BETH Luddy signed King Industries, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
King Industries, Inc.'s EIN is 06-0796922.
Download the official 2024 Form 5500 (PDF) for King Industries, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)King 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $5K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $12K | — |
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 Info Tech Index Mutual Fund | Mutual Funds | — | $3.3M | $6.1M | 14.0% | |
| Fidelity 500 Index Mutual Fund | Common Collective Trusts | — | $2.7M | $4.0M | 9.1% | |
| American Funds 2025 Mutual Fund | Mutual Funds | — | $3.6M | $3.8M | 8.6% | |
| American Funds Fundamental Investors Mutual Fund | Mutual Funds | — | $2.5M | $3.5M | 7.9% | |
| American Funds 2055 Mutual Fund | Mutual Funds | — | $1.9M | $2.4M | 5.4% | |
| American Funds 2060 Mutual Fund | Mutual Funds | — | $1.9M | $2.2M | 5.0% | |
| Dodge & Cox Income Mutual Fund | Mutual Funds | — | $2.3M | $2.2M | 4.9% | |
| Eaton Vance Atlanta Capital SMID-Cap Fund Mutual Fund | Other securities | — | $1.7M | $2.2M | 4.9% | |
| American Funds Growth Fund of America Mutual Fund | Mutual Funds | — | $1.5M | $2.0M | 4.5% | |
| American Funds 2030 Mutual Fund | Mutual Funds | — | $1.6M | $1.7M | 3.9% | |
| MIP CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $1.7M | 3.8% | |
| Fidelity Managed Income Portfolio CL 1 See Notes below | Mutual Funds | — | $1.8M | $1.7M | 3.8% | |
| Fidelity Extended Market Index Fund Mutual Fund | Common Collective Trusts | — | $1.3M | $1.7M | 3.8% | |
| American Funds 2045 Mutual Fund | Mutual Funds | — | $1.3M | $1.6M | 3.7% | |
| Dodge & Cox Stock X Mutual Fund | Mutual Funds | — | $1.3M | $1.6M | 3.5% | |
| American Funds 2035 Mutual Fund | Mutual Funds | — | $1.3M | $1.4M | 3.1% | |
| American Funds Europacific Growth Fund Mutual Fund | Mutual Funds | — | $1.3M | $1.3M | 3.0% | |
| American Funds 2040 Mutual Fund | Mutual Funds | — | $1.1M | $1.3M | 2.9% | |
| American Funds 2050 Mutual Fund | Mutual Funds | — | $809K | $930K | 2.1% | |
| Notes Receivable from Participants Int Rate: 3.25% - 8.50% | Bonds / Notes | — | $644K | $644K | 1.5% | |
| American Funds 2020 Mutual Fund | Mutual Funds | — | $487K | $511K | 1.2% | |
| Vanguard Total Bond Market Admiral Mutual Fund | Mutual Funds | — | $474K | $432K | 1.0% | |
| Fidelity Small Cap Index Advantage Mutual Fund | Mutual Funds | — | $314K | $360K | 0.8% | |
| American Funds 2015 Mutual Fund | Mutual Funds | — | $187K | $203K | 0.5% | |
| American Funds 2010 Mutual Fund | Mutual Funds | — | $107K | $117K | 0.3% | |
| paid by the Company for the current year were $3,163. Fidelity Management Trust Company is also the trustee as defined by the Plan | Mutual Funds | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
