Marcus Bowie signed Yellow Brick Road Logistics' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Yellow Brick Road Logistics' EIN is 87-2736412.
Download the official 2024 Form 5500 (PDF) for Yellow Brick Road Logistics from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Yellow Brick Road Logistics' 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 Mutual Fund | Mutual Funds | — | — | $176K | 44.0% | |
| Vanguard Total Intl Stock Mutual Fund | Mutual Funds | — | — | $105K | 26.2% | |
| Vanguard Total Bond Market Mutual Fund | Mutual Funds | — | — | $37K | 9.3% | |
| Vanguard Real Estate Mutual Fund | Mutual Funds | — | — | $29K | 7.4% | |
| Vanguard Total Intl Bd Mutual Fund | Mutual Funds | — | — | $16K | 4.1% | |
| Notes receivable from participants Bearing interest at | Other securities | — | — | $11K | 2.8% | |
| DFA Emerging Markets Small Cap Mutual Fund ** 18 DFA Emerging Markets Value Mutual Fund ** 785 DFA Global Real Estate Secure Port Mutual Fund ** 464 DFA International Value I Mutual Fund | Mutual Funds | — | — | $3K | 0.7% | |
| Vanguard Emerging Markets Stock Mutual Fund ** 304 Vanguard Mid-Cap Value Mutual Fund ** 762 Vanguard Mid Cap Mutual Fund ** 195 Vanguard Small Cap Value Mutual Fund | Mutual Funds | — | — | $3K | 0.7% | |
| DFA International Core Equity I Mutual Fund | Mutual Funds | — | — | $1K | 0.3% | |
| Vanguard Value Mutual Fund | Mutual Funds | — | — | $1K | 0.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
