Marcus Bowie signed Brandon Hensley Enterprises, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Brandon Hensley Enterprises, Inc.'s EIN is 03-0405355.
Download the official 2024 Form 5500 (PDF) for Brandon Hensley Enterprises, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Brandon Hensley Enterprises, 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 |
|---|---|---|---|---|---|
| HUMAN INTEREST ADVISOR LLC | 47-4307706 | SAN FRANCISCO, CA | RECORDKEEPER | $6K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Matrix Trust Company Vanguard Total Stock Mkt Idx Adm | Common Collective Trusts | — | — | $543K | 47.7% | |
| Matrix Trust Company Vanguard Total Intl Stock Index Admiral | Mutual Funds | — | — | $325K | 28.5% | |
| Matrix Trust Company Vanguard Shrt-Term Infl-Pot Sec Idx Adm 789 * Matrix Trust Company Vanguard Small Cap Index Adm 71 * Matrix Trust Company Vanguard Total Bond Market Index Adm | Common Collective Trusts | — | — | $105K | 9.2% | |
| Matrix Trust Company Vanguard Growth Index Admiral 50 * Matrix Trust Company Vanguard Mid Cap Index Admiral 71 * Matrix Trust Company Vanguard Real Estate Index Admiral | Mutual Funds | — | — | $94K | 8.3% | |
| Matrix Trust Company Vanguard Total Intl Bd Idx Admiral | Common Collective Trusts | — | — | $48K | 4.2% | |
| Investment Contract with Insurance Company ** Participant Loans Rates available from 9.25% | Bonds / Notes | — | — | $23K | 2.0% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
