Marcus Bowie signed Little Otter's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Little Otter's EIN is 38-4124814.
Download the official 2024 Form 5500 (PDF) for Little Otter from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Little Otter's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| The Vanguard Group, Inc. Vanguard Total Stock Mkt Idx Adm | Common Collective Trusts | — | — | $537K | 45.9% | |
| The Vanguard Group, Inc. Vanguard Total Intl Stock Index Admiral | Mutual Funds | — | — | $298K | 25.5% | |
| The Vanguard Group, Inc. Vanguard Small Cap Index Adm 17 The Vanguard Group, Inc. Vanguard Total Bond Market Index Adm | Mutual Funds | — | — | $103K | 8.8% | |
| The Vanguard Group, Inc. Vanguard Mid Cap Index Admiral 16 The Vanguard Group, Inc. Vanguard Real Estate Index Admiral | Mutual Funds | — | — | $84K | 7.2% | |
| The Vanguard Group, Inc. Vanguard 500 Index Admiral 25 The Vanguard Group, Inc. Vang FTSE Social Index Fund Admiral Shares 25 The Vanguard Group, Inc. Vanguard Growth Index Admiral | Common Collective Trusts | — | — | $58K | 5.0% | |
| The Vanguard Group, Inc. Vanguard Total Intl Bd Idx Admiral | Common Collective Trusts | — | — | $46K | 4.0% | |
| The Vanguard Group, Inc. Vanguard Shrt-Term Infl-Prot Sec Idx Adm | Common Collective Trusts | — | — | $2K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
