ERIK HOLT signed Kaman Corporation's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Kaman Corporation's EIN is 06-0613548.
Download the official 2024 Form 5500 (PDF) for Kaman Corporation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Kaman Corporation's plan includes ERISA 404(c) participant direction, a default investment (QDIA), a 401(k) feature.
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 | -$339K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEPC | 26-1429809 | — | CONSULTANT | $96K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard Inst Index | Mutual Funds | — | — | $34.3M | 7.6% | |
| T. Rowe Price TRP Retirement 2030 | Other securities | — | — | $29.8M | 6.6% | |
| T. Rowe Price TRP Retirement 2025 | Other securities | — | — | $24.6M | 5.4% | |
| Fidelity Balanced K Fund | Mutual Funds | — | — | $24.1M | 5.3% | |
| Federated Hermes Federated Hermes US Treas. Cash Reserves ** 552 * Fidelity Managed Income Portfolio II Fund | U.S. Treasuries | — | — | $23.8M | 5.2% | |
| MIP II CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 025 | Common Collective Trust | — | — | $23.8M | 5.2% | |
| Dodge & Cox Dodge & Cox Stock Fund | Mutual Funds | — | — | $19.1M | 4.2% | |
| T. Rowe Price TRP Retirement 2035 | Other securities | — | — | $17.5M | 3.9% | |
| American Funds American Funds EuroPacific Growth R6 | Mutual Funds | — | — | $16.4M | 3.6% | |
| T. Rowe Price TRP Retirement 2040 | Other securities | — | — | $16.0M | 3.5% | |
| T. Rowe Price TRP Retirement 2020 | Other securities | — | — | $14.2M | 3.1% | |
| T. Rowe Price TRP Retirement 2045 | Other securities | — | — | $13.9M | 3.1% | |
| Eaton Vance Eaton Vance AC SMID Cap Fund R6 | Other securities | — | — | $13.2M | 2.9% | |
| T. Rowe Price TRP Retirement 2050 | Other securities | — | — | $12.5M | 2.8% | |
| PIMCO Total Return Institutional Fund | Mutual Funds | — | — | $11.1M | 2.5% | |
| Vanguard Federal Money Market Fund | Mutual Funds | — | — | $10.7M | 2.4% | |
| T. Rowe Price TRP Retirement 2055 | Other securities | — | — | $9.5M | 2.1% | |
| Vanguard Extended Market Index | Mutual Funds | — | — | $9.5M | 2.1% | |
| with maturity dates ranging through 2036 - | Other securities | — | — | $5.0M | 1.1% | |
| T. Rowe Price TRP Retirement 2060 | Other securities | — | — | $4.8M | 1.1% | |
| Vanguard Total Bond Market | Mutual Funds | — | — | $4.5M | 1.0% | |
| Vanguard Total Int'l Stock AD | Mutual Funds | — | — | $2.7M | 0.6% | |
| T. Rowe Price TRP Retirement 2015 | Other securities | — | — | $2.1M | 0.5% | |
| T. Rowe Price TRP Retirement 2005 | Other securities | — | — | $1.3M | 0.3% | |
| T. Rowe Price TRP Retirement 2010 | Other securities | — | — | $935K | 0.2% | |
| T. Rowe Price TRP Retirement 2065 | Other securities | — | — | $908K | 0.2% |
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 |
|---|---|---|---|---|---|
| CLIFTONLARSONALLEN | 41-0746749 | — | ACCOUNTANT/AUDITOR | $21K | — |
