Vapotherm, Inc.'s EIN is 46-2259298.
Download the official 2024 Form 5500 (PDF) for Vapotherm, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Vapotherm, 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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $61K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | 13-5674085 | — | CONSULTANT | $59K | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE MANDMARBLESTONE GROUP LLC | 20-4780677 | — | CONTRACT ADMINISTRATOR | $5K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Nuveen Asset Management Lifecycle 2045 Fund –251,126 shares | Mutual Funds | — | $251K | $3.5M | 16.1% | |
| Nuveen Asset Management Lifecycle 2035 Fund –233,265 shares | Mutual Funds | — | $233K | $2.5M | 11.4% | |
| Nuveen Asset Management Lifecycle 2050 Fund –139,316 shares | Mutual Funds | — | $139K | $2.0M | 9.3% | |
| Nuveen Asset Management Lifecycle 2030 Fund –181,513 shares | Mutual Funds | — | $182K | $1.9M | 8.5% | |
| Nuveen Asset Management Lifecycle 2040 Fund –156,600 shares | Mutual Funds | — | $157K | $1.7M | 7.9% | |
| Vanguard Group 500 Index Admiral Fund –2,994 shares | Common Collective Trusts | — | $3K | $1.6M | 7.4% | |
| Nuveen Asset Management Lifecycle 2055 Fund –88,158 shares | Mutual Funds | — | $88K | $1.5M | 6.9% | |
| Nuveen Asset Management Lifecycle 2025 Fund –83,833 shares | Mutual Funds | — | $84K | $828K | 3.8% | |
| Company units | Common Stocks | — | — | $801K | 3.7% | |
| PRIN LIQUID ASSETS SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 024 | Pooled Separate Account | — | — | $801K | 3.7% | |
| Nuveen Asset Management Lifecycle 2060 Fund –47,420 shares | Mutual Funds | — | $47K | $713K | 3.3% | |
| Voya Intermediate Bond Fund –70,508 shares | Other securities | — | $71K | $608K | 2.8% | |
| Vanguard Group Mid Cap Growth Index Admiral Fund – 3,773 shares | Mutual Funds | — | $4K | $412K | 1.9% | |
| Vanguard Group High Yield Corporate Admiral Fund – 68,851 shares | Mutual Funds | — | $69K | $373K | 1.7% | |
| Company units | Common Stocks | — | — | $254K | 1.2% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $254K | 1.2% | |
| MFS Value Fund –4,265 shares | Mutual Funds | — | $4K | $206K | 0.9% | |
| Vanguard Group Small Cap Value Index Admiral Fund – 2,030 shares | Mutual Funds | — | $2K | $173K | 0.8% | |
| Vanguard Group Inflation Protected Securities Admiral Fund –7,634 shares | Mutual Funds | — | $8K | $172K | 0.8% | |
| Nuveen Asset Management Lifecycle 2020 Fund –17,812 shares | Mutual Funds | — | $18K | $167K | 0.8% | |
| Participant loans 4.25% - 9.50% | Bonds / Notes | — | — | $155K | 0.7% | |
| Nuveen Asset Management Lifecycle 2065 Fund –10,485 shares | Mutual Funds | — | $10K | $137K | 0.6% | |
| Janus International Triton Fund –4,660 shares | Mutual Funds | — | $5K | $128K | 0.6% | |
| Vanguard Group Intermediate Term Bond Index Admiral Fund –10,544 shares | Mutual Funds | — | $11K | $107K | 0.5% | |
| Vanguard Group Real Estate Index Admiral Fund –815 shares | Mutual Funds | — | — | $103K | 0.5% | |
| Vanguard Group Developing Markets Index Admiral Fund – 6,882 shares | Mutual Funds | — | $7K | $103K | 0.5% | |
| Nuveen Asset Management Lifecycle 2010 Fund –7,856 shares | Mutual Funds | — | $8K | $78K | 0.4% | |
| Vanguard Group Emerging Market Stock Index Admiral Fund –2,096 shares | Mutual Funds | — | $2K | $77K | 0.4% | |
| American Century Emerging Markets Fund –6,026 shares | Other securities | — | $6K | $69K | 0.3% | |
| Goldman Sachs | Other securities | — | — | $27K | 0.1% | |
| Vanguard Group GNMA Admiral Fund –1,854 shares | Agency / Mortgage-Backed | — | $2K | $17K | <0.1% | |
| Nuveen Asset Management Lifecycle 2015 Fund –1,411 shares | Mutual Funds | — | $1K | $13K | <0.1% | |
| Principal Life Insurance | Other securities | — | — | $12K | <0.1% | |
| Ivy Investment | Other securities | — | — | $9K | <0.1% | |
| Vanguard | Mutual Funds | — | — | $4K | <0.1% | |
| Principal Life Insurance | Other securities | — | — | $2K | <0.1% | |
| Nuveen Asset Management Lifecycle Retirement Income Fund –128 shares | Mutual Funds | — | — | $1K | <0.1% |
