Marcus Bowie signed URSA Group LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
URSA Group LLC's EIN is 26-4565274.
Download the official 2024 Form 5500 (PDF) for URSA Group LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)URSA Group 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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Admiral Mutual fund a | Common Collective Trusts | — | — | $130K | 45.8% | |
| Vanguard Total Intl Stock Index Admiral Mutual fund a | Mutual Funds | — | — | $79K | 27.7% | |
| Vanguard Short-Term Infl-Prot Sec Index Admiral Mutual fund a 1 Vanguard Total Bond Market Index Admiral Mutual fund a | Mutual Funds | — | — | $32K | 11.3% | |
| Vanguard 500 Index Admiral Mutual fund a 696 Vanguard Emerging Markets Stock Index Fund Mutual fund a 147 Vanguard Mid Cap Index Fund - Admiral Mutual fund a 726 Vanguard Real Estate Index Admiral Mutual fund a | Common Collective Trusts | — | — | $22K | 7.9% | |
| Vanguard Total Intl Bond Index Admiral Mutual fund a | Mutual Funds | — | — | $14K | 4.8% | |
| BANC Master Deposit Account A. Money market fund a | Cash / Money Market | — | — | $4K | 1.6% | |
| Participant loans Interest rate of 9.50%, -0- | Bonds / Notes | — | — | $1K | 0.5% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
