K5 Corporation's EIN is 04-3147908.
Download the official 2025 Form 5500 (PDF) for K5 Corporation from the U.S. Department of Labor's EFAST2 system.
Download the official 2025 Form 5500 (PDF)K5 Corporation's plan includes profit-sharing, 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.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $14K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ROCKLAND TRUST | — | HANOVER, MA | INVESTMENT ADVISOR | $13K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds 2055 Target Date Retirement Fund " | Mutual Funds | — | — | $724K | 21.1% | |
| American Funds 2050 Target Date Retirement Fund " | Mutual Funds | — | — | $549K | 16.0% | |
| American Funds 2060 Target Date Retirement Fund " | Mutual Funds | — | — | $544K | 15.9% | |
| American Funds 2045 Target Date Retirement Fund " | Mutual Funds | — | — | $448K | 13.1% | |
| American Funds 2035 Target Date Retirement Fund " | Mutual Funds | — | — | $290K | 8.5% | |
| Participant Loans (7.00% - 8.50%) - | Bonds / Notes | — | — | $241K | 7.0% | |
| American Funds 2040 Target Date Retirement Fund " | Mutual Funds | — | — | $177K | 5.2% | |
| American Funds 2025 Target Date Retirement Fund " | Mutual Funds | — | — | $171K | 5.0% | |
| American Funds 2030 Target Date Retirement Fund " | Mutual Funds | — | — | $129K | 3.8% | |
| Fidelity 500 Index Fund " | Common Collective Trusts | — | — | $60K | 1.7% | |
| American Funds Europacific Growth Fund " | Mutual Funds | — | — | $21K | 0.6% | |
| Fidelity International Index Fund " | Common Collective Trusts | — | — | $13K | 0.4% | |
| Empower T. Rowe Price Mid Cap Growth Fund " ** 916 Federated Hermes Total Return Bond Fund " | Other securities | — | — | $11K | 0.3% | |
| Fidelity Mid Cap Index Fund " | Common Collective Trusts | — | — | $8K | 0.2% | |
| American Century Mid Cap Value Fund " ** 2 American Funds 2010 Target Date Retirement Fund " | Mutual Funds | — | — | $7K | 0.2% | |
| Fidelity Small Cap Index Fund " | Common Collective Trusts | — | — | $6K | 0.2% | |
| American Funds 2020 Target Date Retirement Fund " | Mutual Funds | — | — | $6K | 0.2% | |
| EI Fixed Account - Series Class II Guaranteed account | Other securities | — | — | $3K | <0.1% | |
| DFA Real Estate Securities Fund " | Mutual Funds | — | — | $3K | <0.1% | |
| American Funds American Mutual Fund " | Mutual Funds | — | — | $3K | <0.1% | |
| American Funds Conservative Growth and Income Fund " | Mutual Funds | — | — | $2K | <0.1% | |
| AB Discovery Value Fund Mutual fund | Other securities | — | — | $2K | <0.1% | |
| PIMCO Income Institutional Fund " | Mutual Funds | — | — | $2K | <0.1% | |
| Janus Henderson Triton Fund " ** 197 JPMorgan Large Cap Growth Fund " | Mutual Funds | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE ANGELL PENSION GROUP INC | — | EAST PROVIDENCE, RI | CONTRACT ADMIN | $6K | — |
