Michelle Coffelt signed Buddobot,Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Buddobot,Inc.'s EIN is 26-2956918.
Download the official 2024 Form 5500 (PDF) for Buddobot,Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Buddobot,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 | $2K | — |
| 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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| State Street Target Retirement 2025 Fund Mutual Fund NR | Other securities | — | — | $868K | 13.4% | |
| State Street Target Retirement 2055 Fund Mutual Fund NR | Other securities | — | — | $585K | 9.0% | |
| State Street Target Retirement 2030 Fund Mutual Fund NR | Other securities | — | — | $508K | 7.9% | |
| State Street Target Retirement 2045 Fund Mutual Fund NR | Other securities | — | — | $445K | 6.9% | |
| JPMorgan Equity Income Fund Mutual Fund NR | Other securities | — | — | $433K | 6.7% | |
| State Street Equity 500 index Fund Mutual Fund NR | Common Collective Trusts | — | — | $410K | 6.4% | |
| Invesco Core Bond Fund Mutual Fund NR | Mutual Funds | — | — | $349K | 5.4% | |
| American Funds Growth Fund of America Mutual Fund NR | Mutual Funds | — | — | $302K | 4.7% | |
| State Street Target Retirement 2050 Fund Mutual Fund NR | Other securities | — | — | $297K | 4.6% | |
| JPM US Equity Fund Mutual Fund NR | Other securities | — | — | $252K | 3.9% | |
| MFS International Diversification Fund Mutual Fund NR | Mutual Funds | — | — | $251K | 3.9% | |
| State Street Target Retirement 2035 Fund Mutual Fund NR | Other securities | — | — | $245K | 3.8% | |
| State Street Small/Mid Cap Equity Index Fund Mutual Fund NR | Common Collective Trusts | — | — | $214K | 3.3% | |
| STATE ST TARGET RET 2040 R3 | Registered Investment Companies | — | — | $213K | 3.3% | |
| State Street Target Retirement 2060 Fund Mutual Fund NR | Other securities | — | — | $197K | 3.1% | |
| Allspring Special Small Cap Value Fund Mutual Fund NR | Other securities | — | — | $185K | 2.9% | |
| State Street Aggregate Bond Index Fund Mutual Fund NR | Common Collective Trusts | — | — | $132K | 2.0% | |
| MFS Total Return Fund Mutual Fund NR | Mutual Funds | — | — | $127K | 2.0% | |
| JPMorgan US Small Company Fund Mutual Fund NR | Common Stocks | — | — | $96K | 1.5% | |
| State Street Target Retirement 2020 Fund Mutual Fund NR | Other securities | — | — | $79K | 1.2% | |
| Various, bearing interest from Participant loans 5.25% to 10.50% - | Bonds / Notes | — | — | $76K | 1.2% | |
| Janus Henderson Triton Fund Mutual Fund NR | Mutual Funds | — | — | $62K | 1.0% | |
| JPMorgan Mid Cap Value Fund Mutual Fund NR | Other securities | — | — | $58K | 0.9% | |
| INVESCO STABLE ASSET - ADP59 INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $35K | 0.5% | |
| State Street Target Retirement 2065 Fund Mutual Fund NR | Other securities | — | — | $15K | 0.2% | |
| State Street Global All Cap Equity ex-U.S. Index Fund Mutual Fund NR | Common Collective Trusts | — | — | $15K | 0.2% | |
| State Street Target Retirement Fund Mutual Fund NR | Other securities | — | — | $12K | 0.2% | |
| (1) X This form is filed for a CCT, PSA, or MTIA. | Pooled Separate Accounts | — | — | $3K | <0.1% | |
| performed pursuant to both 29 CFR 2520.103-8 and 29 CFR 2520.103-12(d). Check box (3) if pursuant to neither. | Other securities | — | $3K | $3K | <0.1% | |
| Yes No Amount a | Other securities | — | — | $3K | <0.1% |
