Marcus Bowie signed Approved Transportation and Warehousing,Ltd.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Approved Transportation and Warehousing,Ltd.'s EIN is 33-0265992.
Download the official 2024 Form 5500 (PDF) for Approved Transportation and Warehousing,Ltd. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Approved Transportation and Warehousing,Ltd.'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 | 95-2755361 | SAN FRANCISCO, CA | RECORDKEEPER | $9K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ARTHUR JOHNSON | 54-2072884 | LA JOLLA, CA | ADVISOR | $19K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Group Vanguard Total Stock Mkt Idx Adm | Common Collective Trusts | — | — | $2.2M | 38.3% | |
| Vanguard Group Vanguard Total Intl Stock Index Admiral | Mutual Funds | — | — | $1.3M | 23.1% | |
| Vanguard Group Vanguard Total Bond Market Index Adm | Mutual Funds | — | — | $933K | 16.2% | |
| Vanguard Group Vanguard Total Intl Bd Idx Admiral | Common Collective Trusts | — | — | $407K | 7.1% | |
| Vanguard Group Vanguard Mid Cap Value Index Admiral 563 Vanguard Group Vanguard Long-Term Bond Index Fund Admiral 500 Vanguard Group Vanguard Real Estate Index Admiral | Common Collective Trusts | — | — | $375K | 6.5% | |
| Vanguard Group Vanguard Growth Index Admiral | Mutual Funds | — | — | $166K | 2.9% | |
| Vanguard Group Vanguard Shrt-Term Infl-Prot Sec Idx Adm | Common Collective Trusts | — | — | $105K | 1.8% | |
| Vanguard Group Vanguard 500 Index Admiral | Common Collective Trusts | — | — | $99K | 1.7% | |
| Money market Banc of California BANC Master Deposit Account A | Cash / Money Market | — | — | $30K | 0.5% | |
| Vanguard Group Vanguard FTSE Social Index Fund Admiral | Common Collective Trusts | — | — | $26K | 0.4% | |
| Vanguard Group Vanguard Developed Markets Index Admiral | Mutual Funds | — | — | $13K | 0.2% | |
| Vanguard Group Vanguard Small Cap Index Adm | Mutual Funds | — | — | $8K | 0.1% | |
| Vanguard Group Vanguard Mid Cap Index Admiral | Mutual Funds | — | — | $7K | 0.1% | |
| Vanguard Group Vanguard Emerging Mkts Stock Idx Adm | Common Collective Trusts | — | — | $5K | <0.1% | |
| Vanguard Group Vanguard Small Cap Growth Index Admiral | Mutual Funds | — | — | $3K | <0.1% | |
| Vanguard Group Vanguard Small Cap Value Index Admiral | Mutual Funds | — | — | $3K | <0.1% | |
| Dimensional Fund Advisors DFA Emerging Markets Small Cap I 275 Dimensional Fund Advisors DFA Global Real Estate Securities Port 581 Dimensional Fund Advisors DFA International Value I | Mutual Funds | — | — | $2K | <0.1% | |
| Vanguard Group Vanguard Value Index Adm | Mutual Funds | — | — | $2K | <0.1% | |
| Dimensional Fund Advisors DFA Emerging Markets Value I | Mutual Funds | — | — | $1K | <0.1% | |
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN REAL ESTATE SECS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
