Kokatat, Inc.'s EIN is 94-2844025.
Download the official 2024 Form 5500 (PDF) for Kokatat, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Kokatat, Inc.'s plan includes profit-sharing, a 401(k) feature, a default investment (QDIA).
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEWPORT GROUP, INC. | 27-2037969 | MINNEAPOLIS, MN | CONTRACT ADMINISTRATOR | $31K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BIDWELL CONSULTING SERVICES | 20-3039384 | CHICO, CA | TPA | $10K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| % of plan | |||
|---|---|---|---|
| DFA SHORT-TERM GOVERNMENT PORTFOLIO NEWPORT TRUST COMPANY · EIN 27-2037969 / PN 000 | Pooled Separate Account | $615K | 13.6% |
| DFA ONE YEAR FIXED INC PORTFOLIO IN NEWPORT TRUST COMPANY · EIN 27-2037969 / PN 000 | Pooled Separate Account | $606K | 13.4% |
| DFA FIVE YEAR GLOBAL FIXED INCOME P NEWPORT TRUST COMPANY · EIN 27-2037969 / PN 000 | Pooled Separate Account | $604K | 13.3% |
| DFA U.S. SMALL CAP PORTFOLIO I NEWPORT TRUST COMPANY · EIN 27-2037969 / PN 000 | Pooled Separate Account | $476K | 10.5% |
| DFA U.S. TARGETED VALUE PORTFOLIO I NEWPORT TRUST COMPANY · EIN 27-2037969 / PN 000 | Pooled Separate Account | $407K | 9.0% |
| DFA U.S. LARGE CAP VALUE PORTFOLIO NEWPORT TRUST COMPANY · EIN 27-2037969 / PN 000 | Pooled Separate Account | $375K | 8.3% |
| DFA US LARGE COMPANY PORTFOLIO INST NEWPORT TRUST COMPANY · EIN 27-2037969 / PN 000 | Pooled Separate Account | $370K | 8.2% |
| DFA INTL SMALL CAP VALUE PORTF INST NEWPORT TRUST COMPANY · EIN 27-2037969 / PN 000 | Pooled Separate Account | $226K | 5.0% |
| DFA US HIGH RELATIVE PROFIT PORT IN NEWPORT TRUST COMPANY · EIN 27-2037969 / PN 000 | Pooled Separate Account | $198K | 4.4% |
| DFA INTERNATIONAL VALUE PORTFOLIO I NEWPORT TRUST COMPANY · EIN 27-2037969 / PN 000 | Pooled Separate Account | $157K | 3.5% |
| D F A EMERGING MARKETS CORE EQUITY NEWPORT TRUST COMPANY · EIN 27-2037969 / PN 000 | Pooled Separate Account | $155K | 3.4% |
| DFA INTL HIGH REL PROFIT PORT INSTL NEWPORT TRUST COMPANY · EIN 27-2037969 / PN 000 | Pooled Separate Account | $150K | 3.3% |
| VANGUARD FEDERAL MONEY MARKET INV NEWPORT TRUST COMPANY · EIN 27-2037969 / PN 000 | Pooled Separate Account | $83K | 1.8% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
