Tim Gurba signed Caribou's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Caribou's EIN is 81-3931039.
Download the official 2024 Form 5500 (PDF) for Caribou from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Caribou's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BETTERMENT FOR BUSINESS, LLC | 47-4872674 | NEW YORK, NY | RECORDKEEPER | $16K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Total Stock Market ETF Exchange Traded Fund | Mutual Funds | — | — | $2.6M | 30.7% | |
| Vanguard FTSE Developed Markets Exchange Traded Fund | Mutual Funds | — | — | $1.9M | 21.8% | |
| SPDR Portfolio S&P 500 ETF Exchange Traded Fund | Common Collective Trusts | — | — | $1.2M | 13.5% | |
| Vanguard FTSE Emerging Markets Exchange Traded Fund | Mutual Funds | — | — | $678K | 7.9% | |
| iShares Core MSCI EAFE ETF Exchange Traded Fund ** 170 iShares Core MSCI Emerging Markets ETF Exchange Traded Fund ** 209 iShares Core Total US Bond Market ETF Exchange Traded Fund | Other securities | — | — | $645K | 7.5% | |
| SPDR Portfolio S&P 400 Mid Cap Exchange Traded Fund | Other securities | — | — | $401K | 4.7% | |
| SPDR Portfolio S&P 600 Small Cap ETF Exchange Traded Fund | Other securities | — | — | $311K | 3.6% | |
| Vanguard Total International Bond ETF Exchange Traded Fund | Mutual Funds | — | — | $141K | 1.6% | |
| iShares Emerging Markets USD Bond ETF Exchange Traded Fund | Other securities | — | — | $124K | 1.4% | |
| Vanguard Small-Cap Value ETF Exchange Traded Fund | Mutual Funds | — | — | $102K | 1.2% | |
| SPDR S&P Kensho New Economies Composite ETF Exchange Traded Fund | Other securities | — | — | $99K | 1.2% | |
| Vanguard Value ETF Exchange Traded Fund | Mutual Funds | — | — | $82K | 1.0% | |
| Vanguard Large-Cap ETF - DNQ Exchange Traded Fund ** 331 Vanguard LongTerm Government Bond Exchange Traded Fund ** 660 Vanguard Mid-Cap Value ETF Exchange Traded Fund | U.S. Treasuries | — | — | $60K | 0.7% | |
| Invesco Emerging Markets Sovereign Debt ETF Exchange Traded Fund ** 7 iShares 0-5 Year TIPS Bond ETF Exchange Traded Fund | Mutual Funds | — | — | $42K | 0.5% | |
| Goldman Sachs TreasuryAccess 01 Year ETF Exchange Traded Fund | Other securities | — | — | $38K | 0.4% | |
| Notes receivable from participants with various maturities through May 2029 | Other securities | — | — | $37K | 0.4% | |
| Goldman Sachs ActiveBeta US Large Cap Equity Exchange Traded Fund | Other securities | — | — | $31K | 0.4% | |
| iShares ESG Aware USD Corporate Bond ETF Exchange Traded Fund ** 948 JPMorgan Ultra-Short Income Exchange Traded Fund | Other securities | — | — | $21K | 0.2% | |
| iShares ESG Aware MSCI USA ETF Exchange Traded Fund | Other securities | — | — | $17K | 0.2% | |
| iShares ESG Aware MSCI EAFE ETF Exchange Traded Fund | Other securities | — | — | $8K | <0.1% | |
| Goldman Sachs ActiveBeta International Equity Exchange Traded Fund | Other securities | — | — | $8K | <0.1% | |
| Vanguard Dividend Appreciation ETF Exchange Traded Fund | Mutual Funds | — | — | $7K | <0.1% | |
| Goldman Sachs ActiveBeta Europe Equity ETF Exchange Traded Fund | Other securities | — | — | $4K | <0.1% | |
| iShares ESG Aware MSCI EM ETF Exchange Traded Fund | Other securities | — | — | $4K | <0.1% | |
| Vanguard Global ex-U.S. Real Estate ETF Exchange Traded Fund | Mutual Funds | — | — | $3K | <0.1% | |
| Goldman Sachs ActiveBeta Emerging Markets Equity Exchange Traded Fund | Other securities | — | — | $3K | <0.1% | |
| iShares ESG Aware U.S. Aggregate Bond ETF Exchange Traded Fund | Other securities | — | — | $3K | <0.1% | |
| TCW Transform 500 ETF Exchange Traded Fund | Other securities | — | — | $2K | <0.1% | |
| Goldman Sachs ActiveBeta US Small Cap Equity ETF Exchange Traded Fund | Other securities | — | — | $2K | <0.1% | |
| iShares ESG Aware MSCI USA Small-Cap ETF Exchange Traded Fund | Other securities | — | — | $2K | <0.1% | |
| Vanguard Short-Term Inflation-Protected Securities Exchange Traded Fund | Mutual Funds | — | — | $2K | <0.1% | |
| Goldman Sachs ActiveBeta Japan Equity ETF Exchange Traded Fund | Other securities | — | — | $2K | <0.1% | |
| Goldman Sachs Access Inflation Protected USD Bond Exchange Traded Fund ** 358 Goldman Sachs Access Investment Grade Corporate Bo Exchange Traded Fund | Other securities | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
