Wendy Yasutake signed KAMA'AINA Care, Inc.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
KAMA'AINA Care, Inc.'s EIN is 99-0261935.
Download the official 2023 Form 5500 (PDF) for KAMA'AINA Care, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)KAMA'AINA Care, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA), automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK | 01-0233346 | — | RETAINED BY EMPLOYER | $17K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL SERVICES IN | 59-1531281 | — | INVESTMENT ADVISORY - PL | $16K | — |
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 | |||||
|---|---|---|---|---|---|---|
| MYWAYRET INDEX 2045 R GREAT GRAY CIT · EIN 38-4065301 / PN 385 | Common Collective Trust | — | — | $1.1M | 17.4% | |
| MYWAYRET INDEX 2025 R GREAT GRAY CIT · EIN 38-4065299 / PN 383 | Common Collective Trust | — | — | $803K | 13.3% | |
| MYWAYRET INDEX 2050 R GREAT GRAY CIT · EIN 38-4065307 / PN 391 | Common Collective Trust | — | — | $775K | 12.8% | |
| MYWAYRET INDEX 2030 R GREAT GRAY CIT · EIN 38-4065294 / PN 378 | Common Collective Trust | — | — | $735K | 12.1% | |
| MYWAYRET INDEX 2040 R GREAT GRAY CIT · EIN 38-4065295 / PN 379 | Common Collective Trust | — | — | $706K | 11.6% | |
| MYWAYRET INDEX 2035 R GREAT GRAY CIT · EIN 38-4065300 / PN 384 | Common Collective Trust | — | — | $500K | 8.3% | |
| MYWAYRET INDEX 2060 R GREAT GRAY CIT · EIN 38-4065297 / PN 381 | Common Collective Trust | — | — | $480K | 7.9% | |
| MYWAYRET INDEX 2055 R GREAT GRAY CIT · EIN 38-4065302 / PN 386 | Common Collective Trust | — | — | $413K | 6.8% | |
| MYWAYRET INDEX RET FUND R GREAT GRAY CIT · EIN 38-4065298 / PN 382 | Common Collective Trust | — | — | $363K | 6.0% | |
| Vanguard Fed Money Market | Mutual Funds | — | — | $77K | 1.3% | |
| Vanguard US Growth Fd Adm Sh | Mutual Funds | — | — | $58K | 1.0% | |
| BLACKROCK EQ IDX 1 GREAT GRAY CIT · EIN 20-3802168 / PN 001 | Common Collective Trust | — | — | $22K | 0.4% | |
| Money Market and Mutual Funds Allspring Investment Allspring Spc Mid Cap Value R6 120 American Funds American EuroPacific Growth R6 | Mutual Funds | — | — | $17K | 0.3% | |
| Contract * John Hancock JH Stable Value Guaranteed Income | Insurance Contracts | — | — | $17K | 0.3% | |
| BLACKROCK EAFE EQ IDX R GREAT GRAY CIT · EIN 20-3802495 / PN 007 | Common Collective Trust | — | — | $9K | 0.1% | |
| MYWAYRETIREMENT INTL VALUE RJ GREAT GRAY CIT · EIN 38-4065298 / PN 382 | Common Collective Trust | — | — | $9K | 0.1% | |
| American Funds American New World Fund R6 | Mutual Funds | — | — | $6K | <0.1% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $4K | <0.1% | |
| BLACKROCK RUSSELL 2000 IDX R GREAT GRAY CIT · EIN 20-3802223 / PN 002 | Common Collective Trust | — | — | $3K | <0.1% | |
| JPMorgan US Govt MMkt Cap Cl 369 MFS Investment Management MFS Total Return Fund R6 | Mutual Funds | — | — | $2K | <0.1% | |
| DIAMOND HILL LARGE CAP PRT R2 GREAT GRAY CIT · EIN 20-4705609 / PN 059 | Common Collective Trust | — | — | $2K | <0.1% | |
| Nuveen Small Cap Value R6 499 PIMCO Income Fund Inst 154 Principal Real Estate Secs R6 | Mutual Funds | — | — | $2K | <0.1% | |
| Dimensional Fund Advisors DFA Comm Strat Port Inst | Mutual Funds | — | — | $1K | <0.1% | |
| CORE BOND FUND GREAT GRAY CIT · EIN 82-1986152 / PN 325 | Common Collective Trust | — | — | $897 | <0.1% | |
| BLACKROCK US DEBT INDEX CL 1 GREAT GRAY CIT · EIN 20-3802445 / PN 010 | Common Collective Trust | — | — | $640 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
