Marcus Bowie signed FLAT River Group's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
FLAT River Group's EIN is 45-1652604.
Download the official 2024 Form 5500 (PDF) for FLAT River Group from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)FLAT River Group'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 | 47-4307706 | SAN FRANCISCO, CA | RECORDKEEPER | $20K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Total Stock Mkt IDX ADM | Common Collective Trusts | — | — | $2.1M | 41.0% | |
| Vanguard Total INTL Stock Index Admiral | Mutual Funds | — | — | $1.1M | 20.9% | |
| Vanguard Total Bond Market Index ADM | Mutual Funds | — | — | $507K | 10.0% | |
| Vanguard Real Estate Index Admiral | Mutual Funds | — | — | $355K | 7.0% | |
| Vanguard 500 Index Admiral | Common Collective Trusts | — | — | $267K | 5.3% | |
| Vanguard Total INTL BD IDX Admiral | Common Collective Trusts | — | — | $222K | 4.4% | |
| Vanguard Growth Index Admiral | Mutual Funds | — | — | $96K | 1.9% | |
| Participant loans Interest rates range from 4.25% to 9.50% -0- | Bonds / Notes | — | — | $95K | 1.9% | |
| Vanguard Small Cap Value Index Admiral | Mutual Funds | — | — | $57K | 1.1% | |
| Vanguard Value Index ADM | Mutual Funds | — | — | $38K | 0.8% | |
| Vanguard Small Cap Index ADM | Mutual Funds | — | — | $31K | 0.6% | |
| Money market funds Banc of California (BANC) BANC Master Deposit Account | Cash / Money Market | — | — | $28K | 0.6% | |
| Dimensional Fund Advisors (DFA) DFA International Core Equity I | Mutual Funds | — | — | $28K | 0.6% | |
| Dimensional Fund Advisors (DFA) DFA International Value I | Mutual Funds | — | — | $25K | 0.5% | |
| Vanguard Shrt-Term INFL-PORT SEC IDX ADM | Common Collective Trusts | — | — | $20K | 0.4% | |
| Vanguard Mid-Cap Growth Index Admiral | Mutual Funds | — | — | $20K | 0.4% | |
| Vanguard Small Cap Growth Index Admiral | Mutual Funds | — | — | $16K | 0.3% | |
| Vanguard Emerging Mkts Stock IDX ADM | Common Collective Trusts | — | — | $13K | 0.3% | |
| Dimensional Fund Advisors (DFA) DFA Emerging Markets Value I | Mutual Funds | — | — | $13K | 0.3% | |
| Dimensional Fund Advisors (DFA) DFA Global Real Estate Securities Port | Mutual Funds | — | — | $11K | 0.2% | |
| Vanguard IMid Cap Index Admiral | Mutual Funds | — | — | $11K | 0.2% | |
| Vanguard Mid-Cap Value Index Admiral | Mutual Funds | — | — | $8K | 0.2% | |
| Vanguard Developed Markets Index Admiral | Mutual Funds | — | — | $6K | 0.1% | |
| Vanguard FTSE Social Index Fund Admiral Shares | Common Collective Trusts | — | — | $6K | 0.1% | |
| Nuveen Securities, LLC. Nuveen Core Impact Bond Fund Retirement | U.S. Treasuries | — | — | $3K | <0.1% | |
| Vanguard Interim-Term Bond Index ADM | Mutual Funds | — | — | $2K | <0.1% | |
| Vanguard Shrt-Term Bond Index Admiral | 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.
