Michael Zieve signed Electroimpact, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Electroimpact, Inc.'s EIN is 91-1341557.
Download the official 2024 Form 5500 (PDF) for Electroimpact, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Electroimpact, Inc.'s plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window, ERISA 404(c) participant direction, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRAUTMANN MAHER & ASSOCIATES | 91-1526584 | — | RECORDKEEPER | $62K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB | 82-3967259 | — | DESIGNATED TRUSTEE/CUSTO | $13K | — |
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 | |||||
|---|---|---|---|---|---|---|
| SELF-DIRECTED BROKERAGE ACCOUNTS: | Self-Directed Brokerage | — | — | $84.2M | 47.2% | |
| Vanguard Total Stock Mkt Indx Fd Inst | Mutual Funds | — | — | $24.0M | 13.4% | |
| American Fds Trgt Date Ret 2040 R6 | Other securities | — | — | $14.3M | 8.0% | |
| American Fds Trgt Date Ret 2050 R6 | Other securities | — | — | $12.9M | 7.2% | |
| Janus Growth & Income Fund Class T | Mutual Funds | — | — | $6.8M | 3.8% | |
| Vanguard Mid Cap Indx Fd Adm | Mutual Funds | — | — | $5.1M | 2.9% | |
| JPMorgan Large Cap Growth R6 | Other securities | — | — | $5.0M | 2.8% | |
| American Fds Trgt Date Ret 2030 R6 | Other securities | — | — | $4.4M | 2.4% | |
| Vanguard Small Cap I | Mutual Funds | — | — | $4.0M | 2.3% | |
| Vanguard Total Stock Mkt Indx Fd Adm | Mutual Funds | — | — | $2.5M | 1.4% | |
| American Fds Trgt Date Ret 2060 R7 | Other securities | — | — | $2.2M | 1.2% | |
| Metlife SVF Ser 25053 Cl 0 | Other securities | — | — | $1.5M | 0.8% | |
| METLIFE STABLE VALUE RELIANCE TRUST · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $1.5M | 0.8% | |
| American Fds Trgt Date Ret 2020 R6 | Other securities | — | — | $1.1M | 0.6% | |
| Voya Corporate Leaders Trust Fd | Other securities | — | — | $1.1M | 0.6% | |
| Baird Core Plus Bond Instl | Other securities | — | — | $990K | 0.6% | |
| Participant Loans | Participant loans | — | $0 | $285K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
