Elvira Hornbacher signed Clearmotion, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Clearmotion, Inc.'s EIN is 26-2765175.
Download the official 2024 Form 5500 (PDF) for Clearmotion, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Clearmotion, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BETTERMENT FOR BUSINESS, LLC | 47-4872674 | NEW YORK, NY | RECORDKEEPER | $27K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Total Stock Market ETF " | Mutual Funds | — | — | $3.8M | 34.3% | |
| Vanguard FTSE Developed Markets " | Mutual Funds | — | — | $2.1M | 19.3% | |
| Schwab U.S. Broad Market ETF " ** 339 Schwab International Equity ETF " ** 54 Schwab U.S. REIT ETF " ** 706 SPDR S&P Emerging Markets ETF " ** 11 SPDR Portfolio S&P 500 ETF " | Common Collective Trusts | — | — | $1.1M | 10.4% | |
| iShares Core Total US Bond Market ETF Exchange traded fund | Other securities | — | — | $810K | 7.3% | |
| Vanguard U.S. Large-cap Growth Equity ETF " ** 888 Vanguard FTSE Emerging Markets " | Mutual Funds | — | — | $767K | 7.0% | |
| SPDR Portfolio S&P 400 Mid Cap " | Other securities | — | — | $468K | 4.2% | |
| SPDR Portfolio S&P 600 Small Cap ETF " | Other securities | — | — | $355K | 3.2% | |
| Vanguard Total International Bond ETF " | Mutual Funds | — | — | $201K | 1.8% | |
| iShares Emerging Markets USD Bond ETF " | Other securities | — | — | $181K | 1.6% | |
| Goldman Sachs ActiveBeta US Large Cap Equity " | Other securities | — | — | $122K | 1.1% | |
| iShares ESG Aware MSCI USA ETF " | Other securities | — | — | $119K | 1.1% | |
| SPDR S&P Kensho New Economies Composite ETF " | Other securities | — | — | $118K | 1.1% | |
| Goldman Sachs TreasuryAccess 01 Year ETF " | Other securities | — | — | $90K | 0.8% | |
| iShares MSCI ACWI Low Carbon Target ETF " | Other securities | — | — | $77K | 0.7% | |
| iShares 0-5 Year TIPS Bond ETF " | Other securities | — | — | $71K | 0.6% | |
| iShares ESG Aware MSCI EAFE ETF " | Other securities | — | — | $49K | 0.4% | |
| Vanguard Value ETF " | Mutual Funds | — | — | $44K | 0.4% | |
| Vanguard Small-Cap Value ETF " | Mutual Funds | — | — | $31K | 0.3% | |
| JPMorgan Ultra-Short Income " | Other securities | — | — | $29K | 0.3% | |
| Goldman Sachs ActiveBeta International Equity " | Other securities | — | — | $26K | 0.2% | |
| Vanguard Mid-Cap Value ETF " | Mutual Funds | — | — | $25K | 0.2% | |
| iShares ESG Aware MSCI EM ETF " | Other securities | — | — | $25K | 0.2% | |
| TCW Transform 500 ETF " | Other securities | — | — | $24K | 0.2% | |
| Vanguard Dividend Appreciation ETF " | Mutual Funds | — | — | $21K | 0.2% | |
| GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF " | Other securities | — | — | $17K | 0.2% | |
| iShares ESG Aware U.S. Aggregate Bond ETF " | Other securities | — | — | $17K | 0.2% | |
| Invesco Emerging Markets Sovereign Debt ETF " ** 4 Invesco QQQ Trust " | Mutual Funds | — | — | $17K | 0.2% | |
| Goldman Sachs ActiveBeta Europe Equity ETF " | Other securities | — | — | $16K | 0.1% | |
| Xtrackers USD High Yield Corporate Bond " | Other securities | — | — | $16K | 0.1% | |
| iShares Trust iShares USD Green Bond ETF " | Other securities | — | — | $15K | 0.1% | |
| Vanguard Short-Term Inflation-Protected Securities ETF " | Mutual Funds | — | — | $14K | 0.1% | |
| iShares ESG Aware MSCI USA Small-Cap ETF " | Other securities | — | — | $12K | 0.1% | |
| Goldman Sachs ActiveBeta Emerging Markets Equity " | Other securities | — | — | $11K | <0.1% | |
| SPDR S&P 500 Fossil Fuel Reserves Free ETF " | Common Collective Trusts | — | — | $10K | <0.1% | |
| Goldman Sachs Access Investment Grade Corporate Bond ETF " | Other securities | — | — | $9K | <0.1% | |
| Goldman Sachs ActiveBeta Japan Equity ETF " | Other securities | — | — | $7K | <0.1% | |
| Goldman Sachs ActiveBeta US Small Cap Equity ETF " | Other securities | — | — | $7K | <0.1% | |
| iShares ESG Aware USD Corporate Bond ETF " | Other securities | — | — | $5K | <0.1% | |
| iShares iBoxx $ Investment Grade Corporate Bond ETF " ** 518 iShares National AMT-Free Muni Bond ETF " | Bonds / Notes | — | — | $4K | <0.1% | |
| Goldman Sachs Access Emerging Markets USD Bond ETF " | Other securities | — | — | $4K | <0.1% | |
| Goldman Sachs Access U.S. Aggregate Bond ETF " | Other securities | — | — | $4K | <0.1% | |
| Vanguard LongTerm Government Bond " | U.S. Treasuries | — | — | $4K | <0.1% | |
| iShares Core MSCI Emerging Markets ETF " ** 471 iShares Core S&P Total U.S. Stock Market ETF " | Other securities | — | — | $2K | <0.1% | |
| Goldman Sachs Access Inflation Protected USD Bond ETF " | Other securities | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
