Stacy Wilters signed Puzzle Solutions LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Puzzle Solutions LLC's EIN is 84-3110223.
Download the official 2024 Form 5500 (PDF) for Puzzle Solutions LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Puzzle Solutions LLC'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.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BETTERMENT FOR BUSINESS, LLC | 47-4872674 | NEW YORK, NY | RECORDKEEPER | $11K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| The Vanguard Group Vanguard LongTerm Government Bond 591 The Vanguard Group Vanguard Total Stock Market ETF | U.S. Treasuries | — | — | $1.7M | 23.0% | |
| The Vanguard Group Vanguard Small-Cap Stock ETF 26 The Vanguard Group Vanguard FTSE Developed Markets | Mutual Funds | — | — | $1.6M | 22.4% | |
| Invesco Ltd. Invesco Emerging Markets Sovereign Debt ETF 7 Schwab Asset Management Schwab U.S. Broad Market ETF 752 Schwab Asset Management Schwab U.S. Mid-Cap ETF 28 State Street Global Advisors SPDR Portfolio S&P 500 ETF | Common Collective Trusts | — | — | $1.2M | 16.0% | |
| BlackRock iShares Core Total US Bond Market ETF | Mutual Funds | — | — | $841K | 11.7% | |
| The Vanguard Group Vanguard Large-Cap ETF - DNQ ** 340 The Vanguard Group Vanguard FTSE Emerging Markets | Mutual Funds | — | — | $599K | 8.3% | |
| State Street Global Advisors SPDR Portfolio S&P 400 Mid Cap | Other securities | — | — | $380K | 5.3% | |
| State Street Global Advisors SPDR Portfolio S&P 600 Small Cap ETF | Other securities | — | — | $291K | 4.0% | |
| Notes receivable Notes receivable with variable maturities and interest rates * Participants ranging from 4.25% - 9.50% on all outstanding notes. $0 | Bonds / Notes | — | — | $212K | 2.9% | |
| The Vanguard Group Vanguard Total International Bond ETF | Mutual Funds | — | — | $184K | 2.5% | |
| BlackRock iShares Emerging Markets USD Bond ETF | Other securities | — | — | $165K | 2.3% | |
| BlackRock iShares 0-5 Year TIPS Bond ETF | Other securities | — | — | $48K | 0.7% | |
| BlackRock iShares Core MSCI EAFE ETF 161 J.P. Morgan Asset Management JPMorgan Ultra-Short Income | Other securities | — | — | $23K | 0.3% | |
| Goldman Sachs Asset Management Goldman Sachs ActiveBeta Japan Equity ETF 814 Goldman Sachs Asset Management Goldman Sachs ActiveBeta US Large Cap Equity | Other securities | — | — | $15K | 0.2% | |
| State Street Global Advisors SPDR S&P Kensho New Economies Composite ETF | Other securities | — | — | $7K | <0.1% | |
| Goldman Sachs Asset Management Goldman Sachs ActiveBeta International Equity | Other securities | — | — | $3K | <0.1% | |
| The Vanguard Group Vanguard U.S. Large-cap Growth Equity ETF | Mutual Funds | — | — | $2K | <0.1% | |
| Goldman Sachs Asset Management Goldman Sachs ActiveBeta Europe Equity ETF | Other securities | — | — | $2K | <0.1% | |
| Goldman Sachs Asset Management Goldman Sachs Access Emerging Markets USD Bond ETF 536 Goldman Sachs Asset Management Goldman Sachs Access Investment Grade Corporate Bond ETF | Other securities | — | — | $1K | <0.1% | |
| Goldman Sachs Asset Management Goldman Sachs TreasuryAccess 01 Year ETF 897 Goldman Sachs Asset Management Goldman Sachs Access U.S. Aggregate Bond ETF 643 Goldman Sachs Asset Management Goldman Sachs ActiveBeta Emerging Markets Equity | 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.
