Melissa Woolf signed KUIU LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
KUIU LLC's EIN is 27-0954749.
Download the official 2024 Form 5500 (PDF) for KUIU LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)KUIU 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 |
|---|---|---|---|---|---|
| PAYCHEX, INC. | 16-1124166 | ROCHESTER, NY | RECORDKEEPER | $20K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LEGACY CAPITAL MANAGEMENT | — | FOLSOM, CA | ADVISOR | $31K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds Mutual Fund, Target Date Retirement 2040 | Mutual Funds | — | — | $1.1M | 18.4% | |
| Federated Hermes Money Market Fund, U.S. Treasury Cash Reserves | Cash / Money Market | — | — | $779K | 13.5% | |
| American Funds Mutual Fund, Target Date Retirement 2045 | Mutual Funds | — | — | $497K | 8.6% | |
| American Funds Mutual Fund, Target Date Retirement 2060 | Mutual Funds | — | — | $484K | 8.4% | |
| American Funds Mutual Fund, Target Date Retirement 2055 | Mutual Funds | — | — | $415K | 7.2% | |
| American Funds Mutual Fund, Target Date Retirement 2050 | Mutual Funds | — | — | $343K | 6.0% | |
| Goldman Sachs Mutual Fund, Large Cap Growth Insights | Other securities | — | — | $298K | 5.2% | |
| Columbia Mutual Fund, Large Cap Enhanced Core | Other securities | — | — | $278K | 4.8% | |
| American Funds Mutual Fund, Target Date Retirement 2035 | Mutual Funds | — | — | $270K | 4.7% | |
| T.Rowe Price Mutual Fund, U.S. Equity Research | Other securities | — | — | $182K | 3.2% | |
| Franklin Mutual Fund, Small Cap Growth | Mutual Funds | — | — | $163K | 2.8% | |
| American Funds Mutual Fund, Target Date Retirement 2025 | Mutual Funds | — | — | $133K | 2.3% | |
| Voya Mutual Fund, Corporate Leaders 100 | Other securities | — | — | $128K | 2.2% | |
| Macquarie Mutual Fund, Mid Cap Income Opportunities | Other securities | — | — | $111K | 1.9% | |
| Goldman Sachs Mutual Fund, Small Cap Value Insights | Other securities | — | — | $102K | 1.8% | |
| Fidelity Mutual Fund, Advisor Stock Selector Mid Cap | Mutual Funds | — | — | $89K | 1.5% | |
| Blackrock Mutual Fund, Advantage International | Other securities | — | — | $88K | 1.5% | |
| American Funds Mutual Fund, Target Date Retirement 2030 | Mutual Funds | — | — | $85K | 1.5% | |
| Goldman Sachs Mutual Fund, Inflation Protected Securities | Other securities | — | — | $51K | 0.9% | |
| Participant Loans Various loans at 8.75% to 9.50% | Bonds / Notes | — | — | $44K | 0.8% | |
| Fidelity Mutual Fund, Advisor Focused Emerging Markets | Mutual Funds | — | — | $37K | 0.6% | |
| Voya Mutual Fund, Intermediate Bond | Other securities | — | — | $28K | 0.5% | |
| American Funds Mutual Fund, Inflation Linked Bond 993 American Funds Mutual Fund, Mortgage Fund | Mutual Funds | — | — | $27K | 0.5% | |
| Putnam Mutual Fund, International Value | Mutual Funds | — | — | $27K | 0.5% | |
| Macquarie Mutual Fund, Large Cap Growth | Other securities | — | — | $21K | 0.4% | |
| T.Rowe Price Mutual Fund, International Stock | Other securities | — | — | $12K | 0.2% | |
| American Funds Mutual Fund, American High-Income Trust 839 Blackrock Mutual Fund, High Yield Portfolio | Mutual Funds | — | — | $7K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
