Marcus Bowie signed Bay Area PL Services' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Bay Area PL Services' EIN is 82-0667208.
Download the official 2024 Form 5500 (PDF) for Bay Area PL Services from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Bay Area PL Services' 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 Total Stock Market Index Fund Mutual Fund | Common Collective Trusts | — | — | $190K | 40.0% | |
| Vanguard Total International Stock Index Fund Mutual Fund | Common Collective Trusts | — | — | $113K | 23.8% | |
| Vanguard Total Bond Market Index Fund Mutual Fund | Common Collective Trusts | — | — | $50K | 10.4% | |
| Vanguard Real Estate Index Fund Mutual Fund | Common Collective Trusts | — | — | $32K | 6.8% | |
| Vanguard Total International Bond Index Fund Mutual Fund | Common Collective Trusts | — | — | $22K | 4.7% | |
| Vanguard Short-Term Bond Index Fund Mutual Fund | Common Collective Trusts | — | — | $22K | 4.6% | |
| Vanguard Intermediate Term Bond Index Fund Mutual Fund 23 Vanguard Small Cap Value Index Fund Mutual Fund | Common Collective Trusts | — | — | $12K | 2.6% | |
| Vanguard Short-Term Inflation-Protection Securities Index Fund Mutual Fund | Common Collective Trusts | — | — | $1K | 0.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
