Theresa Bauer signed Kawailoa Development LLP's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Kawailoa Development LLP's EIN is 99-0313071.
Download the official 2024 Form 5500 (PDF) for Kawailoa Development LLP from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Kawailoa Development LLP's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| T ROWE PRICE RPS INC | — | BALTIMORE, MD | NONE | $7K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY GLOBAL BANKING | — | BALTIMORE, MD | NONE | $5K | — |
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 | |||||
|---|---|---|---|---|---|---|
| [Assets held in common collective trust] | Other | — | — | $30.4M | 99.2% | |
| S&P 500 (R) INDX SL SF CL II STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 04-0025081 / PN 078 | Common Collective Trust | — | — | $4.8M | 15.8% | |
| T. ROWE PRICE STABLE VALUE FUND T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $3.5M | 11.5% | |
| TROWEPRICE RETIRE 2030 ACTIVE TRUST T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $1.8M | 5.9% | |
| TROWEPRICE RETIRE 2040 ACTIVE TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $1.7M | 5.5% | |
| TROWEPRICE RETIRE 2020 ACTIVE TRUST T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $1.6M | 5.2% | |
| PIONEER BOND FUND TRUST GREAT GRAY TRUST COMPANY, LLC · EIN 81-5420248 / PN 291 | Common Collective Trust | — | — | $1.4M | 4.6% | |
| GLOBAL ALL CAP EQUITY EX-U.S. INDEX STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 444 | Common Collective Trust | — | — | $1.4M | 4.5% | |
| TROWEPRICE RETIRE 2045 ACTIVE TRUST T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $989K | 3.2% | |
| TROWEPRICE RETIRE 2035 ACTIVE TRUST T. ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $920K | 3.0% | |
| TROWEPRICE RETIRE 2060 ACTIVE TRUST T. ROWE PRICE TRUST COMPANY · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $887K | 2.9% | |
| TROWEPRICE RETIRE 2055 ACTIVE TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $555K | 1.8% | |
| TROWEPRICE RETIRE 2050 ACTIVE TRUST T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $524K | 1.7% | |
| TROWEPRICE RETIRE 2025 ACTIVE TRUST T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $444K | 1.4% | |
| MFS MID CAP VALUE FUND GREAT GRAY TRUST COMPANY, LLC · EIN 38-4139822 / PN 616 | Common Collective Trust | — | — | $431K | 1.4% | |
| TROWEPRICE RETIRE 2065 ACTIVE TRUST T. ROWE PRICE TRUST COMPANY · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $54K | 0.2% |
