Marcus Bowie signed The Aligned Company's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The Aligned Company's EIN is 83-0866845.
Download the official 2024 Form 5500 (PDF) for The Aligned Company from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The Aligned Company'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 Total Stock Market Index Admiral Mutual Fund - | Common Collective Trusts | — | — | $231K | 45.4% | |
| Vanguard Total International Stock Index Admiral Mutual Fund - | Mutual Funds | — | — | $136K | 26.8% | |
| Vanguard Mid-Cap Growth Index Admiral Mutual Fund - 484 Vanguard Mid-Cap Index Admiral Mutual Fund - 467 Vanguard Real Estate Index Admiral Mutual Fund - | Mutual Funds | — | — | $41K | 8.1% | |
| Vanguard Small-Cap Growth Index Admiral Mutual Fund - 188 Vanguard Small-Cap Index Admiral Mutual Fund - 188 Vanguard Small-Cap Value Index Admiral Mutual Fund - 94 Vanguard Total Bond Market Index Admiral Mutual Fund - | Mutual Funds | — | — | $40K | 7.9% | |
| Vanguard Cash noninterest bearing - | Mutual Funds | — | — | $28K | 5.6% | |
| Vanguard Total International Bond Index Admiral Mutual Fund - | Mutual Funds | — | — | $17K | 3.3% | |
| Vanguard Short Term Bond Index Admiral Mutual Fund - 79 Vanguard Short-Term Inflation-Protected Securities Index Admiral | Mutual Funds | — | — | $8K | 1.5% | |
| Vanguard Growth Index Admiral Mutual Fund - | Mutual Funds | — | — | $2K | 0.4% | |
| DFA Global Real Estate Mutual Fund - 184 TIAA Core Impact Bond Mutual Fund - 77 Vanguard 500 Index Admiral Mutual Fund - | U.S. Treasuries | — | — | $2K | 0.3% | |
| Vanguard Value Index Admiral - 451 Vanguard FTSE Social Index Admiral Mutual Fund - | Mutual Funds | — | — | $1K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
