JUN Kobayashi signed Prince Resorts Hawaii, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Prince Resorts Hawaii, Inc.'s EIN is 99-0346178.
Download the official 2024 Form 5500 (PDF) for Prince Resorts Hawaii, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Prince Resorts Hawaii, Inc.'s plan includes a default investment (QDIA), profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $19K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAGEVIEW ADVISORY GROUP LLC | 33-0818667 | — | ADVISOR | $58K | — |
| STRATEGIC ADVISORS, INC. |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity Contrafund | Mutual Funds | — | — | $14.7M | 22.9% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $9.8M | 15.4% | |
| FIAM Blend Target Date 2025 Commingled Pool Class Q | Common Collective Trusts | — | — | $6.0M | 9.4% | |
| FID FRDM BLND 2025 Q FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 090 | Common Collective Trust | — | — | $6.0M | 9.4% | |
| FIAM Blend Target Date 2030 Commingled Pool Class Q | Common Collective Trusts | — | — | $5.5M | 8.6% | |
| FID FRDM BLND 2030 Q FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 091 | Common Collective Trust | — | — | $5.5M | 8.6% | |
| FIAM Blend Target Date 2035 Commingled Pool Class Q | Common Collective Trusts | — | — | $5.2M | 8.1% | |
| FID FRDM BLND 2035 Q FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 092 | Common Collective Trust | — | — | $5.2M | 8.1% | |
| Goldman Sachs Stable Value CTI Series Class 1 | Stable Value | — | — | $4.4M | 6.8% | |
| GS STABLE VAL INST1 GOLDMAN SACHS TRUST COMPANY NA · EIN 13-4166989 / PN 025 | Common Collective Trust | — | — | $4.4M | 6.8% | |
| FIAM Blend Target Date 2040 Commingled Pool Class Q | Common Collective Trusts | — | — | $2.9M | 4.6% | |
| FID FRDM BLND 2040 Q FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 093 | Common Collective Trust | — | — | $2.9M | 4.6% | |
| Baird Aggregate Bond Fund Class Institutional | Other securities | — | — | $2.0M | 3.1% | |
| FIAM Blend Target Date 2020 Commingled Pool Class Q | Common Collective Trusts | — | — | $1.9M | 3.0% | |
| FID FRDM BLND 2020 Q FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 089 | Common Collective Trust | — | — | $1.9M | 3.0% | |
| Fidelity International Index Fund | Common Collective Trusts | — | — | $1.9M | 2.9% | |
| FIAM Blend Target Date 2045 Commingled Pool Class Q | Common Collective Trusts | — | — | $1.3M | 2.0% | |
| FID FRDM BLND 2045 Q FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 094 | Common Collective Trust | — | — | $1.3M | 2.0% | |
| FIAM Blend Target Date 2050 Commingled Pool Class Q | Common Collective Trusts | — | — | $1.3M | 2.0% | |
| FID FRDM BLND 2050 Q FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 095 | Common Collective Trust | — | — | $1.3M | 2.0% | |
| FIAM Blend Target Date 2015 Commingled Pool Class Q | Common Collective Trusts | — | — | $1.2M | 1.9% | |
| FID FRDM BLND 2015 Q FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 088 | Common Collective Trust | — | — | $1.2M | 1.9% | |
| IVY MID CAP GROWTH C SEI TRUST COMPANY · EIN 45-3036258 / PN 050 | Common Collective Trust | — | — | $875K | 1.4% | |
| FIAM Blend Target Date 2055 Commingled Pool Class Q | Common Collective Trusts | — | — | $758K | 1.2% | |
| FID FRDM BLND 2055 Q FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 113 | Common Collective Trust | — | — | $758K | 1.2% | |
| Columbia Dividend Income Fund Institutional Class | Other securities | — | — | $689K | 1.1% | |
| FIAM Blend Target Date 2060 Commingled Pool Class Q | Common Collective Trusts | — | — | $642K | 1.0% | |
| FID FRDM BLND 2060 Q FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 147 | Common Collective Trust | — | — | $642K | 1.0% | |
| Vanguard Strategic Small-Cap Equity Fund Investor Shares | Mutual Funds | — | — | $633K | 1.0% | |
| JP Morgan Emerging Markets Equity Fund Class R6 | Other securities | — | — | $503K | 0.8% | |
| Allspring Special Mid Cap Value CIT E2 | Common Collective Trusts | — | — | $419K | 0.7% | |
| AS SPL MD CAP VAL E2 WELLS FARGO BANK, N.A. · EIN 84-6615098 / PN 001 | Common Collective Trust | — | — | $419K | 0.7% | |
| FIAM Blend Income Commingled Pool Class Q | Common Collective Trusts | — | — | $347K | 0.5% | |
| FID FRDM BLEND INC Q FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 085 | Common Collective Trust | — | — | $347K | 0.5% | |
| Vanguard Inflation-Protected Securities Fund Admiral Shares | Mutual Funds | — | — | $342K | 0.5% | |
| FIAM Blend Target Date 2065 Commingled Pool Class Q | Common Collective Trusts | — | — | $217K | 0.3% | |
| FID FRDM BLND 2065 Q FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 168 | Common Collective Trust | — | — | $217K | 0.3% | |
| Fidelity US Bond Index Fund | Common Collective Trusts | — | — | $213K | 0.3% | |
| Fidelity Extended Market Index Fund | Common Collective Trusts | — | — | $186K | 0.3% | |
| Self-directed brokerage account-- * Fidelity BrokerageLink | Self-Directed Brokerage | — | — | $94K | 0.1% | |
| T. Rowe Price Overseas Stock Fund I Class | Other securities | — | — | $23K | <0.1% | |
| FIAM Blend Target Date 2010 Commingled Pool Class Q | Common Collective Trusts | — | — | $14K | <0.1% | |
| FID FRDM BLND 2010 Q FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 087 | Common Collective Trust | — | — | $14K | <0.1% | |
| FID FRDM BLND 2005 Q FIAM TRUST COMPANY · EIN 20-4659714 / PN 086 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 04-2654524 |
| — |
| ADVISOR |
| $18K |
| — |
