Marcus Bowie signed Bend Health, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Bend Health, Inc.'s EIN is 86-2586786.
Download the official 2024 Form 5500 (PDF) for Bend Health, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Bend Health, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HUMAN INTEREST ADVISOR LLC | 47-4307706 | SAN FRANCISCO, CA | RECORDKEEPER | $12K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Total Stock Market Index | Common Collective Trusts | — | — | $1.1M | 44.7% | |
| Vanguard Total International Stock Index Admiral | Mutual Funds | — | — | $598K | 24.3% | |
| Vanguard Total Bond Market Index | Mutual Funds | — | — | $256K | 10.4% | |
| Vanguard Real Estate Index Admiral | Mutual Funds | — | — | $174K | 7.0% | |
| Vanguard Total International Bond Index Admiral | Mutual Funds | — | — | $113K | 4.6% | |
| Vanguard Developed Markets Index Admiral 596 Vanguard Growth Index Admiral | Mutual Funds | — | — | $76K | 3.1% | |
| DFA Emerging Market Small Cap I 415 Vanguard 500 Index Admiral | Common Collective Trusts | — | — | $54K | 2.2% | |
| Vanguard Short-Term Inflation-Protected Securities | Mutual Funds | — | — | $36K | 1.4% | |
| Vanguard Mid Cap Index Admiral | Mutual Funds | — | — | $10K | 0.4% | |
| Vanguard Small Cap Index | Mutual Funds | — | — | $7K | 0.3% | |
| DFA Emerging Market Value I 745 DFA International Core Equity I | Mutual Funds | — | — | $5K | 0.2% | |
| Notes receivable from Interest rate of 9.50% with a maturity date of | Bonds / Notes | — | — | $4K | 0.2% | |
| Index Vanguard Small Cap Growth Index | Mutual Funds | — | — | $4K | 0.2% | |
| Vanguard Mid-Cap Growth Index Admiral | Mutual Funds | — | — | $3K | 0.1% | |
| DFA International Value | Mutual Funds | — | — | $2K | <0.1% | |
| Vanguard Mid-Cap Value Index Admiral | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
