Aimee Snyder signed Toast, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Toast, Inc.'s EIN is 45-4168768.
Download the official 2024 Form 5500 (PDF) for Toast, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Toast, Inc.'s plan includes a 401(k) feature, automatic enrollment, a default investment (QDIA), profit-sharing, ERISA 404(c) participant direction.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $384K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Freedom Index 2055 Fund, 3,236,345 shares | Mutual Funds | — | $3.2M | $69.2M | 21.4% | |
| Fidelity Freedom Index 2060 Fund, 2,796,437 shares | Mutual Funds | — | $2.8M | $50.6M | 15.7% | |
| Fidelity Freedom Index 2050 Fund, 1,773,720 shares | Mutual Funds | — | $1.8M | $46.1M | 14.3% | |
| Fidelity 500 Index Fund, 210,502 shares | Common Collective Trusts | — | $211K | $43.0M | 13.3% | |
| Fidelity Freedom Index 2045 Fund, 973,961 shares | Mutual Funds | — | $974K | $25.2M | 7.8% | |
| Fidelity Freedom Index 2040 Fund, 535,188 shares | Mutual Funds | — | $535K | $13.2M | 4.1% | |
| Vanguard Growth Index Fund, 54,416 shares | Common Collective Trusts | — | $54K | $11.5M | 3.6% | |
| Vanguard Information Technology Fund, 33,001 shares | Mutual Funds | — | $33K | $10.5M | 3.2% | |
| Fidelity Freedom Index 2065 Fund, 511,846 shares | Mutual Funds | — | $512K | $7.5M | 2.3% | |
| Vanguard Small Cap Index Fund, 56,489 shares | Common Collective Trusts | — | $56K | $6.5M | 2.0% | |
| T. Rowe Price Blue Chip Growth Fund, 27,097 shares | Other securities | — | $27K | $5.1M | 1.6% | |
| Fidelity Freedom Index 2035 Fund, 196,743 shares | Mutual Funds | — | $197K | $4.6M | 1.4% | |
| Vanguard Mid Cap Growth Index Fund, 30,490 shares | Common Collective Trusts | — | $30K | $3.3M | 1.0% | |
| Vanguard International Growth Fund, 28,992 shares | Mutual Funds | — | $29K | $2.9M | 0.9% | |
| JP Morgan Equity Income Fund, 122,726 shares | Other securities | — | $123K | $2.9M | 0.9% | |
| Fidelity Freedom Index 2030 Fund, 141,319 shares | Mutual Funds | — | $141K | $2.9M | 0.9% | |
| Participant loans 4.25%-9.50% | Bonds / Notes | — | — | $2.3M | 0.7% | |
| Vanguard Mid Cap Value Index Fund, 26,571 shares | Common Collective Trusts | — | $27K | $2.2M | 0.7% | |
| Fidelity US Bond Index Fund, 203,321 shares | Common Collective Trusts | — | $203K | $2.1M | 0.6% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | $2.0M | $2.0M | 0.6% | |
| Loomis Sayles Investment Grade Bond Fund, 144,706 shares | Other securities | — | $145K | $1.4M | 0.4% | |
| Vanguard International Value Fund, 35,358 shares | Mutual Funds | — | $35K | $1.3M | 0.4% | |
| Vanguard Real Estate Index Fund, 9,781 shares | Common Collective Trusts | — | $10K | $1.2M | 0.4% | |
| Fidelity Freedom Index 2025 Fund, 52,495 shares | Mutual Funds | — | $52K | $975K | 0.3% | |
| Fidelity Freedom Index 2020 Fund, 13,278 shares | Mutual Funds | — | $13K | $209K | <0.1% | |
| Vanguard | Mutual Funds | — | — | $195K | <0.1% | |
| Fidelity Freedom Index Income Fund, 7,481 shares | Mutual Funds | — | $7K | $88K | <0.1% | |
| DFA | Mutual Funds | — | — | $56K | <0.1% | |
| Fidelity Freedom Index 2015 Fund, 529 shares | Mutual Funds | — | — | $8K | <0.1% | |
| Fidelity Freedom Index 2010 Fund, 193 shares | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
