Compstak, Inc.'s EIN is 45-3603352.
Download the official 2024 Form 5500 (PDF) for Compstak, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Compstak, 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.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HUMAN INTEREST ADVISOR LLC | 47-4307706 | SAN FRANCISCO, CA | RECORDKEEPER | $15K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard | Mutual Funds | — | — | $1.4M | 41.3% | |
| Vanguard | Mutual Funds | — | — | $794K | 23.5% | |
| Vanguard | Mutual Funds | — | — | $238K | 7.0% | |
| Vanguard | Mutual Funds | — | — | $236K | 7.0% | |
| Vanguard | Mutual Funds | — | — | $232K | 6.9% | |
| Vanguard | Mutual Funds | — | — | $112K | 3.3% | |
| Vanguard | Mutual Funds | — | — | $100K | 3.0% | |
| Vanguard | Mutual Funds | — | — | $45K | 1.3% | |
| Vanguard | Mutual Funds | — | — | $36K | 1.1% | |
| Vanguard | Mutual Funds | — | — | $35K | 1.0% | |
| Vanguard | Mutual Funds | — | — | $29K | 0.9% | |
| Vanguard | Mutual Funds | — | — | $28K | 0.8% | |
| Vanguard | Mutual Funds | — | — | $28K | 0.8% | |
| Vanguard | Mutual Funds | — | — | $18K | 0.5% | |
| Participant loans | Participant loans | — | — | $9K | 0.3% | |
| Vanguard | Mutual Funds | — | — | $7K | 0.2% | |
| Vanguard | Mutual Funds | — | — | $5K | 0.2% | |
| Vanguard | Mutual Funds | — | — | $5K | 0.1% | |
| BANC | Other securities | — | — | $8 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
