Miranda Mackenzie signed The Kraft Group LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The Kraft Group LLC's EIN is 04-3288096.
Download the official 2024 Form 5500 (PDF) for The Kraft Group LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The Kraft Group LLC'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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $450 | — |
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 | |||||
|---|---|---|---|---|---|---|
| T. Rowe Price Blue Chip Growth Fund 154,216 shares | Other securities | — | $154K | $28.9M | 14.5% | |
| Similar Party Maturity Value Vanguard Institutional Index Fund 53,954 shares | Common Collective Trusts | — | $54K | $25.8M | 13.0% | |
| Fidelity Freedom Index 2030 Fund 660,858 shares | Mutual Funds | — | $661K | $13.3M | 6.7% | |
| Fidelity Freedom Index 2045 Fund 512,713 shares | Mutual Funds | — | $513K | $13.3M | 6.7% | |
| Fidelity Freedom Index 2035 Fund 531,099 shares | Mutual Funds | — | $531K | $12.4M | 6.2% | |
| Fidelity Freedom Index 2040 Fund 427,192 shares | Mutual Funds | — | $427K | $10.5M | 5.3% | |
| Fidelity Freedom Index 2050 Fund 388,610 shares | Mutual Funds | — | $389K | $10.1M | 5.1% | |
| Fidelity Freedom Index 2025 Fund 520,151 shares | Mutual Funds | — | $520K | $9.7M | 4.9% | |
| American Funds EUPAC R6 176,724 shares | Mutual Funds | — | $177K | $9.5M | 4.8% | |
| Fidelity Extended Market Index Fund 91,957 shares | Common Collective Trusts | — | $92K | $8.4M | 4.2% | |
| Vanguard Explorer Value Investment Fund 185,667 shares | Mutual Funds | — | $186K | $8.0M | 4.0% | |
| Fidelity Freedom Index 2055 Fund 329,560 shares | Mutual Funds | — | $330K | $7.0M | 3.5% | |
| Conestoga Smid Cap Fund 261,868 shares | Other securities | — | $262K | $6.9M | 3.5% | |
| MFS Value Fund R6 119,496 shares | Mutual Funds | — | $119K | $5.8M | 2.9% | |
| Fidelity Freedom Index Income Fund 419,629 shares | Mutual Funds | — | $420K | $4.9M | 2.5% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST CO · EIN 04-3159710 / PN 202 | Common Collective Trust | — | $4.5M | $4.5M | 2.3% | |
| Vanguard Federal Money Market Fund 4,247,123 shares | Mutual Funds | — | $4.2M | $4.2M | 2.1% | |
| Fidelity Freedom Index 2060 Fund 164,554 shares | Mutual Funds | — | $165K | $3.0M | 1.5% | |
| Vanguard Total International Stock Fund 88,721 shares | Mutual Funds | — | $89K | $2.8M | 1.4% | |
| Fidelity Real Estate Investment Portfolio 64,304 shares | Mutual Funds | — | $64K | $2.5M | 1.2% | |
| Blackrock Total Return Fund 217,176 shares | Other securities | — | $217K | $2.1M | 1.1% | |
| Fidelity Freedom Index 2065 Fund 104,979 shares | Mutual Funds | — | $105K | $1.5M | 0.8% | |
| Participant Loans Interest rates ranging from 2.25% to | Bonds / Notes | — | — | $1.3M | 0.7% | |
| Vanguard Total Bond Market Fund 115,498 shares | Mutual Funds | — | $115K | $1.1M | 0.6% | |
| Fidelity Freedom Index 2010 Fund 6 shares 77 *Fidelity Freedom Index 2015 Fund 56 shares 794 *Fidelity Freedom Index 2020 Fund 68,289 shares | Mutual Funds | — | $68K | $1.1M | 0.5% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.