Back to filter
Original filing (PDF)20250902113229NAL0008711187001
QUALIFIED.COM, INC.
Form 5500
FILING_RECEIVED
QUALIFIED 401(K) PLAN
401(k) retirement plan
Active participants
163
Accounts w/ balance
168
Plan assets (EOY)
$8.4M
Net assets (EOY)
$8.4M
How this plan invests
This plan
39 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (34 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for QUALIFIED.COM, INC..
Plan sponsor
Name
QUALIFIED.COM, INC.
EIN
83-1585348
Address
140 NEW MONTGOMERY · 2100A · SAN FRANCISCO, CA · 94105
Phone
(833) 264-7533
Industry
Software Publishers· Information / Tech / Mediasee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-02
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
HALLOWELL 401(K) ASSURANCE, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BETTERMENT FOR BUSINESS, LLC | — | NEW YORK, NY | RECORDKEEPER | $28K | — |
Investments
39 direct securities· $8.3M(98% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Total Stock Market ETF " | — | — | — | $2.1M | 24.5% | |
| Vanguard FTSE Developed Markets " | — | — | — | $2.0M | 23.5% | |
| SPDR Portfolio S&P 500 ETF " | — | — | — | $1.6M | 18.9% | |
| Vanguard FTSE Emerging Markets " | — | — | — | $672K | 8.0% | |
| iShares Core Total US Bond Market ETF Exchange traded fund | — | — | — | $547K | 6.5% | |
| SPDR Portfolio S&P 400 Mid Cap " | — | — | — | $457K | 5.4% | |
| SPDR Portfolio S&P 600 Small Cap ETF " | — | — | — | $354K | 4.2% | |
| Vanguard Short-Term Inflation-Protected Securities ETF " ** 405 b Vanguard Value ETF " | — | — | — | $137K | 1.6% | |
| Vanguard Total International Bond ETF " | — | — | — | $117K | 1.4% | |
| iShares Emerging Markets USD Bond ETF " | — | — | — | $106K | 1.3% | |
| Vanguard Mid-Cap Value ETF " | — | — | — | $52K | 0.6% | |
| Vanguard Small-Cap Value ETF " | — | — | — | $35K | 0.4% | |
| Invesco Emerging Markets Sovereign Debt ETF " ** 38 b Invesco QQQ Trust " | — | — | — | $35K | 0.4% | |
| iShares ESG Aware MSCI USA ETF " | — | — | — | $22K | 0.3% | |
| Vanguard U.S. Large-cap Growth Equity ETF " | — | — | — | $17K | 0.2% | |
| iShares 0-5 Year TIPS Bond ETF " | — | — | — | $16K | 0.2% | |
| Schwab U.S. REIT ETF " | — | — | — | $16K | 0.2% | |
| Goldman Sachs ActiveBeta US Large Cap Equity " | — | — | — | $14K | 0.2% | |
| Goldman Sachs TreasuryAccess 01 Year ETF " | — | — | — | $8K | <0.1% | |
| iShares ESG Aware MSCI EAFE ETF " | — | — | — | $6K | <0.1% | |
| Goldman Sachs ActiveBeta International Equity " | — | — | — | $5K | <0.1% | |
| iShares ESG Aware MSCI EM ETF " | — | — | — | $5K | <0.1% | |
| iShares National AMT-Free Muni Bond ETF " | — | — | — | $4K | <0.1% | |
| iShares ESG Aware U.S. Aggregate Bond ETF " | — | — | — | $4K | <0.1% | |
| JPMorgan Ultra-Short Income " | — | — | — | $3K | <0.1% | |
| Xtrackers USD High Yield Corporate Bond " | — | — | — | $3K | <0.1% | |
| As of December 31, 2024 b TCW Transform 500 ETF " | — | — | — | $3K | <0.1% | |
| Goldman Sachs ActiveBeta US Small Cap Equity ETF " | — | — | — | $2K | <0.1% | |
| Bond ETF b Goldman Sachs ActiveBeta Europe Equity ETF " | — | — | — | $2K | <0.1% | |
| Goldman Sachs ActiveBeta Emerging Markets Equity " | — | — | — | $2K | <0.1% | |
| Goldman Sachs ActiveBeta Japan Equity ETF " | — | — | — | $2K | <0.1% | |
| iShares ESG Aware MSCI USA Small-Cap ETF " | — | — | — | $2K | <0.1% | |
| iShares Core MSCI Emerging Markets ETF " | — | — | — | $2K | <0.1% | |
| Vanguard Global ex-U.S. Real Estate ETF " | — | — | — | $1K | <0.1% | |
| iShares ESG Aware USD Corporate Bond ETF " | — | — | — | $1K | <0.1% | |
| Goldman Sachs Access Emerging Markets USD Bond " | — | — | — | $1K | <0.1% | |
| Vanguard LongTerm Government Bond " | — | — | — | $1K | <0.1% | |
| Goldman Sachs Access U.S. Aggregate Bond ETF " | — | — | — | $1K | <0.1% | |
| ETF b Goldman Sachs Access Investment Grade Corporate " | — | — | — | $1K | <0.1% |
Related plans
Other plans using BETTERMENT FOR BUSINESS, LLC
EIGHT ELEVEN GROUP, LLC.
EIGHT ELEVEN GROUP, LLC. 401(K) PROFIT SHARING TRUST
$96.0M · 4,241 participants
AGILE DEFENSE LLC
AGILE DEFENSE LLC 401(K) PLAN
$75.7M · 2,475 participants
WATCHGUARD TECHNOLOGIES, INC.
WATCHGUARD TECHNOLOGIES, INC. 401(K) PLAN
$64.4M · 320 participants
HARRY'S, INC.
HARRY'S, INC. 401(K) PLAN
$42.4M · 499 participants
GREENHOUSE SOFTWARE, INC.
GREENHOUSE SOFTWARE, INC. RETIREMENT SAVINGS PLAN
$38.2M · 588 participants
FRANCISCO PARTNERS MANAGEMENT, LP
FRANCISCO PARTNERS 401(K) PLAN
$36.9M · 130 participants
Similar-size Software Publishers plans
AKASA, INC.
AKASA, INC. 401(K) PLAN
$8.4M · 114 participants
PEXIP, INC.
PEXIP, INC. 401(K) PLAN
$8.4M · 60 participants
TRADE IDEAS, LLC
TRADE IDEAS, LLC 401(K) PROFIT SHARING PLAN
$8.4M · 17 participants
SUPERGIANT GAMES, LLC
SUPERGIANT GAMES RETIREMENT PLAN
$8.4M · 20 participants
ONAPSIS INC.
ONAPSIS INC. 401K AND PROFIT SHARING PLAN
$8.4M · 92 participants
HOPE PUBLISHING COMPANY
HOPE PUBLISHING COMPANY 401(K) PLAN
$8.4M · 13 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B