Marcus Bowie signed Perry Solutions LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Perry Solutions LLC's EIN is 85-2878146.
Download the official 2024 Form 5500 (PDF) for Perry Solutions LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Perry Solutions 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 | — | — | $134K | 42.1% | |
| Vanguard Total Intl Stock Mutual Fund | Mutual Funds | — | — | $80K | 25.2% | |
| Vanguard Shrt-Term Infl-Prot Sec Mutual Fund ** 120 Vanguard Total Bond Market Mutual Fund | Mutual Funds | — | — | $25K | 7.8% | |
| Vanguard Real Estate Mutual Fund | Mutual Funds | — | — | $23K | 7.2% | |
| Vanguard Total Intl Bd Mutual Fund | Mutual Funds | — | — | $11K | 3.6% | |
| Notes receivables from participants Bearing interest at | Other securities | — | — | $4K | 1.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
