Kevin Kurihara signed TACO Aloha, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
TACO Aloha, Inc.'s EIN is 99-0171500.
Download the official 2024 Form 5500 (PDF) for TACO Aloha, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)TACO Aloha, Inc.'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 |
|---|---|---|---|---|---|
| TRANSAMERICA LIFE INSURANCE COMPANY | 39-0989781 | — | RECORDKEEPER | $27K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LEAFHOUSE FINANCIAL ADVISORS LLC | 26-4311657 | — | ADVISOR | $8K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Unallocated Group Annuity Contract * Transamerica Retirement Solutions Stable Value Fund (Contract Value) | Stable Value | — | — | $3.0M | 20.8% | |
| TRANSAMERICA PTNR STOCK IDX RT OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 587 | Pooled Separate Account | — | — | $2.6M | 17.9% | |
| MFS MASSACHUSETTS INVS GR STOCK TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 666 | Pooled Separate Account | — | — | $1.9M | 13.1% | |
| STATE STREET S&P MD CP IDX RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 036 | Pooled Separate Account | — | — | $1.3M | 9.1% | |
| PGIM TOTAL RETURN BD RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 602 | Pooled Separate Account | — | — | $1.0M | 7.3% | |
| STATE STREET INTL INDEX RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 035 | Pooled Separate Account | — | — | $858K | 6.0% | |
| PIONEER EQ INC RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 673 | Pooled Separate Account | — | — | $571K | 4.0% | |
| PIMCO INC RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 671 | Pooled Separate Account | — | — | $488K | 3.4% | |
| PGIM JENNISON SMALL COMPANY RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 476 | Pooled Separate Account | — | — | $372K | 2.6% | |
| DFA INFL-PRTCTD SEC POFOLIO OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 526 | Pooled Separate Account | — | — | $328K | 2.3% | |
| FRANKLIN SMALL CAP VAL RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 078 | Pooled Separate Account | — | — | $317K | 2.2% | |
| DWS RREEF RL EST SEC OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 637 | Pooled Separate Account | — | — | $308K | 2.1% | |
| AMERICAN FUNDS NEW WORLD RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 628 | Pooled Separate Account | — | — | $290K | 2.0% | |
| TA VANGUARD SMALL-CAP INDEX RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 107 | Pooled Separate Account | — | — | $248K | 1.7% | |
| AB GLBL BD RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 714 | Pooled Separate Account | — | — | $115K | 0.8% | |
| DELAWARE IVY MID CAP GR RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 515 | Pooled Separate Account | — | — | $53K | 0.4% | |
| AMERICAN FUNDS BALANCED RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 232 | Pooled Separate Account | — | — | $31K | 0.2% | |
| AMERICAN CENTURY MD CP VAL RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 280 | Pooled Separate Account | — | — | $26K | 0.2% | |
| LORD ABBETT DEVELOPING GR RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 382 | Pooled Separate Account | — | — | $0 | <0.1% | |
| MFS INTL DIVERSIFICATION RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 665 | 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.
