GOTO Technologies USA, LLC's EIN is 81-2216538.
Download the official 2024 Form 5500 (PDF) for GOTO Technologies USA, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)GOTO Technologies USA, LLC'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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $152K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDUCIENT ADVISORS LLC | 36-4001764 | — | INVESTMENT ADVISOR | $67K | — |
| STRATEGIC ADVISORS, 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 | |||||
|---|---|---|---|---|---|---|
| S SHARES / UNITS * Fidelity 500 Index Fund 133,754 | Mutual Funds | — | — | $27.3M | 14.3% | |
| Vanguard Target Retirement 2055 467,086 | Mutual Funds | — | — | $26.0M | 13.6% | |
| Vanguard Target Retirement 2045 809,351 | Mutual Funds | — | — | $24.0M | 12.5% | |
| Vanguard Target Retirement 2050 475,500 | Mutual Funds | — | — | $23.7M | 12.4% | |
| Vanguard Target Retirement 2035 730,413 | Mutual Funds | — | — | $17.5M | 9.1% | |
| Vanguard Target Retirement 2040 386,465 | Mutual Funds | — | — | $16.7M | 8.7% | |
| T. Rowe Price Institutional Large Cap Core Growth Fund 151,218 | Other securities | — | — | $10.9M | 5.7% | |
| Fidelity Extended Market Index Fund 69,492 | Common Collective Trusts | — | — | $6.3M | 3.3% | |
| Vanguard Target Retirement 2030 120,663 | Mutual Funds | — | — | $4.6M | 2.4% | |
| Vanguard Equity Income Admiral 50,066 | Mutual Funds | — | — | $4.4M | 2.3% | |
| Fidelity Total International Index Fund 262,802 | Common Collective Trusts | — | — | $3.5M | 1.8% | |
| Fidelity Small Cap Growth Fund 196,243 | Mutual Funds | — | — | $3.5M | 1.8% | |
| Vanguard Target Retirement 2060 67,668 | Mutual Funds | — | — | $3.5M | 1.8% | |
| Fidelity Retirement Government Money Market Fund 3,047,553 | Mutual Funds | — | — | $3.0M | 1.6% | |
| MFS International Diversification Fund R6 130,520 | Mutual Funds | — | — | $3.0M | 1.6% | |
| Fidelity Total Bond Fund 261,919 | Mutual Funds | — | — | $2.3M | 1.2% | |
| Allspring Special Mid Cap Value Fund - Class Admin 38,268 | Other securities | — | — | $1.8M | 1.0% | |
| Vanguard Target Retirement 2025 96,992 | Mutual Funds | — | — | $1.8M | 0.9% | |
| MFS MID Capital Growth Fund Class R6 46,000 | Mutual Funds | — | — | $1.4M | 0.8% | |
| PIMCO Total Return ESG Institutional Fund 184,756 | Mutual Funds | — | — | $1.4M | 0.7% | |
| and maturity dates through 2034 | Other securities | — | — | $1.4M | 0.7% | |
| Vanguard Target Retirement 2065 22,931 | Mutual Funds | — | — | $771K | 0.4% | |
| Fidelity US Bond Index 74,646 | Mutual Funds | — | — | $763K | 0.4% | |
| MANAGED INCOME PORTFOLIO IP CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 025 | Common Collective Trust | — | — | $700K | 0.4% | |
| Vanguard Target Retirement 2020 13,361 | Mutual Funds | — | — | $354K | 0.2% | |
| American Century Small Cap Value Fund R6 26,631 | Other securities | — | — | $281K | 0.1% | |
| Fidelity Government Money Market Fund 10,096 | Mutual Funds | — | — | $262K | 0.1% | |
| DFA International Sustainability Core 1 Portfolio 20,086 | Mutual Funds | — | — | $251K | 0.1% | |
| Vanguard Institutional Target Retirement Income Fund 2,708 | Mutual Funds | — | — | $35K | <0.1% | |
| Vanguard Target Retirement 2070 1,130 | Mutual Funds | — | — | $30K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 04-2654524 |
| — |
| ADVISOR |
| $57K |
| — |
