Marcus Bowie signed Criteria Corp.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Criteria Corp.'s EIN is 37-1517042.
Download the official 2024 Form 5500 (PDF) for Criteria Corp. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Criteria Corp.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 ADVISORS LLC | 47-4307706 | SAN FRANCISCO, CA | RECORDKEEPER | $41K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Total Stock Market Index N/R | Mutual Funds | — | — | $3.4M | 37.2% | |
| Fund Admiral Vanguard Total International Stock N/R | Mutual Funds | — | — | $1.9M | 20.8% | |
| Index Fund Admiral Vanguard Total Bond Market Index N/R | Common Collective Trusts | — | — | $1.0M | 11.1% | |
| Fund Admiral Vanguard 500 Index Fund Admiral N/R | Common Collective Trusts | — | — | $755K | 8.3% | |
| Vanguard Real Estate Index Fund N/R | Common Collective Trusts | — | — | $555K | 6.1% | |
| Admiral Vanguard Total International Bond N/R | Mutual Funds | — | — | $457K | 5.0% | |
| Index Fund Admiral Vanguard Growth Index Fund N/R | Common Collective Trusts | — | — | $244K | 2.7% | |
| Admiral Vanguard Value Index Fund Admiral N/R | Common Collective Trusts | — | — | $152K | 1.7% | |
| Participant Loans Interest rates: 4.17% - 9.50% $0 | Bonds / Notes | — | — | $107K | 1.2% | |
| Vanguard Short-Term Bond Index N/R | Mutual Funds | — | — | $60K | 0.7% | |
| Fund Admiral Vanguard Short-Term Inflation- N/R | Mutual Funds | — | — | $50K | 0.5% | |
| Money Market Funds Vanguard Federal Money Market N/R | Mutual Funds | — | — | $43K | 0.5% | |
| Fund Investor Banc of California BANC Master Deposit Account A N/R | Other securities | — | — | $34K | 0.4% | |
| Protected Securities Index Admiral Vanguard Small-Cap Index Fund N/R | Common Collective Trusts | — | — | $26K | 0.3% | |
| Admiral Vanguard Interim-Term Bond Index Admiral N/R | Mutual Funds | — | — | $26K | 0.3% | |
| Vanguard Mid-Cap Index Fund N/R | Common Collective Trusts | — | — | $23K | 0.3% | |
| Admiral Vanguard FTSE Social Index Fund N/R | Common Collective Trusts | — | — | $21K | 0.2% | |
| Admiral Vanguard Small-Cap Growth Index N/R | Mutual Funds | — | — | $21K | 0.2% | |
| Fund Admiral Vanguard Mid-Cap Growth Index N/R | Mutual Funds | — | — | $14K | 0.2% | |
| Fund Admiral Vanguard Small-Cap Value Index N/R | Mutual Funds | — | — | $14K | 0.2% | |
| Fund Admiral Vanguard Developed Markets Index N/R | Mutual Funds | — | — | $12K | 0.1% | |
| Dimensional Fund Advisors DFA Emerging Markets Value N/R | Mutual Funds | — | — | $10K | 0.1% | |
| Institutional Dimensional Fund Advisors DFA International Value N/R | Mutual Funds | — | — | $9K | <0.1% | |
| Portfolio Institutional Vanguard Mid-Cap Value Index Fund Admiral N/R | Common Collective Trusts | — | — | $5K | <0.1% | |
| Vanguard Emerging Markets Stock N/R | Mutual Funds | — | — | $5K | <0.1% | |
| Index Fund Admiral Dimensional Fund Advisors DFA Emerging Markets Small Cap N/R | Common Collective Trusts | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
