Marcus Bowie signed Allied Affordable Housing LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Allied Affordable Housing LLC's EIN is 27-0258356.
Download the official 2024 Form 5500 (PDF) for Allied Affordable Housing LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Allied Affordable Housing 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 | $17K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Admiral " | Common Collective Trusts | — | — | $1.6M | 38.5% | |
| Vanguard Total International Stock Index Admiral " | Mutual Funds | — | — | $901K | 21.9% | |
| Vanguard Small Cap Index Admiral " ** 963 Vanguard Total Bond Market Index Admiral " | Mutual Funds | — | — | $740K | 18.0% | |
| Vanguard Total International Bond Index Admiral " | Mutual Funds | — | — | $321K | 7.8% | |
| Vanguard Real Estate Index Admiral " | Mutual Funds | — | — | $268K | 6.5% | |
| Vanguard Short-Term Inflation-Protected Securities Index Admiral " | Mutual Funds | — | — | $111K | 2.7% | |
| DFA Emerging Markets Small Cap I Mutual fund ** 842 DFA Emerging Markets Value I " ** 847 DFA Global Real Estate Securities Portfolio " ** 534 Vanguard 500 Index Admiral " | Common Collective Trusts | — | — | $49K | 1.2% | |
| BANC Master Deposit Account A Cash and cash equivalent | Cash / Money Market | — | — | $20K | 0.5% | |
| Participant Loans (6.75% - 9.50%) - | Bonds / Notes | — | — | $17K | 0.4% | |
| Vanguard Small Cap Growth Index Admiral " | Mutual Funds | — | — | $16K | 0.4% | |
| Vanguard Mid-Cap Growth Index Admiral " | Mutual Funds | — | — | $15K | 0.4% | |
| Vanguard Developed Markets Index Admiral " | Mutual Funds | — | — | $13K | 0.3% | |
| Vanguard Mid-Cap Value Index Admiral " ** 861 Vanguard Mid Cap Index Admiral " | Mutual Funds | — | — | $3K | <0.1% | |
| Vanguard Emerging Markets Stock Index Admiral " ** 418 Vanguard Growth Index Admiral " | Mutual Funds | — | — | $2K | <0.1% | |
| Vanguard Long Term Bond 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.
