Marcus Bowie signed Co Logistics LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Co Logistics LLC's EIN is 85-2807125.
Download the official 2024 Form 5500 (PDF) for Co Logistics LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Co 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 Market Index Admiral | Common Collective Trusts | — | — | $108K | 38.8% | |
| Vanguard Short-Term Inflation-Protected Securities Index Admiral ** 227 Vanguard Total International Stock Index Admiral | Mutual Funds | — | — | $78K | 28.0% | |
| Vanguard Total Bond Market Index Admiral | Mutual Funds | — | — | $33K | 11.7% | |
| Vanguard Real Estate Index Admiral | Mutual Funds | — | — | $19K | 6.8% | |
| Vanguard Total International Bond Index Admiral | Mutual Funds | — | — | $11K | 4.1% | |
| Banc of California Banc Master Deposit Account A ** 2 * Participant Loans to participants, bearing interest rate at 9.00% | Bonds / Notes | — | — | $2K | 0.6% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
