Mike Tibolet signed Kaizen Resources, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Kaizen Resources, Inc.'s EIN is 82-2474379.
Download the official 2024 Form 5500 (PDF) for Kaizen Resources, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Kaizen Resources, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VESTWELL | 81-3062212 | NEW YORK, NY | RECORDKEEPER | $32K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Nuveen Lifecycle Index 2050 Class R Mutual Fund | Mutual Funds | — | — | $391K | 16.2% | |
| Fidelity Total Bond K6 Mutual Fund | Mutual Funds | — | — | $362K | 15.0% | |
| Nuveen Lifecycle Index 2045 Class R Mutual Fund | Mutual Funds | — | — | $278K | 11.5% | |
| MFS International Diversification R6 Mutual Fund | Mutual Funds | — | — | $221K | 9.1% | |
| Nuveen Lifecycle Index 2055 Class R Mutual Fund | Mutual Funds | — | — | $220K | 9.1% | |
| Nuveen Lifecycle Index 2060 Class R Mutual Fund | Mutual Funds | — | — | $211K | 8.7% | |
| Nuveen Lifecycle Index 2065 Class R Mutual Fund | Mutual Funds | — | — | $178K | 7.4% | |
| Cash Account | Cash / Money Market | — | — | $144K | 5.9% | |
| Fidelity 500 Index Institutional Prem Mutual Fund | Common Collective Trusts | — | — | $130K | 5.4% | |
| LARGE CAP GROWTH FUND III CL R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7275327 / PN 001 | Pooled Separate Account | — | — | $87K | 3.6% | |
| JPMorgan Equity Income Fund R6 Mutual Fund | Other securities | — | — | $83K | 3.4% | |
| Fidelity Mid Cap Index Institutional Premium Mutual Fund | Mutual Funds | — | — | $51K | 2.1% | |
| CLEARBRIDGE SMALL CAP GROWTH CIT CL GREAT GRAY TRUST COMPANY, LLC · EIN 38-4065336 / PN 434 | Pooled Separate Account | — | — | $34K | 1.4% | |
| FRANKLIN SM CAP VALUE GG TRUST CIT GREAT GRAY TRUST COMPANY, LLC · EIN 38-4126289 / PN 594 | Pooled Separate Account | — | — | $10K | 0.4% | |
| Fidelity Small Cap Index Institutional Premium Mutual Fund | Mutual Funds | — | — | $3K | 0.1% | |
| Fidelity US Bond Index Institutional Premium 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.
