Jacque Scott signed Vivacity Tech PBC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Vivacity Tech PBC's EIN is 82-3945356.
Download the official 2024 Form 5500 (PDF) for Vivacity Tech PBC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Vivacity Tech PBC'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 | $5K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| SPDR Portfolio S&P 500 ETF Exchange Traded Fund | Common Collective Trusts | — | — | $1.0M | 26.2% | |
| Vanguard Small-Cap Value ETF Exchange Traded Fund 674 Vanguard FTSE Developed Markets Exchange Traded Fund | Mutual Funds | — | — | $909K | 23.5% | |
| Vanguard LongTerm Government Bond Exchange Traded Fund 188 Vanguard Total Stock Market ETF Exchange Traded Fund | U.S. Treasuries | — | — | $574K | 14.8% | |
| iShares Core Total US Bond Market ETF Exchange Traded Fund | Other securities | — | — | $378K | 9.8% | |
| Vanguard Value ETF Exchange Traded Fund 671 Vanguard FTSE Emerging Markets Exchange Traded Fund | Mutual Funds | — | — | $306K | 7.9% | |
| SPDR Portfolio S&P 400 Mid Cap Exchange Traded Fund | Other securities | — | — | $211K | 5.5% | |
| SPDR Portfolio S&P 600 Small Cap ETF Exchange Traded Fund | Other securities | — | — | $161K | 4.2% | |
| Vanguard Total International Bond ETF Exchange Traded Fund | Mutual Funds | — | — | $80K | 2.1% | |
| iShares Emerging Markets USD Bond ETF Exchange Traded Fund | Other securities | — | — | $72K | 1.9% | |
| iShares 0-5 Year TIPS Bond ETF Exchange Traded Fund | Other securities | — | — | $22K | 0.6% | |
| SPDR S&P Kensho New Economies Composite ETF Exchange Traded Fund | Other securities | — | — | $15K | 0.4% | |
| Goldman Sachs ActiveBeta US Small Cap Equity ETF Exchange Traded Fund 366 JPMorgan Ultra-Short Income Exchange Traded Fund | Other securities | — | — | $10K | 0.3% | |
| Goldman Sachs ActiveBeta Japan Equity ETF Exchange Traded Fund 418 Goldman Sachs ActiveBeta US Large Cap Equity Exchange Traded Fund | Other securities | — | — | $7K | 0.2% | |
| Goldman Sachs TreasuryAccess 01 Year ETF Exchange Traded Fund | Other securities | — | — | $5K | 0.1% | |
| Participant loans Interest rates at 9.00% | Bonds / Notes | — | — | $4K | <0.1% | |
| Goldman Sachs ActiveBeta International Equity Exchange Traded Fund | Other securities | — | — | $2K | <0.1% | |
| Goldman Sachs Access Investment Grade Corporate Bond ETF Exchange Traded Fund 254 Goldman Sachs ActiveBeta Europe Equity ETF Exchange Traded Fund | 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.
