Carol Mattes signed Albert Kemperle, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Albert Kemperle, Inc.'s EIN is 11-2293976.
Download the official 2024 Form 5500 (PDF) for Albert Kemperle, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Albert Kemperle, Inc.'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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $34K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLS FARGO ADVISORS FINANCIAL NETW | 48-1305000 | — | INVESTMENT/FINANCIAL ADVI | $65K | — |
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 | |||||
|---|---|---|---|---|---|---|
| JPMORGAN LARGE CAP GROWTH R6 | Registered Investment Companies | — | — | $8.0M | 19.3% | |
| COLUMBIA DIVIDEND INCOME I3 | Registered Investment Companies | — | — | $3.8M | 9.2% | |
| FEDERATED MDT MDCP GR R6 | Registered Investment Companies | — | — | $3.0M | 7.3% | |
| JPM CORE BOND R6 | Registered Investment Companies | — | — | $2.5M | 6.1% | |
| TRP RETIREMENT 2035 I | Registered Investment Companies | — | — | $2.3M | 5.6% | |
| VICTORY ESTABLISHED VALUE R6 | Registered Investment Companies | — | — | $2.3M | 5.6% | |
| MFS INTL DIVERSIFICATION R6 | Registered Investment Companies | — | — | $2.2M | 5.4% | |
| MET GG SV 25554 - J WILMINGTON TRUST RISC CIT · EIN 26-0142858 / PN 094 | Common Collective Trust | — | — | $2.0M | 4.8% | |
| FID 500 IND | Registered Investment Companies | — | — | $1.9M | 4.7% | |
| TRP RETIREMENT 2030 I | Registered Investment Companies | — | — | $1.9M | 4.5% | |
| AB SMALL CAP GROWTH PORT Z | Registered Investment Companies | — | — | $1.3M | 3.1% | |
| FID SMALL CAP INDEX | Registered Investment Companies | — | — | $1.2M | 3.0% | |
| UNDISC MGRS BEHAVIORAL VAL R6 | Registered Investment Companies | — | — | $1.0M | 2.5% | |
| VAN INFL PROTECTED SEC - ADMR | Registered Investment Companies | — | — | $944K | 2.3% | |
| TRP RETIREMENT 2040 I | Registered Investment Companies | — | — | $891K | 2.2% | |
| TRP RETIREMENT 2025 I | Registered Investment Companies | — | — | $885K | 2.1% | |
| PIMCO INCOME FUND - INSTL | Registered Investment Companies | — | — | $856K | 2.1% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $777K | 1.9% | |
| TRP RETIREMENT 2055 I | Registered Investment Companies | — | — | $524K | 1.3% | |
| TRP RETIREMENT 2050 I | Registered Investment Companies | — | — | $486K | 1.2% | |
| TRP RETIREMENT 2045 I | Registered Investment Companies | — | — | $472K | 1.1% | |
| TRP RETIREMENT 2020 I | Registered Investment Companies | — | — | $331K | 0.8% | |
| MFS GLOBAL REAL ESTATE R6 | Registered Investment Companies | — | — | $256K | 0.6% | |
| FID GLOBAL EX US INDEX | Registered Investment Companies | — | — | $150K | 0.4% | |
| PIMCO INTL BOND USD HDGD I | Registered Investment Companies | — | — | $143K | 0.3% | |
| TRP RETIREMENT 2060 I | Registered Investment Companies | — | — | $72K | 0.2% | |
| FID US BOND IND | Registered Investment Companies | — | — | $57K | 0.1% | |
| TRP RETIREMENT 2015 I | Registered Investment Companies | — | — | $26K | <0.1% | |
| TRP RETIREMENT 2065 I | Registered Investment Companies | — | — | $25K | <0.1% | |
| TRP RETIREMENT 2005 I | Registered Investment Companies | — | — | $5K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
