Katrina Gamble signed IWIS-Daido, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
IWIS-Daido, LLC's EIN is 45-1202560.
Download the official 2024 Form 5500 (PDF) for IWIS-Daido, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)IWIS-Daido, 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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| s * Capital Bank & Trust American Funds Moderate Growth and Income (PSMGI) $ | Mutual Funds | — | — | $410K | 23.9% | |
| Capital Bank & Trust American Funds - 2030 | Mutual Funds | — | — | $396K | 23.1% | |
| Capital Bank & Trust American Funds - 2050 | Mutual Funds | — | — | $143K | 8.3% | |
| Capital Bank & Trust Growth Fund of America | Other securities | — | — | $129K | 7.5% | |
| Capital Bank & Trust American Funds - 2055 | Mutual Funds | — | — | $121K | 7.0% | |
| Participant loans Notes receivable from participants (4.25 - 9.5%) | Bonds / Notes | — | — | $120K | 7.0% | |
| Capital Bank & Trust American Funds - 2035 | Mutual Funds | — | — | $68K | 4.0% | |
| Capital Bank & Trust American Funds - 2060 | Mutual Funds | — | — | $65K | 3.8% | |
| X American Funds - Capital Group WMIF-R6 | Mutual Funds | — | — | $45K | 2.6% | |
| Capital Bank & Trust American Funds - 2045 | Mutual Funds | — | — | $44K | 2.6% | |
| Capital Bank & Trust American Funds - 2040 | Mutual Funds | — | — | $44K | 2.6% | |
| X American Funds - Capital Group AMBAL-R6 | Mutual Funds | — | — | $38K | 2.2% | |
| Capital Bank & Trust American Funds - 2025 | Mutual Funds | — | — | $27K | 1.6% | |
| Capital Bank & Trust American Funds - 2065 | Mutual Funds | — | — | $19K | 1.1% | |
| X American Funds - Capital Group NEF-R6 | Mutual Funds | — | — | $18K | 1.1% | |
| X American Funds - Capital Group PSP-R6 | Mutual Funds | — | — | $18K | 1.1% | |
| X American Funds - Capital Group ICA-R6 | Mutual Funds | — | — | $5K | 0.3% | |
| Capital Bank & Trust Investment Company of America | Common Stocks | — | — | $5K | 0.3% | |
| Capital Bank & Trust EuroPacific Growth Fund | Other securities | — | — | $3K | 0.2% | |
| X American Funds - Capital Group EUPAC-R6 | Mutual Funds | — | — | $3K | 0.2% | |
| X American Funds - Capital Group PSG-R6 | Mutual Funds | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
