Plan Sponsor signed Umbra Lab, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Umbra Lab, Inc.'s EIN is 82-3703354.
Download the official 2024 Form 5500 (PDF) for Umbra Lab, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Umbra Lab, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FIDELITY 500 INDEX FD Registered Investment Company | Common Collective Trusts | — | — | $1.9M | 25.8% | |
| FIDELITY INTL INDEX FD Registered Investment Company | Mutual Funds | — | — | $1.0M | 13.8% | |
| VANGUARD VALUE INDEX ADMIRAL Registered Investment Company | Mutual Funds | — | — | $868K | 11.7% | |
| DFA US LARGE CO PORT INST Registered Investment Company | Mutual Funds | — | — | $763K | 10.3% | |
| VANGUARD GROWTH INDEX FD ADMIRAL Registered Investment Company | Mutual Funds | — | — | $758K | 10.2% | |
| VANGUARD MID CAP INDEX FUND ADMIRAL Registered Investment Company | Common Collective Trusts | — | — | $418K | 5.6% | |
| SCHWAB SHORT-TERM BOND INDEX FUND Registered Investment Company ** 376 PIMCO INCM FD INST CL Registered Investment Company ** 3 * SELF-DIRECTED BROKERAGE ACCOUNTS Registered Investment Company | Self-Directed Brokerage | — | — | $334K | 4.5% | |
| FIDELITY EMERGING MKTS INDEX Registered Investment Company | Mutual Funds | — | — | $305K | 4.1% | |
| FID US BOND IND Registered Investment Company | Mutual Funds | — | — | $295K | 4.0% | |
| PIMCO INCM CL A Registered Investment Company | Mutual Funds | — | — | $262K | 3.5% | |
| AMERICAN FDS US GOVERNMENT SEC R6 Registered Investment Company | Common Stocks | — | — | $164K | 2.2% | |
| PARTICIPANT LOANS maturing through October 2029 | Participant loans | — | — | $110K | 1.5% | |
| VANGUARD SMALL CAP INDEX ADMIRAL SH Registered Investment Company | Mutual Funds | — | — | $110K | 1.5% | |
| CHARLES SCHWAB TRUST BANK Money Market Deposit Account | Mutual Funds | — | — | $51K | 0.7% | |
| DFA REAL ESTATE SECURITIES PORT INST Registered Investment Company | Mutual Funds | — | — | $40K | 0.5% | |
| SCHWAB TREAS INFLAT PROT SEC IDX FD Registered Investment Company | Common Collective Trusts | — | — | $11K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
