Marcus Bowie signed Teracom Services, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Teracom Services, LLC's EIN is 45-2986569.
Download the official 2024 Form 5500 (PDF) for Teracom Services, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Teracom Services, LLC'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 | |||||
|---|---|---|---|---|---|---|
| 8 Matrix Trust Company Vanguard Total Stock Market Index Fund | Common Collective Trusts | — | — | $1.2M | 41.8% | |
| 7 Matrix Trust Company Vanguard Total International Stock Index Fund | Common Collective Trusts | — | — | $713K | 25.7% | |
| 5 Matrix Trust Company Vanguard Total Bond Market Index Fund | Common Collective Trusts | — | — | $386K | 13.9% | |
| 3 Matrix Trust Company Vanguard Real Estate Index Fund | Common Collective Trusts | — | — | $200K | 7.2% | |
| 6 Matrix Trust Company Vanguard Total International Bond Index Fund | Common Collective Trusts | — | — | $171K | 6.2% | |
| 4 Matrix Trust Company Vanguard Short Term Inflation Protected Securities Index Fun | Mutual Funds | — | — | $13K | 0.5% | |
| 1 * Matrix Trust Company Cash | Cash / Money Market | — | — | $7K | 0.3% |
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