Karina Stasi signed First Watch Restaurants, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
First Watch Restaurants, Inc.'s EIN is 65-0543723.
Download the official 2024 Form 5500 (PDF) for First Watch Restaurants, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)First Watch Restaurants, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
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 | $145K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | 13-5674085 | — | CONSULTANT | $34K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Principal Life Ins Co Fixed Inc Guar Option Ins Co General Account | Common Stocks | — | — | $8.4M | 21.9% | |
| JP Morgan Large Cap Gr R6 Fd Mutual Funds | Other securities | — | — | $3.9M | 10.2% | |
| Neub Berm Lg Cp Val R6 Fd Mutual Funds | Other securities | — | — | $3.5M | 9.2% | |
| Fidelity 500 Index Fund Mutual Funds | Common Collective Trusts | — | — | $2.9M | 7.6% | |
| American Funds Am Hi-Inc Trs R6 Fund Mutual Funds | Mutual Funds | — | — | $2.4M | 6.2% | |
| PRIN CORE PLUS BOND SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 005 | Pooled Separate Account | — | — | $2.4M | 6.1% | |
| Thornburg Strat Income R6 Fund Mutual Funds | Other securities | — | — | $2.3M | 6.0% | |
| PRIN DIVERSIFIED INTL SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015 | Pooled Separate Account | — | — | $2.2M | 5.6% | |
| Fidelity Mid Cp Index Fund Mutual Funds | Common Collective Trusts | — | — | $1.3M | 3.3% | |
| Fidelity International Idx Fd Mutual Funds | Common Collective Trusts | — | — | $1.2M | 3.1% | |
| Fidelity Sm Cap Index Fund Mutual Funds | Common Collective Trusts | — | — | $1.2M | 3.1% | |
| Invesco Small Cap Value R6 Fd Mutual Funds | Mutual Funds | — | — | $1.2M | 3.0% | |
| American Funds New World R6 Mutual Funds | Mutual Funds | — | — | $1.2M | 3.0% | |
| Transamerica Intl Eq R6 Fund Mutual Funds | Other securities | — | — | $1.1M | 2.8% | |
| PRIN MIDCAP VALUE I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 043 | Pooled Separate Account | — | — | $910K | 2.4% | |
| Participant Loans Interest Rates 4.25% - 8.5% | Bonds / Notes | — | — | $761K | 2.0% | |
| Janus Henderson Entrprs N Mutual Funds | Mutual Funds | — | — | $757K | 2.0% | |
| PGIM Jennison Small Co R6 Fd Mutual Funds | Common Stocks | — | — | $718K | 1.9% | |
| American Funds Amer Bal R6 Fd Mutual Funds | Mutual Funds | — | — | $148K | 0.4% | |
| Fidelity Us Bond Index Fund Mutual Funds | Common Collective Trusts | — | — | $35K | <0.1% | |
| Cohen & Steers I Realty Sh Fd Mutual Funds | Other securities | — | — | $28K | <0.1% | |
| American Century Short Dur Infl Protect Bd R6 Mutual Funds | Other securities | — | — | $10K | <0.1% | |
| (E) | Other securities | — | $35K | $10K | <0.1% | |
| Loomis Sayles Invest Grade Bond N Mutual Funds | Other securities | — | — | $10K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
