QIAN LIU signed Truly Title, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Truly Title, Inc.'s EIN is 83-2214827.
Download the official 2024 Form 5500 (PDF) for Truly Title, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Truly Title, 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 | |||||
|---|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund Mutual fund | Common Collective Trusts | — | — | $2.1M | 42.4% | |
| Vanguard Total Bond Market Index Fund Mutual fund | Common Collective Trusts | — | — | $839K | 17.1% | |
| Vanguard Developed Markets Index Fund Mutual fund | Common Collective Trusts | — | — | $814K | 16.6% | |
| Vanguard Emerging Markets Stock Index Fund Mutual fund | Common Collective Trusts | — | — | $421K | 8.6% | |
| Vanguard Total Intl Bond Index Fund Mutual fund | Common Collective Trusts | — | — | $281K | 5.7% | |
| Vanguard Real Estate Index Fund Mutual fund | Common Collective Trusts | — | — | $230K | 4.7% | |
| Participant Loans Interest rates at 4.25% to 9.5% | Bonds / Notes | — | — | $41K | 0.8% | |
| Vanguard Growth Index Fund Mutual fund | Common Collective Trusts | — | — | $32K | 0.6% | |
| Vanguard Short-Term Infl-Prot Sec Index Fund Mutual fund | Common Collective Trusts | — | — | $27K | 0.5% | |
| Vanguard 500 Index Fund Mutual fund | Common Collective Trusts | — | — | $26K | 0.5% | |
| required for self Vanguard Mid-Cap index Fund Mutual fund | Common Collective Trusts | — | — | $25K | 0.5% | |
| Vanguard Value Index Fund Mutual fund | Common Collective Trusts | — | — | $22K | 0.4% | |
| Vanguard Small-Cap Index Fund Mutual fund | Common Collective Trusts | — | — | $18K | 0.4% | |
| Vanguard Total International Stock Fund Mutual fund | Mutual Funds | — | — | $12K | 0.2% | |
| Vanguard Extended Market Index Fund Mutual fund | Common Collective Trusts | — | — | $10K | 0.2% | |
| Vanguard Short-Term Bond Index Fund Mutual fund | Common Collective Trusts | — | — | $9K | 0.2% | |
| Vanguard Federal Money Market Fund Mutual fund 56 Vanguard FTSE Social Index Fund Mutual fund | Common Collective Trusts | — | — | $7K | 0.1% | |
| directed funds Vanguard Mid-cap Value Index Fund Mutual fund | Common Collective Trusts | — | — | $4K | <0.1% | |
| Vanguard Energy Index Fund Mutual fund | Common Collective Trusts | — | — | $4K | <0.1% | |
| Vanguard Industrials Index Fund Mutual fund | Common Collective Trusts | — | — | $4K | <0.1% | |
| Party value) Cost Current Value Cash and equivalents | Cash / Money Market | — | — | $4K | <0.1% | |
| Vanguard Communication Services Index Fund Mutual fund | Common Collective Trusts | — | — | $2K | <0.1% | |
| Vanguard Tax-Managed Small-Cap Fund Mutual fund | Mutual Funds | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
