Marcus Bowie signed Current Home Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Current Home Inc.'s EIN is 83-0752169.
Download the official 2024 Form 5500 (PDF) for Current Home Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Current Home Inc.'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 | |||||
|---|---|---|---|---|---|---|
| Matrix Trust Company Vanguard Total intl Stock Index Admiral | Mutual Funds | — | — | $92K | 38.8% | |
| Matrix Trust Company Vanguard Total intl Bd Idx * | Common Collective Trusts | — | — | $56K | 23.7% | |
| Matrix Trust Company Vanguard Total Stock Mkt Idx Adm Participant Contributions Receivable | Common Collective Trusts | — | — | $30K | 12.6% | |
| Matrix Trust Company Vanguard Real Estate Index Admiral Matrix Trust Company Vanguard Shrt-Term Infl-Prot Sec Idx Adm 408 | Common Collective Trusts | — | — | $25K | 10.6% | |
| Company Vanguard Growth Index Admiral * | Mutual Funds | — | — | $17K | 7.0% | |
| Matrix Trust Company Vanguard Total Bond Market Index Adm | Mutual Funds | — | — | $11K | 4.8% | |
| _☐ Matrix Trust | Other securities | — | — | $3K | 1.3% | |
| Participant Loans with various maturities and interest rates of Prime rate +2% | Participant loans | — | — | $3K | 1.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
