Michele Schmidt signed Roadsync, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Roadsync, Inc.'s EIN is 47-3027954.
Download the official 2024 Form 5500 (PDF) for Roadsync, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Roadsync, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Total Stock Market ETF " | Mutual Funds | — | — | $655K | 35.9% | |
| Vanguard FTSE Developed Markets " | Mutual Funds | — | — | $373K | 20.5% | |
| SPDR Portfolio S&P 500 ETF " | Common Collective Trusts | — | — | $257K | 14.1% | |
| Vanguard FTSE Emerging Markets " | Mutual Funds | — | — | $134K | 7.3% | |
| iShares Core Total US Bond Market ETF " | Other securities | — | — | $114K | 6.2% | |
| SPDR MSCI EAFE Fossil Fuel Free ETF " ** 992 b SPDR MSCI Emerging Markets Fossil Fuel Free ETF " ** 411 b SPDR Portfolio S&P 400 Mid Cap " | Other securities | — | — | $91K | 5.0% | |
| SPDR Portfolio S&P 600 Small Cap ETF " | Other securities | — | — | $69K | 3.8% | |
| Vanguard Total International Bond ETF " | Mutual Funds | — | — | $25K | 1.4% | |
| TCW Transform 500 ETF " ** 438 b Vanguard Dividend Appreciation ETF " | Mutual Funds | — | — | $25K | 1.4% | |
| iShares Emerging Markets USD Bond ETF " | Other securities | — | — | $23K | 1.2% | |
| SPDR S&P Kensho New Economies Composite ETF " | Other securities | — | — | $15K | 0.8% | |
| Vanguard LongTerm Government Bond " ** 3 b Vanguard Short-Term Inflation-Protected Securities ETF " ** 682 b Vanguard Small-Cap Value ETF " | U.S. Treasuries | — | — | $8K | 0.5% | |
| Vanguard Large-Cap ETF - DNQ " | Mutual Funds | — | — | $7K | 0.4% | |
| Goldman Sachs ActiveBeta US Small Cap Equity ETF " ** 15 b Goldman Sachs TreasuryAccess 01 Year ETF " ** 394 b iShares 0-5 Year TIPS Bond ETF " | Other securities | — | — | $6K | 0.3% | |
| iShares ESG Aware MSCI USA Small-Cap ETF " ** 370 b iShares MSCI ACWI Low Carbon Target ETF " | Other securities | — | — | $4K | 0.2% | |
| iShares Trust iShares USD Green Bond ETF " ** 721 b JPMorgan Ultra-Short Income " | Other securities | — | — | $2K | 0.1% | |
| SPDR S&P 500 Fossil Fuel Reserves Free ETF " | Common Collective Trusts | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
