Eric Sikola signed Qualified.COM, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Qualified.COM, Inc.'s EIN is 83-1585348.
Download the official 2024 Form 5500 (PDF) for Qualified.COM, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Qualified.COM, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BETTERMENT FOR BUSINESS, LLC | — | NEW YORK, NY | RECORDKEEPER | $28K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Total Stock Market ETF " | Mutual Funds | — | — | $2.1M | 24.5% | |
| Vanguard FTSE Developed Markets " | Mutual Funds | — | — | $2.0M | 23.5% | |
| SPDR Portfolio S&P 500 ETF " | Common Collective Trusts | — | — | $1.6M | 18.9% | |
| Vanguard FTSE Emerging Markets " | Mutual Funds | — | — | $672K | 8.0% | |
| iShares Core Total US Bond Market ETF Exchange traded fund | Other securities | — | — | $547K | 6.5% | |
| SPDR Portfolio S&P 400 Mid Cap " | Other securities | — | — | $457K | 5.4% | |
| SPDR Portfolio S&P 600 Small Cap ETF " | Other securities | — | — | $354K | 4.2% | |
| Vanguard Short-Term Inflation-Protected Securities ETF " ** 405 b Vanguard Value ETF " | Mutual Funds | — | — | $137K | 1.6% | |
| Vanguard Total International Bond ETF " | Mutual Funds | — | — | $117K | 1.4% | |
| iShares Emerging Markets USD Bond ETF " | Other securities | — | — | $106K | 1.3% | |
| Vanguard Mid-Cap Value ETF " | Mutual Funds | — | — | $52K | 0.6% | |
| Vanguard Small-Cap Value ETF " | Mutual Funds | — | — | $35K | 0.4% | |
| Invesco Emerging Markets Sovereign Debt ETF " ** 38 b Invesco QQQ Trust " | Mutual Funds | — | — | $35K | 0.4% | |
| iShares ESG Aware MSCI USA ETF " | Other securities | — | — | $22K | 0.3% | |
| Vanguard U.S. Large-cap Growth Equity ETF " | Mutual Funds | — | — | $17K | 0.2% | |
| iShares 0-5 Year TIPS Bond ETF " | Other securities | — | — | $16K | 0.2% | |
| Schwab U.S. REIT ETF " | Mutual Funds | — | — | $16K | 0.2% | |
| Goldman Sachs ActiveBeta US Large Cap Equity " | Other securities | — | — | $14K | 0.2% | |
| Goldman Sachs TreasuryAccess 01 Year ETF " | Other securities | — | — | $8K | <0.1% | |
| iShares ESG Aware MSCI EAFE ETF " | Other securities | — | — | $6K | <0.1% | |
| Goldman Sachs ActiveBeta International Equity " | Other securities | — | — | $5K | <0.1% | |
| iShares ESG Aware MSCI EM ETF " | Other securities | — | — | $5K | <0.1% | |
| iShares National AMT-Free Muni Bond ETF " | Bonds / Notes | — | — | $4K | <0.1% | |
| iShares ESG Aware U.S. Aggregate Bond ETF " | Other securities | — | — | $4K | <0.1% | |
| JPMorgan Ultra-Short Income " | Other securities | — | — | $3K | <0.1% | |
| Xtrackers USD High Yield Corporate Bond " | Other securities | — | — | $3K | <0.1% | |
| As of December 31, 2024 b TCW Transform 500 ETF " | Other securities | — | — | $3K | <0.1% | |
| Goldman Sachs ActiveBeta US Small Cap Equity ETF " | Other securities | — | — | $2K | <0.1% | |
| Bond ETF b Goldman Sachs ActiveBeta Europe Equity ETF " | Other securities | — | — | $2K | <0.1% | |
| Goldman Sachs ActiveBeta Emerging Markets Equity " | Other securities | — | — | $2K | <0.1% | |
| Goldman Sachs ActiveBeta Japan Equity ETF " | Other securities | — | — | $2K | <0.1% | |
| iShares ESG Aware MSCI USA Small-Cap ETF " | Other securities | — | — | $2K | <0.1% | |
| iShares Core MSCI Emerging Markets ETF " | Other securities | — | — | $2K | <0.1% | |
| Vanguard Global ex-U.S. Real Estate ETF " | Mutual Funds | — | — | $1K | <0.1% | |
| iShares ESG Aware USD Corporate Bond ETF " | Other securities | — | — | $1K | <0.1% | |
| Goldman Sachs Access Emerging Markets USD Bond " | Other securities | — | — | $1K | <0.1% | |
| Vanguard LongTerm Government Bond " | U.S. Treasuries | — | — | $1K | <0.1% | |
| Goldman Sachs Access U.S. Aggregate Bond ETF " | Other securities | — | — | $1K | <0.1% | |
| ETF b Goldman Sachs Access Investment Grade Corporate " | 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.
