David Labbe signed Kevin, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Kevin, Inc.'s EIN is 01-0421263.
Download the official 2024 Form 5500 (PDF) for Kevin, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Kevin, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), 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 | $1K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $19.8M | 83.2% | |
| [Assets held in interest-bearing cash] | Other | — | — | $3.1M | 13.2% | |
| [Assets held in common stock] | Other | — | — | $756K | 3.2% | |
| [Assets held in participant loans] | Other | — | — | $84K | 0.4% |
