Lillian Kawano signed TORI Richard, Ltd.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
TORI Richard, Ltd.'s EIN is 99-0088802.
Download the official 2024 Form 5500 (PDF) for TORI Richard, Ltd. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)TORI Richard, Ltd.'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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $15K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FISHER ASSET MANAGEMENT LLC FISHER | — | VANCOUVER, WA | OTHER | $24K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Blackrock LIFEPATH INDEX 2040 K | Other securities | — | — | $1.2M | 13.8% | |
| Blackrock LIFEPATH INDEX RETIREMENT K | Other securities | — | — | $1.1M | 13.5% | |
| Blackrock LIFEPATH INDEX 2055 K | Other securities | — | — | $848K | 10.1% | |
| PGIM HIGH-YIELD R6 ** 351 Vanguard FEDERAL MONEY MARKET INV | Mutual Funds | — | — | $843K | 10.0% | |
| Baird CORE PLUS BOND INST ** 697 Blackrock LIFEPATH INDEX 2030 K | Other securities | — | — | $725K | 8.6% | |
| Blackrock LIFEPATH INDEX 2035 K | Other securities | — | — | $723K | 8.6% | |
| Blackrock LIFEPATH INDEX 2050 K | Other securities | — | — | $662K | 7.9% | |
| Vanguard GROWTH INDEX ADM | Mutual Funds | — | — | $545K | 6.5% | |
| Blackrock LIFEPATH INDEX 2045 K | Other securities | — | — | $447K | 5.3% | |
| FISHER INVESTMENTS ALL WORLD EQUITY SEI TRUST COMPANY · EIN 47-1327741 / PN 000 | Common Collective Trust | — | — | $398K | 4.7% | |
| Vanguard TOTAL WORLD STOCK INDEX ADMIRAL | Mutual Funds | — | — | $397K | 4.7% | |
| Blackrock LIFEPATH INDEX 2060 K | Other securities | — | — | $154K | 1.8% | |
| FISHER INVESTMENTS US FIXED INCOME SEI TRUST COMPANY · EIN 47-1333674 / PN 000 | Common Collective Trust | — | — | $102K | 1.2% | |
| Vanguard MID CAP INDEX FUND - ADMIRAL ** 521 Vanguard SMALL CAP INDEX ADM ** 524 Vanguard TOTAL BOND MARKET INDEX ADMIRAL | Common Collective Trusts | — | — | $96K | 1.1% | |
| Vanguard TOTAL INTL BD IDX ADMIRAL | Common Collective Trusts | — | — | $86K | 1.0% | |
| Blackrock LIFEPATH INDEX 2065 K | Other securities | — | — | $48K | 0.6% | |
| Vanguard TOTAL INTL STOCK INDEX ADMIRAL ** 497 Vanguard TOTAL STOCK MKT IDX ADM | Common Collective Trusts | — | — | $1K | <0.1% | |
| American Funds AMERICAN BALANCED R6 | Mutual Funds | — | — | $1K | <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 |
|---|---|---|---|---|---|
| HICKS PENSION GROUP | — | HONOLULU, HI | CONTRACT ADMIN | $5K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LINKED ACCOUNTING LLC | — | KAYSVILLE, UT | AUDITOR | $10K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPITAL RESEARCH & MANAGEMENT CO. | — | SAN ANTONIO, TX | OTHER | $750 | — |
