Leslie Bruinsma signed Point B, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Point B, Inc.'s EIN is 26-3473011.
Download the official 2024 Form 5500 (PDF) for Point B, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Point B, Inc.'s plan includes an ESOP, an S-corporation ESOP.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Point B, Inc 14,372,772 shares of common stock | Common Stocks | — | $13.1M | $11.2M | 34.4% | |
| Vanguard Short-Term Inv Grd Bond Fund Registered Investment Company 5 Goldman Sachs Fin Sq Govt D Instl Shs Money Market Fund | Mutual Funds | — | $4.3M | $4.3M | 13.1% | |
| Vanguard Equity Income Fund Registered Investment Company | Mutual Funds | — | $2.0M | $2.0M | 6.2% | |
| Baird Ultra Short-Term Bond Fund Registered Investment Company | Common Stocks | — | $1.8M | $1.8M | 5.7% | |
| MFS Income Fund Registered Investment Company | Mutual Funds | — | $1.8M | $1.8M | 5.6% | |
| Vanguard Institutional Index Fund Registered Investment Company | Common Collective Trusts | — | $1.1M | $1.5M | 4.6% | |
| Baird Short-Term Bond Fund Registered Investment Company | Common Stocks | — | $1.1M | $1.1M | 3.4% | |
| Vanguard Intl Dividend Registered Investment Company | Mutual Funds | — | $975K | $1.0M | 3.1% | |
| Invesco S&P 500 Equal Weight EFT Registered Investment Company | Common Collective Trusts | — | $810K | $964K | 3.0% | |
| Vanguard FTSE Developed ETF Registered Investment Company | Mutual Funds | — | $585K | $617K | 1.9% | |
| Vanguard FTSE All-World Ex-Us Registered Investment Company | Mutual Funds | — | $436K | $471K | 1.4% | |
| WisdomTree Floating Rate Treasury Fd ETF Registered Investment Company | Bonds / Notes | — | $302K | $302K | 0.9% | |
| Wisdomtree Hedged Int Rate Agg Bond Fund Registered Investment Company | Common Stocks | — | $77K | $67K | 0.2% | |
| Ishares Floating Rate Bond ETF Registered Investment Company | Bonds / Notes | — | $51K | $51K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
