Marcus Bowie signed Assured Xpress LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Assured Xpress LLC's EIN is 85-1917806.
Download the official 2024 Form 5500 (PDF) for Assured Xpress LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Assured Xpress 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 | |||||
|---|---|---|---|---|---|---|
| Matrix Trust Company Vanguard Total Stock Mkt Idx Adm 702.281 units | Common Collective Trusts | — | — | $99K | 31.2% | |
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $63K | 19.8% | |
| Matrix Trust Company Vanguard Total Intl Stock Index Admiral 1,897.946 units | Mutual Funds | — | $2K | $60K | 19.0% | |
| Matrix Trust Company Cash | Cash / Money Market | — | — | $50K | 15.7% | |
| Matrix Trust Company Vanguard Total Bond 2,052.619 units | Mutual Funds | — | $2K | $19K | 6.1% | |
| Matrix Trust Company Vanguard Real Estate Index 138.309 units | Mutual Funds | — | — | $17K | 5.5% | |
| Matrix Trust Company Vanguard Total Intl Bd idx Admiral 435.052 units | Common Collective Trusts | — | — | $9K | 2.7% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
