Kodiak Cakes, LLC's EIN is 81-3272228.
Download the official 2025 Form 5500 (PDF) for Kodiak Cakes, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2025 Form 5500 (PDF)Kodiak Cakes, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HUMAN INTEREST ADVISOR LLC | 47-4307706 | — | RECORDKEEPER | $20K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Admiral N/A | Common Collective Trusts | — | — | $2.1M | 41.3% | |
| Vanguard Total Intl Stock Index Admiral N/A | Mutual Funds | — | — | $1.4M | 28.6% | |
| Vanguard Total Bond Market Index Admiral N/A | Mutual Funds | — | — | $407K | 8.1% | |
| Vanguard Real-Estate Index Admiral N/A | Mutual Funds | — | — | $345K | 6.9% | |
| Vanguard Total Intl Bond Index Admiral N/A | Mutual Funds | — | — | $175K | 3.5% | |
| DFA Emerging Markets Value I N/A 525 DFA International Value I N/A 546 Vanguard 500 Index Admiral N/A | Common Collective Trusts | — | — | $175K | 3.5% | |
| Vanguard Value Index Admiral N/A | Mutual Funds | — | — | $81K | 1.6% | |
| Vanguard Growth Index Admiral N/A | Mutual Funds | — | — | $80K | 1.6% | |
| Vanguard Mid-Cap Value Index Adm N/A | Mutual Funds | — | — | $35K | 0.7% | |
| Vanguard Federal Money Market N/A | Mutual Funds | — | — | $33K | 0.7% | |
| Vanguard Mid-Cap Index Adm N/A | Mutual Funds | — | — | $30K | 0.6% | |
| Vanguard Emerging Markets Stock Inx Adm N/A | Mutual Funds | — | — | $25K | 0.5% | |
| Vanguard Mid-Cap Growth Index Adm N/A | Mutual Funds | — | — | $23K | 0.5% | |
| Vanguard Small Cap Index Admiral N/A | Mutual Funds | — | — | $21K | 0.4% | |
| Vanguard Shrt-Term Infl-Prot SEC Inx Adm N/A 85 Vanguard Small Cap Growth Index Admiral N/A | Mutual Funds | — | — | $18K | 0.4% | |
| Vanguard Interm-Term Bond Index Adm N/A | Mutual Funds | — | — | $15K | 0.3% | |
| due August 2024 through December 2027) N/A | Other securities | — | — | $14K | 0.3% | |
| Vanguard Developed Markets Index Admiral N/A | Mutual Funds | — | — | $14K | 0.3% | |
| Vanguard Long-Term Bond Index Adm N/A | Mutual Funds | — | — | $9K | 0.2% | |
| Nuveen Large Cap Responsible Eq Prem N/A | Mutual Funds | — | — | $4K | <0.1% | |
| Bank of California BANC Master Deposit Account N/A 10 DFA Emerging Markets Small Cap I N/A | Mutual Funds | — | — | $3K | <0.1% | |
| Vanguard Small Cap Value Index Admiral N/A | 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.
