MR. Jordan Heeger signed USER Interviews, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
USER Interviews, Inc.'s EIN is 46-4614588.
Download the official 2024 Form 5500 (PDF) for USER Interviews, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)USER Interviews, Inc.'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 |
|---|---|---|---|---|---|
| HUMAN INTEREST ADVISOR LLC | 47-4307706 | SAN FRANSISCO, CA | RECORDKEEPER | $11K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Total Stock Mkt Idx Adm | Common Collective Trusts | — | — | $2.7M | 49.7% | |
| Vanguard Total Intl Stock Index Admiral | Mutual Funds | — | — | $1.5M | 27.3% | |
| Vanguard Small Cap Value Index Admiral 319 Vanguard Total Bond Market Index Adm | Mutual Funds | — | — | $423K | 7.9% | |
| Vanguard Growth Index Admiral 681 Vanguard Interm-Term Bond Index Adm 630 Vanguard Mid-Cap Growth Index Admiral 660 Vanguard Mid-Cap Index Admiral 647 Vanguard Real Estate Index Admiral | Mutual Funds | — | — | $398K | 7.4% | |
| Vanguard Total Intl Bd Idx Admiral | Common Collective Trusts | — | — | $189K | 3.5% | |
| Vanguard Emerging Mkts Stock Idx Adm 314 Vanguard Samml Cap Index Adm 651 Vanguard 500 Index Fund | Common Collective Trusts | — | — | $130K | 2.4% | |
| Cash and Equivalents Cash | Cash / Money Market | — | — | $60K | 1.1% | |
| Vanguard FTSE Social Index Fund Admiral Shares | Common Collective Trusts | — | — | $22K | 0.4% | |
| Participants Participant Loans Rate at 4.25% - | Bonds / Notes | — | — | $9K | 0.2% | |
| Vanguard Short-Term Infl-Prot Sec Idx Adm | Common Collective Trusts | — | — | $3K | <0.1% | |
| Vanguard Value Index Adm | 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.
