QIAN LIU signed ESS Tech, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
ESS Tech, Inc.'s EIN is 98-1550150.
Download the official 2024 Form 5500 (PDF) for ESS Tech, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)ESS Tech, Inc.'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 |
|---|---|---|---|---|---|
| BENEFIT TRUST COMPANY | 43-1971558 | — | CUSTODIAN | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GUIDELINE, INC. | 47-4474775 | — | RECORDKEEPER | $10K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Group Total Stock Index Admiral Class Mutual fund a | Mutual Funds | — | — | $4.2M | 38.9% | |
| Vanguard Funds Developed Markets Index Admiral Mutual fund a | Mutual Funds | — | — | $1.8M | 16.4% | |
| Vanguard Group Bond Index Admiral Class Mutual fund a | Mutual Funds | — | — | $1.3M | 12.1% | |
| Vanguard European Stock Index Admiral Mutual fund a 635 Vanguard Emerging Markets Stock Admiral Class Mutual fund a | Mutual Funds | — | — | $790K | 7.2% | |
| Vanguard Short-Term Inflation Protected Securities Index Admiral Mutual fund a | Mutual Funds | — | — | $427K | 3.9% | |
| Vanguard Funds Total International Bond Index Mutual fund a | Mutual Funds | — | — | $420K | 3.9% | |
| Vanguard Real Estate Index Fund Admiral Mutual fund a | Common Collective Trusts | — | — | $407K | 3.7% | |
| Vanguard Group Reserve Federal Money Market Fund Money market mutual fund a | Mutual Funds | — | — | $319K | 2.9% | |
| Participant Loans 4.25% to 9.50% - | Bonds / Notes | — | — | $209K | 1.9% | |
| Vanguard Group Growth Index Admiral Mutual fund a | Mutual Funds | — | — | $196K | 1.8% | |
| Vanguard Energy Index Admiral Mutual fund a | Mutual Funds | — | — | $90K | 0.8% | |
| Vanguard Group Total Institutional Stock Index Admiral Mutual fund a | Mutual Funds | — | — | $68K | 0.6% | |
| Vanguard Information Technology Index Admiral Mutual fund a | Mutual Funds | — | — | $60K | 0.6% | |
| Vanguard Group Extended Market Index Mutual fund a | Mutual Funds | — | — | $56K | 0.5% | |
| Vanguard Group Index 500 Admiral Mutual fund a | Mutual Funds | — | — | $52K | 0.5% | |
| Vanguard Group Value Index Admiral Mutual fund a | Mutual Funds | — | — | $50K | 0.5% | |
| Vanguard Short-Term Corp Bond Index Admiral Mutual fund a | Mutual Funds | — | — | $49K | 0.4% | |
| Vanguard Group Mid Cap Index Admiral Mutual fund a | Mutual Funds | — | — | $41K | 0.4% | |
| Vanguard Dividend Appreciation Index Fund Admiral Mutual fund a | Common Collective Trusts | — | — | $38K | 0.4% | |
| Vanguard Small-Cap Index Fund Admiral Mutual fund a | Common Collective Trusts | — | — | $37K | 0.3% | |
| Vanguard Group Large Cap Index Fund Admiral Mutual fund a | Common Collective Trusts | — | — | $31K | 0.3% | |
| Vanguard Group Mid Cap Value Index FD Admiral Mutual fund a | Mutual Funds | — | — | $18K | 0.2% | |
| Vanguard Utilities Index Admiral Mutual fund a | Mutual Funds | — | — | $16K | 0.2% | |
| Vanguard Group International Dividend Appreciation Mutual fund a | Mutual Funds | — | — | $16K | 0.1% | |
| Vanguard Financials Index Admiral Mutual fund a | Mutual Funds | — | — | $15K | 0.1% | |
| Vanguard Group Small Cap Growth Index Admiral Mutual fund a | Mutual Funds | — | — | $11K | <0.1% | |
| Vanguard Group Small Cap Value Index Admiral Mutual fund a | Mutual Funds | — | — | $7K | <0.1% | |
| Vanguard International Equity Index Mutual fund a | Common Collective Trusts | — | — | $7K | <0.1% | |
| Vanguard Group Mid Cap Growth Index Admiral Mutual fund a | Mutual Funds | — | — | $6K | <0.1% | |
| Vanguard Telecom Services Index Admiral Mutual fund a | Mutual Funds | — | — | $6K | <0.1% | |
| Vanguard Healthcare Index Admiral Mutual fund a | Mutual Funds | — | — | $4K | <0.1% | |
| Vanguard Materials Index Admiral Mutual fund a | Mutual Funds | — | — | $3K | <0.1% | |
| Vanguard Industrials Index Admiral Mutual fund a | 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.
