Marcus Bowie signed Plate IQ's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Plate IQ's EIN is 47-1354660.
Download the official 2024 Form 5500 (PDF) for Plate IQ from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Plate IQ'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 | $8K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Total Stock Mkt Idx Adm Registered Investment Company | Common Collective Trusts | — | — | $2.1M | 43.0% | |
| Vanguard Total Intl Stock Index Admiral Registered Investment Company | Mutual Funds | — | — | $1.1M | 23.3% | |
| Vanguard Total Bond Market Index Adm Registered Investment Company | Mutual Funds | — | — | $410K | 8.4% | |
| Vanguard Mid-Cap Value Index Admiral Registered Investment Company ** 255 Vanguard Real Estate Index Admiral Registered Investment Company | Mutual Funds | — | — | $313K | 6.4% | |
| Vanguard 500 Index Admiral Registered Investment Company | Common Collective Trusts | — | — | $276K | 5.7% | |
| Vanguard Total Intl Bd Idx Admiral™ Registered Investment Company | Common Collective Trusts | — | — | $183K | 3.8% | |
| Vanguard Growth Index Admiral Registered Investment Company | Mutual Funds | — | — | $103K | 2.1% | |
| Vanguard Shrt-Term Infl-Prot Sec Idx Adm Registered Investment Company | Common Collective Trusts | — | — | $76K | 1.5% | |
| Vanguard Mid-Cap Growth Index Admiral Registered Investment Company | Mutual Funds | — | — | $40K | 0.8% | |
| Vanguard Small Cap Growth Index Admiral Registered Investment Company | Mutual Funds | — | — | $36K | 0.7% | |
| Vanguard Federal Money Market Investor Interest-bearing cash | Mutual Funds | — | — | $34K | 0.7% | |
| Vanguard Value Index Adm Registered Investment Company | Mutual Funds | — | — | $33K | 0.7% | |
| Participant Loans Interest rates at (9.50%) $0 | Bonds / Notes | — | — | $21K | 0.4% | |
| Vanguard Small Cap Index Adm Registered Investment Company | Mutual Funds | — | — | $18K | 0.4% | |
| Interest-bearing cash BANC Master Deposit Account A Interest-bearing cash | Cash / Money Market | — | — | $15K | 0.3% | |
| Vanguard Emerging Mkts Stock Idx Adm Registered Investment Company | Common Collective Trusts | — | — | $2K | <0.1% | |
| DFA International Core Equity I Registered Investment Company | Mutual Funds | — | — | $2K | <0.1% | |
| Registered Investment Companies DFA Global Real Estate Securities Port Registered Investment Company | Mutual Funds | — | — | $2K | <0.1% | |
| Vanguard Developed Markets Index Admiral Registered Investment Company | 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.
