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Original filing (PDF)20251015164033NAL0006953136001
CONTRACTPOD TECHNOLOGIES, INC.
Form 5500
FILING_RECEIVED
CONTRACTPODAI 401K PLAN
401(k) retirement plan
Active participants
59
Accounts w/ balance
136
Plan assets (EOY)
$4.3M
Net assets (EOY)
$4.3M
How this plan invests
This plan
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (16 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CONTRACTPOD TECHNOLOGIES, INC..
Plan sponsor
Name
CONTRACTPOD TECHNOLOGIES, INC.
EIN
37-1895797
Address
66 HUDSON BLVD E FL 23 · NEW YORK, NY · 100012198
Phone
(302) 206-3507
Industry
Software Publishers· Information / Tech / Mediasee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
2S · Automatic enrollment
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
ROGOFF & COMPANY PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BETTERMENT FOR BUSINESS LLC | — | NEW YORK, NY | RECORD KEEPER | $7K | — |
Investments
31 direct securities· $4.2M(99% of reported assets)
Uncategorized
$4.2M
30 holdings
Mutual Funds
$16K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Total Stock Market ETF | — | — | — | $929K | 21.7% | |
| Vanguard FTSE Developed Markets | — | — | — | $880K | 20.5% | |
| State Street Global Advisor SPDR Portfolio S&P 500 ETF | — | — | — | $691K | 16.1% | |
| iShares Trust iShares Core Total US Bond Market ETF | — | — | — | $355K | 8.3% | |
| Vanguard FTSE Emerging Markets | — | — | — | $314K | 7.3% | |
| State Street Global Advisor SPDR Portfolio S&P 400 Mid Cap | — | — | — | $204K | 4.8% | |
| Goldman Sachs Trust Goldman Sachs ActiveBeta US Large Cap Equity | — | — | — | $174K | 4.1% | |
| State Street Global Advisor SPDR Portfolio S&P 600 Small Cap ETF | — | — | — | $155K | 3.6% | |
| Participant loans Interest rates ranging from 4.25% to 9.50% - | — | — | — | $94K | 2.2% | |
| Vanguard Total International Bond ETF | — | — | — | $80K | 1.9% | |
| iShares Trust iShares Emerging Markets USD Bond ETF | — | — | — | $71K | 1.6% | |
| Vanguard Value ETF | — | — | — | $53K | 1.2% | |
| Goldman Sachs Trust Goldman Sachs ActiveBeta International Equity | — | — | — | $39K | 0.9% | |
| Goldman Sachs Trust Goldman Sachs ActiveBeta Europe Equity ETF | — | — | — | $24K | 0.6% | |
| State Street Global Advisor SPDR S&P Kensho New Economies Composite ETF | — | — | — | $24K | 0.6% | |
| Vanguard Small-Cap Value ETF | — | — | — | $22K | 0.5% | |
| iShares Trust iShares 0-5 Year TIPS Bond ETF | — | — | — | $20K | 0.5% | |
| Vanguard Mid-Cap Value ETF | — | — | — | $16K | 0.4% | |
| Goldman Sachs Trust Goldman Sachs ActiveBeta Emerging Markets Equity | Mutual Funds | — | — | $16K | 0.4% | |
| Goldman Sachs Trust Goldman Sachs ActiveBeta Japan Equity ETF | — | — | — | $10K | 0.2% | |
| Goldman Sachs Trust Goldman Sachs ActiveBeta US Small Cap Equity ETF | — | — | — | $9K | 0.2% | |
| Goldman Sachs Trust Goldman Sachs TreasuryAccess 01 Year ETF | — | — | — | $9K | 0.2% | |
| Goldman Sachs Trust Goldman Sachs Access U.S. Aggregate Bond ETF | — | — | — | $7K | 0.2% | |
| Goldman Sachs Trust Goldman Sachs Access Inflation Protected USD Bond ETF ** 245 Goldman Sachs Trust Goldman Sachs Access Investment Grade Corporate Bond ETF | — | — | — | $7K | 0.2% | |
| J.P. Morgan Asset Management Jpmorgan Ultra-Short Income | — | — | — | $7K | 0.2% | |
| Exchange Traded Funds Goldman Sachs Trust Goldman Sachs Access Emerging Markets USD Bond ETF | — | — | — | $6K | 0.1% | |
| iShares Trust iShares National AMT-Free Muni Bond ETF ** 610 Schwab Asset Management Schwab U.S. REIT ETF | — | — | — | $5K | 0.1% | |
| Vanguard LongTerm Government Bond | — | — | — | $5K | 0.1% | |
| Vanguard Global ex-U.S. Real Estate ETF | — | — | — | $3K | <0.1% | |
| Vanguard Short-Term Inflation-Protected Securities ETF | — | — | — | $3K | <0.1% | |
| Graniteshares Funds GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF | — | — | — | $2K | <0.1% |
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