Alivecor, Inc.'s EIN is 45-1681679.
Download the official 2024 Form 5500 (PDF) for Alivecor, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Alivecor, Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MATRIX TRUST COMPANY | 75-3182674 | — | NONE | $44 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2035 Fund Mutual funds | Mutual Funds | — | — | $2.7M | 23.4% | |
| Fidelity 500 Index Fund Mutual funds | Common Collective Trusts | — | — | $1.4M | 12.2% | |
| Vanguard Target Retirement 2050 Fund Mutual funds | Mutual Funds | — | — | $960K | 8.3% | |
| Vanguard Target Retirement 2040 Fund Mutual funds | Mutual Funds | — | — | $907K | 7.8% | |
| Vanguard Target Retirement 2045 Fund Mutual funds | Mutual Funds | — | — | $874K | 7.6% | |
| Vanguard Target Retirement 2030 Fund Mutual funds | Mutual Funds | — | — | $757K | 6.5% | |
| Vanguard Target Retirement 2060 Fund Mutual funds | Mutual Funds | — | — | $696K | 6.0% | |
| Vanguard Target Retirement 2055 Fund Mutual funds | Mutual Funds | — | — | $574K | 5.0% | |
| T. Rowe Price All-Cap Opportunities Fund Mutual funds | Other securities | — | — | $362K | 3.1% | |
| Vanguard Mid-Cap Index Fund (Adm) Mutual funds | Common Collective Trusts | — | — | $325K | 2.8% | |
| Vanguard Small-Cap Value Index (Adm) Mutual funds | Mutual Funds | — | — | $267K | 2.3% | |
| Vanguard Total Bond Market Index (Adm) Mutual funds | Mutual Funds | — | — | $247K | 2.1% | |
| Fidelity Select Biotechnology Portfolio Mutual funds | Mutual Funds | — | — | $181K | 1.6% | |
| Self Directed Account Mutual funds | Self-Directed Brokerage | — | — | $165K | 1.4% | |
| Vanguard Inflation Protected Sec (Adm) Mutual funds | Mutual Funds | — | — | $130K | 1.1% | |
| Vanguard Developed Markets Index (Adm) Mutual funds | Mutual Funds | — | — | $101K | 0.9% | |
| Principal MidCap Value Fund I (I) Mutual funds | Other securities | — | — | $87K | 0.7% | |
| Fidelity Total Bond Fund Mutual funds | Mutual Funds | — | — | $85K | 0.7% | |
| Invesco International Small-Mid Com (Y) Mutual funds | Mutual Funds | — | — | $84K | 0.7% | |
| Vanguard Target Retirement 2025 Fund Mutual funds | Mutual Funds | — | — | $77K | 0.7% | |
| Vanguard Emerging Mkts Stock Idx (Adm) Mutual funds | Common Collective Trusts | — | — | $77K | 0.7% | |
| Vanguard Total Intl Stock Index (Adm) Mutual funds | Mutual Funds | — | — | $70K | 0.6% | |
| DFA US Targeted Value Portfolio (I) Mutual funds | Mutual Funds | — | — | $67K | 0.6% | |
| Dodge & Cox International Stock Fund (X) Mutual funds | Mutual Funds | — | — | $44K | 0.4% | |
| American Funds New World Fund (R6) Mutual funds | Mutual Funds | — | — | $36K | 0.3% | |
| Vanguard Real Estate Index Fund (Adm) Mutual funds | Common Collective Trusts | — | — | $28K | 0.2% | |
| Vanguard Short-Term Bond Index (Adm) Mutual funds | Mutual Funds | — | — | $23K | 0.2% | |
| Vanguard Materials Index Fund (Adm) Mutual funds | Common Collective Trusts | — | — | $23K | 0.2% | |
| Vanguard Energy Index Fund (Adm) Mutual funds | Common Collective Trusts | — | — | $19K | 0.2% | |
| Notes receivable from participant loans Notes receivable at various interest rates ranging from 4.25% to 9.5% in various monthly installments - | Bonds / Notes | — | — | $18K | 0.2% | |
| American Century Global Gold Fund (I) Mutual funds | Other securities | — | — | $11K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
