Matthew Vitorino signed OUT West Restaurant Group, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
OUT West Restaurant Group, Inc.'s EIN is 33-0600849.
Download the official 2024 Form 5500 (PDF) for OUT West Restaurant Group, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)OUT West Restaurant Group, Inc.'s plan includes profit-sharing, 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 | $23K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALLIANT INSURANCE SERVICES, INC. | 33-0785439 | — | 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 | |||||
|---|---|---|---|---|---|---|
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | $0 | $593K | 16.8% | |
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | $0 | $501K | 14.2% | |
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | $0 | $411K | 11.6% | |
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | $0 | $349K | 9.9% | |
| Prin MidCap S&P 400 Idx SA-Z | Common Collective Trusts | — | $0 | $334K | 9.5% | |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $334K | 9.5% | |
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | $0 | $315K | 8.9% | |
| Prin SmCap S&P 600 Index SA-Z | Common Stocks | — | $0 | $168K | 4.7% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $168K | 4.7% | |
| Prin LgCp S&P 500 Index SA-Z | Common Collective Trusts | — | $0 | $115K | 3.2% | |
| PIMCO Income Institutional Fd | Mutual Funds | — | $0 | $109K | 3.1% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $109K | 3.1% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $99K | 2.8% | |
| Prin LifeTime Hybr 2035 CIT Z | Common Collective Trusts | — | $0 | $99K | 2.8% | |
| JanusHenderson Triton N | Other securities | — | $0 | $77K | 2.2% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $74K | 2.1% | |
| Prin LifeTime Hybr 2040 CIT Z | Common Collective Trusts | — | $0 | $74K | 2.1% | |
| Prin Fixed Inc Guar Option | Common Stocks | — | $0 | $71K | 2.0% | |
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $71K | 2.0% | |
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $56K | 1.6% | |
| Pioneer Fundamentl Growth K Fd | Other securities | — | $0 | $56K | 1.6% | |
| Prin LifeTime Hybr 2050 CIT Z | Common Collective Trusts | — | $0 | $56K | 1.6% | |
| Columbia Contra Core I3 Fund | Other securities | — | $0 | $55K | 1.6% | |
| Prin LifeTime Hybr 2055 CIT Z | Common Collective Trusts | — | $0 | $48K | 1.4% | |
| Lord Abbett High Yield R6 Fund | Mutual Funds | — | $0 | $48K | 1.4% | |
| JP Morgan Equity Income R6 Fd | Other securities | — | $0 | $17K | 0.5% | |
| Allspring Spec M Cap Value R6 | Other securities | — | $0 | $15K | 0.4% | |
| Prin LifeTime Hybr 2045 CIT Z | Common Collective Trusts | — | $0 | $14K | 0.4% | |
| Etn Vnc Atl Cp SMID-Cap R6 Fd | Other securities | — | $0 | $2K | <0.1% | |
| PRIN LIFETIME HYBR INC CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $920 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
