Marcus Bowie signed Caylent, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Caylent, Inc.'s EIN is 47-4886085.
Download the official 2024 Form 5500 (PDF) for Caylent, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Caylent, 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 | $42K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Total Stock Mkt Idx Adm | Common Collective Trusts | — | — | $4.3M | 35.2% | |
| Vanguard Total Intl Stock Index Admiral | Mutual Funds | — | — | $2.6M | 21.4% | |
| Dimensional Fund Advisors DFA Emerging Markets Small Cap I 1 Dimensional Fund Advisors DFA International Small Company I 72 Vanguard 500 Index Admiral | Common Collective Trusts | — | — | $928K | 7.7% | |
| Vanguard Total Bond Market Index Adm | Mutual Funds | — | — | $907K | 7.5% | |
| Vanguard Real Estate Index Admiral | Mutual Funds | — | — | $732K | 6.1% | |
| Banc of California BANC Master Deposit Account A | Other securities | — | — | $675K | 5.6% | |
| Vanguard Growth Index Admiral | Mutual Funds | — | — | $549K | 4.5% | |
| Vanguard Total Intl Bd Idx Admiral | Common Collective Trusts | — | — | $382K | 3.2% | |
| Vanguard Mid-Cap Value Index Admiral 19 Vanguard Mid Cap Index Admiral | Mutual Funds | — | — | $204K | 1.7% | |
| Vanguard Emerging Mkts Stock Idx Adm | Common Collective Trusts | — | — | $151K | 1.2% | |
| Vanguard Small Cap Index Adm | Mutual Funds | — | — | $79K | 0.7% | |
| Vanguard Short-Term Bond Index Adm 2 Vanguard Shrt-Term Infl-Prot Sec Idx Adm | Common Collective Trusts | — | — | $63K | 0.5% | |
| Vanguard Value Index Adm | Mutual Funds | — | — | $59K | 0.5% | |
| Saturna Capital Amana Growth Fund | Other securities | — | — | $57K | 0.5% | |
| Saturna Capital Amana Growth Institutional | Other securities | — | — | $41K | 0.3% | |
| Vanguard Developed Markets Index Admiral | Mutual Funds | — | — | $39K | 0.3% | |
| Vanguard Interm-Term Bond Index Adm 2 Vanguard Mid-Cap Growth Index Admiral | Mutual Funds | — | — | $37K | 0.3% | |
| Participants Participant Loans Rates from 9.00% to 9.50% - | Bonds / Notes | — | — | $34K | 0.3% | |
| Vanguard Small Cap Growth Index Admiral | Mutual Funds | — | — | $33K | 0.3% | |
| Similar Party Description of Investment Cost ** Value Non-interest Bearing Cash Non-interest Bearing Cash | Cash / Money Market | — | — | $25K | 0.2% | |
| Saturna Capital Azzad Ethical Fund | Other securities | — | — | $19K | 0.2% | |
| Saturna Capital Amana Income Fund - Ins | Other securities | — | — | $18K | 0.2% | |
| Allied Asset Advisors Allied Asset Adv DJ Islam K | Mutual Funds | — | — | $17K | 0.1% | |
| Saturna Capital Amana Participation Fund Instl | Other securities | — | — | $17K | 0.1% | |
| Saturna Capital Amana Income Fund | Other securities | — | — | $12K | 0.1% | |
| Saturna Capital Amana Developing World-Inst | Other securities | — | — | $11K | <0.1% | |
| Vanguard Small Cap Value Index Admiral | Mutual Funds | — | — | $9K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
