Garret Tokuda signed Lanai Resorts, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Lanai Resorts, LLC's EIN is 99-0352771.
Download the official 2024 Form 5500 (PDF) for Lanai Resorts, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Lanai Resorts, LLC's plan includes 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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| JPMorgan Smartretirement Blend 2030 R6 | Other securities | — | — | $2.7M | 15.2% | |
| JPMorgan Smartretirement Blend 2025 R6 | Other securities | — | — | $1.9M | 10.3% | |
| JPMorgan Smartretirement Blend 2035 R6 | Other securities | — | — | $1.9M | 10.3% | |
| JPMorgan Smartretirement Blend 2045 R6 | Other securities | — | — | $1.7M | 9.4% | |
| JPMorgan Smartretirement Blend 2040 R6 | Other securities | — | — | $1.5M | 8.2% | |
| JPMorgan Smartretirement Blend 2050 R6 | Other securities | — | — | $1.1M | 6.3% | |
| Vanguard Total Stock Market Index Adm | Common Collective Trusts | — | — | $980K | 5.4% | |
| DFA Global Allocation 60/40 I | Mutual Funds | — | — | $769K | 4.3% | |
| DFA Global Equity Portfolio I | Mutual Funds | — | — | $716K | 4.0% | |
| Vanguard Wellesley Income Admiral | Mutual Funds | — | — | $682K | 3.8% | |
| JPMorgan Smartretirement Blend 2020 R6 | Other securities | — | — | $563K | 3.1% | |
| Oakmark Institutional | Other securities | — | — | $552K | 3.1% | |
| JPMorgan Smartretirement Blend 2060 R6 | Other securities | — | — | $487K | 2.7% | |
| T. Rowe Price Spectrum Moderate Growth Allocation | Other securities | — | — | $395K | 2.2% | |
| Notes receivable from participants | Other securities | — | — | $385K | 2.1% | |
| FPA Crescent | Other securities | — | — | $359K | 2.0% | |
| JPMorgan Smartretirement Blend 2055 R6 | Other securities | — | — | $345K | 1.9% | |
| American Global Balanced R-6 | Other securities | — | — | $246K | 1.4% | |
| DFA Global Allocation 25/75 DFA I | Mutual Funds | — | — | $240K | 1.3% | |
| American Funds Bond Fund Of America R6 | Mutual Funds | — | — | $173K | 1.0% | |
| Vanguard Extended Market Index Admiral | Mutual Funds | — | — | $152K | 0.8% | |
| Vanguard Federal Money Market Investor | Mutual Funds | — | — | $143K | 0.8% | |
| JPMorgan Smartretirement Blend Inc R6 | Common Stocks | — | — | $33K | 0.2% | |
| MFS Intl Diversification R6 | Mutual Funds | — | — | $18K | 0.1% | |
| Vanguard Short-Term Bond Index Admiral | Mutual Funds | — | — | $18K | 0.1% | |
| DFA Emerging Markets Portfolio Instl | Mutual Funds | — | — | $14K | <0.1% | |
| PGIM Global Real Estate Z | Other securities | — | — | $9K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
