Daniele Hauptman signed GLIA Technologies, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
GLIA Technologies, Inc.'s EIN is 45-5413857.
Download the official 2024 Form 5500 (PDF) for GLIA Technologies, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)GLIA Technologies, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BETTERMENT FOR BUSINESS, LLC | 47-4872674 | NEW YORK, NY | RECORDKEEPER | $24K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Exchange-Traded Funds Vanguard FTSE Developed Markets N/R | Mutual Funds | — | — | $1.5M | 23.0% | |
| Vanguard Total Stock Market ETF N/R | Mutual Funds | — | — | $1.5M | 22.5% | |
| SPDR Portfolio S&P 500 ETF N/R | Common Collective Trusts | — | — | $1.4M | 20.7% | |
| Vanguard FTSE Emerging Markets N/R | Mutual Funds | — | — | $532K | 8.2% | |
| iShares Core Total US Bond Market ETF N/R | Other securities | — | — | $508K | 7.8% | |
| SPDR Portfolio S&P 400 Mid Cap N/R | Other securities | — | — | $344K | 5.3% | |
| SPDR Portfolio S&P 600 Small Cap ETF N/R | Other securities | — | — | $263K | 4.0% | |
| Vanguard Total International Bond ETF N/R | Mutual Funds | — | — | $115K | 1.8% | |
| iShares Emerging Markets USD Bond N/R | Other securities | — | — | $98K | 1.5% | |
| ETF Goldman Sachs Goldman Sachs ActiveBeta US Large N/R | Other securities | — | — | $59K | 0.9% | |
| Cap Equity Vanguard Value ETF N/R | Mutual Funds | — | — | $50K | 0.8% | |
| SPDR S&P Kensho SPDR S&P Kensho New Economies N/R | Other securities | — | — | $28K | 0.4% | |
| Composite ETF iShares 0-5 Year TIPS Bond ETF N/R | Other securities | — | — | $18K | 0.3% | |
| Vanguard Mid-Cap Value ETF N/R | Mutual Funds | — | — | $16K | 0.2% | |
| Vanguard Small-Cap Value ETF N/R | Mutual Funds | — | — | $15K | 0.2% | |
| Goldman Sachs Goldman Sachs Access Investment N/R | Other securities | — | — | $13K | 0.2% | |
| Grade Corporate Bond ETF Goldman Sachs Goldman Sachs ActiveBeta International N/R | Other securities | — | — | $13K | 0.2% | |
| Equity Schwab U.S. REIT ETF N/R | Mutual Funds | — | — | $13K | 0.2% | |
| Goldman Sachs Goldman Sachs Access U.S. Aggregate N/R | Other securities | — | — | $12K | 0.2% | |
| Bond ETF Invesco QQQ Trust N/R | Mutual Funds | — | — | $11K | 0.2% | |
| Goldman Sachs Goldman Sachs ActiveBeta Europe N/R | Other securities | — | — | $8K | 0.1% | |
| Equity ETF Goldman Sachs Goldman Sachs TreasuryAccess 01 N/R | Other securities | — | — | $7K | 0.1% | |
| Year ETF Vanguard LongTerm Government Bond N/R | U.S. Treasuries | — | — | $6K | <0.1% | |
| JPMorgan Ultra-Short Income N/R | Other securities | — | — | $5K | <0.1% | |
| Goldman Sachs Goldman Sachs ActiveBeta Emerging N/R | Other securities | — | — | $5K | <0.1% | |
| Markets Equity Goldman Sachs Goldman Sachs ActiveBeta Japan N/R | Other securities | — | — | $3K | <0.1% | |
| Equity ETF Goldman Sachs Goldman Sachs Access Inflation N/R | Other securities | — | — | $3K | <0.1% | |
| Protected USD Bond ETF Goldman Sachs Goldman Sachs ActiveBeta US Small N/R | Other securities | — | — | $3K | <0.1% | |
| Goldman Sachs Goldman Sachs Access Emerging N/R | Other securities | — | — | $3K | <0.1% | |
| Participant Loans Interest Rate: 9% $0 | Participant loans | — | — | $2K | <0.1% | |
| Markets USD Bond ETF Goldman Sachs Goldman Sachs Access High Yield N/R | Other securities | — | — | $2K | <0.1% | |
| ETF iShares National AMT-Free Muni Bond N/R | CORPORATE BOND | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
