Megan Williams signed Weber Enterprises, Inc. DBA Eugene TACO Bell's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Weber Enterprises, Inc. DBA Eugene TACO Bell's EIN is 93-0594771.
Download the official 2024 Form 5500 (PDF) for Weber Enterprises, Inc. DBA Eugene TACO Bell from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Weber Enterprises, Inc. DBA Eugene TACO Bell's plan includes profit-sharing, 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 |
|---|---|---|---|---|---|
| INDEPENDENT RETIREMENT CONSULTING, | 90-0451904 | — | RECORDKEEPER | $5K | — |
| TRANSAMERICA LIFE INSURANCE COMPANY | 39-0989781 | — | RECORDKEEPER | $4K | — |
| EMPOWER ANNUITY INSURANCE COMPANY | 84-0467907 | — | RECORDKEEPER | $2K | — |
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 | |||||
|---|---|---|---|---|---|---|
| TRANSAMERICARETONTRK 2040 WITH AMER TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 693 | Pooled Separate Account | — | — | $950K | 18.1% | |
| TRANSAMERICARETONTRK 2035 WITH AMER TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 692 | Pooled Separate Account | — | — | $845K | 16.1% | |
| TRANSAMERICARETONTRK 2025 WITH AMER TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 690 | Pooled Separate Account | — | — | $838K | 16.0% | |
| TRANSAMERICARETONTRK 2045 WITH AMER TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 694 | Pooled Separate Account | — | — | $803K | 15.3% | |
| TRANSAMERICARETONTRK 2050 WITH AMER TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 695 | Pooled Separate Account | — | — | $635K | 12.1% | |
| TRANSAMERICARETONTRK 2030 WITH AMER TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 691 | Pooled Separate Account | — | — | $367K | 7.0% | |
| Transamerica Stable Value Ascend Option Guaranteed Investment Contract ** + $ | Stable Value | — | — | $231K | 4.4% | |
| TRANSAMERICARETONTRK 2055 WITH AMER TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 696 | Pooled Separate Account | — | — | $173K | 3.3% | |
| AMERICAN FUNDS NEW WORLD RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 628 | Pooled Separate Account | — | — | $69K | 1.3% | |
| TRANSAMERICARETONTRK 2010 WITH AMER TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 687 | Pooled Separate Account | — | — | $66K | 1.3% | |
| JPMORGAN LRG CAP GR RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 877 | Pooled Separate Account | — | — | $60K | 1.1% | |
| TRANSAMERICA RETIREONTRK 2065 WITH TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 444 | Pooled Separate Account | — | — | $38K | 0.7% | |
| TRANSAMERICARETONTRK 2060 WITH AMER TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 821 | Pooled Separate Account | — | — | $32K | 0.6% | |
| TRANSAMERICARETONTRK 2020 WITH AMER TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 689 | Pooled Separate Account | — | — | $23K | 0.4% | |
| TRANSAMERICARETONTRK 2015 WITH AMER TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 688 | Pooled Separate Account | — | — | $20K | 0.4% | |
| TRANSAMERICA INTERNATNL EQT RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 791 | Pooled Separate Account | — | — | $20K | 0.4% | |
| STATE STREET RUSSELL LRG CAP VAL IN TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 120 | Pooled Separate Account | — | — | $16K | 0.3% | |
| STATE STREET RUSSELL LG CAP GR INDE TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 122 | Pooled Separate Account | — | — | $14K | 0.3% | |
| STATE STREET S&P MID CAP INDEX RET TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 036 | Pooled Separate Account | — | — | $11K | 0.2% | |
| TRANSAMERICA CORE BOND RET OPT TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 189 | Pooled Separate Account | — | — | $9K | 0.2% | |
| STATE STREET RUSSELL SM CAP INDEX R TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 033 | Pooled Separate Account | — | — | $8K | 0.2% | |
| MFS GLOBAL REAL ESTATE RET OPT TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 403 | Pooled Separate Account | — | — | $6K | 0.1% | |
| HARTFORD SCHRODERS US MIDCAP OPPORT HARTFORD · EIN 82-5217478 / PN 496 | Pooled Separate Account | — | — | $4K | <0.1% | |
| DFA INTRNTL SM COMP PORT RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 724 | Pooled Separate Account | — | — | $3K | <0.1% | |
| STATE STREET EMERGING MRKTS INDEX R TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 117 | Pooled Separate Account | — | — | $3K | <0.1% | |
| PUTNAM LARGE CAP VALUE RET OPT TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 047 | Pooled Separate Account | — | — | $2K | <0.1% | |
| PIMCO REAL RETRN RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 900 | Pooled Separate Account | — | — | $2K | <0.1% | |
| TRANSAMERICA HI YLD BD RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 790 | Pooled Separate Account | — | — | $701 | <0.1% | |
| PIMCO LONG-TERM CREDIT BOND RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 826 | Pooled Separate Account | — | — | $689 | <0.1% | |
| BLACKROCK ADVANTAGE SMALL CAP CORE TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 196 | Pooled Separate Account | — | — | $529 | <0.1% | |
| SEPARATE ACCOUNT K4 TALCOTT RESOLUTION LIFE INSURANCE COMPANY · EIN 06-0974148 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| HARTFORD ADVANTAGE TK4 TALCOTT RESOLUTION LIFE INSURANCE COMPANY · EIN 06-0974148 / PN 000 | Pooled Separate Account | — | — | $0 | <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 D JONES & COMPANY | 43-0345811 | — | INVESTMENT ADVISORY | $24K | — |
| MESIROW FINANCIAL INC. | 38-3194849 | — | INVESTMENT ADVISORY | $432 | — |
