Christine Rimer signed Broadly Inc.'s 2022 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Broadly Inc.'s EIN is 46-3610602.
Download the official 2022 Form 5500 (PDF) for Broadly Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2022 Form 5500 (PDF)Broadly 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 |
|---|---|---|---|---|---|
| GUIDELINE, INC. | 47-4474775 | — | RECORDKEEPER | $8K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Admiral Class | Common Collective Trusts | — | — | $868K | 40.3% | |
| Vanguard Developed Markets Index Fund Admiral Class | Common Collective Trusts | — | — | $426K | 19.8% | |
| Vanguard Bond Index Fund Admiral Class | Common Collective Trusts | — | — | $268K | 12.5% | |
| Vanguard Emerging Markets Stock Index Fund Admiral Class | Common Collective Trusts | — | — | $216K | 10.0% | |
| Vanguard Real Estate Index Fund Admiral Class | Common Collective Trusts | — | — | $104K | 4.8% | |
| Vanguard Total International Bond Index Fund | Common Collective Trusts | — | — | $93K | 4.3% | |
| Participant Loans Interest rates range from 4.25% to 6.50% | Bonds / Notes | — | — | $45K | 2.1% | |
| Vanguard Short-Term Corporate Bond Index Fund Admiral Class | Common Collective Trusts | — | — | $19K | 0.9% | |
| Vanguard Value Index Fund Admiral Class | Common Collective Trusts | — | — | $12K | 0.6% | |
| Vanguard Tax Managed Small Cap Fund Admiral Class | Mutual Funds | — | — | $10K | 0.5% | |
| Vanguard Group Extended Market Index Fund | Common Collective Trusts | — | — | $10K | 0.5% | |
| Banc of California Banc Master Deposit Account A Floating Rate | Bonds / Notes | — | — | $9K | 0.4% | |
| Vanguard GNMA Fund Admiral Class | Agency / Mortgage-Backed | — | — | $8K | 0.4% | |
| Vanguard Long-Term Government Bond Index Fund Admiral Class | U.S. Treasuries | — | — | $7K | 0.3% | |
| Vanguard Short-Term Federal Fund Admiral Class | Mutual Funds | — | — | $7K | 0.3% | |
| Vanguard Inflation-Protected Securities Fund | Mutual Funds | — | — | $7K | 0.3% | |
| Vanguard Growth Index Fund Admiral Class | Common Collective Trusts | — | — | $6K | 0.3% | |
| Vanguard Short-Term Inflation-Protected Securities Index Fund Admiral Class | Common Collective Trusts | — | — | $6K | 0.3% | |
| Dimensional Fund Advisors DFA International Large Cap Growth Portfolio | Mutual Funds | — | — | $6K | 0.3% | |
| Vanguard Small Cap Value Index Fund Admiral Class | Common Collective Trusts | — | — | $6K | 0.3% | |
| Vanguard Mid Cap Value Index Fund Admiral Class | Common Collective Trusts | — | — | $5K | 0.2% | |
| Dimensional Fund Advisors DFA World Ex U.S. Government Fixed Income Portfolio Institutional Class | Mutual Funds | — | — | $3K | 0.1% | |
| Dimensional Fund Advisors DFA Real Estate Securities Portfolio Institutional Class | Mutual Funds | — | — | $2K | 0.1% | |
| Vanguard 500 Index Fund Admiral Class | Common Collective Trusts | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
