Mark Beatty signed KWP Studios, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
KWP Studios, Inc.'s EIN is 04-3616445.
Download the official 2024 Form 5500 (PDF) for KWP Studios, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)KWP Studios, Inc.'s plan includes ERISA 404(c) participant direction, profit-sharing, a 401(k) feature, automatic enrollment, 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 | $16K | — |
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 | |||||
|---|---|---|---|---|---|---|
| BLACKROCK LIFEPATH INDEX 2055 FUND BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 82-1578259 / PN 001 | Common Collective Trust | — | — | $2.1M | 26.9% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $1.3M | 16.2% | |
| BLACKROCK LIFEPATH INDEX 2050 FUND BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 82-1562543 / PN 001 | Common Collective Trust | — | — | $1.2M | 15.0% | |
| BLACKROCK LIFEPATH INDEX 2060 FUND BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 82-1592041 / PN 001 | Common Collective Trust | — | — | $740K | 9.6% | |
| BLACKROCK LIFEPATH INDEX 2045 FUND BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 82-1546505 / PN 001 | Common Collective Trust | — | — | $495K | 6.4% | |
| BLACKROCK LIFEPATH INDEX RETIREMENT BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 82-1458076 / PN 001 | Common Collective Trust | — | — | $468K | 6.1% | |
| BLACKROCK LIFEPATH INDEX 2040 FUND BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 82-1532549 / PN 001 | Common Collective Trust | — | — | $384K | 5.0% | |
| Fidelity Extended Market Index Fund | Common Collective Trusts | — | — | $282K | 3.6% | |
| BLACKROCK LIFEPATH INDEX 2035 FUND BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 82-1513534 / PN 001 | Common Collective Trust | — | — | $215K | 2.8% | |
| BLACKROCK LIFEPATH INDEX 2030 FUND BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 82-1498398 / PN 001 | Common Collective Trust | — | — | $184K | 2.4% | |
| PRIMECAP Odyssey Stock Fund | Mutual Funds | — | — | $140K | 1.8% | |
| BLACKROCK LIFEPATH INDEX 2065 FUND BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 84-1845096 / PN 001 | Common Collective Trust | — | — | $117K | 1.5% | |
| MFS International Diversification Fund Class R6 | Mutual Funds | — | — | $73K | 0.9% | |
| Fidelity Global ex U.S. Index Fund | Common Collective Trusts | — | — | $61K | 0.8% | |
| 2030 and interest rates Notes receivable from participants of 4.25% - 9.50% | Bonds / Notes | — | — | $36K | 0.5% | |
| Fidelity US Bond Index Fund | Common Collective Trusts | — | — | $8K | 0.1% | |
| Common Collective Funds Goldman Sachs Stable Value Collective Trust Institutional Series Class 1 | Stable Value | — | — | $7K | <0.1% | |
| GS STABLE VAL INST1 GOLDMAN SACHS TRUST COMPANY NA · EIN 13-4166989 / PN 025 | Common Collective Trust | — | — | $7K | <0.1% | |
| Registered Investment Companies * Fidelity Government Money Market Fund Class K6 24 Macquarie Group Limited Small Cap Value R6 | Mutual Funds | — | — | $4K | <0.1% | |
| Baird Core Plus Institutional | Other securities | — | — | $3K | <0.1% | |
| BLACKROCK LIFEPATH INDEX 2025 FUND BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 82-1483157 / PN 001 | 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.
