Amelia LANG-Wallace signed Red Antler, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Red Antler, LLC's EIN is 46-4043422.
Download the official 2024 Form 5500 (PDF) for Red Antler, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Red Antler, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.
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 | $18K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Exchange Traded Funds Vanguard Total Stock Market ETF N/R | Mutual Funds | — | — | $1.7M | 25.5% | |
| Vanguard FTSE Developed Markets N/R | Mutual Funds | — | — | $1.5M | 23.0% | |
| ETF SPDR Portfolio S&P 500 ETF N/R | Common Collective Trusts | — | — | $950K | 14.3% | |
| Vanguard FTSE Emerging Markets N/R | Mutual Funds | — | — | $466K | 7.0% | |
| BlackRock iShares Core Total US Bond Market N/R | Other securities | — | — | $423K | 6.4% | |
| ETF SPDR Portfolio S&P 400 Mid Cap N/R | Other securities | — | — | $354K | 5.3% | |
| BlackRock iShares ESG Aware MSCI USA ETF N/R | Other securities | — | — | $276K | 4.2% | |
| SPDR Portfolio S&P 600 Small Cap N/R | Other securities | — | — | $267K | 4.0% | |
| ETF Vanguard Value ETF N/R | Mutual Funds | — | — | $124K | 1.9% | |
| Vanguard Total International Bond N/R | Mutual Funds | — | — | $102K | 1.5% | |
| ETF BlackRock iShares Emerging Markets USD N/R | Other securities | — | — | $91K | 1.4% | |
| Bond ETF BlackRock iShares ESG Aware MSCI EAFE N/R | Other securities | — | — | $88K | 1.3% | |
| ETF BlackRock iShares ESG Aware MSCI EM ETF N/R | Other securities | — | — | $42K | 0.6% | |
| NYSE Arca, Inc TCW Transform 500 ETF N/R | Common Stocks | — | — | $28K | 0.4% | |
| Goldman Sachs Goldman Sachs ActiveBeta US N/R | Other securities | — | — | $27K | 0.4% | |
| Large Cap Equity BlackRock iShares ESG Aware U.S. Aggregate N/R | Other securities | — | — | $26K | 0.4% | |
| Bond ETF BlackRock iShares ESG Aware MSCI USA N/R | Other securities | — | — | $23K | 0.3% | |
| Small-Cap ETF Vanguard Small-Cap Value ETF N/R | Mutual Funds | — | — | $12K | 0.2% | |
| Vanguard Mid-Cap Value ETF N/R | Mutual Funds | — | — | $9K | 0.1% | |
| Goldman Sachs Goldman Sachs ActiveBeta N/R | Other securities | — | — | $6K | <0.1% | |
| International Equity BlackRock iShares iBoxx $ Investment Grade N/R | Other securities | — | — | $5K | <0.1% | |
| ETF Goldman Sachs Goldman Sachs ActiveBeta Europe N/R | CORPORATE BOND | — | — | $4K | <0.1% | |
| Equity ETF BlackRock iShares 0-5 Year TIPS Bond ETF N/R | Other securities | — | — | $4K | <0.1% | |
| Goldman Sachs Goldman Sachs ActiveBeta N/R | Other securities | — | — | $2K | <0.1% | |
| Emerging Markets Equity BlackRock iShares ESG Aware USD Corporate N/R | Other securities | — | — | $2K | <0.1% | |
| Bond ETF Goldman Sachs Goldman Sachs ActiveBeta Japan N/R | Other securities | — | — | $1K | <0.1% | |
| Equity ETF JP Morgan JPMorgan Ultra-Short Income N/R | Other securities | — | — | $1K | <0.1% | |
| Goldman Sachs Goldman Sachs ActiveBeta US N/R | Other securities | — | — | $1K | <0.1% | |
| Small Cap Equity ETF Goldman Sachs Goldman Sachs Access U.S. N/R | Other securities | — | — | $1K | <0.1% | |
| Aggregate Bond ETF Vanguard Short-Term Inflation- N/R | Mutual Funds | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
