Kimberly Reese signed Huddle House Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Huddle House Inc.'s EIN is 58-0916623.
Download the official 2024 Form 5500 (PDF) for Huddle House Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Huddle House Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA FINANCIAL LIFE INSURAN | 36-6071399 | — | RECORDKEEPER | $330K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH | 13-2808480 | — | INVESTMENT ADVISORY-PLAN | $42K | — |
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 | |||||
|---|---|---|---|---|---|---|
| STATE STREET U.S. BD IDX RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 416 | Pooled Separate Account | — | — | $3.7M | 15.6% | |
| Transamerica Stable Val Stgy Stable value fund | Stable Value | — | — | $3.3M | 13.8% | |
| STATE STREET RUSSELL LG CP VAL IDX TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 171 | Pooled Separate Account | — | — | $2.6M | 11.0% | |
| STATE STREET RUSSELL LG CP GR IDX TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 173 | Pooled Separate Account | — | — | $1.9M | 8.1% | |
| PIMCO REAL RETURN RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 473 | Pooled Separate Account | — | — | $1.7M | 7.2% | |
| TA VANGUARD TTL STOCK MKT IDX ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 166 | Pooled Separate Account | — | — | $1.7M | 7.1% | |
| TRANSAMERICA INTL EQ RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 788 | Pooled Separate Account | — | — | $1.3M | 5.6% | |
| MFS MASSACHUSETTS INVS GR STOCK TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 663 | Pooled Separate Account | — | — | $1.2M | 5.1% | |
| TRANSAMERICA PTNR STOCK IDX RT ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 139 | Pooled Separate Account | — | — | $1.1M | 4.7% | |
| Amer Funds Fundamental Investors Ret Pooled Separate Account | Pooled Separate Accounts | — | — | $754K | 3.2% | |
| AMERICAN FDS FDAMENTAL INVS RT ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 232 | Pooled Separate Account | — | — | $754K | 3.2% | |
| BLACKROCK HIGH YIELD BD RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 219 | Pooled Separate Account | — | — | $754K | 3.2% | |
| STATE STREET RUSSELL SM CP IDX TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 437 | Pooled Separate Account | — | — | $638K | 2.7% | |
| STATE STREET S&P MD CP IDX RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 438 | Pooled Separate Account | — | — | $630K | 2.6% | |
| Participant loans Interest rates ranging from 4.25% - 8.00% | Bonds / Notes | — | — | $601K | 2.5% | |
| TA VANGUARD REIT INDEX RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 130 | Pooled Separate Account | — | — | $440K | 1.8% | |
| ALLSPRING SPECIAL MD CP VAL RT ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 745 | Pooled Separate Account | — | — | $429K | 1.8% | |
| STATE STREET EMERG MKT IDX RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 169 | Pooled Separate Account | — | — | $383K | 1.6% | |
| TA BLACKROCK LP INDEX 2035 RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 304 | Pooled Separate Account | — | — | $254K | 1.1% | |
| BlackRock Lifepath Index 2060 Retirement Pooled Separate Account | Pooled Separate Accounts | — | — | $123K | 0.5% | |
| TA BLACKROCK LP IDX RTMENT RT ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 301 | Pooled Separate Account | — | — | $123K | 0.5% | |
| TA BLACKROCK LP INDEX 2045 RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 306 | Pooled Separate Account | — | — | $114K | 0.5% | |
| TA BLACKROCK LP INDEX 2060 RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 309 | Pooled Separate Account | — | — | $42K | 0.2% | |
| TA BLACKROCK LP INDEX 2050 RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 307 | Pooled Separate Account | — | — | $17K | <0.1% | |
| BlackRock Lifepath Index 2030 Ret Pooled Separate Account | Pooled Separate Accounts | — | — | $8K | <0.1% | |
| TA BLACKROCK LP INDEX 2030 RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 303 | Pooled Separate Account | — | — | $8K | <0.1% | |
| Transamerica Financial Life Ins Co TA BlackRock LP Index 2040 Ret Acct | Common Stocks | — | — | $7K | <0.1% | |
| TA BLACKROCK LP INDEX 2040 RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 305 | Pooled Separate Account | — | — | $7K | <0.1% | |
| TA BLACKROCK LP INDEX 2055 RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 308 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TEMPLETON GLBL BD RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 350 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TA BLACKROCK LP INDEX 2025 RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 302 | 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.
