Marcus Bowie signed Boothby Therapy Services' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Boothby Therapy Services' EIN is 11-3781214.
Download the official 2024 Form 5500 (PDF) for Boothby Therapy Services from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Boothby Therapy Services' 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 |
|---|---|---|---|---|---|
| HUMAN INTEREST ADVISOR LLC | 47-4307706 | SAN FRANCISCO, CA | RECORDKEEPER | $13K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MICHAEL FOGARTY | — | LACONIA, NH | ADVISOR | $21K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Total Stock Mkt Idx Adm Mutual Funds | Common Collective Trusts | — | — | $1.8M | 25.3% | |
| Vanguard Total Intl Stock Index Admiral Mutual Funds | Mutual Funds | — | — | $1.0M | 14.1% | |
| Vanguard Value Index Adm Mutual Funds | Mutual Funds | — | — | $914K | 12.7% | |
| Vanguard Total Bond Market Index Adm Mutual Funds | Mutual Funds | — | — | $616K | 8.5% | |
| Vanguard 500 Index Admiral Mutual Funds | Common Collective Trusts | — | — | $576K | 8.0% | |
| Vanguard Growth Index Admiral Mutual Funds | Mutual Funds | — | — | $555K | 7.7% | |
| Vanguard Real Estate Index Admiral Mutual Funds | Mutual Funds | — | — | $286K | 4.0% | |
| Vanguard Total Intl Bd Idx Admiral Mutual Funds | Common Collective Trusts | — | — | $274K | 3.8% | |
| Vanguard Developed Mkts Index Admiral Mutual Funds | Mutual Funds | — | — | $234K | 3.2% | |
| Vanguard Mid Cap Index Admiral Mutual Funds | Mutual Funds | — | — | $157K | 2.2% | |
| Vanguard Small Cap Index Adm Mutual Funds | Mutual Funds | — | — | $154K | 2.1% | |
| DFA Emerging Markets Value I Mutual Funds | Mutual Funds | — | — | $154K | 2.1% | |
| DFA International Value I Mutual Funds | Mutual Funds | — | — | $143K | 2.0% | |
| Vanguard Small Cap Value Index Admiral Mutual Funds | Mutual Funds | — | — | $143K | 2.0% | |
| Vanguard Shrt-Term Infl-Prot Sec Idx Adm Mutual Funds | Common Collective Trusts | — | — | $46K | 0.6% | |
| BANC Master Deposit Account A Interest Bearing Cash | Cash / Money Market | — | — | $46K | 0.6% | |
| Transferred Late to Plan Contributions Not Outside Correction in Under VFCP and PTE (1) Corrected VFCP 2002-51 $ 28,649 $ - | Other securities | — | — | $29K | 0.4% | |
| Vanguard Emerging Mkts Stock Index Mutual Funds | Mutual Funds | — | — | $8K | 0.1% | |
| Vanguard Small Cap Growth Index Admiral Mutual Funds | Mutual Funds | — | — | $7K | <0.1% | |
| Notes receivable from participants Various Maturity Dates - | Other securities | — | — | $5K | <0.1% | |
| Vanguard Long-Term Bond Index Fund Mutual Funds ** 676 Vanguard Mid-Cap Growth Index Admiral Mutual Funds | Common Collective Trusts | — | — | $3K | <0.1% | |
| DFA Global Real Estate Securities Port Mutual Funds | Mutual Funds | — | — | $3K | <0.1% | |
| DFA International Small Company I Mutual Funds | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
