KIM Westhoff signed Fred S. Keller School's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Fred S. Keller School's EIN is 13-3363868.
Download the official 2023 Form 5500 (PDF) for Fred S. Keller School from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Fred S. Keller School's plan includes profit-sharing, a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $76K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $0 |
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.
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 |
|---|---|---|---|---|---|
| WILSHIRE ASSOCIATES INCORPORATED | 95-2755361 | — | INVESTMENT ADVISORY | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PARK AVENUE SECURITIES | 13-4023176 | — | OTHER SERVICES | $0 | — |
| NATIONAL PROFESSIONAL PLANNING GROU | 22-3349752 | — | OTHER SERVICES | $0 | — |
