Allan WONG KAM signed RBD California Restaurants Ltd.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
RBD California Restaurants Ltd.'s EIN is 84-4040371.
Download the official 2024 Form 5500 (PDF) for RBD California Restaurants Ltd. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)RBD California Restaurants Ltd.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $50K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENSIONMARK FINANCIAL GROUP, LLC | 61-1758632 | — | INVESTMENT/FINANCIAL ADVI | $9K | — |
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 LC INDEX 2040 R6 | Registered Investment Companies | — | — | $379K | 19.2% | |
| NUVEEN LC INDEX 2035 R6 | Registered Investment Companies | — | — | $284K | 14.4% | |
| NUVEEN LC INDEX 2030 R6 | Registered Investment Companies | — | — | $250K | 12.6% | |
| NUVEEN LC INDEX 2050 R6 | Registered Investment Companies | — | — | $231K | 11.7% | |
| NUVEEN LC INDEX 2055 R6 | Registered Investment Companies | — | — | $158K | 8.0% | |
| VAN INTERNATIONAL VALUE - INV 149 REGISTERED INVESTMENT COMPANY NUVEEN LC INDEX 2045 R6 | Registered Investment Companies | — | — | $99K | 5.0% | |
| DFA US SM CAP PORTFOLIO INST 153 REGISTERED INVESTMENT COMPANY NUVEEN LC INDEX 2065 R6 | Registered Investment Companies | — | — | $90K | 4.5% | |
| NUVEEN LC INDEX 2060 R6 | Registered Investment Companies | — | — | $84K | 4.2% | |
| VANGUARD MIDCAP GROWTH IDX ADM | Registered Investment Companies | — | — | $64K | 3.3% | |
| VANGUARD GROWTH INDEX FUND ADM | Registered Investment Companies | — | — | $56K | 2.8% | |
| VAN TOTAL WLD STOCK IDX- ADMIR | Registered Investment Companies | — | — | $49K | 2.5% | |
| FID 500 IND | Registered Investment Companies | — | — | $26K | 1.3% | |
| VANGUARD SM CP GR IDX -ADMIRAL 238 REGISTERED INVESTMENT COMPANY VANGUARD VALUE INDEX FUND ADMR | Registered Investment Companies | — | — | $23K | 1.1% | |
| JOHN HANCOCK BOND FUND - R6 | Registered Investment Companies | — | — | $17K | 0.9% | |
| NUVEEN LC INDEX 2025 R6 | Registered Investment Companies | — | — | $15K | 0.8% | |
| NUVEEN LC INDEX 2020 R6 | Registered Investment Companies | — | — | $11K | 0.6% | |
| AMER FUNDS NEW PERSP R6 | Registered Investment Companies | — | — | $10K | 0.5% | |
| METLIFE REL ST VAL 25053 - 0 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $6K | 0.3% | |
| VANGUARD MID CAP VALUE IND ADM | Registered Investment Companies | — | — | $5K | 0.3% | |
| AMERICAN FUNDS INV CO OF AM R6 | Registered Investment Companies | — | — | $4K | 0.2% | |
| VANGUARD SM CAP VAL INDEX ADM | Registered Investment Companies | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
