Jennifer McAlister signed Gladly Software, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Gladly Software, Inc.'s EIN is 47-1938875.
Download the official 2024 Form 5500 (PDF) for Gladly Software, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Gladly Software, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DECIMAL,INC. | 75-3182674 | SAN FRANCISCO, CA | THIRD-PARTY RECORDKEEPER | $17K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2055 Fund | Mutual Funds | — | — | $3.2M | 22.1% | |
| Vanguard Target Retirement 2050 Fund | Mutual Funds | — | — | $1.8M | 12.8% | |
| Vanguard Target Retirement 2045 Fund | Mutual Funds | — | — | $1.6M | 11.3% | |
| Vanguard Total Stock Market Index Fund | Common Collective Trusts | — | — | $1.4M | 9.6% | |
| Vanguard 500 Index Fund | Common Collective Trusts | — | — | $1.2M | 8.4% | |
| Vanguard Growth Index Fund | Common Collective Trusts | — | — | $933K | 6.5% | |
| Vanguard Target Retirement 2035 Fund | Mutual Funds | — | — | $925K | 6.5% | |
| Vanguard Target Retirement 2040 Fund | Mutual Funds | — | — | $791K | 5.5% | |
| Vanguard Information Technology Index Fund | Common Collective Trusts | — | — | $265K | 1.9% | |
| Vanguard Value Index Fund | Common Collective Trusts | — | — | $244K | 1.7% | |
| Vanguard Total Intl Stock Idx Fund | Common Collective Trusts | — | — | $242K | 1.7% | |
| Vanguard Target Retirement 2030 Fund | Mutual Funds | — | — | $197K | 1.4% | |
| Vanguard Total Bond Market Index Fund | Common Collective Trusts | — | — | $150K | 1.0% | |
| Vanguard Target Retirement 2060 Fund | Mutual Funds | — | — | $106K | 0.7% | |
| Participant loans receivable - 8 loans outstanding with interest rates ranging from 5.25% to 10.50% - | Bonds / Notes | — | — | $102K | 0.7% | |
| Vanguard Small Cap Growth Index Fund | Common Collective Trusts | — | — | $87K | 0.6% | |
| Vanguard Emerging Markets Stock Index Fund | Common Collective Trusts | — | — | $84K | 0.6% | |
| Vanguard Mid-Cap Growth Index Fund | Common Collective Trusts | — | — | $83K | 0.6% | |
| Vanguard Long-Term Bond Fund ** 28 Vanguard Mid Cap Index Fund | Common Collective Trusts | — | — | $80K | 0.6% | |
| Vanguard Short-Term Bond Index Fund | Common Collective Trusts | — | — | $72K | 0.5% | |
| Vanguard Federal Money Market Fund | Mutual Funds | — | — | $57K | 0.4% | |
| Vanguard Financials Index Fund | Common Collective Trusts | — | — | $54K | 0.4% | |
| Vanguard Target Retirement 2025 Fund | Mutual Funds | — | — | $50K | 0.4% | |
| Vanguard Real Estate Index Fund | Common Collective Trusts | — | — | $50K | 0.4% | |
| Vanguard FTSE Europe ETF | Mutual Funds | — | — | $48K | 0.3% | |
| Vanguard Real Estate Index Fund | Common Collective Trusts | — | — | $45K | 0.3% | |
| Vanguard Small Cap Value Index Fund | Common Collective Trusts | — | — | $38K | 0.3% | |
| Exchange-Traded Funds: (continued) Vanguard Energy Index Fund | Common Collective Trusts | — | — | $38K | 0.3% | |
| Vanguard Communication Services Index Fund | Common Collective Trusts | — | — | $36K | 0.3% | |
| Vanguard Small Cap Index Fund | Common Collective Trusts | — | — | $32K | 0.2% | |
| Vanguard Consumer Discretionary Fund | Mutual Funds | — | — | $31K | 0.2% | |
| Vanguard FTSE All-World ex-US Index Fund | Common Collective Trusts | — | — | $29K | 0.2% | |
| Vanguard FTSE All-World ex-US Small Capital Index Fund | Common Collective Trusts | — | — | $28K | 0.2% | |
| Vanguard Target Retirement Income | Mutual Funds | — | — | $27K | 0.2% | |
| Vanguard Mid-Cap Value Index Fund | Common Collective Trusts | — | — | $24K | 0.2% | |
| Vanguard Industrials Index Fund | Common Collective Trusts | — | — | $22K | 0.2% | |
| Vanguard Pacific Stock Index Fund | Common Collective Trusts | — | — | $18K | 0.1% | |
| Vanguard Inflation-Protected Securities Fund | Mutual Funds | — | — | $11K | <0.1% | |
| Vanguard Consumer Staples Fund | Mutual Funds | — | — | $10K | <0.1% | |
| Vanguard Materials Index Fund | Common Collective Trusts | — | — | $8K | <0.1% | |
| Vanguard Intermediate-Term Bond Index Fund | Common Collective Trusts | — | — | $7K | <0.1% | |
| Vanguard Utilities Index Fund | Common Collective Trusts | — | — | $6K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
