Natalie Wells signed Irongate Waikiki LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Irongate Waikiki LLC's EIN is 93-4923055.
Download the official 2024 Form 5500 (PDF) for Irongate Waikiki LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Irongate Waikiki 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 | $6K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FIDELITY BLUE CHIP GROWTH FUND | Registered Investment Companies | — | — | $1.8M | 12.2% | |
| TRPRICE RETIREMENT 2035 INV | Registered Investment Companies | — | — | $1.7M | 11.3% | |
| TROWEPRICE RETIREMENT 2045 INV | Registered Investment Companies | — | — | $1.5M | 10.1% | |
| TROWEPRICE RETIREMENT 2050 INV | Registered Investment Companies | — | — | $1.4M | 9.3% | |
| FIDELITY OTC PORTFOLIO | Registered Investment Companies | — | — | $1.1M | 7.1% | |
| TROWEPRICE RETIREMENT 2030 INV | Registered Investment Companies | — | — | $974K | 6.6% | |
| TROWEPRICE RETIREMENT 2055 INV | Registered Investment Companies | — | — | $747K | 5.0% | |
| TROWEPRICE RETIREMENT 2040 INV | Registered Investment Companies | — | — | $700K | 4.7% | |
| FID 500 IND | Registered Investment Companies | — | — | $659K | 4.4% | |
| FIDELITY LARGE CAP STOCK | Registered Investment Companies | — | — | $472K | 3.2% | |
| FIDELITY CAP APPREC FD | Registered Investment Companies | — | — | $379K | 2.6% | |
| TROWEPRICE RETIRE 2020 INV | Registered Investment Companies | — | — | $352K | 2.4% | |
| T.ROWE PRICE RETIRE BALANCED | Registered Investment Companies | — | — | $332K | 2.2% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $228K | 1.5% | |
| FIDELITY VALUE DISCOVERY | Registered Investment Companies | — | — | $224K | 1.5% | |
| FIDELITY TOTAL BOND FUND | Registered Investment Companies | — | — | $184K | 1.2% | |
| DAVIS GOVT MONEY MARKET - A | Registered Investment Companies | — | — | $183K | 1.2% | |
| FIDELITY PURITAN FUND | Registered Investment Companies | — | — | $167K | 1.1% | |
| PIMCO STOCKSPLUS SMALL I | Registered Investment Companies | — | — | $161K | 1.1% | |
| ARIEL FUND | Registered Investment Companies | — | — | $158K | 1.1% | |
| JPMORGAN MID CP GR I | Registered Investment Companies | — | — | $116K | 0.8% | |
| PGIM SH TERM CORP BD Z | Registered Investment Companies | — | — | $64K | 0.4% | |
| DFA US TARGETED VAL PORT INST | Registered Investment Companies | — | — | $58K | 0.4% | |
| TROWE PRICE REAL ESTATE | Registered Investment Companies | — | — | $42K | 0.3% | |
| FID ADV INT CAP APP A | Registered Investment Companies | — | — | $40K | 0.3% | |
| MFS INTL INTRINSIC VALUE - R4 | Registered Investment Companies | — | — | $32K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
