Marcus Bowie signed Palm Beach Logistics, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Palm Beach Logistics, LLC's EIN is 84-3961533.
Download the official 2024 Form 5500 (PDF) for Palm Beach Logistics, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Palm Beach Logistics, LLC'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 Mkt Mutual Fund | Mutual Funds | — | — | $162K | 45.5% | |
| Vanguard Total Intl Stock Mutual Fund | Mutual Funds | — | — | $98K | 27.6% | |
| Vanguard Shrt-Term Infl-Prot Sec Mutual Fund ** 301 Vanguard Total Bond Market Mutual Fund | Mutual Funds | — | — | $35K | 9.8% | |
| BANC Master Deposit Account A Interest bearing cash ** 6 DFA Emering Markets Small Cap I Mutual Fund ** 36 Vanguard Real Estate Mutual Fund | Mutual Funds | — | — | $28K | 7.9% | |
| Vanguard Total Intl Bd Mutual Fund | Mutual Funds | — | — | $16K | 4.5% | |
| Vanguard Small Cap Growth Mutual Fund ** 114 Vanguard Small Cap Mutual Fund ** 50 Vanguard Emerging Mkts Stock Mutual Fund ** 24 Notes receivable from participants Bearing interest at | Mutual Funds | — | — | $3K | 0.8% |
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