QIAN LIU signed Point Digital Finance, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Point Digital Finance, Inc.'s EIN is 47-2305386.
Download the official 2024 Form 5500 (PDF) for Point Digital Finance, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Point Digital Finance, 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 |
|---|---|---|---|---|---|
| BENEFIT TRUST COMPANY | 43-1971558 | — | CUSTODIAN | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GUIDELINE, INC. | 47-4474775 | — | RECORDKEEPER | $8K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund Admiral Shares | Common Collective Trusts | — | — | $4.3M | 40.6% | |
| Vanguard Developed Markets Index Fund Admiral Shares | Common Collective Trusts | — | — | $1.6M | 14.6% | |
| Vanguard Growth Index Fund Admiral Shares | Common Collective Trusts | — | — | $1.1M | 10.2% | |
| Vanguard Total Bond Market Index Fund Admiral Shares | Common Collective Trusts | — | — | $1.0M | 9.7% | |
| Vanguard Emerging Markets Stock Index Fund Admiral Shares | Common Collective Trusts | — | — | $795K | 7.5% | |
| Vanguard Real Estate Index Fund Admiral Shares | Common Collective Trusts | — | — | $379K | 3.6% | |
| Vanguard 500 Index Fund Admiral Shares | Common Collective Trusts | — | — | $366K | 3.4% | |
| Vanguard Total International Bond Index Fund Admiral Shares | Common Collective Trusts | — | — | $344K | 3.2% | |
| Vanguard Information Technology Index Fund Admiral Shares | Common Collective Trusts | — | — | $107K | 1.0% | |
| Participant loans receivable - 9 loans outstanding with interest rates ranging from 4.25% to 9.50% - | Bonds / Notes | — | — | $107K | 1.0% | |
| Vanguard Total International Stock Index Fund Admiral Shares | Common Collective Trusts | — | — | $101K | 0.9% | |
| Vanguard Financials Index Fund Admiral Shares | Common Collective Trusts | — | — | $60K | 0.6% | |
| Vanguard Small-Cap Index Fund Admiral Shares | Common Collective Trusts | — | — | $48K | 0.5% | |
| Vanguard International Dividend Appreciation ETF ** 331 Vanguard European Stock Index Fund Admiral Shares ** 332 * Non-interest bearing cash | Common Collective Trusts | — | $43K | $43K | 0.4% | |
| Vanguard Health Care Index Fund Admiral Shares | Common Collective Trusts | — | — | $43K | 0.4% | |
| Vanguard Mid-Cap Index Fund Admiral Shares | Common Collective Trusts | — | — | $38K | 0.4% | |
| Vanguard Cash Reserves Federal Money Market Fund Admiral Shares | Mutual Funds | — | — | $35K | 0.3% | |
| Vanguard Small Cap Value Index Fund Admiral Shares | Common Collective Trusts | — | — | $32K | 0.3% | |
| Vanguard Extended Market Index Fund Admiral Shares | Common Collective Trusts | — | — | $27K | 0.3% | |
| Vanguard Value Index Fund Admiral Shares | Common Collective Trusts | — | — | $26K | 0.2% | |
| Vanguard Short-Term Inflation-Protected Securities Index Fund Admiral Shares | Common Collective Trusts | — | — | $19K | 0.2% | |
| Vanguard FTSE Social Index Fund Admiral | Common Collective Trusts | — | — | $18K | 0.2% | |
| Vanguard Industrials Index Fund Admiral Shares ** 694 Vanguard Dividend Appreciation Index Fund Admiral Shares | Common Collective Trusts | — | — | $18K | 0.2% | |
| Vanguard Mid-Cap Value Index Fund Admiral Shares | Common Collective Trusts | — | — | $11K | 0.1% | |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares | Common Collective Trusts | — | — | $11K | 0.1% | |
| Vanguard Communication Services Index Fund | Common Collective Trusts | — | — | $10K | <0.1% | |
| Vanguard Energy Index Fund Admiral Shares | Common Collective Trusts | — | — | $10K | <0.1% | |
| Vanguard Short-Term Bond Index Fund Admiral Shares | Common Collective Trusts | — | — | $4K | <0.1% | |
| Vanguard High Dividend Yield Index Fund Admiral Shares | Common Collective Trusts | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
