LORI Coulter signed Summersalt Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Summersalt Inc.'s EIN is 82-4029947.
Download the official 2024 Form 5500 (PDF) for Summersalt Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Summersalt Inc.'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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Total Stock Market ETF | Mutual Funds | — | — | $272K | 23.7% | |
| Vanguard FTSE Developed Markets | Mutual Funds | — | — | $254K | 22.1% | |
| Invesco Emerging Markets Sovereign Debt ETF ** 1 Charles Schwab U.S. REIT ETF ** 885 State Street SPDR Portfolio S&P 500 ETF | Common Collective Trusts | — | — | $158K | 13.8% | |
| Vanguard FTSE Emerging Markets | Mutual Funds | — | — | $87K | 7.5% | |
| BlackRock iShares Core Total US Bond Market ETF | Other securities | — | — | $70K | 6.1% | |
| Noninterest-Bearing Cash ** 82 * Participant Loans Interest rates at 9.5% $ -0- | Cash / Money Market | — | — | $65K | 5.6% | |
| Vanguard Short-Term Inflation-Protected Securities ETF ** 56 Vanguard Value ETF | Mutual Funds | — | — | $53K | 4.6% | |
| State Street SPDR Portfolio S&P 400 Mid Cap | Other securities | — | — | $48K | 4.2% | |
| State Street SPDR Portfolio S&P 600 Small Cap ETF | Other securities | — | — | $37K | 3.2% | |
| BlackRock iShares 0-5 Year TIPS Bond ETF ** 739 Vanguard Small-Cap Value ETF | Mutual Funds | — | — | $29K | 2.5% | |
| State Street SPDR S&P Kensho New Economies Composite ETF | Other securities | — | — | $18K | 1.6% | |
| Vanguard Mid-Cap Value ETF | Mutual Funds | — | — | $17K | 1.5% | |
| Vanguard Total International Bond ETF | Mutual Funds | — | — | $14K | 1.2% | |
| BlackRock iShares Emerging Markets USD Bond ETF | Other securities | — | — | $12K | 1.1% | |
| Goldman Sachs Goldman Sachs ActiveBeta US Large Cap Equity ** 2 JPMorgan Ultra-Short Income | Other securities | — | — | $6K | 0.5% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
