3.5% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $2.1M | 3.5% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $2.0M | 3.3% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $2.0M | 3.2% | |
| VANGUARD REAL ESTATE INDEX ADM | Registered Investment Companies | — | — | $1.4M | 2.3% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $1.4M | 2.3% | |
| PGIM TOTAL RETURN BOND R6 | Registered Investment Companies | — | — | $1.3M | 2.1% | |
| ISHARES US AGGREGATE BD IDX K | Registered Investment Companies | — | — | $1.2M | 1.9% | |
| HARDING LOEVNER INTL EQ INST | Registered Investment Companies | — | — | $1.1M | 1.8% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $1.0M | 1.7% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $912K | 1.5% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $535K | 0.9% | |
| VAN TARG RETIRE 2065 | Registered Investment Companies | — | — | $482K | 0.8% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $477K | 0.8% | |
| PIMCO INFL RESP MA INSTL | Registered Investment Companies | — | — | $30K | <0.1% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $7K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
