QIAN LIU signed Klientboost Performance's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Klientboost Performance's EIN is 92-1384697.
Download the official 2024 Form 5500 (PDF) for Klientboost Performance from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Klientboost Performance's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GUIDELINE, INC. | 47-4474775 | — | RECORDKEEPER | $6K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Group Total Stock Index Admiral Class | Mutual Funds | — | — | $2.6M | 51.8% | |
| Vanguard Funds Developed Markets Index Admiral | Mutual Funds | — | — | $914K | 18.0% | |
| Vanguard Emerging Markets Stock Admiral Class | Mutual Funds | — | — | $473K | 9.3% | |
| Vanguard Group Bond Index Admiral Class | Mutual Funds | — | — | $395K | 7.8% | |
| Vanguard Group REIT Index Fund Admiral Shares | Common Collective Trusts | — | — | $233K | 4.6% | |
| Vanguard Funds Total International Bond Index | Mutual Funds | — | — | $129K | 2.5% | |
| Vanguard Group Index 500 Admiral | Mutual Funds | — | — | $129K | 2.5% | |
| Vanguard Group Growth Index Admiral | Mutual Funds | — | — | $68K | 1.3% | |
| Participant loans receivable - 4 loans outstanding with interest rates ranging from 4.50% to 9.50% - | Bonds / Notes | — | — | $32K | 0.6% | |
| Non-interest bearing cash | Cash / Money Market | — | $13K | $13K | 0.3% | |
| Vanguard Information Technology Index Admiral | Mutual Funds | — | — | $13K | 0.2% | |
| Vanguard Group Extended Market Index | Mutual Funds | — | — | $11K | 0.2% | |
| Vanguard Group Value Index Admiral | Mutual Funds | — | — | $11K | 0.2% | |
| Vanguard Group FTSE Social Index Admiral | Mutual Funds | — | — | $8K | 0.2% | |
| Vanguard Group Small Cap Index Admiral | Mutual Funds | — | — | $8K | 0.2% | |
| Vanguard Group Intermediate-Term Bond Index Admiral ** 755 Vanguard Short-Term Inflation Protected Securities Index Admiral ** 380 Vanguard Dividend Appreciation Index Admiral | Mutual Funds | — | — | $5K | 0.1% | |
| Vanguard Group Mid Cap Index Admiral | Mutual Funds | — | — | $2K | <0.1% | |
| Vanguard Group Reserve Federal Money Market Fund | Mutual Funds | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
