Hillary Doyle signed Francisco Partners Management, LP's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Francisco Partners Management, LP's EIN is 94-3339666.
Download the official 2024 Form 5500 (PDF) for Francisco Partners Management, LP from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Francisco Partners Management, LP'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 |
|---|---|---|---|---|---|
| BETTERMENT FOR BUSINESS, LLC | 47-4872674 | NEW YORK, NY | RECORDKEEPER | $74K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Fund Vanguard Total Stock Market ETF | Mutual Funds | — | — | $12.0M | 32.5% | |
| Vanguard Fund Vanguard Dividend Appreciation ETF 117 Vanguard Fund Vanguard FTSE Developed Markets | Mutual Funds | — | — | $8.0M | 21.6% | |
| State Street Global Advisors SPDR Portfolio S&P 500 ETF | Common Collective Trusts | — | — | $4.2M | 11.3% | |
| Vanguard Fund Vanguard FTSE Emerging Markets | Mutual Funds | — | — | $3.1M | 8.3% | |
| BlackRock, Inc. iShares Core Total US Bond Market ETF | Common Stocks | — | — | $2.5M | 6.7% | |
| Charles Schwab Corporation Schwab U.S. Mid-Cap Value ETF 469 State Street Global Advisors SPDR Portfolio S&P 400 Mid Cap | Mutual Funds | — | — | $1.9M | 5.0% | |
| State Street Global Advisors SPDR Portfolio S&P 600 Small Cap ETF | Other securities | — | — | $1.4M | 3.9% | |
| Vanguard Fund Vanguard Total International Bond ETF | Mutual Funds | — | — | $741K | 2.0% | |
| BlackRock, Inc. iShares Emerging Markets USD Bond ETF | Common Stocks | — | — | $595K | 1.6% | |
| Vanguard Fund Vanguard Value ETF | Mutual Funds | — | — | $469K | 1.3% | |
| Vanguard Fund Vanguard US Total Bond Market ETF | Mutual Funds | — | — | $293K | 0.8% | |
| Vanguard Fund Vanguard Mid-Cap Value ETF | Mutual Funds | — | — | $252K | 0.7% | |
| Vanguard Fund Vanguard Small-Cap Stock ETF 543 Vanguard Fund Vanguard Small-Cap Value ETF | Mutual Funds | — | — | $248K | 0.7% | |
| Goldman, Sachs & Co Goldman Sachs ActiveBeta US Large Cap Equity | Common Stocks | — | — | $185K | 0.5% | |
| Goldman, Sachs & Co Goldman Sachs TreasuryAccess 01 Year ETF | Common Stocks | — | — | $134K | 0.4% | |
| BlackRock, Inc. iShares 0-5 Year TIPS Bond ETF | Common Stocks | — | — | $107K | 0.3% | |
| Participant Loans Interest rates from 4.25% to 9.5% | Bonds / Notes | — | — | $93K | 0.3% | |
| Vanguard Fund Vanguard Short-Term Inflation-Protected Securities ETF | Mutual Funds | — | — | $86K | 0.2% | |
| Charles Schwab Corporation Schwab U.S. Broad Market ETF | Mutual Funds | — | — | $78K | 0.2% | |
| BlackRock, Inc. iShares 10+ Year Investment Grade Corporate Bond ETF 259 BlackRock, Inc. iShares 1-3 Year Treasury Bond ETF 802 BlackRock, Inc. iShares Broad USD High Yield Corporate Bond ETF 80 BlackRock, Inc. iShares Core MSCI EAFE ETF | U.S. Treasuries | — | — | $73K | 0.2% | |
| State Street Global Advisors SPDR S&P Kensho New Economies Composite ETF | Other securities | — | — | $53K | 0.1% | |
| BlackRock, Inc. iShares Short-Term Treasury Bond ETF 80 BlackRock, Inc. iShares Treasury Floating Rate Bond ETF 482 BlackRock, Inc. iShares Trust iShares 1-5 Year Invest Grade Corp Bond ETF 619 JP Morgan JPMorgan Ultra-Short Income | U.S. Treasuries | — | — | $47K | 0.1% | |
| Goldman, Sachs & Co Goldman Sachs ActiveBeta International Equity | Common Stocks | — | — | $37K | 0.1% | |
| Invesco Distributors, Inc. Invesco Emerging Markets Sovereign Debt ETF 943 Invesco Distributors, Inc. Invesco QQQ Trust | Mutual Funds | — | — | $31K | <0.1% | |
| Goldman, Sachs & Co Goldman Sachs ActiveBeta Europe Equity ETF | Common Stocks | — | — | $24K | <0.1% | |
| Goldman, Sachs & Co Goldman Sachs ActiveBeta Emerging Markets Equity | Common Stocks | — | — | $17K | <0.1% | |
| Vanguard Fund Vanguard US Large Cap Equity Growth Equity ETF | Mutual Funds | — | — | $13K | <0.1% | |
| Goldman, Sachs & Co Goldman Sachs ActiveBeta Japan Equity ETF | Common Stocks | — | — | $11K | <0.1% | |
| Goldman, Sachs & Co Goldman Sachs ActiveBeta US Small Cap Equity ETF | Common Stocks | — | — | $10K | <0.1% | |
| Goldman, Sachs & Co Goldman Sachs Access U.S. Aggregate Bond ETF | Common Stocks | — | — | $6K | <0.1% | |
| Goldman, Sachs & Co Goldman Sachs Access Investment Grade Corporate Bond ETF | Common Stocks | — | — | $5K | <0.1% | |
| Xtrackers USD High Yield Corporate Bond | Other securities | — | — | $5K | <0.1% | |
| Goldman, Sachs & Co Goldman Sachs Access Emerging Markets USD Bond ETF | Mutual Funds | — | — | $4K | <0.1% | |
| BlackRock, Inc. iShares Core MSCI Emerging Markets ETF | Common Stocks | — | — | $3K | <0.1% | |
| Vanguard Fund Vanguard LongTerm Government Bond | U.S. Treasuries | — | — | $3K | <0.1% | |
| Vanguard Fund Vanguard Large-Cap ETF - DNQ | 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.
