Marcus Bowie signed Advice Media, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Advice Media, LLC's EIN is 26-1858717.
Download the official 2024 Form 5500 (PDF) for Advice Media, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Advice Media, LLC'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 | $15K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Total Stock Mkt Idx Adm | Mutual Funds | — | — | $1.1M | 41.6% | |
| Vanguard Total Intl Stock Index Admiral | Mutual Funds | — | — | $653K | 24.1% | |
| Vanguard Total Bond Market Index Adm | Mutual Funds | — | — | $339K | 12.5% | |
| Vanguard Real Estate Index Admiral | Mutual Funds | — | — | $191K | 7.1% | |
| Vanguard Total Intl Bd Idx Admiral | Common Collective Trusts | — | — | $152K | 5.6% | |
| Vanguard Growth Index Admiral | Mutual Funds | — | — | $121K | 4.5% | |
| Vanguard Shrt-Term Infl-Prot Sec Idx Adm | Common Collective Trusts | — | — | $38K | 1.4% | |
| Vanguard 500 Index Admiral | Common Collective Trusts | — | — | $20K | 0.7% | |
| Vanguard Value Index Adm | Mutual Funds | — | — | $15K | 0.5% | |
| Vanguard Small Cap Index Adm | Mutual Funds | — | — | $12K | 0.5% | |
| Vanguard Developed Markets Index Admiral | Mutual Funds | — | — | $12K | 0.5% | |
| Vanguard Mid Cap Index Admiral | Mutual Funds | — | — | $11K | 0.4% | |
| Vanguard Small Cap Value Index Admiral | 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.
