Ryan Brown signed Nimblerx's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Nimblerx's EIN is 47-2897268.
Download the official 2023 Form 5500 (PDF) for Nimblerx from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Nimblerx'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 | $7K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Total Stock Market ETF Mutual fund | Mutual Funds | — | — | $984K | 28.6% | |
| SPDR S&P Emerging Markets ETF Mutual fund 287 Vanguard FTSE Developed Markets Mutual fund | Mutual Funds | — | — | $747K | 21.7% | |
| Vanguard FTSE Emerging Markets Mutual fund | Mutual Funds | — | — | $421K | 12.2% | |
| Vanguard US Total Bond Market ETF Mutual fund 970 Vanguard Value ETF Mutual fund | Mutual Funds | — | — | $284K | 8.2% | |
| Vanguard Mid-Cap Value ETF Mutual fund | Mutual Funds | — | — | $213K | 6.2% | |
| Vanguard Small-Cap Value ETF Mutual fund | Mutual Funds | — | — | $176K | 5.1% | |
| Vanguard Short-Term Inflation-Protected Securities ETF Mutual fund | Mutual Funds | — | — | $165K | 4.8% | |
| Invesco Emerging Markets Sovereign Debt ETF Mutual fund 1 iShares Core MSCI EAFE ETF Mutual fund 33 iShares Core Total US Bond Market ETF Mutual fund | Mutual Funds | — | — | $131K | 3.8% | |
| Vanguard Total International Bond ETF Mutual fund | Mutual Funds | — | — | $118K | 3.4% | |
| iShares 0-5 Year TIPS Bond ETF Mutual fund | Other securities | — | — | $80K | 2.3% | |
| iShares Emerging Markets USD Bond ETF Mutual fund | Other securities | — | — | $60K | 1.7% | |
| Goldman Sachs TreasuryAccess 01 Year ETF Mutual fund | Other securities | — | — | $24K | 0.7% | |
| Jpmorgan Ultra-Short Income Mutual fund | Other securities | — | — | $6K | 0.2% | |
| iShares National AMT-Free Muni Bond ETF Mutual fund | Bonds / Notes | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
