Marcus Bowie signed Custom Services LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Custom Services LLC's EIN is 81-5378344.
Download the official 2024 Form 5500 (PDF) for Custom Services LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Custom 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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Group Total Stock Mkt Idx Adm | Common Collective Trusts | — | — | $128K | 40.3% | |
| Vanguard Group Total Intl Stock Index Admiral | Mutual Funds | — | — | $77K | 24.1% | |
| Vanguard Group Total Bond Market Index Adm | Mutual Funds | — | — | $34K | 10.5% | |
| Cash - | Cash / Money Market | — | — | $33K | 10.5% | |
| Vanguard Group Real Estate Index Admiral | Mutual Funds | — | — | $22K | 6.8% | |
| Vanguard Group Total Intl Bd Idx Admiral | Common Collective Trusts | — | — | $15K | 4.6% | |
| Vanguard Group Shrt-term Infl-Prot Sec Idx Adm | Common Collective Trusts | — | — | $5K | 1.6% | |
| Vanguard Group Developed Markets Index Admiral ** 477 Vanguard Group Emerging Mkts Stock Idx Adm ** 128 Vanguard Group Growth Index Admiral | Common Collective Trusts | — | — | $2K | 0.5% | |
| Vanguard Group 500 Index Admiral | Common Collective Trusts | — | — | $1K | 0.5% | |
| Participant Loans Participant loans (interest rate of 9.50%, maturing 2028) - | Bonds / Notes | — | — | $1K | 0.4% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
