Courtney Jackson signed Kcphi Services, LLC DBA Makai HR's 2022 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Kcphi Services, LLC DBA Makai HR's EIN is 82-3809240.
Download the official 2022 Form 5500 (PDF) for Kcphi Services, LLC DBA Makai HR from the U.S. Department of Labor's EFAST2 system.
Download the official 2022 Form 5500 (PDF)Kcphi Services, LLC DBA Makai HR's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), automatic enrollment, 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 |
|---|---|---|---|---|---|
| TRANSAMERICA FINANCIAL LIFE INS CO | 36-6071399 | — | RECORDKEEPER | $34K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB & CO., INC | 94-1737782 | — | SECURITIES BROKER | $347 | — |
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 | |||||
|---|---|---|---|---|---|---|
| TA VANGUARD TOTAL STOCK MKT IDX RT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 166 | Pooled Separate Account | — | $77K | $1.2M | 12.0% | |
| PUTNAM EQUITY INCOME RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 957 | Pooled Separate Account | — | $53K | $807K | 7.9% | |
| TA BLACKROCK LP INDEX 2040 RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 838 | Pooled Separate Account | — | $58K | $787K | 7.7% | |
| TA BLACKROCK LP INDEX 2025 RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 835 | Pooled Separate Account | — | $56K | $711K | 6.9% | |
| TA BLACKROCK LP INDEX 2035 RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 837 | Pooled Separate Account | — | $52K | $688K | 6.7% | |
| TA BLACKROCK LP INDEX 2045 RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 839 | Pooled Separate Account | — | $43K | $596K | 5.8% | |
| Self-Directed Participant Accounts Personal Choice 575,939.37 Shares | Self-Directed Brokerage | — | $576K | $576K | 5.6% | |
| AMERICAN FDS GR FD OF AMERICA RT AC TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 246 | Pooled Separate Account | — | $35K | $529K | 5.2% | |
| TA BLACKROCK LP INDEX 2050 RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 840 | Pooled Separate Account | — | $35K | $473K | 4.6% | |
| Stable Value Funds * Transamerica Stable Value Core Account 37,880.75 Units | Stable Value | — | $38K | $429K | 4.2% | |
| TA BLACKROCK LP IDX RTMENT RT ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 833 | Pooled Separate Account | — | — | $424K | 4.1% | |
| Transamerica LifeGoal Retirement with BlackRock 34,262.23 Units | Other securities | — | $34K | $424K | 4.1% | |
| TA BLACKROCK LP INDEX 2030 RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 836 | Pooled Separate Account | — | $29K | $381K | 3.7% | |
| TA BLACKROCK LP INDEX 2055 RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 841 | Pooled Separate Account | — | $24K | $322K | 3.1% | |
| Participant Loans 4.25% - 8.00% Interest | Bonds / Notes | — | — | $311K | 3.0% | |
| AMERICAN FDS EUROPACIFIC GR RT ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 076 | Pooled Separate Account | — | $26K | $292K | 2.9% | |
| STATE STREET S&P MD CP IDX RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 438 | Pooled Separate Account | — | $19K | $279K | 2.7% | |
| STATE STREET INTL INDEX RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 004 | Pooled Separate Account | — | $20K | $221K | 2.2% | |
| STATE STREET U.S. BOND IDX RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 416 | Pooled Separate Account | — | $15K | $154K | 1.5% | |
| FIDELITY ADVISOR TOTAL BD RT ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 203 | Pooled Separate Account | — | $13K | $129K | 1.3% | |
| THORNBURG INTL VALUE RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 210 | Pooled Separate Account | — | $11K | $127K | 1.2% | |
| AMERICAN CENTURY MD CP VAL RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 194 | Pooled Separate Account | — | $9K | $123K | 1.2% | |
| STATE STREET RUSSELL SM CP IDX RT A TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 437 | Pooled Separate Account | — | $7K | $90K | 0.9% | |
| TA VANGUARD REIT INDEX RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 130 | Pooled Separate Account | — | $7K | $82K | 0.8% | |
| STATE STREET EMERG MKT IDX RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 169 | Pooled Separate Account | — | $8K | $77K | 0.8% | |
| BLACKROCK MID-CAP GR EQ RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 098 | Pooled Separate Account | — | $5K | $70K | 0.7% | |
| TA BLACKROCK LP INDEX 2060 RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 842 | Pooled Separate Account | — | $5K | $68K | 0.7% | |
| FRANKLIN SMALL CAP VALUE RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 945 | Pooled Separate Account | — | $4K | $47K | 0.5% | |
| ALGER SMALL CAP FOCUS RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 092 | Pooled Separate Account | — | $4K | $45K | 0.4% | |
| FEDERATED INSTL HIGH YIELD BD RT AC TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 942 | Pooled Separate Account | — | $3K | $36K | 0.3% | |
| TA Vanguard LifeStrt Moderate Gowth Ret. Acct 2,222.85 Units | Mutual Funds | — | $2K | $27K | 0.3% | |
| TA VANGUARD LIFESTRATEGY MOD GR RT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 504 | Pooled Separate Account | — | — | $27K | 0.3% | |
| PIMCO INCOME RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 668 | Pooled Separate Account | — | $1K | $14K | 0.1% | |
| TA VANGUARD LIFESTRATEGY GR RT ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 502 | Pooled Separate Account | — | — | $9K | <0.1% | |
| TA Vanguard LifeStrt Conservative Retirement Acct 222.85 Units | Mutual Funds | — | — | $3K | <0.1% | |
| TA VANGUARD LIFESTRATEGY CNSV GR RT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 501 | Pooled Separate Account | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL CORP | 04-3046611 | — | INVESTMENT ADISOR | $45K | — |
