QIAN LIU signed Energysage, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Energysage, Inc.'s EIN is 45-1799224.
Download the official 2024 Form 5500 (PDF) for Energysage, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Energysage, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund Admiral | Common Collective Trusts | — | — | $2.2M | 40.4% | |
| Vanguard Developed Markets Index Fund Admiral | Common Collective Trusts | — | — | $934K | 17.3% | |
| Vanguard Total Bond Market Index Fund Admiral | Common Collective Trusts | — | — | $643K | 11.9% | |
| Vanguard Emerging Markets Stock Index Fund Admiral | Common Collective Trusts | — | — | $514K | 9.5% | |
| Vanguard 500 Index Fund Admiral | Common Collective Trusts | — | — | $252K | 4.7% | |
| Vanguard Real Estate Index Fund Admiral | Common Collective Trusts | — | — | $249K | 4.6% | |
| Vanguard Total International Bond Index Fund Admiral | Common Collective Trusts | — | — | $208K | 3.9% | |
| Vanguard Growth Index Fund Admiral | Common Collective Trusts | — | — | $90K | 1.7% | |
| Vanguard IndustrialsIndex Fund Admiral ** 167 Vanguard FTSE Social Index Fund Admiral ** 152 Vanguard Small Cap Value Index Fund Admiral | Common Collective Trusts | — | — | $73K | 1.4% | |
| Vanguard Value Index Fund Admiral | Common Collective Trusts | — | — | $53K | 1.0% | |
| Vanguard Small-Cap Index Fund Admiral | Common Collective Trusts | — | — | $46K | 0.9% | |
| Vanguard Financials Index Fund Admiral ** 151 Vanguard Mid-Cap Index Fund Admiral | Common Collective Trusts | — | — | $44K | 0.8% | |
| Vanguard Total International Stock Index Fund Admiral | Common Collective Trusts | — | — | $42K | 0.8% | |
| Vanguard Information Technology Index Fund Admiral | Common Collective Trusts | — | — | $11K | 0.2% | |
| Vanguard Global ex-U.S. Real Estate Index Fund Admiral | Common Collective Trusts | — | — | $10K | 0.2% | |
| Vanguard Utilities Index Fund Admiral | Common Collective Trusts | — | — | $10K | 0.2% | |
| Vanguard Short-Term Inflation-Protected Securities Index Fund Admiral | Common Collective Trusts | — | — | $9K | 0.2% | |
| Vanguard Small-Cap Growth Index Fund Admiral | Common Collective Trusts | — | — | $6K | 0.1% | |
| Vanguard Mid-Cap Growth Index Fund Admiral | Common Collective Trusts | — | — | $6K | 0.1% | |
| Vanguard FTSE All-World ex-US Index Fund Admiral | Common Collective Trusts | — | — | $5K | <0.1% | |
| Vanguard Health Care Index Fund Admiral | Common Collective Trusts | — | — | $3K | <0.1% | |
| Participant loan receivable - 1 loan outstanding with an interest rate of 9.5% - | Bonds / Notes | — | — | $2K | <0.1% | |
| Non-interest bearing cash | Cash / Money Market | — | $2K | $2K | <0.1% | |
| Vanguard Reserve Federal Money Market Fund Admiral | 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.
