Shonda BUSH signed Contractpod Technologies, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Contractpod Technologies, Inc.'s EIN is 37-1895797.
Download the official 2024 Form 5500 (PDF) for Contractpod Technologies, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Contractpod Technologies, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), 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 | — | NEW YORK, NY | RECORD KEEPER | $7K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Total Stock Market ETF | Mutual Funds | — | — | $929K | 21.7% | |
| Vanguard FTSE Developed Markets | Mutual Funds | — | — | $880K | 20.5% | |
| State Street Global Advisor SPDR Portfolio S&P 500 ETF | Common Collective Trusts | — | — | $691K | 16.1% | |
| iShares Trust iShares Core Total US Bond Market ETF | Other securities | — | — | $355K | 8.3% | |
| Vanguard FTSE Emerging Markets | Mutual Funds | — | — | $314K | 7.3% | |
| State Street Global Advisor SPDR Portfolio S&P 400 Mid Cap | Other securities | — | — | $204K | 4.8% | |
| Goldman Sachs Trust Goldman Sachs ActiveBeta US Large Cap Equity | Other securities | — | — | $174K | 4.1% | |
| State Street Global Advisor SPDR Portfolio S&P 600 Small Cap ETF | Other securities | — | — | $155K | 3.6% | |
| Participant loans Interest rates ranging from 4.25% to 9.50% - | Bonds / Notes | — | — | $94K | 2.2% | |
| Vanguard Total International Bond ETF | Mutual Funds | — | — | $80K | 1.9% | |
| iShares Trust iShares Emerging Markets USD Bond ETF | Other securities | — | — | $71K | 1.6% | |
| Vanguard Value ETF | Mutual Funds | — | — | $53K | 1.2% | |
| Goldman Sachs Trust Goldman Sachs ActiveBeta International Equity | Other securities | — | — | $39K | 0.9% | |
| Goldman Sachs Trust Goldman Sachs ActiveBeta Europe Equity ETF | Other securities | — | — | $24K | 0.6% | |
| State Street Global Advisor SPDR S&P Kensho New Economies Composite ETF | Other securities | — | — | $24K | 0.6% | |
| Vanguard Small-Cap Value ETF | Mutual Funds | — | — | $22K | 0.5% | |
| iShares Trust iShares 0-5 Year TIPS Bond ETF | Other securities | — | — | $20K | 0.5% | |
| Vanguard Mid-Cap Value ETF | Mutual Funds | — | — | $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 | Other securities | — | — | $10K | 0.2% | |
| Goldman Sachs Trust Goldman Sachs ActiveBeta US Small Cap Equity ETF | Other securities | — | — | $9K | 0.2% | |
| Goldman Sachs Trust Goldman Sachs TreasuryAccess 01 Year ETF | Other securities | — | — | $9K | 0.2% | |
| Goldman Sachs Trust Goldman Sachs Access U.S. Aggregate Bond ETF | Other securities | — | — | $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 | Other securities | — | — | $7K | 0.2% | |
| J.P. Morgan Asset Management Jpmorgan Ultra-Short Income | Other securities | — | — | $7K | 0.2% | |
| Exchange Traded Funds Goldman Sachs Trust Goldman Sachs Access Emerging Markets USD Bond ETF | Other securities | — | — | $6K | 0.1% | |
| iShares Trust iShares National AMT-Free Muni Bond ETF ** 610 Schwab Asset Management Schwab U.S. REIT ETF | Mutual Funds | — | — | $5K | 0.1% | |
| Vanguard LongTerm Government Bond | U.S. Treasuries | — | — | $5K | 0.1% | |
| Vanguard Global ex-U.S. Real Estate ETF | Mutual Funds | — | — | $3K | <0.1% | |
| Vanguard Short-Term Inflation-Protected Securities ETF | Mutual Funds | — | — | $3K | <0.1% | |
| Graniteshares Funds GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF | Other securities | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
