Joe KANG signed Iterable, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Iterable, Inc.'s EIN is 46-2289594.
Download the official 2024 Form 5500 (PDF) for Iterable, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Iterable, 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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $8K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $12.4M | 27.5% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $8.3M | 18.5% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $4.5M | 9.9% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $3.3M | 7.2% | |
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $3.2M | 7.1% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $2.9M | 6.4% | |
| VANG TOT STK MKT IDX - ADMIRAL | Registered Investment Companies | — | — | $2.3M | 5.0% | |
| VANGUARD INFO TECH IDX ADMIRAL | Registered Investment Companies | — | — | $1.3M | 2.9% | |
| FID LARGE CAP GROWTH INDEX | Registered Investment Companies | — | — | $955K | 2.1% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $833K | 1.9% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $688K | 1.5% | |
| VAN TARG RETIRE 2065 | Registered Investment Companies | — | — | $575K | 1.3% | |
| VANGUARD FTSE SOCIAL INDEX ADM | Registered Investment Companies | — | — | $556K | 1.2% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $500K | 1.1% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $376K | 0.8% | |
| VANGUARD EMG MKTS STK IDX ADM | Registered Investment Companies | — | — | $286K | 0.6% | |
| VANGUARD INTERMEDIATE TERM BON | Registered Investment Companies | — | — | $269K | 0.6% | |
| VANGUARD DEV MKT INDEX ADMIRAL | Registered Investment Companies | — | — | $253K | 0.6% | |
| DODGE & COX STOCKFUND X | Registered Investment Companies | — | — | $210K | 0.5% | |
| JPMORGAN INTERNATIONAL EQTY R6 | Registered Investment Companies | — | — | $129K | 0.3% | |
| VAN TARGET RETIRE 2020 35 REGISTERED INVESTMENT COMPANY AMERICAN CENTURY MID CP VAL R6 | Registered Investment Companies | — | — | $114K | 0.3% | |
| BLACKROCK HIGH YIELD K | Registered Investment Companies | — | — | $87K | 0.2% | |
| DFA INTL SUSTAIN CORE 1 INST | Registered Investment Companies | — | — | $72K | 0.2% | |
| IMPAX SUSTAINABLE ALLOC INST | Registered Investment Companies | — | — | $71K | 0.2% | |
| AMC SMALL CAP VALUE FUND - R6 | Registered Investment Companies | — | — | $59K | 0.1% | |
| COHEN & STEERS REAL EST SEC Z | Registered Investment Companies | — | — | $54K | 0.1% | |
| AMC SMALL CAP GROWTH - R6 | Registered Investment Companies | — | — | $52K | 0.1% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $47K | 0.1% | |
| AMER FUNDS NEW PERSP R6 | Registered Investment Companies | — | — | $34K | <0.1% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $34K | <0.1% | |
| PRINCIPAL MID CAP FUND R6 | Registered Investment Companies | — | — | $23K | <0.1% | |
| NUVEEN CORE IMPACT BOND R6 | Registered Investment Companies | — | — | $18K | <0.1% | |
| PGIM GLOBAL TOTAL RTN R6 | Registered Investment Companies | — | — | $15K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
