Marcus Bowie signed Returnmates' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Returnmates' EIN is 85-3188459.
Download the official 2024 Form 5500 (PDF) for Returnmates from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Returnmates' plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund Admiral Shares | Common Collective Trusts | — | — | $62K | 45.9% | |
| Vanguard Total International Stock Index Fund Admiral Shares | Common Collective Trusts | — | — | $39K | 28.6% | |
| Vanguard Growth Index Fund Admiral Shares ** 370 Vanguard Real Estate Index Fund Admiral Shares | Common Collective Trusts | — | — | $11K | 8.2% | |
| Vanguard Short-Term Inflation-Protected Securities Index Fund Admiral Shares ** 235 Vanguard Total Bond Market Index Fund Admiral Shares | Common Collective Trusts | — | — | $11K | 8.2% | |
| Non-interest bearing cash | Cash / Money Market | — | $6K | $6K | 4.2% | |
| Vanguard Total International Bond Index Fund Admiral Shares | Common Collective Trusts | — | — | $5K | 3.4% | |
| Vanguard 500 Index Fund Admiral Shares | Common Collective Trusts | — | — | $1K | 1.0% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
