Marcus Bowie signed Patel Logistics Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Patel Logistics Inc.'s EIN is 84-4694816.
Download the official 2024 Form 5500 (PDF) for Patel Logistics Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Patel Logistics 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 Mkt Mutual Fund | Mutual Funds | — | — | $151K | 44.0% | |
| Vanguard Total Intl Stock Mutual Fund | Mutual Funds | — | — | $93K | 27.2% | |
| Vanguard Total Bond Market Mutual Fund | Mutual Funds | — | — | $29K | 8.3% | |
| BANC Master Deposit Account A Interest bearing cash ** 1 Vanguard Real Estate Mutual Fund | Mutual Funds | — | — | $26K | 7.7% | |
| Vanguard Total Intl Bd Mutual Fund | Mutual Funds | — | — | $12K | 3.6% | |
| Notes receivable from participants Bearing interest at | Other securities | — | — | $4K | 1.1% | |
| Vanguard Shrt-Term Infl-Prot Sec Mutual Fund | Mutual Funds | — | — | $1K | 0.4% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
