Kevin Mallette signed Tucker Restaurant Group, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Tucker Restaurant Group, LLC's EIN is 46-5090050.
Download the official 2024 Form 5500 (PDF) for Tucker Restaurant Group, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Tucker Restaurant Group, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BETTERMENT FOR BUSINESS, LLC | 47-4872674 | NEW YORK, NY | RECORDKEEPER | $6K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Total Stock Market ETF " | Mutual Funds | — | — | $166K | 21.2% | |
| Vanguard FTSE Developed Markets " | Mutual Funds | — | — | $130K | 16.7% | |
| iShares Core S&P Total U.S. Stock Market ETF " | Other securities | — | — | $97K | 12.5% | |
| iShares Core MSCI Total International Stock ETF " | Other securities | — | — | $76K | 9.7% | |
| Vanguard FTSE Emerging Markets " | Mutual Funds | — | — | $75K | 9.6% | |
| Vanguard Value ETF " | Mutual Funds | — | — | $44K | 5.6% | |
| Vanguard Mid-Cap Value ETF " | Mutual Funds | — | — | $36K | 4.6% | |
| Vanguard Small-Cap Value ETF " | Mutual Funds | — | — | $30K | 3.9% | |
| Vanguard Total International Bond ETF " | Mutual Funds | — | — | $26K | 3.3% | |
| iShares Core Total US Bond Market ETF " | Other securities | — | — | $25K | 3.2% | |
| SPDR S&P 1500 Value Tilt ETF " | Other securities | — | — | $22K | 2.8% | |
| Global X Thematic Growth ETF " | Other securities | — | — | $17K | 2.2% | |
| iShares Emerging Markets USD Bond ETF " | Other securities | — | — | $13K | 1.7% | |
| Vanguard Short-Term Inflation-Protected Securities ETF " | Mutual Funds | — | — | $8K | 1.0% | |
| iShares Core International Aggregate Bond " | Other securities | — | — | $5K | 0.7% | |
| Vanguard US Total Bond Market ETF " | Mutual Funds | — | — | $5K | 0.7% | |
| Bitwise Crypto Industry Innovators ETF Exchange traded fund | Other securities | — | — | $2K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
