Marcus Bowie signed Strategic Solutions Group LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Strategic Solutions Group LLC's EIN is 80-0298804.
Download the official 2024 Form 5500 (PDF) for Strategic Solutions Group LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Strategic Solutions Group LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.
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 | $21K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Total Stock Mkt Idx Adm | Common Collective Trusts | — | — | $4.9M | 38.0% | |
| Vanguard Total Intl Stock Index Admiral | Mutual Funds | — | — | $2.5M | 19.4% | |
| Vanguard 500 Index Admiral | Common Collective Trusts | — | — | $2.2M | 17.2% | |
| Vanguard Small Cap Value Index Admiral ** 815 Vanguard Total Bond Market Index Adm | Mutual Funds | — | — | $1.3M | 10.3% | |
| Vanguard Real Estate Index Admiral | Mutual Funds | — | — | $706K | 5.4% | |
| Vanguard Total Intl Bd Idx Admiral | Common Collective Trusts | — | — | $530K | 4.1% | |
| from Participants maturing through September 2029 -0- | Other securities | — | — | $134K | 1.0% | |
| Vanguard Small Cap Index Adm | Mutual Funds | — | — | $98K | 0.8% | |
| Vanguard Shrt-Term Infl-Prot Sec Idx Adm | Common Collective Trusts | — | — | $77K | 0.6% | |
| Vanguard Growth Index Admiral | Mutual Funds | — | — | $69K | 0.5% | |
| Vanguard Value Index Adm | Mutual Funds | — | — | $66K | 0.5% | |
| Vanguard Interm-Term Bond Index Adm | Mutual Funds | — | — | $57K | 0.4% | |
| Vanguard Mid Cap Index Admiral | Mutual Funds | — | — | $49K | 0.4% | |
| Vanguard Mid-Cap Growth Index Admiral | Mutual Funds | — | — | $33K | 0.3% | |
| Vanguard Short-Term Bond Index Adm | Mutual Funds | — | — | $30K | 0.2% | |
| Vanguard Developed Markets Index Admiral ** 745 Vanguard Emerging Mkts Stock Idx Adm | Common Collective Trusts | — | — | $28K | 0.2% | |
| DFA Global Real Estate Securities Port | Mutual Funds | — | — | $25K | 0.2% | |
| Vanguard Small Cap Growth Index Admiral | Mutual Funds | — | — | $23K | 0.2% | |
| Vanguard Mid-Cap Value Index Admiral | Mutual Funds | — | — | $20K | 0.2% | |
| BANC Master Deposit Account A | Other securities | — | — | $9K | <0.1% | |
| DFA International Value I | Mutual Funds | — | — | $1K | <0.1% | |
| TIAA - CREF Nuveen Core Impact Bond Fund Retirement | U.S. Treasuries | — | — | $1K | <0.1% | |
| DFA Emerging Markets Small Cap I | Mutual Funds | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
