QIAN LIU signed Huckberry, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Huckberry, Inc.'s EIN is 81-0787820.
Download the official 2024 Form 5500 (PDF) for Huckberry, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Huckberry, 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 |
|---|---|---|---|---|---|
| GUIDELINE, INC. | 47-4474775 | — | RECORDKEEPER | $7K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Group Total Stock Index Admiral Class Mutual Fund | Mutual Funds | — | — | $2.5M | 47.9% | |
| Vanguard Funds Developed Markets Index Admiral Mutual Fund | Mutual Funds | — | — | $1.0M | 20.1% | |
| Vanguard Group Bond Index Admiral Class Mutual Fund | Mutual Funds | — | — | $547K | 10.6% | |
| Vanguard Emerging Markets Stock Admiral Class Mutual Fund | Mutual Funds | — | — | $523K | 10.1% | |
| Vanguard Real Estate Index Fund Admiral Shares Mutual Fund | Common Collective Trusts | — | — | $236K | 4.6% | |
| Vanguards Funds Total International Bond Index Mutual Fund | Other securities | — | — | $176K | 3.4% | |
| Vanguard Group Small Cap Index Admiral Mutual Fund ** 529 Vanguard Group Index 500 Admiral Mutual Fund | Mutual Funds | — | — | $62K | 1.2% | |
| Vanguard Group Growth Index Adm Mutual Fund | Mutual Funds | — | — | $26K | 0.5% | |
| Vanguard Group Value Index Adm Mutual Fund | Mutual Funds | — | — | $19K | 0.4% | |
| Vanguard Group Mid Cap Index Admiral Mutual Fund | Mutual Funds | — | — | $18K | 0.4% | |
| Vanguard Group Small Cap Value Index Admiral Mutual Fund | Mutual Funds | — | — | $13K | 0.2% | |
| Participant Loans to participants, bearing interest at 9.5% | Bonds / Notes | — | — | $10K | 0.2% | |
| Vanguard Group Mid Cap Growth Index Admiral Mutual Fund ** 918 Vanguard Information Technology Index Adm Mutual Fund | Mutual Funds | — | — | $6K | 0.1% | |
| Vanguard Short-Term Inflation Protected Securities Index Admiral Mutual Fund | Mutual Funds | — | — | $6K | 0.1% | |
| Vanguard Group Mid-Cap Value Index Fund-Admiral Mutual Fund | Common Collective Trusts | — | — | $6K | 0.1% | |
| Vanguard Group Short-Term Bond Index Admiral Mutual Fund ** 458 Vanguard Group Intermediate Bond Index Admiral Mutual Fund | Mutual Funds | — | — | $2K | <0.1% | |
| Vanguard Group Reserve Federal Money Market Fund Admiral Mutual Fund | Mutual Funds | — | — | $2K | <0.1% | |
| Vanguard Group FTSE All World Ex-US Index Fund Admiral Mutual Fund | Common Collective Trusts | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
