Katie Bronnenkant signed Bennie Health, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Bennie Health, Inc.'s EIN is 83-3252603.
Download the official 2024 Form 5500 (PDF) for Bennie Health, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Bennie Health, Inc.'s plan includes profit-sharing, 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 | $22K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund - Admiral Shares | Common Collective Trusts | — | — | $2.0M | 42.3% | |
| Vanguard Total International Stock Index Fund - Admiral Shares | Common Collective Trusts | — | — | $1.0M | 21.4% | |
| Vanguard Total Bond Market Index Fund - Admiral Shares | Common Collective Trusts | — | — | $412K | 8.6% | |
| Vanguard 500 Index Fund - Admiral Class | Common Collective Trusts | — | — | $298K | 6.2% | |
| Vanguard Real Estate Index Fund - Admiral Shares | Common Collective Trusts | — | — | $267K | 5.6% | |
| Vanguard Total International Bond Index Fund - Admiral Shares | Common Collective Trusts | — | — | $191K | 4.0% | |
| Vanguard Developed Markets Index Fund - Admiral Shares | Common Collective Trusts | — | — | $110K | 2.3% | |
| Vanguard Small-Cap Index Fund - Admiral Shares | Common Collective Trusts | — | — | $61K | 1.3% | |
| Vanguard Emerging Markets Stock Index Fund - Admiral Shares | Common Collective Trusts | — | — | $50K | 1.0% | |
| Vanguard Mid-Cap Value Index Fund - Admiral Shares | Common Collective Trusts | — | — | $41K | 0.9% | |
| Vanguard Mid-Cap Index Fund - Admiral Shares | Common Collective Trusts | — | — | $41K | 0.9% | |
| Vanguard Value Index Fund - Admiral Shares | Common Collective Trusts | — | — | $38K | 0.8% | |
| Vanguard Growth Index Fund - Admiral Shares | Common Collective Trusts | — | — | $37K | 0.8% | |
| Vanguard Small-Cap Value Index Fund - Admiral Shares | Common Collective Trusts | — | — | $36K | 0.7% | |
| Vanguard Mid-Cap Growth Index Fund - Admiral Shares | Common Collective Trusts | — | — | $26K | 0.5% | |
| Admiral Shares Vanguard Small-Cap Growth Index Fund - Admiral Shares | Common Collective Trusts | — | — | $23K | 0.5% | |
| Vanguard Short-Term Bond Index Fund - Admiral Shares ** 88 Vanguard Short-Term Inflation-Protected Securities Index Fund - | Common Collective Trusts | — | — | $16K | 0.3% | |
| DFA International Value Portfolio - Institutional Class | Mutual Funds | — | — | $13K | 0.3% | |
| Nuveen Core Impact Bond Fund - Premier Class | U.S. Treasuries | — | — | $12K | 0.2% | |
| DFA International Small Cap Value Portfolio - Institutional Class | Mutual Funds | — | — | $10K | 0.2% | |
| Vanguard Long-Term Bond Index Fund - Admiral Shares | Common Collective Trusts | — | — | $7K | 0.2% | |
| DFA International Small Company Portfolio - Institutional Class | Mutual Funds | — | — | $5K | <0.1% | |
| DFA Global Real Estate Securities Portfolio - Institutional Class | Mutual Funds | — | — | $4K | <0.1% | |
| Banc of California Master Deposit Account ** 22 DFA Emerging Markets Small Cap Portfolio - Institutional Class | Mutual Funds | — | — | $3K | <0.1% | |
| Participant loans Interest rates ranging from 5% to 9.5% with maturity dates - | Bonds / Notes | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
