Craig Foster signed Cuyana, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Cuyana, Inc.'s EIN is 36-4699920.
Download the official 2024 Form 5500 (PDF) for Cuyana, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Cuyana, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, automatic enrollment.
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 | $9K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| TCW Transform 500 ETF 159 Vanguard Total Stock Market ETF | Mutual Funds | — | — | $1.0M | 30.4% | |
| Vanguard FTSE Developed Markets ETF | Mutual Funds | — | — | $793K | 23.6% | |
| SPDR Port S&P 500 ETF | Common Collective Trusts | — | — | $433K | 12.9% | |
| similar party Investment Value iShares Core Total US Bond Market ETF | Other securities | — | — | $289K | 8.6% | |
| Vanguard FTSE Emerging Markets ETF | Mutual Funds | — | — | $278K | 8.3% | |
| SPDR Port S&P 400 Mid Cap ETF | Other securities | — | — | $184K | 5.5% | |
| SPDR Port S&P 600 Small Cap ETF | Other securities | — | — | $141K | 4.2% | |
| Vanguard Total International Bond ETF | Mutual Funds | — | — | $63K | 1.9% | |
| iShares ESG Aware U.S. Aggregate Bond ETF 293 iShares Emerging Markets USD Bond ETF | Other securities | — | — | $57K | 1.7% | |
| SPDR S&P Kensho New Economies Composite ETF | Other securities | — | — | $18K | 0.5% | |
| Vanguard Value ETF | Mutual Funds | — | — | $13K | 0.4% | |
| iShares 0-5 Year TIPS Bond ETF | Other securities | — | — | $11K | 0.3% | |
| Invesco QQQ Trust ETF | Mutual Funds | — | — | $7K | 0.2% | |
| iShares ESG Aware USD Corporate Bond ETF 101 Vanguard Small Cap Value ETF | Mutual Funds | — | — | $7K | 0.2% | |
| Vanguard Mid Cap Value ETF | Mutual Funds | — | — | $7K | 0.2% | |
| Schwab U.S. REIT ETF | Mutual Funds | — | — | $6K | 0.2% | |
| iShares ESG Aware MSCI USA Small Cap ETF 127 Goldman Sachs TreasuryAccess 01 Year ETF | Other securities | — | — | $6K | 0.2% | |
| Xtrackers USD High Yield Corp Bond ETF | Common Stocks | — | — | $5K | 0.2% | |
| Participant loans 1 loan; 9.25% | Bonds / Notes | — | — | $3K | <0.1% | |
| iShares Core MSCI EAFE ETF 1 JPMorgan Ultra Short Income ETF | Other securities | — | — | $2K | <0.1% | |
| iShares ESG Aware MSCI EAFE ETF 469 iShares ESG Aware MSCI EM ETF 276 iShares ESG Aware MSCI USA ETF | Other securities | — | — | $1K | <0.1% | |
| Vanguard Global ex-U.S. Real Estate ETF | Mutual Funds | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
