Maggie King signed Carvaka, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Carvaka, LLC's EIN is 61-1352732.
Download the official 2024 Form 5500 (PDF) for Carvaka, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Carvaka, LLC's plan includes a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA), profit-sharing.
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 | $62K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS LLC | 26-0058143 | — | ADVISOR | $18K | — |
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 | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $9.4M | 96.1% | |
| [Assets held in participant loans] | Other | — | — | $257K | 2.6% | |
| [Assets held in common collective trust] | Other | — | — | $125K | 1.3% | |
| MIP CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $95K | 1.0% | |
| JH DSCPL VALUE P1 JOHN HANCOCK TRUST COMPANY LLC · EIN 85-6153745 / PN 037 | Common Collective Trust | — | — | $30K | 0.3% | |
| [Assets held in interest-bearing cash] | Other | — | — | $5K | <0.1% |
