Tropical Smoothie Cafe, LLC's EIN is 37-1696565.
Download the official 2024 Form 5500 (PDF) for Tropical Smoothie Cafe, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Tropical Smoothie Cafe, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $23K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WORLD INVESTMENT ADVISORS LLC | — | SANTA BARBARA, CA | INVESTMENT ADVISOR | $23K | — |
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 | |||||
|---|---|---|---|---|---|---|
| JP Morgan Large Cap Growth R6 | Other securities | — | — | $1.6M | 15.1% | |
| Nuveen Lifecyle Index 2040 R6 | Mutual Funds | — | — | $1.3M | 13.0% | |
| Nuveen Lifecyle Index 2050 R6 | Mutual Funds | — | — | $1.0M | 10.0% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $734K | 7.1% | |
| Nuveen Lifecyle Index 2045 R6 | Mutual Funds | — | — | $600K | 5.8% | |
| Nuveen Lifecyle Index 2030 R6 | Mutual Funds | — | — | $597K | 5.7% | |
| Nuveen Lifecyle Index 2055 R6 | Mutual Funds | — | — | $540K | 5.2% | |
| Nuveen Lifecycle Index 2025 R6 | Mutual Funds | — | — | $485K | 4.7% | |
| JP Morgan Large Cap Value R6 | Other securities | — | — | $454K | 4.4% | |
| Nuveen Lifecycle Index 2035 R6 | Mutual Funds | — | — | $419K | 4.0% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $391K | 3.8% | |
| Macquarie Mid Cap Growth | Other securities | — | — | $386K | 3.7% | |
| MFS International Equity R6 | Mutual Funds | — | — | $355K | 3.4% | |
| Fidelity Small Cap Index | Mutual Funds | — | — | $315K | 3.0% | |
| Blackrock High Yield Bond Portfolio K | Other securities | — | — | $204K | 2.0% | |
| Nuveen Lifecyle Index 2060 R6 | Mutual Funds | — | — | $194K | 1.9% | |
| American Century Small Cap Growth R6 | Other securities | — | — | $128K | 1.2% | |
| PUTNAM STABLE VALUE FUND PUTNAM INVESTMENTS · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $101K | 1.0% | |
| DFA US Targeted Value I | Mutual Funds | — | — | $100K | 1.0% | |
| Participant loans Interest rates ranging from 5.25% to 10.50% 0 | Bonds / Notes | — | — | $91K | 0.9% | |
| Neuberger Berman Real Estate R6 | Other securities | — | — | $88K | 0.8% | |
| Fidelity International Index | Mutual Funds | — | — | $80K | 0.8% | |
| American Funds New World R6 | Mutual Funds | — | — | $56K | 0.5% | |
| Dodge & Cox Income X | Mutual Funds | — | — | $46K | 0.4% | |
| Victory Sycamore Established Value R6 | Other securities | — | — | $26K | 0.3% | |
| Blackrock Sustainable Balanced K | Other securities | — | — | $17K | 0.2% | |
| State Street Aggregate Bond Index K | Other securities | — | — | $8K | <0.1% | |
| Allspring Real Return R6 | Other securities | — | — | $8K | <0.1% | |
| Nuveen Lifecyle Index 2065 R6 | Mutual Funds | — | — | $4K | <0.1% | |
| Nuveen Lifecycle Index Retirement Inc R6 | Mutual Funds | — | — | $2K | <0.1% | |
| AMERICAN CENTURY RD HYBRID 2060 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 088 | Common Collective Trust | — | — | $0 | <0.1% | |
| AMERICAN CENTURY RD HYBRID IN RET C BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 079 | Common Collective Trust | — | — | $0 | <0.1% | |
| AMERICAN CENTURY RD HYBRID 2055 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 087 | Common Collective Trust | — | — | $0 | <0.1% | |
| AMERICAN CENTURY RD HYBRID 2030 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 082 | Common Collective Trust | — | — | $0 | <0.1% | |
| AMERICAN CENTURY RD HYBRID 2045 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 085 | Common Collective Trust | — | — | $0 | <0.1% | |
| AMERICAN CENTURY RD HYBRID 2025 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 081 | Common Collective Trust | — | — | $0 | <0.1% | |
| AMERICAN CENTURY RD HYBRID 2050 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 086 | Common Collective Trust | — | — | $0 | <0.1% | |
| AMERICAN CENTURY RD HYBRID 2040 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 084 | Common Collective Trust | — | — | $0 | <0.1% | |
| AMERICAN CENTURY RD HYBRID 2035 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 083 | Common Collective Trust | — | — | $0 | <0.1% | |
| AMERICAN CENTURY RD HYBRID 2036 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 089 | Common Collective Trust | — | — | $0 | <0.1% | |
| LARGE CAP VALUE 1 EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 129 | Pooled Separate Account | — | — | $0 | <0.1% | |
| LARGE CAP GROWTH EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 141 | Pooled Separate Account | — | — | $0 | <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 |
|---|---|---|---|---|---|
| ERISA SERVICES INC | — | KNOXVILLE, TN | CONTRACT ADMIN | $0 | — |
