Brandt Kucharski signed Ethos Technologies, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Ethos Technologies, Inc.'s EIN is 81-3181024.
Download the official 2024 Form 5500 (PDF) for Ethos Technologies, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Ethos Technologies, 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 |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | 34-1479833 | — | NONE | $9K | — |
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 | |||||
|---|---|---|---|---|---|---|
| SCHWAB INDEXED RET TR FUND 2055 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 021 | Common Collective Trust | — | — | $1.8M | 14.8% | |
| SCHWAB INDEXED RET TR FUND 2045 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 018 | Common Collective Trust | — | — | $1.5M | 11.9% | |
| SCHWAB INDEXED RET TR FUND 2050 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 019 | Common Collective Trust | — | — | $1.3M | 11.0% | |
| SCHWAB INDEXED RET TR FUND 2060 SCH CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 023 | Common Collective Trust | — | — | $1.1M | 9.2% | |
| VANGUARD 500 INDEX ADMIRAL N/R | Common Collective Trusts | — | — | $1.0M | 8.5% | |
| SCHWAB INDEXED RET TR FUND 2035 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 016 | Common Collective Trust | — | — | $1.0M | 8.2% | |
| VANGUARD TOT STK MKT IDX N/R | Common Collective Trusts | — | — | $989K | 8.1% | |
| VANGUARD GROWTH INDEX N/R | Mutual Funds | — | — | $480K | 3.9% | |
| SCHWAB INDEXED RET TR FUND 2040 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 017 | Common Collective Trust | — | — | $462K | 3.8% | |
| SCH TREAS SCH TREAS INFL PRO SECS IDX N/R | Mutual Funds | — | — | $289K | 2.4% | |
| ADMRL VANGUARD TOT INTL STK IDX ADM N/R | Common Collective Trusts | — | — | $252K | 2.1% | |
| ADMIRAL VANGUARD INTERM TERM BD IDX A N/R | Common Collective Trusts | — | — | $237K | 1.9% | |
| AMERICAN FUNDS BOND FUND OF AMERICA R6 N/R | Mutual Funds | — | — | $215K | 1.8% | |
| ADMRL VANGUARD TOTAL INTL BD IDX ADM N/R | Common Collective Trusts | — | — | $191K | 1.6% | |
| SCHWAB BANK SAVINGS Money Market / Cash Equivalent | Mutual Funds | — | — | $186K | 1.5% | |
| VANGUARD SMALL CAP INDEX N/R | Mutual Funds | — | — | $165K | 1.3% | |
| PUTNAM LARGE CAP VALUE R6 N/R | Mutual Funds | — | — | $146K | 1.2% | |
| PGIM HIGH YIELD R6 N/R | Other securities | — | — | $126K | 1.0% | |
| Participant Loans Notes receivable with the interest rates $0 | Participant loans | — | — | $121K | 1.0% | |
| VANGUARD MID CAP INDEX ADMIRAL N/R | Mutual Funds | — | — | $99K | 0.8% | |
| VANGUARD DEVELOPED MKT IDX N/R | Common Collective Trusts | — | — | $92K | 0.8% | |
| SCHWAB INDEXED RETR TR FUND 2065 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 025 | Common Collective Trust | — | — | $85K | 0.7% | |
| SCHWAB INDEXED RET TR FUND 2030 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 015 | Common Collective Trust | — | — | $69K | 0.6% | |
| AMERICAN FUNDS AMERICAN FUNDS NEW WORLD R6 N/R | Mutual Funds | — | — | $67K | 0.5% | |
| COHEN & STEERS U.S. REALTY FUND SEI TRUST COMPANY · EIN 46-3411345 / PN 064 | Common Collective Trust | — | — | $46K | 0.4% | |
| SCHWAB INDEXED RET TR FUND 2025 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 014 | Common Collective Trust | — | — | $40K | 0.3% | |
| BLACKROCK, INC. BLACKROCK MD CAP GWTH PORT K N/R | Common Stocks | — | — | $33K | 0.3% | |
| PRINCIPAL MIDCAP VALUE I INSTL N/R | Other securities | — | — | $29K | 0.2% | |
| ADM VANGUARD FTSE SOCIAL IDX ADM N/R | Common Collective Trusts | — | — | $20K | 0.2% | |
| MFS INTERNATIONAL EQUITY MFS INSTL INTL EQUITY N/R | Mutual Funds | — | — | $13K | 0.1% | |
| BUFFALO FUNDS BUFFALO SMALL CAP INSTITUTIONL N/R | Other securities | — | — | $5K | <0.1% | |
| PIMCO RAE US SMALL INSTL Registered Investment Company | Mutual Funds | — | — | $5K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
