Adrianne Davidson signed Marqeta, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Marqeta, Inc.'s EIN is 27-4306690.
Download the official 2024 Form 5500 (PDF) for Marqeta, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Marqeta, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $64K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Institutional Index Fund Mutual Fund | Common Collective Trusts | — | — | $17.6M | 17.0% | |
| Vanguard Target Retirement 2050 Fund Mutual Fund | Mutual Funds | — | — | $14.9M | 14.4% | |
| Vanguard Target Retirement 2055 Fund Mutual Fund | Mutual Funds | — | — | $12.9M | 12.4% | |
| Vanguard Target Retirement 2045 Fund Mutual Fund | Mutual Funds | — | — | $9.4M | 9.1% | |
| Fidelity Blue Chip Growth Fund Mutual Fund | Mutual Funds | — | — | $8.4M | 8.1% | |
| Vanguard Target Retirement 2040 Fund Mutual Fund | Mutual Funds | — | — | $7.3M | 7.1% | |
| Vanguard Target Retirement 2060 Fund Mutual Fund | Mutual Funds | — | — | $7.2M | 6.9% | |
| Vanguard Target Retirement 2035 Fund Mutual Fund | Mutual Funds | — | — | $4.2M | 4.1% | |
| Vanguard Mid-Cap Index Fund Mutual Fund | Common Collective Trusts | — | — | $2.9M | 2.8% | |
| Vanguard Small-Cap Index Fund Mutual Fund | Common Collective Trusts | — | — | $2.6M | 2.5% | |
| Self-Directed Brokerage Accounts Common Stocks | Self-Directed Brokerage | — | — | $1.6M | 1.5% | |
| Vanguard Emerging Markets Stock Index Fund Mutual Fund | Common Collective Trusts | — | — | $1.6M | 1.5% | |
| Dodge & Cox Stock Fund Mutual Fund | Mutual Funds | — | — | $1.4M | 1.3% | |
| Vanguard Developed Markets Index Fund Mutual Fund | Common Collective Trusts | — | — | $1.3M | 1.3% | |
| Vanguard Target Retirement 2030 Fund Mutual Fund | Mutual Funds | — | — | $1.2M | 1.2% | |
| Vanguard FTSE Social Index Fund Mutual Fund | Common Collective Trusts | — | — | $1.2M | 1.1% | |
| Participant Loans Interest rates of 3.25% to 8.50% | Bonds / Notes | — | — | $1.0M | 1.0% | |
| Dodge & Cox Income Fund Mutual Fund | Mutual Funds | — | — | $1.0M | 1.0% | |
| Vanguard Cash Reserves Federal Money Market Fund Mutual Fund | Mutual Funds | — | — | $985K | 0.9% | |
| Vanguard Target Retirement 2065 Fund Mutual Fund | Mutual Funds | — | — | $976K | 0.9% | |
| Self-Directed Brokerage Accounts Unit Investment Trusts | Self-Directed Brokerage | — | — | $923K | 0.9% | |
| Harbor Small Cap Value Fund Mutual Fund | Other securities | — | — | $823K | 0.8% | |
| Vanguard Target Retirement 2025 Fund Mutual Fund | Mutual Funds | — | — | $288K | 0.3% | |
| American Funds International Growth and Income Fund Mutual Fund | Mutual Funds | — | — | $207K | 0.2% | |
| Self-Directed Brokerage Accounts Mutual Funds | Self-Directed Brokerage | — | — | $171K | 0.2% | |
| Self-Directed Brokerage Accounts Cash | Self-Directed Brokerage | — | — | $151K | 0.1% | |
| Self-Directed Brokerage Accounts Fidelity Fund | Self-Directed Brokerage | — | — | $97K | <0.1% | |
| Vanguard Target Retirement Income Fund Mutual Fund | Mutual Funds | — | — | $49K | <0.1% | |
| Vanguard Target Retirement 2070 Fund Mutual Fund | Mutual Funds | — | — | $47K | <0.1% | |
| Vanguard Target Retirement 2020 Fund Mutual Fund | Mutual Funds | — | — | $35K | <0.1% | |
| Self-Directed Brokerage Accounts Corporate Bond | Self-Directed Brokerage | — | — | $18K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
