Marcus Bowie signed Direct Logistics Holdings, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Direct Logistics Holdings, Inc.'s EIN is 86-3619750.
Download the official 2024 Form 5500 (PDF) for Direct Logistics Holdings, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Direct Logistics Holdings, Inc.'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 Fund | Common Collective Trusts | — | — | $213K | 37.1% | |
| Vanguard Total International Stock Index Fund | Common Collective Trusts | — | — | $129K | 22.4% | |
| Vanguard Total Bond Market Index Fund | Common Collective Trusts | — | — | $108K | 18.8% | |
| Vanguard Total International Bond Index Fund | Common Collective Trusts | — | — | $46K | 8.0% | |
| Vanguard Real Estate Index Fund | Common Collective Trusts | — | — | $36K | 6.3% | |
| Vanguard Short-Term Inflation-Protected Securities Fund | Mutual Funds | — | — | $16K | 2.8% | |
| Matrix Trust Company Non-Interest Bearing Cash | Cash / Money Market | — | — | $8K | 1.4% | |
| Vanguard Growth Index Fund | Common Collective Trusts | — | — | $7K | 1.2% | |
| Matrix Trust Company Money Market Fund ** 2 Vanguard 500 Index Fund | Common Collective Trusts | — | — | $7K | 1.2% | |
| Participant Loans Notes receivable from participants with interest rates of 5.25%, due through 2025. | Bonds / Notes | — | — | $4K | 0.8% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
