LORI Johnson signed Eightcap, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Eightcap, Inc.'s EIN is 38-6111652.
Download the official 2024 Form 5500 (PDF) for Eightcap, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Eightcap, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALERUS FINANCIAL, N.A. | 45-6062081 | — | NONE | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Dimensional International Core Equity Fund | Mutual Funds | — | — | $364K | 10.3% | |
| Vanguard 500 Index Admiral Fund | Common Collective Trusts | — | — | $290K | 8.2% | |
| Vanguard Target Retirement 2035 Fund | Mutual Funds | — | — | $268K | 7.6% | |
| Vanguard Target Retirement 2030 Fund | Mutual Funds | — | — | $256K | 7.3% | |
| Vanguard Value Index Admiral Fund | Mutual Funds | — | — | $244K | 6.9% | |
| Vanguard Growth Index Admiral Fund | Mutual Funds | — | — | $232K | 6.6% | |
| Metropolitan West Total Return Bond | Other securities | — | — | $190K | 5.4% | |
| Vanguard Target Retirement 2055 Fund | Mutual Funds | — | — | $170K | 4.8% | |
| Pimco Short Asset Investment Instl Bond ** 136 Vanguard Target Retirement 2025 Fund | Mutual Funds | — | — | $137K | 3.9% | |
| Vanguard Small Cap Value Index Adm | Mutual Funds | — | — | $135K | 3.8% | |
| Vanguard Explorer Admiral Shares Fund #5024 | Mutual Funds | — | — | $133K | 3.8% | |
| Vanguard Target Retirement 2040 Fund | Mutual Funds | — | — | $112K | 3.2% | |
| Dimensional Emerging Markets | Mutual Funds | — | — | $111K | 3.2% | |
| Vanguard Index Trust Mid-Cap Index Fund | Common Collective Trusts | — | — | $108K | 3.1% | |
| Dimensional Intermediate Govt Fixed Income I Bond | Mutual Funds | — | — | $101K | 2.9% | |
| Dimensional Inflation-Protected Securities Bond | Mutual Funds | — | — | $98K | 2.8% | |
| Vanguard Short Term Investment Grade | Mutual Funds | — | — | $97K | 2.8% | |
| Cothen & Steers Realty Shares Instl | Other securities | — | — | $88K | 2.5% | |
| Vanguard Target Retirement 2050 Fund | Mutual Funds | — | — | $83K | 2.4% | |
| Vanguard Target Retirement 2060 Fund | Mutual Funds | — | — | $80K | 2.3% | |
| Blackrock High Yield Bond Portfolio K Bond | Other securities | — | — | $59K | 1.7% | |
| Pimco INTL Bond (USD Hedged) Instl Bond | Mutual Funds | — | — | $59K | 1.7% | |
| Vanguard Target Retirement 2045 Fund | Mutual Funds | — | — | $54K | 1.5% | |
| Vanguard Mid Cap Value Index | Mutual Funds | — | — | $18K | 0.5% | |
| Vanguard Target Retirement 2065 Fund | Mutual Funds | — | — | $16K | 0.4% | |
| Participant loans Interest rates ranging from 7.50% to 8.50% $0 | Bonds / Notes | — | — | $11K | 0.3% | |
| Carillon Eagle Mid Cap Growth Fund CL R6 | Other securities | — | — | $11K | 0.3% | |
| Vanguard Federal Money Market Fund | 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.
