Brian Hicks signed Buddha Jones, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Buddha Jones, LLC's EIN is 20-1911640.
Download the official 2024 Form 5500 (PDF) for Buddha Jones, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Buddha Jones, LLC'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.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $22K | — |
| TRANSAMERICA TRUST COMPANY | 42-0947998 | — | TRUSTEE | $21 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GERBER KAWASAKI | 27-2274173 |
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 | |||||
|---|---|---|---|---|---|---|
| STATE STREET TARGET RETIREMENT 2045 STATE STREET · EIN 32-6528132 / PN 001 | Common Collective Trust | — | — | $949K | 14.6% | |
| Transamerica Fidelity 500 Index | Common Collective Trusts | — | — | $860K | 13.3% | |
| STATE STREET TARGET RETIREMENT 2050 STATE STREET · EIN 32-6528132 / PN 002 | Common Collective Trust | — | — | $803K | 12.4% | |
| STATE STREET TARGET RETIREMENT 2055 STATE STREET · EIN 32-6528132 / PN 005 | Common Collective Trust | — | — | $605K | 9.3% | |
| STATE STREET TARGET RETIREMENT 2035 STATE STREET · EIN 90-0337987 / PN 499 | Common Collective Trust | — | — | $546K | 8.4% | |
| Transamerica JPMorgan Large Cap Growth R6 | Other securities | — | — | $410K | 6.3% | |
| STATE STREET TARGET RETIREMENT 2040 STATE STREET · EIN 90-0337987 / PN 493 | Common Collective Trust | — | — | $394K | 6.1% | |
| STATE STREET TARGET RETIREMENT INCO STATE STREET · EIN 90-0337987 / PN 490 | Common Collective Trust | — | — | $319K | 4.9% | |
| Transamerica Vanguard Equity-Income Adm | Mutual Funds | — | — | $290K | 4.5% | |
| Transamerica Fidelity Total International Index | Mutual Funds | — | — | $255K | 3.9% | |
| Transamerica Fidelity Mid Cap Index | Mutual Funds | — | — | $154K | 2.4% | |
| Transamerica MFS International Diversification R6 | Mutual Funds | — | — | $144K | 2.2% | |
| Transamerica Fidelity Small Cap Index | Mutual Funds | — | — | $138K | 2.1% | |
| Transamerica Fidelity US Bond Index | Mutual Funds | — | — | $129K | 2.0% | |
| s * Transamerica American Funds Bond Fund of America R6 | Pooled Separate Accounts | — | — | $98K | 1.5% | |
| Transamerica PIMCO Income Instl | Mutual Funds | — | — | $98K | 1.5% | |
| Transamerica Vanguard Explorer Adm | Mutual Funds | — | — | $87K | 1.3% | |
| Transamerica DFA US Targeted Value I | Mutual Funds | — | — | $66K | 1.0% | |
| STATE STREET TARGET RETIREMENT 2060 STATE STREET · EIN 32-6528132 / PN 008 | Common Collective Trust | — | — | $54K | 0.8% | |
| Receivables * Note receivable from participant Outstanding participant loan with maturity November 2029 (interest rate at 8.75%) | Bonds / Notes | — | — | $50K | 0.8% | |
| Transamerica Key Guaranteed Portfolio Fund | Other securities | — | — | $32K | 0.5% | |
| STATE STREET TARGET RETIREMENT 2065 STATE STREET · EIN 32-6528132 / PN 046 | Common Collective Trust | — | — | $2K | <0.1% | |
| STATE STREET TARGET RETIREMENT 2030 STATE STREET · EIN 90-0337987 / PN 492 | Common Collective Trust | — | — | $400 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| INVESTMENT AD VISORY - PL |
| $15K |
| — |
