Karen Suttle signed Tastes on the FLY San Francisco, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Tastes on the FLY San Francisco, LLC's EIN is 27-1859310.
Download the official 2024 Form 5500 (PDF) for Tastes on the FLY San Francisco, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Tastes on the FLY San Francisco, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA LIFE INSURANCE COMPANY | 39-0989781 | — | RECORDKEEPER | $17K | — |
| THE RETIREMENT ADVANTAGE | 39-1816008 | — | RECORDKEEPER | $14K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MESIROW FINANCIAL, INC. |
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.
| % of plan | |||
|---|---|---|---|
| TRANSAMERICA LIFEGOAL 2040 W/BLACK TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 112 | Pooled Separate Account | $0 | — |
| AFDS NEW PERSPECTIVE RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 259 | Pooled Separate Account | $0 | — |
| TRANSAMERICA LIFEGOAL 2035 W/BLACK TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 050 | Pooled Separate Account | $0 | — |
| TRANSAMERICA LIFEGOAL 2050 W/BLACK TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 113 | Pooled Separate Account | $0 | — |
| TRANSAMERICA LIFEGOAL 2030 W/BLACK TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 111 | Pooled Separate Account | $0 | — |
| STATE STREET S&P MID CAP INDX RET TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 036 | Pooled Separate Account | $0 | — |
| TA VANGUARD SMALL-CAP VALUE IDX TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 108 | Pooled Separate Account | $0 | — |
| TRANSAMERICA LIFEGOAL 2055 W/BLACK TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 505 | Pooled Separate Account | $0 | — |
| TA VANGUARD SMALL-CAP IDX RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 107 | Pooled Separate Account | $0 | — |
| EATON VANCE GROWTH RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 374 | Pooled Separate Account | $0 | — |
| IVY MID CAP GROWTH RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 515 | Pooled Separate Account | $0 | — |
| TA VANGUARD REAL ESTATE INDEX RET O TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 099 | Pooled Separate Account | $0 | — |
| VICTORY SYCAMORE ESTABLISHED VALUE TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 613 | Pooled Separate Account | $0 | — |
| TRANSAMERICA LIFEGOAL 2045 W/BLACK TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 051 | Pooled Separate Account | $0 | — |
| DREYFUS INTERNATIONAL STOCK RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 528 | Pooled Separate Account | $0 | — |
| JPMORGAN US EQUITY RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 297 | Pooled Separate Account | $0 | — |
| FIDELITY ADV STRATEGIC INC RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 576 | Pooled Separate Account | $0 | — |
| TA VANGUARD TOTAL STOCK MARKET IDX TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 114 | Pooled Separate Account | $0 | — |
| COLUMBIA DIVIDENT INCOME RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 635 | Pooled Separate Account | $0 | — |
| TRANSAMERICA LIFEGOAL 2025 WITH BLA TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 049 | Pooled Separate Account | $0 | — |
| TA BLACKROCK LP INDEX 2060 RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 612 | Pooled Separate Account | $0 | — |
| PIONEER BOND RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 091 | Pooled Separate Account | $0 | — |
| STATE STREET RUSSELL LG CP GR IDX R TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 122 | Pooled Separate Account | $0 | — |
| TRANSAMERICA LIFEGOAL RET WITH BLAC TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 047 | Pooled Separate Account | $0 | — |
| AMERICAN CENTURY GOV'T BOND RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 355 | Pooled Separate Account | $0 | — |
| 36-3194849 |
| — |
| INVESTMENT ADVISORY - PL |
| $3K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| METZ CPA LLC | 46-4558541 | — | AUDIT | $3K | — |
