Danielle Weizman signed Apptegy, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Apptegy, Inc.'s EIN is 82-1382684.
Download the official 2024 Form 5500 (PDF) for Apptegy, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Apptegy, Inc.'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 | $13K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Total Stock Market | Mutual Funds | — | — | $2.5M | 26.8% | |
| State Street Global Advisors SPDR S&P 500 ETF | Common Collective Trusts | — | — | $1.7M | 17.8% | |
| Vanguard FTSE Emerging Markets | Mutual Funds | — | — | $783K | 8.5% | |
| iShares Core Total US Bond Market | Other securities | — | — | $677K | 7.3% | |
| State Street Global Advisors SPDR S&P 400 Mid Cap | Other securities | — | — | $513K | 5.5% | |
| State Street Global Advisors SPDR S&P 600 Small Cap ETF | Other securities | — | — | $393K | 4.2% | |
| Vanguard Total International Bond | Mutual Funds | — | — | $150K | 1.6% | |
| iShares Emerging Markets USD Bond | Other securities | — | — | $135K | 1.5% | |
| Goldman Sachs ActiveBeta US Large Cap Equity | Other securities | — | — | $46K | 0.5% | |
| iShares ESG Aware MSCI USA | Other securities | — | — | $37K | 0.4% | |
| State Street Global Advisors SPDR S&P Kensho New Economies Composite | Other securities | — | — | $35K | 0.4% | |
| Vanguard Value Index Fund | Common Collective Trusts | — | — | $31K | 0.3% | |
| iShares ESG Aware MSCI EAFE | Other securities | — | — | $18K | 0.2% | |
| Vanguard LongTerm Goverment Bond 965 Vanguard Dividend Appreciation | U.S. Treasuries | — | — | $16K | 0.2% | |
| Invesco Emerging Markets Sovereign Debt ETF 9 iShares 0-5 Year TIPS Bond | Mutual Funds | — | — | $13K | 0.1% | |
| iShares ESG Aware MSCI EM | Other securities | — | — | $12K | 0.1% | |
| Vanguard Small-Cap Value | Mutual Funds | — | — | $11K | 0.1% | |
| Goldman Sachs ActiveBeta International Equity | Other securities | — | — | $11K | 0.1% | |
| Schwab U.S. REIT | Mutual Funds | — | — | $10K | 0.1% | |
| Vanguard Mid-Cap Value | Mutual Funds | — | — | $10K | 0.1% | |
| Goldman Sachs ActiveBeta Europe Equity ETF | Other securities | — | — | $7K | <0.1% | |
| Goldman Sachs TreasuryAccess 01 Year 829 GraniteShares Bloomberg Commodity Broad Strategy No K-1 | Other securities | — | — | $6K | <0.1% | |
| iShares ESG Aware MSCI USA Small-Cap | Other securities | — | — | $5K | <0.1% | |
| and maturity dates from March 2025 through February 2027 | Other securities | — | — | $5K | <0.1% | |
| iShares ESG Aware U.S. Aggregate Bond | Other securities | — | — | $5K | <0.1% | |
| Vanguard Short-Term Inflation-Protected Securities | Mutual Funds | — | — | $5K | <0.1% | |
| TCW Transform 500 | Other securities | — | — | $5K | <0.1% | |
| Goldman Sachs ActiveBeta Emerging Markets Equity | Other securities | — | — | $4K | <0.1% | |
| Vanguard Global ex-U.S. Real Estate | Mutual Funds | — | — | $4K | <0.1% | |
| Goldman Sachs ActiveBeta Japan Equity | Other securities | — | — | $3K | <0.1% | |
| Goldman Sachs ActiveBeta US Small Cap Equity | Other securities | — | — | $2K | <0.1% | |
| JPMorgan Ultra-Short Income | Other securities | — | — | $2K | <0.1% | |
| Xtrackers USD High Yield Corporate Bond | Other securities | — | — | $2K | <0.1% | |
| Goldman Sachs Access U.S. Aggregate Bond | Other securities | — | — | $2K | <0.1% | |
| iShares ESG Aware USD Corporate Bond | Other securities | — | — | $2K | <0.1% | |
| Goldman Sachs Access Investment Grade Corporate Bond | Other securities | — | — | $1K | <0.1% | |
| Investments Exchange traded funds Goldman Sachs Access Emerging Markets USD Bond | Other securities | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
