Michelle Kobelski signed Blue Jay Transit Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Blue Jay Transit Inc.'s EIN is 99-2059684.
Download the official 2024 Form 5500 (PDF) for Blue Jay Transit Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Blue Jay Transit Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.
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 | $45K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Total Stock Market ETF Exchange traded funds | Mutual Funds | — | — | $4.1M | 29.0% | |
| Vanguard FTSE Developed Markets Exchange traded funds | Mutual Funds | — | — | $3.1M | 22.3% | |
| Schwab U.S. Mid-Cap ETF Exchange traded funds ** 129 b SPDR S&P Emerging Markets ETF Exchange traded funds ** 7 b SPDR Portfolio S&P 500 ETF Exchange traded funds | Common Collective Trusts | — | — | $1.9M | 13.5% | |
| Vanguard Large-Cap ETF - DNQ Exchange traded funds ** 846 b Vanguard FTSE Emerging Markets Exchange traded funds | Mutual Funds | — | — | $1.1M | 8.0% | |
| iShares Core Total US Bond Market ETF Exchange traded funds | Other securities | — | — | $1.1M | 8.0% | |
| SPDR Portfolio S&P 400 Mid Cap Exchange traded funds | Other securities | — | — | $734K | 5.3% | |
| SPDR Portfolio S&P 600 Small Cap ETF Exchange traded funds | Other securities | — | — | $551K | 3.9% | |
| iShares Trust iShares USD Green Bond ETF Exchange traded funds ** 95 b Vanguard Total International Bond ETF Exchange traded funds | Mutual Funds | — | — | $231K | 1.6% | |
| SPDR MSCI Emerging Markets Fossil Fuel Free ETF Exchange traded funds ** 20 b SPDR MSCI EAFE Fossil Fuel Free ETF Exchange traded funds ** 140 b iShares Emerging Markets USD Bond ETF Exchange traded funds | Other securities | — | — | $215K | 1.5% | |
| Vanguard Value ETF Exchange traded funds | Mutual Funds | — | — | $175K | 1.3% | |
| iShares ESG Aware MSCI USA ETF Exchange traded funds | Other securities | — | — | $119K | 0.9% | |
| Goldman Sachs TreasuryAccess 01 Year ETF Exchange traded funds | Other securities | — | — | $87K | 0.6% | |
| Goldman Sachs ActiveBeta US Large Cap Equity Exchange traded funds | Other securities | — | — | $74K | 0.5% | |
| As of December 31, 2024 b Vanguard Small-Cap Stock ETF Exchange traded funds ** 127 b Vanguard Small-Cap Value ETF Exchange traded funds | Mutual Funds | — | — | $68K | 0.5% | |
| Vanguard Mid-Cap Value ETF Exchange traded funds | Mutual Funds | — | — | $66K | 0.5% | |
| Vanguard U.S. Large-Cap Growth Equity ETF Exchange traded funds | Mutual Funds | — | — | $41K | 0.3% | |
| JPMorgan Ultra-Short Income Exchange traded funds | Other securities | — | — | $39K | 0.3% | |
| iShares ESG Aware MSCI EAFE ETF Exchange traded funds | Other securities | — | — | $38K | 0.3% | |
| SPDR S&P 500 Fossil Fuel Reserves Free ETF Exchange traded funds ** 208 b iShares 0-5 Year TIPS Bond ETF Exchange traded funds | Common Collective Trusts | — | — | $27K | 0.2% | |
| Goldman Sachs ActiveBeta International Equity Exchange traded funds | Other securities | — | — | $24K | 0.2% | |
| SPDR S&P Kensho New Economies Composite ETF Exchange traded funds | Other securities | — | — | $18K | 0.1% | |
| iShares ESG Aware MSCI EM ETF Exchange traded funds | Other securities | — | — | $16K | 0.1% | |
| Year Transferred Late to Plan (1) Not Corrected Outside VFCP 2002-51 2021 15,443 - | Other securities | — | — | $15K | 0.1% | |
| TCW Transform 500 ETF Exchange traded funds | Other securities | — | — | $14K | 0.1% | |
| iShares MSCI ACWI Low Carbon Target ETF Exchange traded funds ** 519 b iShares ESG Aware U.S. Aggregate Bond ETF Exchange traded funds | Other securities | — | — | $13K | <0.1% | |
| Schwab U.S. REIT ETF Exchange traded funds | Mutual Funds | — | — | $10K | <0.1% | |
| iShares ESG Aware MSCI USA Small-Cap ETF Exchange traded funds | Other securities | — | — | $10K | <0.1% | |
| Participant Loans bearingbinterest rate - | Participant loans | — | — | $9K | <0.1% | |
| Vanguard Global ex-U.S. Real Estate ETF Exchange traded funds | Mutual Funds | — | — | $8K | <0.1% | |
| Vanguard Short-Term Inflation-Protected Securities ETF Exchange traded funds | Mutual Funds | — | — | $7K | <0.1% | |
| Goldman Sachs Access U.S. Aggregate Bond ETF Exchange traded funds ** 491 b Goldman Sachs ActiveBeta Emerging Markets Equity Exchange traded funds | Other securities | — | — | $7K | <0.1% | |
| Goldman Sachs ActiveBeta US Small Cap Equity ETF Exchange traded funds | Other securities | — | — | $6K | <0.1% | |
| Vanguard LongTerm Government Bond Exchange traded funds ** 540 b Vanguard Dividend Appreciation ETF Exchange traded funds | U.S. Treasuries | — | — | $6K | <0.1% | |
| GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF Exchange traded funds | Other securities | — | — | $6K | <0.1% | |
| Goldman Sachs ActiveBeta Europe Equity ETF Exchange traded funds | Other securities | — | — | $5K | <0.1% | |
| Goldman Sachs Access Inflation Protected USD Bond ETF Exchange traded funds ** 98 b iShares Core MSCI EAFE ETF Exchange traded funds | Other securities | — | — | $5K | <0.1% | |
| iShares ESG Aware USD Corporate Bond ETF Exchange traded funds | Other securities | — | — | $4K | <0.1% | |
| Goldman Sachs ActiveBeta Japan Equity ETF Exchange traded funds | Other securities | — | — | $2K | <0.1% | |
| iShares Core MSCI Emerging Markets ETF Exchange traded funds | Other securities | — | — | $1K | <0.1% | |
| iShares Short Duration Bond Active ETF Exchange traded funds ** 3 b Invesco Emerging Markets Sovereign Debt ETF Exchange traded funds ** 105 b Schwab U.S. Broad Market ETF Exchange traded funds | 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.
