Richard Nemeth signed KOHN Pedersen Fox Associates, P.C.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
KOHN Pedersen Fox Associates, P.C.'s EIN is 13-2862504.
Download the official 2024 Form 5500 (PDF) for KOHN Pedersen Fox Associates, P.C. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)KOHN Pedersen Fox Associates, P.C.'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 |
|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER AND S | 13-5674085 | — | RECORDKEEPER | $4K | — |
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 Institutional Index | Mutual Funds | — | — | $22.1M | 21.1% | |
| Columbia Contrarian Core adv | Other securities | — | — | $8.5M | 8.1% | |
| Janus Henderson Balanced FD N | Mutual Funds | — | — | $8.3M | 7.9% | |
| Harbor Capital Appreciation Fund Admn | Other securities | — | — | $7.9M | 7.5% | |
| Eaton Vance Atlanta | Other securities | — | — | $6.2M | 5.9% | |
| Victory Sycamore Est Val FD l | Other securities | — | — | $4.7M | 4.5% | |
| American Funds 2040 Target R6 | Mutual Funds | — | — | $4.2M | 4.0% | |
| Vanguard Total Intl Stock Index Admiral | Mutual Funds | — | — | $4.0M | 3.8% | |
| Ishares U.S. aggregate bnd K | Other securities | — | — | $3.8M | 3.6% | |
| Vanguard Small-Cap Index Admiral | Mutual Funds | — | — | $3.6M | 3.4% | |
| American EuroPacific Growth Fund R5 | Other securities | — | — | $3.3M | 3.1% | |
| AB Sustainable Glbl Thematic 1 | Other securities | — | — | $3.2M | 3.0% | |
| MORLEY STABLE VALUE FUND 40 PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $3.0M | 2.9% | |
| John Hancock Discipl Value Mid Cap Fund R6 | Other securities | — | — | $2.6M | 2.5% | |
| Pimco Total Return Fund Instl | Mutual Funds | — | — | $2.2M | 2.1% | |
| American Funds 2035 Target R6 | Mutual Funds | — | — | $1.9M | 1.8% | |
| Franklin Small Cap Value FD R6 | Mutual Funds | — | — | $1.8M | 1.7% | |
| Janus Henderson Triton Fund 1 | Mutual Funds | — | — | $1.7M | 1.7% | |
| American Funds 2050 Target R6 | Mutual Funds | — | — | $1.4M | 1.4% | |
| Calvert Equity Fund Class l | Other securities | — | — | $1.4M | 1.3% | |
| American Funds 2025 Target R6 | Mutual Funds | — | — | $1.2M | 1.1% | |
| Columbia Dividend Income Inst3 | Other securities | — | — | $1.2M | 1.1% | |
| American Funds 2055 Target R6 | Mutual Funds | — | — | $1.1M | 1.0% | |
| American Funds 2065 Target R6 | Mutual Funds | — | — | $811K | 0.8% | |
| American Funds 2030 Target R6 | Mutual Funds | — | — | $804K | 0.8% | |
| Wells Fargo Government Securities Instl | Other securities | — | — | $790K | 0.8% | |
| T Rowe Price Emerging markets | Mutual Funds | — | — | $785K | 0.7% | |
| American Funds 2060 Target R6 | Mutual Funds | — | — | $711K | 0.7% | |
| Fidelity Strategic Incm Fd | Mutual Funds | — | — | $573K | 0.5% | |
| American Funds 2045 Target R6 | Mutual Funds | — | — | $567K | 0.5% | |
| Participant Loans | Participant loans | — | — | $292K | 0.3% | |
| Victory Trivalent Intl Small | Other securities | — | — | $140K | 0.1% | |
| American Funds 2020 Target R6 | Mutual Funds | — | — | $107K | 0.1% | |
| Merrill Lynch Bank Deposit Program | Other securities | — | — | $56K | <0.1% | |
| American Funds 2010 Target R6 | Mutual Funds | — | — | $7K | <0.1% | |
| American Funds 2015 Target R6 | 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.
