Marcus Bowie signed Byheart, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Byheart, Inc.'s EIN is 81-5080839.
Download the official 2024 Form 5500 (PDF) for Byheart, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Byheart, 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 | $23K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund " | Common Collective Trusts | — | — | $3.1M | 41.4% | |
| Vanguard Total International Stock Index Fund " | Common Collective Trusts | — | — | $1.8M | 24.5% | |
| Vanguard Total Bond Market Index Fund " | Common Collective Trusts | — | — | $770K | 10.5% | |
| Vanguard Real Estate Index Fund " | Common Collective Trusts | — | — | $516K | 7.0% | |
| Vanguard Total International Bond Index Fund " | Common Collective Trusts | — | — | $359K | 4.9% | |
| Vanguard 500 Index Fund " | Common Collective Trusts | — | — | $175K | 2.4% | |
| Vanguard Small Cap Value Index Fund " | Common Collective Trusts | — | — | $130K | 1.8% | |
| Participant Loans (7.25% - 9.50%) - | Bonds / Notes | — | — | $77K | 1.0% | |
| Vanguard Intermediate-Term Bond Index Fund " | Common Collective Trusts | — | — | $62K | 0.8% | |
| Vanguard Small Cap Index Fund " | Common Collective Trusts | — | — | $51K | 0.7% | |
| Vanguard Value Index Fund " | Common Collective Trusts | — | — | $41K | 0.6% | |
| Vanguard Growth Index Fund " | Common Collective Trusts | — | — | $40K | 0.5% | |
| Vanguard Short-Term Inflation-Protected Securities Index Fund " | Common Collective Trusts | — | — | $38K | 0.5% | |
| Vanguard Developed Markets Index Fund " | Common Collective Trusts | — | — | $35K | 0.5% | |
| Vanguard Mid Cap Index Fund " | Common Collective Trusts | — | — | $24K | 0.3% | |
| Vanguard Small Cap Growth Index Fund " | Common Collective Trusts | — | — | $16K | 0.2% | |
| DFA International Core Equity 2 Fund " ** 410 DFA International Value I Fund " | Mutual Funds | — | — | $15K | 0.2% | |
| Vanguard Short-Term Bond Index Fund " | Common Collective Trusts | — | — | $10K | 0.1% | |
| Vanguard Emerging Markets Stock Index Fund " | Common Collective Trusts | — | — | $10K | 0.1% | |
| BANC Master Deposit Account A Interest bearing cash ** 3 DFA Emerging Markets Small Cap I Fund Mutual fund ** 213 DFA Emerging Markets Value I Fund " | Mutual Funds | — | — | $8K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
