Marcus Bowie signed Symmetry Lending, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Symmetry Lending, LLC's EIN is 82-2718716.
Download the official 2024 Form 5500 (PDF) for Symmetry Lending, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Symmetry Lending, LLC's plan includes 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 | $36K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Total Stock Mkt Idx Adm Mutual Fund NR | Common Collective Trusts | — | — | $3.0M | 36.0% | |
| Vanguard Total Intl Stock Index Admiral Mutual Fund NR | Mutual Funds | — | — | $1.6M | 19.6% | |
| Vanguard Total Bond Market Index Adm Mutual Fund NR | Mutual Funds | — | — | $826K | 10.0% | |
| Vanguard Growth Index Admiral Mutual Fund NR | Mutual Funds | — | — | $477K | 5.8% | |
| Vanguard Real Estate Index Admiral Mutual Fund NR | Mutual Funds | — | — | $476K | 5.8% | |
| Retirement Mutual Fund NR 3 Vanguard 500 Index Admiral Mutual Fund NR | Common Collective Trusts | — | — | $385K | 4.7% | |
| Vanguard Total Intl Bd Idx Admiral™ Mutual Fund NR | Common Collective Trusts | — | — | $357K | 4.3% | |
| Vanguard Short-Term Bond Index Adm Mutual Fund NR 932 Vanguard Shrt-Term Infl-Prot Sec Idx Adm Mutual Fund NR | Common Collective Trusts | — | — | $177K | 2.1% | |
| Vanguard Mid-Cap Value Index Admiral Mutual Fund NR | Mutual Funds | — | — | $167K | 2.0% | |
| Vanguard Mid Cap Index Admiral Mutual Fund NR | Mutual Funds | — | — | $165K | 2.0% | |
| Vanguard Value Index Adm Mutual Fund NR | Mutual Funds | — | — | $82K | 1.0% | |
| Vanguard Small Cap Index Adm Mutual Fund NR | Mutual Funds | — | — | $80K | 1.0% | |
| Vanguard FTSE Social Index Fund Admiral Shares Mutual Fund NR | Common Collective Trusts | — | — | $70K | 0.8% | |
| Vanguard Developed Markets Index Admiral Mutual Fund NR | Mutual Funds | — | — | $55K | 0.7% | |
| Various, bearing interest from * Participant loans 4.25%-9.50% - | Bonds / Notes | — | — | $54K | 0.7% | |
| BANC Master Deposit Account A Money Market NR | Cash / Money Market | — | — | $50K | 0.6% | |
| Vanguard Small Cap Growth Index Admiral Mutual Fund NR | Mutual Funds | — | — | $38K | 0.5% | |
| Vanguard Small Cap Value Index Admiral Mutual Fund NR | Mutual Funds | — | — | $34K | 0.4% | |
| DFA International Value I Mutual Fund NR | Mutual Funds | — | — | $26K | 0.3% | |
| Vanguard Federal Money Market Investor Money Market NR | Mutual Funds | — | — | $18K | 0.2% | |
| Vanguard Interm-Term Bond Index Adm Mutual Fund NR | Mutual Funds | — | — | $17K | 0.2% | |
| Vanguard Mid-Cap Growth Index Admiral Mutual Fund NR | Mutual Funds | — | — | $16K | 0.2% | |
| DFA Emerging Markets Value I Mutual Fund NR | Mutual Funds | — | — | $6K | <0.1% | |
| DFA Global Real Estate Securities Port Mutual Fund NR 49 DFA International Core Equity I Mutual Fund NR | Mutual Funds | — | — | $2K | <0.1% | |
| DFA Emerging Markets Small Cap I Mutual Fund NR | Mutual Funds | — | — | $2K | <0.1% | |
| Vanguard Emerging Mkts Stock Idx Adm Mutual Fund NR | Common Collective Trusts | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
