Michael Gandy signed Calibrate Health Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Calibrate Health Inc.'s EIN is 61-1897275.
Download the official 2024 Form 5500 (PDF) for Calibrate Health Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Calibrate Health Inc.'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 | — | NEW YORK, NY | RECORDKEEPER | $13K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Total Stock Market ETF " | Mutual Funds | — | — | $1.6M | 25.9% | |
| Vanguard FTSE Developed Markets " | Mutual Funds | — | — | $1.4M | 22.5% | |
| SPDR Portfolio S&P 500 ETF " | Common Collective Trusts | — | — | $1.1M | 17.5% | |
| Vanguard FTSE Emerging Markets " | Mutual Funds | — | — | $481K | 8.0% | |
| iShares Core Total US Bond Market ETF Exchange traded fund | Other securities | — | — | $445K | 7.4% | |
| SPDR Portfolio S&P 400 Mid Cap " | Other securities | — | — | $306K | 5.1% | |
| SPDR Portfolio S&P 600 Small Cap ETF " | Other securities | — | — | $235K | 3.9% | |
| Vanguard Total International Bond ETF " | Mutual Funds | — | — | $98K | 1.6% | |
| iShares Emerging Markets USD Bond ETF " | Other securities | — | — | $89K | 1.5% | |
| Vanguard Value ETF " | Mutual Funds | — | — | $48K | 0.8% | |
| SPDR S&P Kensho New Economies Composite ETF " | Other securities | — | — | $25K | 0.4% | |
| iShares ESG Aware USD Corporate Bond ETF " ** 615 Vanguard Small-Cap Value ETF " | Mutual Funds | — | — | $19K | 0.3% | |
| Vanguard LongTerm Government Bond " ** 98 Vanguard Mid-Cap Value ETF " | U.S. Treasuries | — | — | $17K | 0.3% | |
| iShares ESG Aware MSCI USA ETF " | Other securities | — | — | $17K | 0.3% | |
| GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF " ** 829 iShares MSCI ACWI Low Carbon Target ETF " | Other securities | — | — | $12K | 0.2% | |
| iShares 0-5 Year TIPS Bond ETF " | Other securities | — | — | $10K | 0.2% | |
| iShares ESG Aware MSCI EAFE ETF " | Other securities | — | — | $6K | <0.1% | |
| SPDR S&P 500 Fossil Fuel Reserves Free ETF " | Common Collective Trusts | — | — | $5K | <0.1% | |
| Goldman Sachs ActiveBeta US Small Cap Equity ETF " ** 193 JPMorgan Ultra-Short Income " | Other securities | — | — | $4K | <0.1% | |
| Goldman Sachs ActiveBeta US Large Cap Equity " | Other securities | — | — | $4K | <0.1% | |
| iShares ESG Aware MSCI EM ETF " | Other securities | — | — | $4K | <0.1% | |
| TCW Transform 500 ETF " | Other securities | — | — | $3K | <0.1% | |
| SPDR MSCI EAFE Fossil Fuel Free ETF " | Other securities | — | — | $3K | <0.1% | |
| iShares ESG Aware MSCI USA Small-Cap ETF " | Other securities | — | — | $3K | <0.1% | |
| iShares Trust iShares USD Green Bond ETF " | Other securities | — | — | $2K | <0.1% | |
| iShares ESG Aware U.S. Aggregate Bond ETF " | Other securities | — | — | $2K | <0.1% | |
| Schwab U.S. REIT ETF " | Mutual Funds | — | — | $2K | <0.1% | |
| SPDR MSCI Emerging Markets Fossil Fuel Free ETF " | Other securities | — | — | $1K | <0.1% | |
| Vanguard Short-Term Inflation-Protected Securities ETF " | 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.
