Marcus Bowie signed Kalos Services Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Kalos Services Inc.'s EIN is 14-1930878.
Download the official 2024 Form 5500 (PDF) for Kalos Services Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Kalos Services Inc.'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 |
|---|---|---|---|---|---|
| HUMAN INTEREST ADVISOR LLC | 47-4307706 | SAN FRANCISCO, CA | RECORDKEEPER | $10K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | Common Collective Trusts | — | — | $1.7M | 40.2% | |
| Vanguard Total International Stock Index Fund | Common Collective Trusts | — | — | $1.0M | 23.7% | |
| Vanguard Small Cap Index Admiral Fund 392 Vanguard Total Bond Market Index Admiral Fund | Mutual Funds | — | — | $419K | 9.8% | |
| BANC Master Deposit Account 30 Vanguard Federal Money Market Investor | Mutual Funds | — | — | $307K | 7.2% | |
| Vanguard Interm-Term Bond Index Fund 200 Vanguard Mid-Cap Growth Index Admiral Fund 628 Vanguard Real Estate Index Admiral Fund | Common Collective Trusts | — | — | $294K | 6.9% | |
| Vanguard Total International Bond Index Fund | Common Collective Trusts | — | — | $186K | 4.4% | |
| Vanguard 500 Index Admiral Fund | Common Collective Trusts | — | — | $171K | 4.0% | |
| Participant Notes Receivable Rates 5.25% to 10.0% through December 2039 | Bonds / Notes | — | — | $62K | 1.4% | |
| Vanguard Developed Markets Index Admiral Fund 170 Vanguard Growth Index Admiral Fund | Mutual Funds | — | — | $37K | 0.9% | |
| DFA International Value Fund | Mutual Funds | — | — | $4K | 0.1% | |
| Vanguard Short-Term Bond Index Admiral Fund 201 Vanguard Short Term Intl Prot Sec Index Admiral Fund | Mutual Funds | — | — | $4K | <0.1% | |
| Vanguard Value Index Fund | Common Collective Trusts | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
