Marcus Bowie signed Twelfth One, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Twelfth One, LLC's EIN is 82-0962026.
Download the official 2024 Form 5500 (PDF) for Twelfth One, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Twelfth One, 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.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HUMAN INTEREST ADVISOR LLC | 47-4307706 | SAN FRANCISCO, CA | RECORDKEEPER | $11K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| 25 Matrix Trust Company Vanguard Total Stock Market Index Fund | Common Collective Trusts | — | — | $807K | 38.5% | |
| 24 Matrix Trust Company Vanguard Total International Stock Index Fund | Common Collective Trusts | — | — | $482K | 23.0% | |
| 22 Matrix Trust Company Vanguard Total Bond Market Index Fund | Common Collective Trusts | — | — | $318K | 15.2% | |
| 17 Matrix Trust Company Vanguard Real Estate Index Fund | Common Collective Trusts | — | — | $140K | 6.7% | |
| 23 Matrix Trust Company Vanguard Total International Bond Index Fund | Common Collective Trusts | — | — | $138K | 6.6% | |
| 7 Matrix Trust Company Vanguard 500 Index Fund | Common Collective Trusts | — | — | $45K | 2.2% | |
| 10 Matrix Trust Company Vanguard Federal Money Market Investor ** 64 11 Matrix Trust Company Vanguard FTSE Social Index Fund ** 757 12 Matrix Trust Company Vanguard Growth Index | Common Collective Trusts | — | — | $40K | 1.9% | |
| 26 Matrix Trust Company Vanguard Value Index Fund | Common Collective Trusts | — | — | $29K | 1.4% | |
| 18 Matrix Trust Company Vanguard Short-Term Inflation-Protected Securities Index Fund | Common Collective Trusts | — | — | $28K | 1.4% | |
| 19 Matrix Trust Company Vanguard Small Cap Growth Index Fund | Common Collective Trusts | — | — | $9K | 0.4% | |
| 1 * Matrix Trust Company Cash | Cash / Money Market | — | — | $7K | 0.3% | |
| 14 Matrix Trust Company Vanguard Mid Cap Growth Index Fund | Common Collective Trusts | — | — | $6K | 0.3% | |
| 20 Matrix Trust Company Vanguard Small Cap Index Fund | Common Collective Trusts | — | — | $6K | 0.3% | |
| 8 Matrix Trust Company Vanguard Developed Markets Index Fund | Common Collective Trusts | — | — | $6K | 0.3% | |
| 21 Matrix Trust Company Vanguard Small Cap Value Index Fund | Common Collective Trusts | — | — | $5K | 0.2% | |
| 9 Matrix Trust Company Vanguard Emerging Markets Stock Index Fund | Common Collective Trusts | — | — | $5K | 0.2% | |
| 5 Matrix Trust Company DFA International Core Equity Fund | Mutual Funds | — | — | $5K | 0.2% | |
| 15 Matrix Trust Company Vanguard Mid Cap Index Fund | Common Collective Trusts | — | — | $4K | 0.2% | |
| 13 Matrix Trust Company Vanguard Intermediate-Term Bond Index Fund | Common Collective Trusts | — | — | $4K | 0.2% | |
| 16 Matrix Trust Company Vanguard Mid Cap Value Index Fund | Common Collective Trusts | — | — | $4K | 0.2% | |
| 6 Matrix Trust Company DFA International Value Fund | Mutual Funds | — | — | $3K | 0.2% | |
| 3 Matrix Trust Company DFA Emerging Markets Value Fund ** 773 4 Matrix Trust Company DFA Global Real Estate Securities Portfolio | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
