Marcus Bowie signed Choctaw Construction Services LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Choctaw Construction Services LLC's EIN is 47-3628637.
Download the official 2024 Form 5500 (PDF) for Choctaw Construction Services LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Choctaw Construction 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 | $6K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Matrix Trust Company Vanguard Total Stock MKT IDX Adm | Common Collective Trusts | — | — | $593K | 42.1% | |
| Matrix Trust Company Vanguard Total Intl Stock Index Admiral | Mutual Funds | — | — | $348K | 24.7% | |
| Matrix Trust Company Vanguard Total Bond Market Index Adm | Mutual Funds | — | — | $194K | 13.7% | |
| Matrix Trust Company Vanguard Real Estate Index Admiral | Mutual Funds | — | — | $99K | 7.0% | |
| Matrix Trust Company Vanguard Total Intl BD IDX Admiral | Common Collective Trusts | — | — | $83K | 5.9% | |
| Matrix Trust Company BANC Master Deposit Account A 18 Notes Receivable from Maturity Dates Ranging from 2025 - 2029 Participants Interest Rates 4.25% - 9.50% | Bonds / Notes | — | — | $23K | 1.7% | |
| Matrix Trust Company Vanguard Shrt-Term Infl-Prot Sec IDX Adm | Common Collective Trusts | — | — | $17K | 1.2% | |
| Matrix Trust Company Vanguard Developed MKT Index Admiral | Mutual Funds | — | — | $7K | 0.5% | |
| Matrix Trust Company Nuveen Core Impact Bond 744 * Matrix Trust Company Vanguard 500 Index Admiral | U.S. Treasuries | — | — | $5K | 0.4% | |
| Matrix Trust Company Vanguard Mid-Cap Value Index Admiral | Mutual Funds | — | — | $4K | 0.3% | |
| Matrix Trust Company Vanguard Ftse Social Index Admiral 409 * Matrix Trust Company Vanguard Growth Index Admiral | Mutual Funds | — | — | $2K | 0.1% | |
| Matrix Trust Company Vanguard Mid-Cap Growth Index Admiral | Mutual Funds | — | — | $2K | 0.1% | |
| Matrix Trust Company DFA Emerging Mkts Stock Idx Adm | Common Collective Trusts | — | — | $2K | 0.1% | |
| Matrix Trust Company Vanguard Small Cap Index Adm | Mutual Funds | — | — | $2K | 0.1% | |
| Matrix Trust Company Vanguard Interm-Term Bond Index Adm 352 * Matrix Trust Company Vanguard Mid Cap Index Admiral | 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.
