Melinda Tiffany signed Examinetics, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Examinetics, Inc.'s EIN is 68-0583591.
Download the official 2024 Form 5500 (PDF) for Examinetics, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Examinetics, 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 |
|---|---|---|---|---|---|
| EPIC RETIREMENT PLAN SERVICES | 16-1450952 | — | NONE | $48K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ENTERPRISE BANK & TRUST | 43-1706259 | — | NONE | $24K | — |
| CHARLES SCHWAB & CO., INC. |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Life Strategy Moderate Growth Fund Mutual Fund, 61,211.472 shares | Mutual Funds | — | $61K | $1.9M | 16.5% | |
| SCHWAB INDEXED RET TRUST FD 2040 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 017 | Common Collective Trust | — | — | $1.6M | 13.7% | |
| SCHWAB INDEXED RET TRUST FD 2030 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 015 | Common Collective Trust | — | $34K | $1.3M | 11.4% | |
| SCHWAB INDEXED RET TRUST FD 2045 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 018 | Common Collective Trust | — | $17K | $833K | 7.2% | |
| SCHWAB INDEXED RET TRUST FD 2050 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 019 | Common Collective Trust | — | $11K | $542K | 4.7% | |
| T. Rowe Price Blue Chip Growth Fund Mutual Fund, 2,816.751 shares | Other securities | — | $3K | $525K | 4.5% | |
| Vanguard Life Strategy Conservative Growth Fund Mutual Fund, 20,702.885 shares | Mutual Funds | — | $21K | $423K | 3.6% | |
| Vanguard 500 Index Fund Mutual Fund, 769.013 shares | Common Collective Trusts | — | — | $417K | 3.6% | |
| SCHWAB INDEXED RET TRUST FD 2020 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 013 | Common Collective Trust | — | $13K | $384K | 3.3% | |
| Vanguard Windsor II Admiral Shares Mutual Fund, 4,768.414 shares | Mutual Funds | — | $5K | $375K | 3.2% | |
| T. Rowe Price Mid-Cap Growth Fund Mutual Fund 3,265.3 shares | Other securities | — | $3K | $326K | 2.8% | |
| SCHWAB INDEXED RET TRUST FD 2055 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 021 | Common Collective Trust | — | $11K | $319K | 2.7% | |
| Vanguard Small Cap Fund Mutual Fund, 2,464.013 shares | Mutual Funds | — | $2K | $284K | 2.4% | |
| Vanguard Life Strategy Growth Fund Mutual Fund, 6,003.827 shares | Mutual Funds | — | $6K | $265K | 2.3% | |
| Notes receivable from participants Various maturity dates through February 2035 | Other securities | — | — | $233K | 2.0% | |
| Dodge & Cox Income Fund Mutual Fund, 18,563.457 shares | Mutual Funds | — | $19K | $230K | 2.0% | |
| Vanguard Total International Stock Index Admiral Mutual Fund, 6,632.981 shares | Mutual Funds | — | $7K | $210K | 1.8% | |
| SCHWAB INDEXED RET TRUST FD 2035 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 016 | Common Collective Trust | — | $4K | $184K | 1.6% | |
| SCHWAB INDEXED RET TRUST FD 2060 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 023 | Common Collective Trust | — | $7K | $173K | 1.5% | |
| SCHWAB INDEXED RET TRUST FD 2025 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 014 | Common Collective Trust | — | $5K | $170K | 1.5% | |
| JPMorgan Mid Cap Value Fund Institutional Class Mutual Fund, 4,061.293 shares | Other securities | — | $4K | $149K | 1.3% | |
| Vanguard Mid Cap Index Fund Admiral Status Mutual Fund, 427.777 shares | Common Collective Trusts | — | — | $140K | 1.2% | |
| Goldman Sachs GQG Mutual Fund, 6,087.168 shares | Other securities | — | $6K | $119K | 1.0% | |
| Vanguard Inflation Protected Securities Fund Admiral Status Mutual Fund, 4,793.117 shares | Mutual Funds | — | $5K | $108K | 0.9% | |
| Vanguard Life Strategy Income Fund Mutual Fund, 5,020.932 shares | Mutual Funds | — | $5K | $75K | 0.7% | |
| Mainstay CBRE Real Estate Fund Mutual Fund, 7098.076 shares | Other securities | — | $7K | $74K | 0.6% | |
| CAPITAL PRESERVATION FUND FEDERATED INVESTORS TRUST COMPANY · EIN 22-2712853 / PN 001 | Common Collective Trust | — | $6K | $65K | 0.6% | |
| Vanguard Total Bond Market Index Fund Admiral Status Mutual Fund, 5,880.759 shares | Common Collective Trusts | — | $6K | $56K | 0.5% | |
| BlackRock Small Cap Growth Equity Institutional Fund Mutual Fund, 2,086.39 shares | Other securities | — | $2K | $45K | 0.4% | |
| Segall Bryant & Hamill Small Cap Value Institutional Class Mutual Fund, 2,2,673.229 shares | Other securities | — | $3K | $40K | 0.3% | |
| SCHWAB INDEXED RET TRUST FD 2010 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 011 | Common Collective Trust | — | — | $3K | <0.1% | |
| SCHWAB INDEXED RET TRUST FD 2015 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 012 | Common Collective Trust | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 94-1737782 |
| — |
| NONE |
| $0 |
| — |
| CHARLES SCHWAB TRUST BANK | 82-3967259 | — | NONE | $0 | — |
