Chris Hostert signed Sertifi's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Sertifi's EIN is 20-1017995.
Download the official 2024 Form 5500 (PDF) for Sertifi from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Sertifi'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 |
|---|---|---|---|---|---|
| DECIMAL, INC. | — | SAN FRANCISCO, CA | THIRD-PARTY RECORDKEEPER | $11K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR | 36-3297908 | CHICAGO, IL | ADMIN CONSULT | $17K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | Common Collective Trusts | — | — | $2.4M | 25.6% | |
| Vanguard Developed Markets Index Fund | Common Collective Trusts | — | — | $1.3M | 14.5% | |
| Vanguard Total Bond Market Index Fund | Common Collective Trusts | — | — | $1.0M | 10.9% | |
| Vanguard Mega Cap Growth Index Fund | Common Collective Trusts | — | — | $922K | 10.0% | |
| Vanguard Mega Cap Value Index Fund | Common Collective Trusts | — | — | $761K | 8.3% | |
| Vanguard Mid-Cap Index Fund | Common Collective Trusts | — | — | $727K | 7.9% | |
| Vanguard Emerging Markets Stock Index Fund | Common Collective Trusts | — | — | $555K | 6.0% | |
| Vanguard Small-Cap Value Index Fund | Common Collective Trusts | — | — | $253K | 2.7% | |
| Vanguard Small-Cap Index Fund | Common Collective Trusts | — | — | $252K | 2.7% | |
| SPDR Dow Jones Global Real Estate | Other securities | — | — | $144K | 1.6% | |
| Schwab U.S. TIPs | Mutual Funds | — | — | $129K | 1.4% | |
| Money Market (held by Matrix Trust Company) Matrix Pimco Government Money Market Fund ** $ | Mutual Funds | — | — | $125K | 1.4% | |
| s (held by Matrix Trust Company) iShares High Yield Corporate Bond | Mutual Funds | — | — | $118K | 1.3% | |
| Vanguard Long-Term Bond Index Fund | Common Collective Trusts | — | — | $101K | 1.1% | |
| Vanguard Short-Term Bond Index Fund | Common Collective Trusts | — | — | $100K | 1.1% | |
| Vanguard Emerging Markets Government Bond | U.S. Treasuries | — | — | $89K | 1.0% | |
| Notes receivables from participants (Interest at 5.25% to 10.50%) | Bonds / Notes | — | — | $87K | 0.9% | |
| Vanguard Short-Term Corporate Bond Index Fund | Common Collective Trusts | — | — | $79K | 0.9% | |
| iShares International Treasury Bond ** 235 PIMCO 1-5 Year U.S. TIPs | U.S. Treasuries | — | — | $19K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
