Samantha Ross signed Clipboard Health's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Clipboard Health's EIN is 81-2607261.
Download the official 2023 Form 5500 (PDF) for Clipboard Health from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Clipboard Health's plan includes automatic enrollment, profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $75 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2050 Inv | Mutual Funds | — | — | $511K | 42.4% | |
| Vanguard Target Retirement 2055 Inv | Mutual Funds | — | — | $352K | 29.2% | |
| Vanguard Target Retirement 2060 Inv | Mutual Funds | — | — | $122K | 10.1% | |
| JPMorgan US Value r6 ** 659 * Vanguard 500 Index Adm | Common Collective Trusts | — | — | $106K | 8.8% | |
| Vanguard Target Retirement 2045 Fund Vanguard 0 | Mutual Funds | — | — | $46K | 3.8% | |
| Vanguard Target Retirement 2065 Inv | Mutual Funds | — | — | $37K | 3.1% | |
| Vanguard Target Retirement 2035 Inv | Mutual Funds | — | — | $20K | 1.7% | |
| Vanguard Cash Reserves Federal MM Inv ** 282 Alliance Bernstein AB Large Cap Growth Fund Class Z | Mutual Funds | — | — | $4K | 0.4% | |
| (1) X This form is filed for a CCT, PSA, or MTIA. | Pooled Separate Accounts | — | — | $3K | 0.2% | |
| (1) X DOL Regulation 2520.103-8 (2) X DOL Regulation 2520.103-12(d) (3) X neither DOL Regulation 2520.103-8 nor DOL Regulation 2520.103-12(d). | Other securities | — | $3K | $3K | 0.2% | |
| Yes No Amount a | Other securities | — | — | $3K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
