Justin Ramirez signed Taxbit, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Taxbit, Inc.'s EIN is 83-3266436.
Download the official 2024 Form 5500 (PDF) for Taxbit, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Taxbit, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a self-directed brokerage window, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AT RETIREMENT SERVICES, LLC | 83-3455979 | DUBUQUE, IA | N/A | $23K | — |
| FORUSALL, INC. | 46-1803145 | SAN CARLOS, CA | ADMINISTRATOR | $18K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2055 Inv | Mutual Funds | — | — | $1.0M | 18.8% | |
| Vanguard Target Retirement 2060 Inv | Mutual Funds | — | — | $1.0M | 18.3% | |
| Vanguard Target Retirement 2050 Inv | Mutual Funds | — | — | $739K | 13.3% | |
| Schwab S&P 500 Index | Common Collective Trusts | — | — | $576K | 10.4% | |
| Vanguard Target Retirement 2045 Inv | Mutual Funds | — | — | $566K | 10.2% | |
| Vanguard Target Retirement 2030 Inv | Mutual Funds | — | — | $496K | 8.9% | |
| Vanguard Target Retirement 2040 Inv | Mutual Funds | — | — | $280K | 5.0% | |
| Fidelity Total Market Index Instl Prem | Common Collective Trusts | — | — | $207K | 3.7% | |
| Vanguard Target Retirement 2065 Inv | Mutual Funds | — | — | $163K | 2.9% | |
| Vanguard FTSE Social Index Fund Admiral | Common Collective Trusts | — | — | $115K | 2.1% | |
| Vanguard Target Retirement 2035 Inv | Mutual Funds | — | — | $68K | 1.2% | |
| iShares ESG Aware MSCI USA Small-Cap ETF ** 389 Self-directed brokerage accounts Cryptocurrency | Self-Directed Brokerage | — | — | $62K | 1.1% | |
| Participant notes receivable Participant loans Prime rate as reflected in the wall street journal on date of loan, plus 1% -0- | Participant loans | — | — | $33K | 0.6% | |
| Vanguard Total Intl Stock Index Adm | Mutual Funds | — | — | $30K | 0.5% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $25K | 0.4% | |
| Vanguard Target Retirement 2025 Inv | Mutual Funds | — | — | $24K | 0.4% | |
| Fidelity Intl Sustainability Idx | Mutual Funds | — | — | $20K | 0.4% | |
| Fidelity Small Cap Index Instl Prem | Mutual Funds | — | — | $17K | 0.3% | |
| Vanguard Treasury Money Market Fund | Mutual Funds | — | — | $15K | 0.3% | |
| Vanguard Total Bond Market Index Adm | Mutual Funds | — | — | $3K | <0.1% | |
| Vanguard Inflation-Protected Secs Adm | Mutual Funds | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
