B Lab Company's EIN is 20-5958773.
Download the official 2024 Form 5500 (PDF) for B Lab Company from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)B Lab Company's plan includes profit-sharing, ERISA 404(c) participant direction, a default investment (QDIA), 403(b) custodial accounts.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RETIREMENT PLAN CONSULTANTS | — | NORFOLK, NE | RECORDKEEPER | $16K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GREEN RETIREMENT INC | — | ALAMEDA, CA | FINANCIAL ADVISOR | $19K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| CRA Green Century Balanced Instl N/A | Other securities | — | — | $1.4M | 36.0% | |
| Parnassus Value Equity Fund N/A | Other securities | — | — | $406K | 10.5% | |
| T. Rowe Price Trillium ESG Global Equity Instl N/A | Other securities | — | — | $329K | 8.5% | |
| Vanguard FTSE Social Index Fund N/A | Common Collective Trusts | — | — | $304K | 7.9% | |
| Shelton T Rowe Pr Health Sciences-I N/A | Other securities | — | — | $198K | 5.1% | |
| Vanguard LifeStrategy Growth Inv N/A | Mutual Funds | — | — | $184K | 4.8% | |
| Vanguard Total Stock Mkt Idx Adm N/A | Common Collective Trusts | — | — | $138K | 3.6% | |
| Parnassus Shelton Sustainable Equity Fund Inv N/A | Other securities | — | — | $126K | 3.3% | |
| Vanguard Small Cap Growth Index N/A | Mutual Funds | — | — | $110K | 2.8% | |
| Calvert Short Duration Income R6 N/A 26 Calvert Small-Cap R6 N/A | Other securities | — | — | $78K | 2.0% | |
| Trillium Vanguard Emerging Mkts Stock Idx N/A | Common Collective Trusts | — | — | $72K | 1.9% | |
| Green Century Impax Ellevate Global Women's N/A | Other securities | — | — | $69K | 1.8% | |
| Calvert US Large Cap Growth N/A | Other securities | — | — | $58K | 1.5% | |
| Vanguard Equity-Income Adm N/A | Mutual Funds | — | — | $57K | 1.5% | |
| Vanguard Federal Money Market N/A | Mutual Funds | — | — | $52K | 1.4% | |
| Calvert US Mid Cap Core Rspnb Idx I N/A | Common Collective Trusts | — | — | $48K | 1.2% | |
| Calvert Equity R6 N/A | Other securities | — | — | $47K | 1.2% | |
| Impax High Yield Bond Fund N/A | Other securities | — | — | $34K | 0.9% | |
| Macquarie Parnassus Mid Cap Fund-Ins N/A | Other securities | — | — | $31K | 0.8% | |
| Participants | Other securities | — | — | $26K | 0.7% | |
| Calvert Core Bond Fund Class I N/A | Other securities | — | — | $23K | 0.6% | |
| Calvert CCM Community Impact Bond Fund N/A | U.S. Treasuries | — | — | $22K | 0.6% | |
| Impax Macquarie Mid Cap Growth Y N/A | Other securities | — | — | $20K | 0.5% | |
| Vanguard Total Bond Market Index N/A | Mutual Funds | — | — | $11K | 0.3% | |
| Vanguard LifeStrategy Moderate Gr Inv N/A | Mutual Funds | — | — | $11K | 0.3% | |
| Vanguard LifeStrategy Cnsrv Gr Inv N/A | Mutual Funds | — | — | $6K | 0.2% | |
| Vanguard Mid Cap Index Admiral N/A | Mutual Funds | — | — | $3K | <0.1% | |
| Vanguard LifeStrategy Income Inv N/A | Mutual Funds | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
