Michael Orefice signed Contactability-COM LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Contactability-COM LLC's EIN is 80-0811833.
Download the official 2024 Form 5500 (PDF) for Contactability-COM LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Contactability-COM LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds US Government Money Market Fund;R2 N/A | Mutual Funds | — | — | $734K | 21.6% | |
| Vanguard Growth Index Fund Admiral Shares N/A | Common Collective Trusts | — | — | $708K | 20.8% | |
| Vanguard Value Index Adm N/A | Mutual Funds | — | — | $255K | 7.5% | |
| Vanguard Balanced Index Fund Admiral Shares N/A | Common Collective Trusts | — | — | $237K | 7.0% | |
| American Funds Intermediate Bond Fund of America;R2 N/A | Mutual Funds | — | — | $171K | 5.0% | |
| Vanguard Small Cap Value Index Fund Admiral Shares N/A | Common Collective Trusts | — | — | $168K | 4.9% | |
| Vanguard 500 Index Fund Admiral Shares N/A | Common Collective Trusts | — | — | $158K | 4.7% | |
| Vanguard Small-Cap Growth Index Fund Admiral N/A | Common Collective Trusts | — | — | $139K | 4.1% | |
| Vanguard Small-Cap Index Fund Admiral Shares N/A | Common Collective Trusts | — | — | $115K | 3.4% | |
| American Funds The Growth Fund of America® Class R-2 N/A | Mutual Funds | — | — | $90K | 2.7% | |
| Participant Loans Interest rates of 4.25% - 9.50% -0- | Bonds / Notes | — | — | $66K | 1.9% | |
| American Funds Bond Fund of America;R2 N/A | Mutual Funds | — | — | $47K | 1.4% | |
| American Funds Capital Income Builder R2 N/A | Mutual Funds | — | — | $39K | 1.1% | |
| American Funds Capital World Bond Fund® Class R-2 N/A | Mutual Funds | — | — | $36K | 1.1% | |
| BNY Mellon Institutional S&P 500 Stock Index Fund Class I N/A | Common Collective Trusts | — | — | $35K | 1.0% | |
| American Funds Income Fund of America R2 N/A | Mutual Funds | — | — | $33K | 1.0% | |
| Russell Investments LifePoints Equity Aggressive Strategy Fund R1 N/A | Other securities | — | — | $28K | 0.8% | |
| Russell Investments LifePoints Balanced Strategy Fund R1 N/A | Other securities | — | — | $28K | 0.8% | |
| American Funds AMCAP Fund® Class R-2 N/A | Mutual Funds | — | — | $18K | 0.5% | |
| Vanguard Health Care Index Fund Admiral Shares N/A | Common Collective Trusts | — | — | $17K | 0.5% | |
| Vanguard Energy Index Fund Admiral Shares N/A | Common Collective Trusts | — | — | $15K | 0.5% | |
| American Funds American Balanced Fund® Class R-2 N/A | Mutual Funds | — | — | $15K | 0.4% | |
| Vanguard Emerging Markets Stock Index Fund Admiral Shares N/A | Common Collective Trusts | — | — | $14K | 0.4% | |
| Russell Investments LifePoints Conservative Strategy Fund R1 N/A | Other securities | — | — | $12K | 0.4% | |
| Vanguard Financials Index Fund Admiral Shares N/A | Common Collective Trusts | — | — | $11K | 0.3% | |
| American Funds Investment Company of America;R2 N/A | Mutual Funds | — | — | $9K | 0.3% | |
| American Funds American Mutual Fund;R2 N/A | Mutual Funds | — | — | $6K | 0.2% | |
| Abrdn China A Share Equity Fund Class A N/A | Other securities | — | — | $4K | 0.1% | |
| Vanguard Utilities Index Fund Admiral Shares N/A | Common Collective Trusts | — | — | $4K | 0.1% | |
| Russell Investments LifePoints Aggressive Strategy Fund R1 N/A | Other securities | — | — | $4K | 0.1% | |
| Russell Investments LifePoints Moderate Strategy Fund R1 N/A | Other securities | — | — | $4K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
