Kelly REDA signed LOFT Orbital Solutions Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
LOFT Orbital Solutions Inc.'s EIN is 81-5383666.
Download the official 2024 Form 5500 (PDF) for LOFT Orbital Solutions Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)LOFT Orbital Solutions Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), automatic enrollment.
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 | $9K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard FTSE Developed Markets | Mutual Funds | — | — | $1.5M | 23.2% | |
| Vanguard Total Stock Market ETF | Mutual Funds | — | — | $1.5M | 23.0% | |
| SPDR Portfolio S&P 500 ETF | Common Collective Trusts | — | — | $1.3M | 19.8% | |
| Vanguard FTSE Emerging Markets | Mutual Funds | — | — | $528K | 8.3% | |
| iShares Core Total US Bond Market ETF | Other securities | — | — | $418K | 6.6% | |
| SPDR Portfolio S&P 400 Mid Cap | Other securities | — | — | $324K | 5.1% | |
| SPDR Portfolio S&P 600 Small Cap ETF | Other securities | — | — | $237K | 3.7% | |
| Vanguard Total International Bond ETF | Mutual Funds | — | — | $96K | 1.5% | |
| iShares Emerging Markets USD Bond ETF | Other securities | — | — | $88K | 1.4% | |
| Goldman Sachs Goldman Sachs ActiveBeta US Large Cap Equity | Other securities | — | — | $71K | 1.1% | |
| SPDR S&P Kensho New Economies Composite ETF | Other securities | — | — | $51K | 0.8% | |
| Vanguard U.S. Large-cap Growth Equity ETF | Mutual Funds | — | — | $39K | 0.6% | |
| Vanguard Value ETF | Mutual Funds | — | — | $27K | 0.4% | |
| Xtrackers USD High Yield Corporate Bond 562 iShares Trust iShares 5-10 Year Investment Grade Corporate Bond ETF 33 JPMorgan Ultra-Short Income | Other securities | — | — | $27K | 0.4% | |
| Vanguard Dividend Appreciation ETF | Mutual Funds | — | — | $21K | 0.3% | |
| iShares 0-5 Year TIPS Bond ETF | Other securities | — | — | $20K | 0.3% | |
| iShares MSCI ACWI Low Carbon Target ETF | Other securities | — | — | $20K | 0.3% | |
| iShares National AMT-Free Muni Bond ETF | Bonds / Notes | — | — | $20K | 0.3% | |
| iShares ESG Aware MSCI USA ETF | Other securities | — | — | $16K | 0.3% | |
| Goldman Sachs Goldman Sachs ActiveBeta International Equity | Other securities | — | — | $16K | 0.3% | |
| Goldman Sachs Goldman Sachs TreasuryAccess 01 Year ETF | Other securities | — | — | $16K | 0.3% | |
| Vanguard Mid-Cap Value ETF | Mutual Funds | — | — | $15K | 0.2% | |
| (interest rate of 9.50%, 12/28/2028 maturity date) | Bonds / Notes | — | — | $12K | 0.2% | |
| Goldman Sachs Goldman Sachs ActiveBeta Europe Equity ETF | Other securities | — | — | $10K | 0.2% | |
| iShares ESG Aware USD Corporate Bond ETF 597 Vanguard Small-Cap Value ETF | Mutual Funds | — | — | $9K | 0.1% | |
| iShares ESG Aware MSCI EAFE ETF | Other securities | — | — | $8K | 0.1% | |
| SPDR S&P 500 Fossil Fuel Reserves Free ETF | Common Collective Trusts | — | — | $8K | 0.1% | |
| Goldman Sachs Goldman Sachs ActiveBeta Emerging Markets Equity | Other securities | — | — | $7K | 0.1% | |
| Invesco Emerging Markets Sovereign Debt ETF - Invesco QQQ Trust | Mutual Funds | — | — | $6K | 0.1% | |
| SPDR MSCI EAFE Fossil Fuel Free ETF | Other securities | — | — | $5K | <0.1% | |
| Schwab U.S. REIT ETF | Mutual Funds | — | — | $5K | <0.1% | |
| TCW Transform 500 ETF | Other securities | — | — | $4K | <0.1% | |
| Goldman Sachs Goldman Sachs ActiveBeta Japan Equity ETF | Other securities | — | — | $4K | <0.1% | |
| Goldman Sachs Goldman Sachs ActiveBeta US Small Cap Equity ETF | Other securities | — | — | $4K | <0.1% | |
| iShares ESG Aware MSCI USA Small-Cap ETF | Other securities | — | — | $4K | <0.1% | |
| iShares ESG Aware MSCI EM ETF | Other securities | — | — | $3K | <0.1% | |
| Goldman Sachs Goldman Sachs Access U.S. Aggregate Bond ETF | Other securities | — | — | $3K | <0.1% | |
| Goldman Sachs Goldman Sachs Access Emerging Markets USD Bond ETF 965 Goldman Sachs Goldman Sachs Access Investment Grade Corporate Bond ETF | Other securities | — | — | $3K | <0.1% | |
| SPDR MSCI Emerging Markets Fossil Fuel Free ETF | Other securities | — | — | $2K | <0.1% | |
| Vanguard LongTerm Government Bond | U.S. Treasuries | — | — | $2K | <0.1% | |
| iShares ESG Aware U.S. Aggregate Bond ETF | Other securities | — | — | $2K | <0.1% | |
| Vanguard Short-Term Inflation-Protected Securities ETF | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
