Kaizen Auto Care, LLC's EIN is 46-4597239.
Download the official 2024 Form 5500 (PDF) for Kaizen Auto Care, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Kaizen Auto Care, 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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $90K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CETERA ADVISORS LLC | 84-0858799 | — | 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 2045 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 113 | Pooled Separate Account | — | — | $1.4M | 19.8% | |
| PRIN LIFETIME 2030 SEP ACCT-Z P PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 077 | Pooled Separate Account | — | — | $1.3M | 17.9% | |
| PRIN LIFETIME 2025 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 111 | Pooled Separate Account | — | — | $817K | 11.7% | |
| PRIN LIFETIME 2040 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 078 | Pooled Separate Account | — | — | $801K | 11.5% | |
| PRIN LIFETIME 2055 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 114 | Pooled Separate Account | — | — | $661K | 9.5% | |
| PRIN LIFETIME 2050 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 079 | Pooled Separate Account | — | — | $622K | 8.9% | |
| PRIN LIFETIME 2060 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 130 | Pooled Separate Account | — | — | $531K | 7.6% | |
| PRIN LIFETIME 2035 SEP ACT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 112 | Pooled Separate Account | — | — | $476K | 6.8% | |
| PRIN LIFETIME 2065 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 173 | Pooled Separate Account | — | — | $195K | 2.8% | |
| Maturities 2024 to 2029 - | Other securities | — | — | $139K | 2.0% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $27K | 0.4% | |
| PRIN LARGECAP GROWTH I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $23K | 0.3% | |
| Allspring Small Company Growth R6 Fund | Common Stocks | — | — | $11K | 0.2% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $9K | 0.1% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $8K | 0.1% | |
| Principal LifeTime 2070 Separate Account-Z | Pooled Separate Accounts | — | — | $8K | 0.1% | |
| PRIN LIFETM 2070 SEP ACCT-Z P PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 179 | Pooled Separate Account | — | — | $8K | 0.1% | |
| Invesco Discovery Mid Cap Growth R6 Fund | Mutual Funds | — | — | $7K | 0.1% | |
| Fidelity International Index Fund | Common Collective Trusts | — | — | $7K | <0.1% | |
| John Hancock John Hancock Disciplined Value R6 Fund | Other securities | — | — | $6K | <0.1% | |
| Principal Fixed Income Guaranteed Option | Other securities | — | — | $3K | <0.1% | |
| American Funds American Funds EuroPacific Growth R6 Fund 210 American Funds American Funds Washington Mutual Investors R6 Fund | Mutual Funds | — | — | $2K | <0.1% | |
| John Hancock John Hancock Bond R6 Fund | Other securities | — | — | $2K | <0.1% | |
| PRIN LIFETIME 2020 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 076 | Pooled Separate Account | — | — | $2K | <0.1% | |
| PRINCIPAL SMALLCAP SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 029 | 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.
| CETERA INVESTMENT ADVISERS LLC |
| 36-3258176 |
| — |
| INVESTMENT ADVISORY |
| $0 |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CETERA RETIREMENT PLAN SPECIALISTS | 94-2279761 | — | CONTACT ADMINISTRATOR | $14K | — |
