Marcus Bowie signed Optimal US Logistics Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Optimal US Logistics Inc.'s EIN is 36-4852728.
Download the official 2024 Form 5500 (PDF) for Optimal US Logistics Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Optimal US Logistics Inc.'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 Mutual Fund | Common Collective Trusts | — | — | $150K | 41.4% | |
| Vanguard Total Intl Stock Index Mutual Fund | Mutual Funds | — | — | $91K | 25.3% | |
| Vanguard total Bond Market Index Mutual Fund | Mutual Funds | — | — | $35K | 9.8% | |
| Noninterest-bearing cash | Cash / Money Market | — | — | $30K | 8.2% | |
| Vanguard Real Estate Index Mutual Fund | Mutual Funds | — | — | $26K | 7.3% | |
| Vanguard Total Intl Bd Index Mutual Fund | Mutual Funds | — | — | $15K | 4.1% | |
| Vanguard 500 Index Admiral Mutual Fund | Common Collective Trusts | — | — | $6K | 1.6% | |
| Participant Loans Maturing through December 2026 | Participant loans | — | — | $2K | 0.6% | |
| Vanguard Shrt-Term Infl-Prot Sec Mutual Fund | Mutual Funds | — | — | $1K | 0.4% | |
| Vanguard Small Cap Growth Index Mutual Fund | Mutual Funds | — | — | $1K | 0.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
