Andrea Joksimovic signed Kahala Brands, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Kahala Brands, Inc.'s EIN is 59-3474394.
Download the official 2024 Form 5500 (PDF) for Kahala Brands, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Kahala Brands, Inc.'s plan includes a default investment (QDIA), profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $20K | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| TRP Retirement 2040 Mutual Fund | Other securities | — | — | $4.3M | 13.0% | |
| TRP Retirement 2030 Mutual Fund | Other securities | — | — | $4.1M | 12.5% | |
| Fidelity 500 Index Mutual Fund | Common Collective Trusts | — | — | $3.4M | 10.2% | |
| Self Directed Brokerage Accounts Brokerage Account | Self-Directed Brokerage | — | — | $2.4M | 7.3% | |
| American Century Growth I Mutual Fund | Other securities | — | — | $2.1M | 6.5% | |
| TRP Div Growth I Mutual Fund | Other securities | — | — | $1.8M | 5.4% | |
| TRP Retirement 2035 Mutual Fund | Other securities | — | — | $1.6M | 5.0% | |
| TRP Retirement 2045 Mutual Fund | Other securities | — | — | $1.6M | 4.8% | |
| TRP Retirement 2050 Mutual Fund | Other securities | — | — | $1.5M | 4.4% | |
| AB Concentrated Growth Mutual Fund | Other securities | — | — | $1.4M | 4.2% | |
| JPM Equity Income R6 Mutual Fund | Other securities | — | — | $1.1M | 3.5% | |
| TRP Retirement 2055 Mutual Fund | Other securities | — | — | $1.1M | 3.3% | |
| JH Triton N Mutual Fund | Other securities | — | — | $892K | 2.7% | |
| FA International Growth Z Mutual Fund | Other securities | — | — | $607K | 1.8% | |
| American Century Mid Cap Value R6 Mutual Fund | Other securities | — | — | $470K | 1.4% | |
| TRP Retirement 2020 Mutual Fund | Other securities | — | — | $441K | 1.3% | |
| FA Strat Income Z Mutual Fund | Other securities | — | — | $437K | 1.3% | |
| Participant Loans Interest Rate 4.25-9.50% | Bonds / Notes | — | — | $422K | 1.3% | |
| Fidelity Mid Cap Index Mutual Fund | Mutual Funds | — | — | $359K | 1.1% | |
| JPM Global Allocation Mutual Fund | Other securities | — | — | $335K | 1.0% | |
| TRP Retirement 2025 Mutual Fund | Other securities | — | — | $319K | 1.0% | |
| TRP Retirement 2060 Mutual Fund | Other securities | — | — | $283K | 0.9% | |
| TRP Retirement 2005 Mutual Fund | Other securities | — | — | $279K | 0.8% | |
| Invesco Developing Markets R6 Mutual Fund | Mutual Funds | — | — | $250K | 0.8% | |
| Blackrock High Yield Bond K Mutual Fund | Other securities | — | — | $222K | 0.7% | |
| Fidelity Small Cap Index Mutual Fund | Mutual Funds | — | — | $184K | 0.6% | |
| Fidelity International Index Mutual Fund | Mutual Funds | — | — | $124K | 0.4% | |
| Pioneer Strat Inc K Mutual Fund | Common Stocks | — | — | $102K | 0.3% | |
| FA Stable Value Stable Value Fund | Stable Value | — | — | $94K | 0.3% | |
| FA STABLE VALUE I FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 026 | Common Collective Trust | — | — | $87K | 0.3% | |
| FID Government Money Market K6 Mutual Fund | Mutual Funds | — | — | $58K | 0.2% | |
| J H Dev World Bond I Mutual Fund | Other securities | — | — | $33K | <0.1% | |
| TRP Retirement 2065 Mutual Fund | Other securities | — | — | $31K | <0.1% | |
| Fidelity US Bond Index Mutual Fund | Mutual Funds | — | — | $27K | <0.1% | |
| FA Total Bond Z Mutual Fund | Other securities | — | — | $18K | <0.1% |
