Barry Mione signed Openly LLC's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Openly LLC's EIN is 82-2540752.
Download the official 2023 Form 5500 (PDF) for Openly LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Openly LLC's plan includes 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 |
|---|---|---|---|---|---|
| SAVEDAY INC. | 47-4977095 | AUSTIN, TX | BD, RIA, TPA | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Participants Loan | Participant loans | — | — | $163K | 1.2% | |
| Participant Loans (4.25% - 9.50%) - | Bonds / Notes | — | — | $149K | 1.1% | |
| Vanguard Tax Managed Fund FTSE Developed Markets ETF " | Mutual Funds | — | — | $5K | <0.1% | |
| VANGUARD (VEA) VANGUARD FTSEDEVELOPED | Mutual Funds | — | — | $5K | <0.1% | |
| Schwab US Large-Cap ETF " | Mutual Funds | — | — | $4K | <0.1% | |
| CHARLES SCHWAB (SCHX) SCHWAB STRATEGICTR | Mutual Funds | — | — | $4K | <0.1% | |
| ISHARES (IUSG) ISHARES TRUST | Other securities | — | — | $3K | <0.1% | |
| iShares Core S&P US Value ETF " | Other securities | — | — | $3K | <0.1% | |
| VANGUARD (VOE) VANGUARD INDEXFUNDS | Mutual Funds | — | — | $3K | <0.1% | |
| Vanguard Mid-Cap Value Index Fund ETF " | Common Collective Trusts | — | — | $3K | <0.1% | |
| VANGUARD VBR) VANGUARD INDEXFUNDS | Mutual Funds | — | — | $2K | <0.1% | |
| Vanguard Small-Cap Value Index Fund ETF " | Common Collective Trusts | — | — | $2K | <0.1% | |
| ISHARES (IEMG) ISHARES CORE MSCIEMERGING | Other securities | — | — | $2K | <0.1% | |
| VANGUARD (VCSH) VANGUARD SHORTTERM CORPORATE | Mutual Funds | — | — | $2K | <0.1% | |
| VANGUARD (BNDX) VANGUARD TOTALINTERNATIONAL | Mutual Funds | — | — | $1K | <0.1% | |
| iShares Core US Aggregate Bond ETF Exchange traded fund ** 324 Vanguard Total International Bond Index Fund ETF " | Common Collective Trusts | — | — | $1K | <0.1% | |
| iShares iBoxx $ Inv Grade Corporate Bond ETF " | 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.
