AMY Forrester signed Firsthand Health Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Firsthand Health Inc.'s EIN is 87-2609282.
Download the official 2024 Form 5500 (PDF) for Firsthand Health Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Firsthand Health 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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $17K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| SPDR Portfolio S&P 500 ETF Exchange traded fund | Common Collective Trusts | — | — | $2.1M | 42.6% | |
| Vanguard Small-Cap Value ETF Exchange traded fund ** 33 Vanguard FTSE Developed Markets Exchange traded fund | Mutual Funds | — | — | $1.1M | 22.9% | |
| iShares Core Total US Bond Market ETF Exchange traded fund ** $ | Other securities | — | — | $440K | 8.9% | |
| Vanguard FTSE Emerging Markets Exchange traded fund | Mutual Funds | — | — | $401K | 8.1% | |
| SPDR Portfolio S&P 400 Mid Cap Exchange traded fund | Other securities | — | — | $269K | 5.4% | |
| SPDR Portfolio S&P 600 Small Cap ETF Exchange traded fund | Other securities | — | — | $202K | 4.1% | |
| Vanguard Total International Bond ETF Exchange traded fund | Mutual Funds | — | — | $96K | 1.9% | |
| iShares Emerging Markets USD Bond ETF Exchange traded fund | Other securities | — | — | $86K | 1.7% | |
| Vanguard Value ETF Exchange traded fund ** 330 Vanguard U.S. Large-cap Growth Equity ETF Exchange traded fund | Mutual Funds | — | — | $73K | 1.5% | |
| Participant Loans Interest rates at (9.00%~10.50%) $0 | Bonds / Notes | — | — | $66K | 1.3% | |
| Vanguard Mid-Cap Value ETF Exchange traded fund ** 45 Vanguard Total Stock Market ETF Exchange traded fund | Mutual Funds | — | — | $36K | 0.7% | |
| iShares 0-5 Year TIPS Bond ETF Exchange traded fund | Other securities | — | — | $19K | 0.4% | |
| Invesco Emerging Markets Sovereign Debt ETF Exchange traded fund ** 1 Invesco QQQ Trust Exchange traded fund | Mutual Funds | — | — | $7K | 0.1% | |
| JPMorgan Ultra-Short Income Exchange traded fund | Other securities | — | — | $6K | 0.1% | |
| iShares Core MSCI EAFE ETF Exchange traded fund | Other securities | — | — | $5K | <0.1% | |
| Goldman Sachs TreasuryAccess 01 Year ETF Exchange traded fund | Other securities | — | — | $3K | <0.1% | |
| SPDR S&P Kensho New Economies Composite ETF Exchange traded fund | 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.
