MEIR Rotenberg signed Spiff, Inc.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Spiff, Inc.'s EIN is 82-3333685.
Download the official 2023 Form 5500 (PDF) for Spiff, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Spiff, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Total Stock Market ETF " | Mutual Funds | — | — | $1.7M | 31.6% | |
| Vanguard FTSE Developed Markets " | Mutual Funds | — | — | $1.2M | 21.3% | |
| Vanguard FTSE Emerging Markets " | Mutual Funds | — | — | $665K | 12.2% | |
| Vanguard Value ETF " | Mutual Funds | — | — | $462K | 8.5% | |
| Vanguard Global ex-U.S. Real Estate ETF " ** 957 Vanguard Long-Term Government Bond " ** 308 Vanguard Mid-Cap Value ETF " | U.S. Treasuries | — | — | $359K | 6.6% | |
| Vanguard Small-Cap Value ETF " | Mutual Funds | — | — | $306K | 5.6% | |
| iShares 20 Year Treasury Bond " ** 215 iShares 7-10 Year Treasury Bond ETF " ** 727 iShares Core Total US Bond Market ETF " | U.S. Treasuries | — | — | $211K | 3.9% | |
| Vanguard Total International Bond ETF " | Mutual Funds | — | — | $202K | 3.7% | |
| iShares Emerging Markets USD Bond ETF " | Other securities | — | — | $102K | 1.9% | |
| iShares 0-5 Year TIPS Bond ETF " | Other securities | — | — | $60K | 1.1% | |
| Goldman Sachs TreasuryAccess 01 Year ETF " | Other securities | — | — | $37K | 0.7% | |
| Goldman Sachs ActiveBeta US Large Cap Equity " | Other securities | — | — | $31K | 0.6% | |
| Goldman Sachs ActiveBeta International Equity " | Other securities | — | — | $14K | 0.3% | |
| Vanguard Short-Term Inflation-Protected Securities ETF " | Mutual Funds | — | — | $14K | 0.3% | |
| JPMorgan Ultra-Short Income " | Other securities | — | — | $8K | 0.1% | |
| Vanguard Dividend Appreciation ETF " | Mutual Funds | — | — | $7K | 0.1% | |
| Goldman Sachs ActiveBeta US Small Cap Equity ETF " | Other securities | — | — | $4K | <0.1% | |
| Goldman Sachs ActiveBeta Emerging Markets Equity " | Other securities | — | — | $4K | <0.1% | |
| Goldman Sachs Access U.S. Aggregate Bond ETF " | Other securities | — | — | $4K | <0.1% | |
| iShares Trust iShares 1-5 Year Investment Grade Corporate Bond ET " | Other securities | — | — | $2K | <0.1% | |
| Goldman Sachs Access Inflation Protected USD Bond ETF " ** 278 Goldman Sachs Access Investment Grade Corporate Bond ETF " | Other securities | — | — | $2K | <0.1% | |
| iShares MBS " | Other securities | — | — | $2K | <0.1% | |
| Schwab U.S. REIT ETF " ** 758 SPDR S&P Emerging Markets ETF " ** 414 SPDR S&P Kensho New Economies Composite ETF " | Mutual Funds | — | — | $2K | <0.1% | |
| Schwab U.S. Broad Market ETF " | Mutual Funds | — | — | $2K | <0.1% | |
| iShares Fallen Angels USD Bond ETF " ** 722 iShares Floating Rate Bond ETF " ** 805 iShares Investment Grade Systematic Bond ETF " | Bonds / Notes | — | — | $1K | <0.1% | |
| Schwab International Equity ETF " | Mutual Funds | — | — | $1K | <0.1% | |
| Goldman Sachs Access Emerging Markets USD Bond ETF Exchange-traded fund | Other securities | — | — | $1K | <0.1% | |
| Invesco Emerging Markets Sovereign Debt ETF " ** 74 iShares 0-5 Year High Yield Corporate Bond ETF " | Mutual Funds | — | — | $1K | <0.1% | |
| iShares Short-Term Treasury Bond ETF " ** 206 iShares Treasury Floating Rate Bond ETF " | U.S. Treasuries | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
