Natasha Mielke signed Porch.COM, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Porch.COM, Inc.'s EIN is 90-0781625.
Download the official 2024 Form 5500 (PDF) for Porch.COM, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Porch.COM, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $47K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING LLC | 04-2654524 | — | ADVISOR | $50K | — |
| Provider | Nondisclosure info |
|---|---|
| — | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund N/R | Common Collective Trusts | — | — | $8.8M | 23.2% | |
| T. Rowe Price Retirement 2045 Trust Class E N/R | Other securities | — | — | $3.9M | 10.2% | |
| TRP RETIRE 2045 E T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $3.9M | 10.2% | |
| T. Rowe Price Retirement 2050 Trust Class E N/R | Other securities | — | — | $3.1M | 8.2% | |
| TRP RETIRE 2050 E T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $3.1M | 8.2% | |
| T. Rowe Price Retirement 2055 Trust Class E N/R | Other securities | — | — | $2.8M | 7.5% | |
| TRP RETIRE 2055 E T. ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $2.8M | 7.5% | |
| T. Rowe Price Retirement 2040 Trust Class E N/R | Other securities | — | — | $2.6M | 7.0% | |
| TRP RETIRE 2040 E T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $2.6M | 7.0% | |
| AB US LG CP GR CIT L GREAT GRAY TRUST COMPANY · EIN 38-4116831 / PN 509 | Common Collective Trust | — | — | $2.2M | 5.8% | |
| Fidelity International Index Fund N/R | Common Collective Trusts | — | — | $1.5M | 4.0% | |
| T. Rowe Price Retirement 2035 Trust Class E N/R | Other securities | — | — | $1.3M | 3.4% | |
| TRP RETIRE 2035 E T. ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $1.3M | 3.4% | |
| Fidelity US Bond Index Fund N/R | Common Collective Trusts | — | — | $1.1M | 3.0% | |
| Putnam Large Cap Value Trust Class I N/R | Mutual Funds | — | — | $1.1M | 2.8% | |
| PUTN LG CP VAL TR I PUTNAM FIDUCIARY TRUST COMPANY · EIN 82-3639536 / PN 275 | Common Collective Trust | — | — | $1.1M | 2.8% | |
| T. Rowe Price Retirement 2030 Trust Class E N/R | Other securities | — | — | $1.0M | 2.7% | |
| TRP RETIRE 2030 E T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $1.0M | 2.7% | |
| MFS International Diversification Fund Class R6 N/R | Mutual Funds | — | — | $938K | 2.5% | |
| T. Rowe Price Retirement Balanced Fund Class E N/R | Other securities | — | — | $929K | 2.5% | |
| TRP RETIRE BAL E T. ROWE PRICE TRUST COMPANY · EIN 38-7011316 / PN 001 | Common Collective Trust | — | — | $929K | 2.5% | |
| Fidelity Small Cap Index Fund N/R | Common Collective Trusts | — | — | $839K | 2.2% | |
| Fidelity Mid Cap Index Fund N/R | Common Collective Trusts | — | — | $678K | 1.8% | |
| T. Rowe Price Retirement 2060 Trust Class E N/R | Other securities | — | — | $650K | 1.7% | |
| TRP RETIRE 2060 E T. ROWE PRICE TRUST COMPANY · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $650K | 1.7% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $552K | 1.5% | |
| PIMCO Income Fund Institutional Class N/R | Mutual Funds | — | — | $525K | 1.4% | |
| Invesco Discovery Fund Class R6 N/R | Mutual Funds | — | — | $519K | 1.4% | |
| Notes Receivable from Participants * Participant Loans Interest rates: 3.25% - 10.50% $0 | Bonds / Notes | — | — | $361K | 1.0% | |
| Cohen & Steers Realty Shares Z N/R | Mutual Funds | — | — | $303K | 0.8% | |
| John Hancock Disciplined Value Mid Cap Fund Class R6 N/R | Other securities | — | — | $275K | 0.7% | |
| T. Rowe Price Retirement 2025 Trust Class E N/R | Other securities | — | — | $214K | 0.6% | |
| TRP RETIRE 2025 E T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $214K | 0.6% | |
| John Hancock Bond Fund Class R6 N/R | Other securities | — | — | $211K | 0.6% | |
| BR MIDCAP GR EQ L1 GREAT GRAY TRUST COMPANY · EIN 20-3802327 / PN 003 | Common Collective Trust | — | — | $141K | 0.4% | |
| T. Rowe Price Retirement 2010 Trust Class E N/R | Other securities | — | — | $91K | 0.2% | |
| TRP RETIRE 2010 E T. ROWE PRICE TRUST COMPANY · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $91K | 0.2% | |
| Columbia Small Cap Value II I3 N/R | Other securities | — | — | $55K | 0.1% | |
| T. Rowe Price Retirement 2065 Trust Class E N/R | Other securities | — | — | $51K | 0.1% | |
| TRP RETIRE 2065 E T. ROWE PRICE TRUST COMPANY · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $51K | 0.1% | |
| T. Rowe Price Retirement 2015 Trust Class E N/R | Other securities | — | — | $47K | 0.1% | |
| TRP RETIRE 2015 E T. ROWE PRICE TRUST COMPANY · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $47K | 0.1% | |
| T. Rowe Price Retirement 2020 Trust Class E N/R | Other securities | — | — | $15K | <0.1% | |
| TRP RETIRE 2020 E T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $15K | <0.1% | |
| Money Market Fund * Fidelity Government Money Market Fund Class K6 N/R | Mutual Funds | — | — | $7K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
