Theresa Mattos signed KVH Industries, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
KVH Industries, Inc.'s EIN is 05-0420589.
Download the official 2024 Form 5500 (PDF) for KVH Industries, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)KVH Industries, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, 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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $38K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIRST REPUBLIC INVESTMENT MANAGEMEN | 22-3623353 |
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 | |||||
|---|---|---|---|---|---|---|
| AMERFUNDS AMER BALANCED - R6 | Registered Investment Companies | — | — | $6.8M | 16.8% | |
| FID LARGE CAP GROWTH INDEX | Registered Investment Companies | — | — | $6.1M | 15.0% | |
| FID 500 IND | Registered Investment Companies | — | — | $4.0M | 9.8% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $3.4M | 8.3% | |
| DODGE & COX STOCKFUND X | Registered Investment Companies | — | — | $2.7M | 6.6% | |
| GS SM MID CAP GR INSTL | Registered Investment Companies | — | — | $2.2M | 5.5% | |
| OAKMARK INTERNATIONAL INVESTOR | Registered Investment Companies | — | — | $1.2M | 2.9% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $1.2M | 2.8% | |
| EV SHORT DUR GOVT INCOME I | Registered Investment Companies | — | — | $1.1M | 2.8% | |
| VANGUARD FEDERAL MM INV | Registered Investment Companies | — | — | $1.1M | 2.8% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $956K | 2.4% | |
| WESTERN ASSET CORE BOND IS | Registered Investment Companies | — | — | $918K | 2.3% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $722K | 1.8% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $708K | 1.7% | |
| PIMCO REAL RETURN FUND - INSTL | Registered Investment Companies | — | — | $675K | 1.7% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $621K | 1.5% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $596K | 1.5% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $589K | 1.5% | |
| MN PRO MIX MAX TERM CIT U EXETER TRUST COMPANY · EIN 02-0476209 / PN 009 | Common Collective Trust | — | — | $569K | 1.4% | |
| FEDERATED HERMES INSTL HIYD BD | Registered Investment Companies | — | — | $540K | 1.3% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $518K | 1.3% | |
| GQG PARTNERS EMG MKT EQ R6 | Registered Investment Companies | — | — | $482K | 1.2% | |
| FID MID CAP VAL IDX | Registered Investment Companies | — | — | $423K | 1.0% | |
| VICTORY RS PARTNERS Y | Registered Investment Companies | — | — | $419K | 1.0% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $412K | 1.0% | |
| VANGUARD MATERIALS INDEX ADM | Registered Investment Companies | — | — | $380K | 0.9% | |
| PIMCO INCOME FUND - INSTL | Registered Investment Companies | — | — | $351K | 0.9% | |
| PIMCO INTL BOND USD HDGD I | Registered Investment Companies | — | — | $211K | 0.5% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $205K | 0.5% | |
| GS GQG PTNRS INTL OPP INSTL | Registered Investment Companies | — | — | $152K | 0.4% | |
| VANGUARD INTL GRTH ADM | Registered Investment Companies | — | — | $115K | 0.3% | |
| VAN TARG RETIRE 2065 | Registered Investment Companies | — | — | $54K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| INVESTMENT/FINANCIAL ADVI |
| $50K |
| — |
