Marcus Bowie signed PEEK Travel Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
PEEK Travel Inc.'s EIN is 45-3945086.
Download the official 2024 Form 5500 (PDF) for PEEK Travel Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)PEEK Travel Inc.'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 ADVISOR LLC | 47-4307706 | SAN FRANCISCO, CA | RECORDKEEPER | $24K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Total Stock Mkt Idx Adm | Common Collective Trusts | — | — | $2.7M | 42.2% | |
| Vanguard Total Intl Stock Index Admiral | Mutual Funds | — | — | $1.6M | 25.6% | |
| Vanguard Total Bond Market Index Adm | Mutual Funds | — | — | $556K | 8.7% | |
| Vanguard Real Estate Index Admiral | Mutual Funds | — | — | $471K | 7.4% | |
| Vanguard Total Intl Bd Idx Admiral™ | Common Collective Trusts | — | — | $244K | 3.8% | |
| Vanguard 500 Index Admiral | Common Collective Trusts | — | — | $138K | 2.2% | |
| Vanguard Growth Index Admiral | Mutual Funds | — | — | $97K | 1.5% | |
| Vanguard Value Index Adm | Mutual Funds | — | — | $60K | 0.9% | |
| Vanguard Shrt-Term Infl-Prot Sec Idx Adm | Common Collective Trusts | — | — | $60K | 0.9% | |
| Notes receivable from participants Interest rates from 6.50% - 9.50%, maturing | Bonds / Notes | — | — | $57K | 0.9% | |
| Vanguard Small Cap Index Adm | Mutual Funds | — | — | $46K | 0.7% | |
| Vanguard Mid Cap Index Admiral | Mutual Funds | — | — | $38K | 0.6% | |
| Vanguard Developed Markets Index Admiral | Mutual Funds | — | — | $28K | 0.4% | |
| Vanguard Emerging Mkts Stock Idx Adm | Common Collective Trusts | — | — | $20K | 0.3% | |
| Vanguard Small Cap Value Index Admiral | Mutual Funds | — | — | $17K | 0.3% | |
| Vanguard Short-Term Bond Index Adm | Mutual Funds | — | — | $12K | 0.2% | |
| Vanguard FTSE Social Index Fund Admiral Shares | Common Collective Trusts | — | — | $8K | 0.1% | |
| Vanguard Mid-Cap Value Index Admiral | Mutual Funds | — | — | $7K | 0.1% | |
| Vanguard Interm-Term Bond Index Adm 458 Vanguard Mid-Cap Growth Index Admiral | Mutual Funds | — | — | $3K | <0.1% | |
| BANC Master Deposit Account A 13 DFA Emerging Markets Small Cap I | Mutual Funds | — | — | $3K | <0.1% | |
| DFA International Core Equity I 189 DFA International Value I | Mutual Funds | — | — | $3K | <0.1% | |
| Vanguard Small Cap Growth Index Admiral | Mutual Funds | — | — | $2K | <0.1% | |
| DFA Emerging Markets Value I | Mutual Funds | — | — | $2K | <0.1% | |
| DFA Global Real Estate Securities Port | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
