Brittany Carter signed Sumup, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Sumup, Inc.'s EIN is 47-3947957.
Download the official 2024 Form 5500 (PDF) for Sumup, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Sumup, 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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $10K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENSIONMARK FINANCIAL GROUP, LLC | 61-1758632 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $2.5M | 18.4% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $2.2M | 16.1% | |
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $2.1M | 15.4% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $1.8M | 13.0% | |
| JPM GROWTH ADVANTAGE FUND - R6 | Registered Investment Companies | — | — | $737K | 5.4% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $614K | 4.5% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $605K | 4.4% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $494K | 3.6% | |
| VANGUARD INTL GRTH ADM | Registered Investment Companies | — | — | $352K | 2.6% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $347K | 2.5% | |
| VANGUARD FEDERAL MM INV | Registered Investment Companies | — | — | $284K | 2.1% | |
| VANG EQUITY INC ADM | Registered Investment Companies | — | — | $270K | 2.0% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $228K | 1.7% | |
| VAN INTERNATIONAL VALUE - INV | Registered Investment Companies | — | — | $227K | 1.7% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $148K | 1.1% | |
| COHEN & STEERS INST REALTY 160 REGISTERED INVESTMENT COMPANY MACQUARIE SMALL CAP CORE R6 | Registered Investment Companies | — | — | $122K | 0.9% | |
| DFA US SMALL CAP VAL PORT INST | Registered Investment Companies | — | — | $102K | 0.7% | |
| AMC SMALL CAP GROWTH - R6 | Registered Investment Companies | — | — | $98K | 0.7% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $94K | 0.7% | |
| AMERICAN FUNDS NEW WORLD R6 | Registered Investment Companies | — | — | $64K | 0.5% | |
| JPMORGAN CORE PLUS BOND R6 | Registered Investment Companies | — | — | $54K | 0.4% | |
| VAN INT TRM TREAS IDX ADM | Registered Investment Companies | — | — | $49K | 0.4% | |
| DFA INFLATION PROT SEC INST | Registered Investment Companies | — | — | $41K | 0.3% | |
| BLACKROCK HIGH YIELD K | Registered Investment Companies | — | — | $35K | 0.3% | |
| VANGUARD SHRT TERM FED-ADMIRAL | Registered Investment Companies | — | — | $34K | 0.3% | |
| VAN TARG RETIRE 2065 | Registered Investment Companies | — | — | $10K | <0.1% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| INVESTMENT/FINANCIAL ADVI |
| $25K |
| — |
