Erica French signed Capsule Corp.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Capsule Corp.'s EIN is 47-3047195.
Download the official 2024 Form 5500 (PDF) for Capsule Corp. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Capsule Corp.'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 | $62K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Total Stock Market ETF " | Mutual Funds | — | — | $5.1M | 27.7% | |
| Vanguard FTSE Developed Markets " | Mutual Funds | — | — | $4.0M | 21.9% | |
| Schwab U.S. Mid-Cap ETF " ** 105 SPDR MSCI USA Gender Diversity " ** 1 SPDR Portfolio S&P 500 ETF " | Common Collective Trusts | — | — | $2.7M | 14.4% | |
| Vanguard Large-Cap ETF - DNQ " ** 1 Vanguard FTSE Emerging Markets " | Mutual Funds | — | — | $1.5M | 8.0% | |
| iShares Core Total US Bond Market ETF Exchange-traded fund | Other securities | — | — | $1.2M | 6.7% | |
| SPDR Portfolio S&P 400 Mid Cap " | Other securities | — | — | $937K | 5.1% | |
| SPDR Portfolio S&P 600 Small Cap ETF " | Other securities | — | — | $705K | 3.8% | |
| Goldman Sachs ActiveBeta US Large Cap Equity " | Other securities | — | — | $359K | 1.9% | |
| Vanguard Total International Bond ETF " | Mutual Funds | — | — | $272K | 1.5% | |
| iShares Emerging Markets USD Bond ETF " | Other securities | — | — | $243K | 1.3% | |
| Goldman Sachs TreasuryAccess 01 Year ETF " | Other securities | — | — | $224K | 1.2% | |
| Vanguard Value ETF " | Mutual Funds | — | — | $189K | 1.0% | |
| Vanguard Mid-Cap Value ETF " | Mutual Funds | — | — | $168K | 0.9% | |
| Vanguard Small-Cap Stock ETF " ** 27 Vanguard Small-Cap Value ETF " | Mutual Funds | — | — | $151K | 0.8% | |
| Goldman Sachs ActiveBeta International Equity " | Other securities | — | — | $87K | 0.5% | |
| iShares 0-5 Year TIPS Bond ETF " | Other securities | — | — | $75K | 0.4% | |
| iShares Core S&P Total U.S. Stock Market ETF " ** 51 JPMorgan Ultra-Short Income " | Other securities | — | — | $67K | 0.4% | |
| SPDR S&P Kensho New Economies Composite ETF " | Other securities | — | — | $58K | 0.3% | |
| Goldman Sachs ActiveBeta Europe Equity ETF " | Other securities | — | — | $55K | 0.3% | |
| iShares ESG Aware MSCI USA ETF " | Other securities | — | — | $39K | 0.2% | |
| Goldman Sachs ActiveBeta Emerging Markets Equity " | Other securities | — | — | $33K | 0.2% | |
| Goldman Sachs ActiveBeta US Small Cap Equity ETF " | Other securities | — | — | $25K | 0.1% | |
| iShares ESG Aware MSCI EAFE ETF " | Other securities | — | — | $21K | 0.1% | |
| Tidal Trust III " ** 1 Invesco Emerging Markets Sovereign Debt ETF " ** 25 Invesco QQQ Trust " | Mutual Funds | — | — | $16K | <0.1% | |
| Goldman Sachs ActiveBeta Japan Equity ETF " | Other securities | — | — | $16K | <0.1% | |
| Vanguard Short-Term Inflation-Protected Securities ETF " | Mutual Funds | — | — | $13K | <0.1% | |
| Goldman Sachs Access High Yield Corporate Bond ETF " ** 103 Goldman Sachs Access Investment Grade Corporate Bond ETF " | Other securities | — | — | $11K | <0.1% | |
| Goldman Sachs Access U.S. Aggregate Bond ETF " | Other securities | — | — | $11K | <0.1% | |
| Vanguard Dividend Appreciation ETF " | Mutual Funds | — | — | $9K | <0.1% | |
| iShares ESG Aware MSCI EM ETF " | Other securities | — | — | $8K | <0.1% | |
| Schwab U.S. REIT ETF " | Mutual Funds | — | — | $7K | <0.1% | |
| Vanguard LongTerm Government Bond " | U.S. Treasuries | — | — | $6K | <0.1% | |
| TCW Transform 500 ETF " | Other securities | — | — | $5K | <0.1% | |
| iShares ESG Aware U.S. Aggregate Bond ETF " | Other securities | — | — | $4K | <0.1% | |
| iShares ESG Aware MSCI USA Small-Cap ETF " | Other securities | — | — | $4K | <0.1% | |
| iShares iBoxx $ Investment Grade Corporate Bond ETF " ** 366 iShares National AMT-Free Muni Bond ETF " | Bonds / Notes | — | — | $2K | <0.1% | |
| Schwab U.S. Broad Market ETF " | Mutual Funds | — | — | $2K | <0.1% | |
| Goldman Sachs Access Inflation Protected USD Bond ETF " ** 273 Xtrackers USD High Yield Corporate Bond " ** 998 iShares Core MSCI EAFE ETF " ** 637 iShares Core MSCI Emerging Markets ETF " | Other securities | — | — | $2K | <0.1% | |
| iShares ESG Aware USD Corporate Bond ETF " | Other securities | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
