Marcus Bowie signed H1 Insights, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
H1 Insights, Inc.'s EIN is 84-2699829.
Download the official 2024 Form 5500 (PDF) for H1 Insights, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)H1 Insights, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.
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 | $17K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Total Stock Mkt Idx Adm | Common Collective Trusts | — | — | $2.4M | 41.4% | |
| Vanguard Total Intl Stock Index Admiral | Mutual Funds | — | — | $1.4M | 23.6% | |
| Vanguard 500 Index Adm | Common Collective Trusts | — | — | $484K | 8.4% | |
| Vanguard Total Bond Market Index Adm | Mutual Funds | — | — | $476K | 8.3% | |
| Vanguard Real Estate Index Adm | Mutual Funds | — | — | $381K | 6.6% | |
| Vanguard Total Intl Bd Idx Admiral | Common Collective Trusts | — | — | $219K | 3.8% | |
| Cash (held by Matrix Trust Company) Non-interest bearing cash - | Cash / Money Market | — | — | $101K | 1.7% | |
| Participant loans Interest from 4.90% to 9.50% - | Bonds / Notes | — | — | $74K | 1.3% | |
| Vanguard Growth Index Adm | Mutual Funds | — | — | $64K | 1.1% | |
| Vanguard Value Index Adm | Mutual Funds | — | — | $62K | 1.1% | |
| Vanguard Mid Cap Index Adm | Mutual Funds | — | — | $27K | 0.5% | |
| Vanguard Small Cap Index Adm | Mutual Funds | — | — | $24K | 0.4% | |
| Vanguard Shrt-Term Infl-Prot Sec Idx Adm | Common Collective Trusts | — | — | $11K | 0.2% | |
| Vanguard Developed Markets Index Adm | Mutual Funds | — | — | $10K | 0.2% | |
| Vanguard Mid-Cap Growth Index Adm | Mutual Funds | — | — | $9K | 0.2% | |
| Dimensional Fund Advisors International Value I | Mutual Funds | — | — | $9K | 0.2% | |
| Vanguard Small Cap Growth Index Adm | Mutual Funds | — | — | $9K | 0.2% | |
| Vanguard Mid-Cap Value Index Adm | Mutual Funds | — | — | $6K | 0.1% | |
| Vanguard Emerging Mkts Stock Idx Adm | Common Collective Trusts | — | — | $6K | 0.1% | |
| Vanguard Short-Term Bond Index Adm | Mutual Funds | — | — | $6K | 0.1% | |
| Vanguard Small Cap Value Index Adm | Mutual Funds | — | — | $5K | <0.1% | |
| s (held by Matrix Trust Company) Dimensional Fund Advisors Emerging Markets Value I | Mutual Funds | — | — | $3K | <0.1% | |
| Dimensional Fund Advisors Global Real Estate Securities Port | Mutual Funds | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
