Robert Munoz signed Knowable, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Knowable, Inc.'s EIN is 83-3400242.
Download the official 2024 Form 5500 (PDF) for Knowable, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Knowable, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | 84-0467907 | — | NONE | $22K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| VANGUARD TARGET RET TRUST PLUS 2035 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735965 / PN 001 | Common Collective Trust | — | — | $1.7M | 26.7% | |
| VANGUARD TARGET RET TRUST PLUS 2045 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735972 / PN 001 | Common Collective Trust | — | — | $1.4M | 22.0% | |
| VANGUARD TARGET RET TRUST PLUS 2050 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735976 / PN 001 | Common Collective Trust | — | — | $806K | 12.7% | |
| VANGUARD TARGET RET TRUST PLUS 2055 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735978 / PN 001 | Common Collective Trust | — | — | $534K | 8.4% | |
| VANGUARD TARGET RET TRUST PLUS 2040 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735971 / PN 001 | Common Collective Trust | — | — | $509K | 8.0% | |
| VANGUARD TARGET RET TRUST PLUS 2060 VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799736 / PN 001 | Common Collective Trust | — | — | $451K | 7.1% | |
| VANGUARD TARGET RET TRUST PLUS 2030 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735964 / PN 001 | Common Collective Trust | — | — | $275K | 4.3% | |
| RUSSELL 1000 INDEX FUND J Mutual Fund | Common Collective Trusts | — | — | $201K | 3.2% | |
| VANGUARD FTSE SOCIAL INDEX-INST Mutual Fund | Mutual Funds | — | — | $73K | 1.1% | |
| RUSSELL 2000 INDEX FUND J Mutual Fund | Common Collective Trusts | — | — | $54K | 0.8% | |
| BOSTON TRUST WALDEN SMALL CAP CIT BOSTON TRUST WALDEN · EIN 83-6501761 / PN 001 | Common Collective Trust | — | — | $46K | 0.7% | |
| VANGUARD TARGET RET TRUST PLUS 2065 VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6204383 / PN 001 | Common Collective Trust | — | — | $45K | 0.7% | |
| BLACKROCK US DEBT INDEX M BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 45-4395752 / PN 001 | Common Collective Trust | — | — | $43K | 0.7% | |
| VANGUARD TARGET RETIRE TRUST PLUS 2020 Mutual Fund ** 44 AMERICAN FUNDS NEW PERSPECTIVE R6 Mutual Fund | Mutual Funds | — | — | $37K | 0.6% | |
| VANGUARD TARGET RET TRUST PLUS 2070 VANGUARD FIDUCIARY TRUST COMPANY · EIN 88-6095930 / PN 001 | Common Collective Trust | — | — | $36K | 0.6% | |
| MFS(R) INTERNATIONAL EQUITY CIT -CL MFS HERITAGE TRUST COMPANY · EIN 57-1187281 / PN 013 | Common Collective Trust | — | — | $35K | 0.5% | |
| to 8.5% and maturities through April 2029 | Bonds / Notes | — | — | $23K | 0.4% | |
| VANGUARD SHRT-TERM INFL-PROT SEC IDX INSVTSPX Mutual Fund | Common Collective Trusts | — | — | $23K | 0.4% | |
| T ROWE PRICE BLUE CHIP GROWTH TRUST T. ROWE PRICE TRUST COMPANY · EIN 80-0470272 / PN 004 | Common Collective Trust | — | — | $21K | 0.3% | |
| BLACKROCK MSCI ACWI EX US INDEX FUND J Mutual Fund | Common Collective Trusts | — | — | $19K | 0.3% | |
| BLACKROCK TOTAL RETURN BOND FUND L Mutual Fund | Other securities | — | — | $10K | 0.2% | |
| VANGUARD TARGET RET TRUST PLUS 2025 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735964 / PN 001 | Common Collective Trust | — | — | $10K | 0.2% | |
| T ROWE PRICE STABLE VALUE COMMON CL T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $5K | <0.1% | |
| VANGUARD TARGET RET TRUST PLUS INC VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735883 / PN 001 | Common Collective Trust | — | — | $699 | <0.1% | |
| BLACKROCK TOTAL RETURN BOND FUND T BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 47-1246942 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| BLACKROCK MSCI ACWI EX-U.S. INDEX M BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 33-6371938 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| BLACKROCK RUSSELL 2000 INDEX-M BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 45-4352603 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| BLACKROCK RUSSELL 1000(R) INDEX M BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 45-4425439 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| TEMPLETON INTERNATIONAL SMALLER CO FIDUCIARY TRUST INTERNATIONAL OF THE SOUTH · EIN 59-6935512 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.