Michael Jacobs signed Corner Table Restaurants' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Corner Table Restaurants' EIN is 13-4274958.
Download the official 2024 Form 5500 (PDF) for Corner Table Restaurants from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Corner Table Restaurants' plan includes 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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $13K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILSHIRE ADVISORS LLC | 95-2755361 | — | INVESTMENT ADVISORY | $0 | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds Target Date Retirement 2050 Registered Investment Company | Mutual Funds | — | — | $972K | 26.5% | |
| American Funds Target Date Retirement 2055 Registered Investment Company | Mutual Funds | — | — | $657K | 17.9% | |
| American Funds Target Date Retirement 2045 Registered Investment Company | Mutual Funds | — | — | $397K | 10.8% | |
| American Funds Target Date Retirement 2040 Registered Investment Company | Mutual Funds | — | — | $353K | 9.6% | |
| American Funds Target Date Retirement 2060 Registered Investment Company | Mutual Funds | — | — | $278K | 7.6% | |
| PRIN LGCAP S&P 500 INDEX SA-R3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $221K | 6.0% | |
| American Funds Target Date Retirement 2035 Registered Investment Company | Mutual Funds | — | — | $113K | 3.1% | |
| American Funds Growth Fund America R3 Fund Registered Investment Company | Mutual Funds | — | — | $62K | 1.7% | |
| American Funds New World R3 Fund Registered Investment Company ** 870 PGIM High Yield R Fund Registered Investment Company ** 640 Bond Fund of America Registered Investment Company ** 2 * Principal Fixed Income Guaranteed Option Guaranteed Investment Contract | Stable Value | — | — | $47K | 1.3% | |
| PRIN REAL ESTATE SECS SA-R3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | — | — | $47K | 1.3% | |
| American Funds Target Date Retirement 2065 Registered Investment Company | Mutual Funds | — | — | $37K | 1.0% | |
| Carillon Eagle Mid Cap Growth R3 Fund Registered Investment Company | Common Stocks | — | — | $36K | 1.0% | |
| American Funds Target Date Retirement 2030 Registered Investment Company | Mutual Funds | — | — | $32K | 0.9% | |
| PRIN MIDCAP S&P 400 IDX SA-R3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $26K | 0.7% | |
| Templeton Foreign R Fund Registered Investment Company | Mutual Funds | — | — | $23K | 0.6% | |
| MFS Value Fund Registered Investment Company | Mutual Funds | — | — | $21K | 0.6% | |
| PRIN SMCAP S&P 600 INDEX SA-R3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $21K | 0.6% | |
| PRIN SMALLCAP VALUE II SA-R3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 096 | Pooled Separate Account | — | — | $20K | 0.5% | |
| PRIN DIVERSIFIED INTL SA-R3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015 | Pooled Separate Account | — | — | $17K | 0.5% | |
| Principal Diversified International Pooled Separate Account | Pooled Separate Accounts | — | — | $17K | 0.5% | |
| Allspring Special Mid Cap Value Fund Registered Investment Company | Common Stocks | — | — | $10K | 0.3% | |
| Janus Henderson Triton R Fund Registered Investment Company | Mutual Funds | — | — | $9K | 0.2% | |
| T. Rowe Price International Stock R Fund Registered Investment Company | Common Stocks | — | — | $8K | 0.2% | |
| American Funds Cap World BD R3 FD Registered Investment Company | Mutual Funds | — | — | $5K | 0.1% | |
| Principal Inflation Protection Separate Account- R3 Pooled Separate Account | Pooled Separate Accounts | — | — | $2K | <0.1% | |
| PRIN INFLATION PROTECT SA-R3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 099 | Pooled Separate Account | — | — | $2K | <0.1% | |
| PRINCIPAL BOND MKT INDEX SA-R3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 122 | Pooled Separate Account | — | — | $127 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERICAN PORTFOLIOS FINANCIAL SERVI | 11-3018002 | — | OTHER SERVICES | $0 | — |