Shirley Horner signed Kahuna USA LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Kahuna USA LLC's EIN is 85-2947213.
Download the official 2024 Form 5500 (PDF) for Kahuna USA LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Kahuna USA LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 | $31K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DAVID L. BUCK, CPA | 75-2988353 | — | ACCOUNTANT | $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 | |||||
|---|---|---|---|---|---|---|
| FID 500 IND | Registered Investment Companies | — | — | $4.7M | 35.8% | |
| ISHARES US AGGREGATE BD IDX K | Registered Investment Companies | — | — | $958K | 7.2% | |
| NUVEEN LC INDEX 2050 R6 | Registered Investment Companies | — | — | $698K | 5.3% | |
| NUVEEN LC INDEX 2045 R6 | Registered Investment Companies | — | — | $639K | 4.8% | |
| NUVEEN LC INDEX 2025 R6 | Registered Investment Companies | — | — | $580K | 4.4% | |
| MFS INTL DIVERSIFICATION R6 | Registered Investment Companies | — | — | $576K | 4.3% | |
| PUTNAM STABLE VALUE 25 PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $562K | 4.2% | |
| NUVEEN LC INDEX 2030 R6 | Registered Investment Companies | — | — | $383K | 2.9% | |
| VANGUARD GROWTH INDEX FUND ADM | Registered Investment Companies | — | — | $361K | 2.7% | |
| JANUS HENDERSON ENTERPRISE N | Registered Investment Companies | — | — | $304K | 2.3% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $274K | 2.1% | |
| NUVEEN LC INDEX 2040 R6 | Registered Investment Companies | — | — | $260K | 2.0% | |
| AMC SMALL CAP GROWTH - R6 | Registered Investment Companies | — | — | $229K | 1.7% | |
| MFS GLOBAL REAL ESTATE R6 582 REGISTERED INVESTMENT COMPANY NUVEEN LC INDEX 2015 R6 234 REGISTERED INVESTMENT COMPANY JPM GROWTH ADVANTAGE FUND - R6 | Registered Investment Companies | — | — | $220K | 1.7% | |
| NEUBERGER BERMAN LGCAP VAL INV | Registered Investment Companies | — | — | $200K | 1.5% | |
| NUVEEN LC INDEX 2060 R6 | Registered Investment Companies | — | — | $185K | 1.4% | |
| VANGUARD VALUE INDEX FUND ADMR | Registered Investment Companies | — | — | $159K | 1.2% | |
| PIMCO INCOME FUND - INSTL | Registered Investment Companies | — | — | $153K | 1.2% | |
| NUVEEN LC INDEX 2055 R6 | Registered Investment Companies | — | — | $138K | 1.0% | |
| AMER FUNDS NEW PERSP R6 | Registered Investment Companies | — | — | $109K | 0.8% | |
| BLACKROCK HIGH YIELD K | Registered Investment Companies | — | — | $108K | 0.8% | |
| NUVEEN LC INDEX 2065 R6 | Registered Investment Companies | — | — | $106K | 0.8% | |
| AMERICAN FUNDS NEW WORLD R6 | Registered Investment Companies | — | — | $94K | 0.7% | |
| JANUS HENDERSON BALANCED - N | Registered Investment Companies | — | — | $86K | 0.6% | |
| JPM CORE BOND R6 | Registered Investment Companies | — | — | $83K | 0.6% | |
| VANGUARD REAL ESTATE INDEX ADM | Registered Investment Companies | — | — | $82K | 0.6% | |
| AMF INCOME FD OF AMERICA R6 | Registered Investment Companies | — | — | $78K | 0.6% | |
| TOUCHSTONE MID CAP VALUE INSTL | Registered Investment Companies | — | — | $71K | 0.5% | |
| VANGUARD EMG MKTS STK IDX ADM | Registered Investment Companies | — | — | $66K | 0.5% | |
| VANGUARD INTERMEDIATE TERM BON | Registered Investment Companies | — | — | $64K | 0.5% | |
| NUV LIFECYCLE IDX RET INC R6 162 REGISTERED INVESTMENT COMPANY LORD ABBETT SHORT DUR INC R6 141 REGISTERED INVESTMENT COMPANY VAN GLOBAL EQUITY - INV | Registered Investment Companies | — | — | $61K | 0.5% | |
| NUVEEN LC INDEX 2010 R6 161 REGISTERED INVESTMENT COMPANY COHEN & STEERS REAL EST SEC Z | Registered Investment Companies | — | — | $47K | 0.4% | |
| NUVEEN LC INDEX 2035 R6 | Registered Investment Companies | — | — | $45K | 0.3% | |
| UNDISC MGRS BEHAVIORAL VAL R6 | Registered Investment Companies | — | — | $15K | 0.1% | |
| DFA INFLATION PROT SEC INST | Registered Investment Companies | — | — | $12K | <0.1% | |
| MFS INTL NEW DISCCOVERY R6 | Registered Investment Companies | — | — | $8K | <0.1% | |
| NUVEEN LC INDEX 2020 R6 | Registered Investment Companies | — | — | $2K | <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 |
|---|---|---|---|---|---|
| EDWARD JONES | 43-0345811 | — | INVESTMENT/FINANCIAL ADVI | $59K | — |
| MESIROW FINANCIAL INVESTMENT MANAGE | 36-3429599 | — | INVESTMENT/FINANCIAL ADVI | $0 | — |
