Lynn KHUU signed KHUU'S Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
KHUU'S Inc.'s EIN is 77-0401690.
Download the official 2024 Form 5500 (PDF) for KHUU'S Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)KHUU'S Inc.'s plan includes 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 |
|---|---|---|---|---|---|
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Schwab Personal Choice Retirement Accounts Various | Self-Directed Brokerage | — | — | $8.6M | 95.5% | |
| Vanguard Target Retirement 2035 Fund Investor Shares 3,969.0400 units in mutual fund | Mutual Funds | — | — | $95K | 1.1% | |
| Vanguard Target Retirement 2030 Fund Investor Shares 1,990.2860 units in mutual fund | Mutual Funds | — | — | $75K | 0.8% | |
| Vanguard Target Retirement 2045 Fund Investor Shares 1,877.5250 units in mutual fund | Mutual Funds | — | — | $56K | 0.6% | |
| Vanguard Target Retirement 2025 Fund Investor Shares 2,853.2570 units in mutual fund | Mutual Funds | — | — | $53K | 0.6% | |
| Vanguard Target Retirement 2040 Fund Investor Shares 743.6160 units in mutual fund | Mutual Funds | — | — | $32K | 0.4% | |
| Vanguard Target Retirement Income Fund Investor Shares 2,098.1210 units in mutual fund | Mutual Funds | — | — | $27K | 0.3% | |
| Vanguard Target Retirement 2050 Fund Investor Shares 441.4660 units in mutual fund | Mutual Funds | — | — | $22K | 0.2% | |
| Loan Repayments are included: Corrected Outside Correction in VFCP $21,415 | Other securities | — | $21K | $21K | 0.2% | |
| Cash and cash equivalents * Schwab Bank Savings Money market fund | Mutual Funds | — | — | $15K | 0.2% | |
| Vanguard Target Retirement 2060 Fund Investor Shares 145.4690 units in mutual fund | Mutual Funds | — | — | $7K | <0.1% | |
| Vanguard Target Retirement 2055 Fund Investor Shares 131.6810 units in mutual fund | Mutual Funds | — | — | $7K | <0.1% | |
| Schwab S&P 500 Index Fund 30.3440 units in mutual fund | Common Collective Trusts | — | — | $3K | <0.1% | |
| Cash and cash equivalents | Cash / Money Market | — | — | $3K | <0.1% | |
| Vanguard FTSE Social Index Fund Admiral Shares 33.4940 units in mutual fund | Common Collective Trusts | — | — | $2K | <0.1% | |
| Vanguard Target Retirement 2065 Fund Investor Shares 50.9790 units in mutual fund | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
