Assetwatch, Inc.'s EIN is 47-4163968.
Download the official 2024 Form 5500 (PDF) for Assetwatch, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Assetwatch, 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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Group Total Stock Index Admiral Class N/A | Mutual Funds | — | — | $2.5M | 40.9% | |
| Vanguard Funds Developed Markets Index Adm N/A | Mutual Funds | — | — | $985K | 16.1% | |
| Vanguard Group Bond Index Admiral Class N/A | Mutual Funds | — | — | $839K | 13.8% | |
| Vanguard Emerging Markets Stk Adm Cl N/A | Mutual Funds | — | — | $496K | 8.1% | |
| Vanguard Funds Total International Bond Index N/A | Mutual Funds | — | — | $285K | 4.7% | |
| Vanguard Specialized Div Reit Index Fund Adm Shs N/A | Common Collective Trusts | — | — | $258K | 4.2% | |
| Vanguard Group Growth Index Adm N/A | Mutual Funds | — | — | $231K | 3.8% | |
| Vanguard Group Index 500 Admiral N/A | Mutual Funds | — | — | $208K | 3.4% | |
| through 2029 | Other securities | — | — | $49K | 0.8% | |
| Vanguard Group Mid Cap Growth Index Admiral N/A | Mutual Funds | — | — | $23K | 0.4% | |
| Vanguard Short-Term Inflation Protected Securities Index Adm N/A | Mutual Funds | — | — | $17K | 0.3% | |
| Vanguard Group Small Cap Growth Index Admiral N/A | Mutual Funds | — | — | $16K | 0.3% | |
| Vanguard Information Technology Index Adm N/A | Mutual Funds | — | — | $13K | 0.2% | |
| Vanguard Group Sm Cap Index Admiral N/A | Mutual Funds | — | — | $9K | 0.2% | |
| Vanguard Group total Stock Instl Stock Index Adm N/A | Mutual Funds | — | — | $8K | 0.1% | |
| Vanguard Group Value Index Adm N/A | Mutual Funds | — | — | $7K | 0.1% | |
| Vanguard Group Extended Market Index N/A | Mutual Funds | — | — | $6K | <0.1% | |
| Vanguard Specialized Div Dividend Apprec Index Adm N/A | Mutual Funds | — | — | $4K | <0.1% | |
| Vanguard Group Reserve Fed Mm Fd N/A | Mutual Funds | — | — | $3K | <0.1% | |
| Vanguard Group Mid Cap Index Admiral N/A | Mutual Funds | — | — | $3K | <0.1% | |
| Vanguard Group Intm Bd Index Admiral N/A | Mutual Funds | — | — | $3K | <0.1% | |
| Vanguard Group Intl Dvd Apprec N/A | Mutual Funds | — | — | $3K | <0.1% | |
| Vanguard Group St Bd Index Admiral N/A | Mutual Funds | — | — | $3K | <0.1% | |
| Vanguard Intl Equity Index N/A | Common Collective Trusts | — | — | $1K | <0.1% | |
| Vanguard Group Small Cap Value Index Admiral N/A | Mutual Funds | — | — | $1K | <0.1% | |
| Vanguard Group Lg Cap Index Adml N/A | Mutual Funds | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
