Marcus Bowie signed Constant Care Management Company, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Constant Care Management Company, LLC's EIN is 38-3254287.
Download the official 2024 Form 5500 (PDF) for Constant Care Management Company, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Constant Care Management Company, LLC's plan includes 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 ADVISOR LLC | 47-4307706 | SAN FRANCISCO, CA | RECORDKEEPER | $10K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Matrix Trust Company Vanguard Total Stock Mkt Idx Adm | Common Collective Trusts | — | — | $1.3M | 38.7% | |
| Matrix Trust Company Vanguard Total Intl Stock Index Admiral | Mutual Funds | — | — | $765K | 23.1% | |
| Matrix Trust Company Vanguard Total Bond Market Index Adm | Mutual Funds | — | — | $468K | 14.1% | |
| Matrix Trust Company Vanguard Real Estate Index Admiral | Mutual Funds | — | — | $213K | 6.4% | |
| Matrix Trust Company Vanguard Total Intl Bd Idx Admiral™ | Common Collective Trusts | — | — | $196K | 5.9% | |
| Registered Investment Funds * Matrix Trust Company Vanguard 500 Index Admiral | Common Collective Trusts | — | — | $144K | 4.3% | |
| Loans * Plan Participants 4.50%-9.50% interest and varying maturities -0- | Bonds / Notes | — | — | $84K | 2.5% | |
| Matrix Trust Company Vanguard Shrt-Term Infl-Prot Sec Idx Adm | Common Collective Trusts | — | — | $31K | 1.0% | |
| Matrix Trust Company Vanguard Short-Term Bond Index Adm | Mutual Funds | — | — | $28K | 0.8% | |
| Matrix Trust Company Vanguard Interm-Term Bond Index Adm | Mutual Funds | — | — | $27K | 0.8% | |
| Cash Account * Matrix Trust Company, LLC Cash Account | Cash / Money Market | — | — | $27K | 0.8% | |
| Matrix Trust Company Vanguard Growth Index Admiral | Mutual Funds | — | — | $11K | 0.3% | |
| Matrix Trust Company Vanguard Developed Markets Index Admiral | Mutual Funds | — | — | $7K | 0.2% | |
| Matrix Trust Company Vanguard Emerging Mkts Stock Idx Adm | Common Collective Trusts | — | — | $7K | 0.2% | |
| Matrix Trust Company Vanguard Mid Cap Index Admiral | Mutual Funds | — | — | $6K | 0.2% | |
| Matrix Trust Company Vanguard Small Cap Index Adm | Mutual Funds | — | — | $6K | 0.2% | |
| Matrix Trust Company DFA Emerging Markets Small Cap I | Mutual Funds | — | — | $4K | 0.1% | |
| Matrix Trust Company DFA International Value I | Mutual Funds | — | — | $4K | 0.1% | |
| Matrix Trust Company Vanguard FTSE Social Index Fund Admiral Shares | Common Collective Trusts | — | — | $2K | <0.1% | |
| Matrix Trust Company Vanguard Value Index Adm | Mutual Funds | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
