Marcus Bowie signed Infinity Management & Invesements' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Infinity Management & Invesements' EIN is 26-3723320.
Download the official 2024 Form 5500 (PDF) for Infinity Management & Invesements from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Infinity Management & Invesements' 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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Stock Market Index Fund | Common Collective Trusts | — | — | $161K | 40.2% | |
| Vanguard International Stock Index Fund | Common Collective Trusts | — | — | $99K | 24.6% | |
| Vanguard Total Bond Market Index Fund | Common Collective Trusts | — | — | $67K | 16.7% | |
| Vanguard International Bond Index Fund | Common Collective Trusts | — | — | $29K | 7.3% | |
| Vanguard Real Estate Index Fund | Common Collective Trusts | — | — | $28K | 6.9% | |
| Vanguard 500 Index Fund | Common Collective Trusts | — | — | $14K | 3.4% | |
| Vanguard Short‐Term Inflation‐Protected Securities Index | Mutual Funds | — | — | $4K | 1.0% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
