David Wallerich signed Vectra AI, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Vectra AI, Inc.'s EIN is 45-4335486.
Download the official 2024 Form 5500 (PDF) for Vectra AI, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Vectra AI, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), a self-directed brokerage window.
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 | $54K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Total Market Index Mutual fund | Common Collective Trusts | — | — | $5.3M | 18.9% | |
| Vanguard US Growth Fund Admiral Mutual fund | Mutual Funds | — | — | $3.1M | 10.9% | |
| Vanguard Target Retirement 2045 Mutual fund | Mutual Funds | — | — | $3.0M | 10.8% | |
| Vanguard Target Retirement 2055 Mutual fund | Mutual Funds | — | — | $2.5M | 9.0% | |
| Vanguard Target Retirement 2035 Mutual fund | Mutual Funds | — | — | $2.2M | 8.0% | |
| Vanguard Target Retirement 2050 Mutual fund | Mutual Funds | — | — | $2.0M | 7.2% | |
| Vanguard Target Retirement 2060 Mutual fund | Mutual Funds | — | — | $1.7M | 6.1% | |
| Dodge & Cox Stock X Mutual fund | Mutual Funds | — | — | $1.4M | 5.0% | |
| Vanguard Target Retirement 2040 Mutual fund | Mutual Funds | — | — | $1.4M | 5.0% | |
| Vanguard Target Retirement 2030 Mutual fund | Mutual Funds | — | — | $776K | 2.8% | |
| Fidelity US Bond Mutual fund | Mutual Funds | — | — | $754K | 2.7% | |
| Fidelity Total International Index Mutual fund | Mutual Funds | — | — | $659K | 2.3% | |
| Fidelity Brokerage Link (1) Cash and cash equivalents, mutual funds, | Self-Directed Brokerage | — | — | $593K | 2.1% | |
| AL International Growth & Inc R6 Mutual fund | Common Stocks | — | — | $440K | 1.6% | |
| Vanguard Target Retirement 2025 Mutual fund | Mutual Funds | — | — | $424K | 1.5% | |
| Vanguard Target Retirement Income Mutual fund | Mutual Funds | — | — | $335K | 1.2% | |
| Vanguard Target Retirement 2065 Mutual fund | Mutual Funds | — | — | $326K | 1.2% | |
| DFA US Small Cap I Mutual fund | Mutual Funds | — | — | $284K | 1.0% | |
| Dodge & Cox Income X Mutual fund | Mutual Funds | — | — | $250K | 0.9% | |
| and common stock * Participant loans 4.25% to 9.50%, various maturities | Bonds / Notes | — | — | $214K | 0.8% | |
| Vanguard Cash Reserves Fed MMF Admiral Cash equivalent - money market fund | Mutual Funds | — | — | $144K | 0.5% | |
| Vanguard Target Retirement 2070 Mutual fund | Mutual Funds | — | — | $76K | 0.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
