Patrick Finnen signed P. Kaufmann, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
P. Kaufmann, Inc.'s EIN is 13-5669968.
Download the official 2024 Form 5500 (PDF) for P. Kaufmann, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)P. Kaufmann, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT ADVISORS LLC | 02-0488491 | — | SERVICE PROVIDER | $35K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR | 36-3297908 | — | SERVICE PROVIDER | $0 | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
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 |
|---|---|---|---|---|---|
| RSM US LLP | 42-0714325 | — | SERVICE PROVIDER | $27K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| MAP SEPARATE ACCOUNT D VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $61.1M | 80.3% | |
| American Century Ultra Fund - R6 Class " | Other securities | — | — | $12.0M | 15.8% | |
| Fidelity 500 Index Fund " | Common Collective Trusts | — | — | $9.1M | 11.9% | |
| Voya Fixed Account Guaranteed insurance contract | Other securities | — | — | $7.8M | 10.2% | |
| METLIFE STABLE VAL SR 25053 0 VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Common Collective Trust | — | — | $6.4M | 8.4% | |
| T. Rowe Price Mid Cap Growth Fund: I Shares " | Other securities | — | — | $4.1M | 5.4% | |
| Baron Growth Fund - R6 Shares " | Other securities | — | — | $3.7M | 4.8% | |
| VY T. Rowe Price Capital Appreciation Portfolio - Class R6 " | Other securities | — | — | $3.0M | 3.9% | |
| BNY Mellon Dynamic Value Fund - Class Y " | Other securities | — | — | $2.9M | 3.9% | |
| American Funds New Perspective Fund - Class R-6 " | Mutual Funds | — | — | $2.7M | 3.5% | |
| MFS International Growth Fund - Class R6 " | Mutual Funds | — | — | $2.0M | 2.7% | |
| DFA Inflation-Protected Securities Portfolio - Inst Class " | Mutual Funds | — | — | $1.7M | 2.3% | |
| Vanguard Tax-Managed Balanced Fund - Admiral " | Mutual Funds | — | — | $1.6M | 2.2% | |
| AB Large Cap Growth Fund - Class Z " | Other securities | — | — | $1.6M | 2.1% | |
| Federated Hermes Total Return Bond Fund - Class R6 " | Other securities | — | — | $1.6M | 2.1% | |
| T. Rowe Price Retirement 2025 Fund - I Class " | Other securities | — | — | $1.3M | 1.7% | |
| Columbia Select Mid Cap Value Fund - Institutional 3 Class " | Other securities | — | — | $1.3M | 1.7% | |
| T. Rowe Price Retirement 2045 Fund - I Class " | Other securities | — | — | $1.2M | 1.6% | |
| Vanguard Information Technology Index Fund Admira " | Common Collective Trusts | — | — | $1.1M | 1.4% | |
| T. Rowe Price Retirement 2040 Fund - I Class " | Other securities | — | — | $972K | 1.3% | |
| BlackRock Technology Opportunities Fund - Class K Shares " | Other securities | — | — | $934K | 1.2% | |
| DFA U.S. Targeted Value Portfolio - Institutional Class " | Mutual Funds | — | — | $910K | 1.2% | |
| American Funds New World Fund - Class R-6 " | Mutual Funds | — | — | $852K | 1.1% | |
| Fidelity Mid Cap Index Fund " | Common Collective Trusts | — | — | $820K | 1.1% | |
| T. Rowe Price Retirement 2015 Fund - I Class " | Other securities | — | — | $781K | 1.0% | |
| T. Rowe Price Retirement 2035 Fund - I Class " | Other securities | — | — | $754K | 1.0% | |
| Fidelity Small Cap Index " | Mutual Funds | — | — | $744K | 1.0% | |
| Goldman Sachs International Equity Income Fund - Cl R6 Shrs " | Other securities | — | — | $730K | 1.0% | |
| T. Rowe Price Retirement 2030 Fund - I Class " | Other securities | — | — | $569K | 0.7% | |
| American Funds Capital World Bond Fund - Class R-6 " | Mutual Funds | — | — | $566K | 0.7% | |
| JPMorgan Short Duration Bond Fund - Class R6 " | Other securities | — | — | $366K | 0.5% | |
| Participant Loans (4.25% - 9.50%) - | Bonds / Notes | — | — | $338K | 0.4% | |
| Neuberger Berman Real Estate Fund - Class R6 Shares " | Other securities | — | — | $288K | 0.4% | |
| BlackRock Health Sciences Opportunities Portfolio - Class K " | Other securities | — | — | $211K | 0.3% | |
| Vanguard Explorer Fund - Admiral " | Mutual Funds | — | — | $136K | 0.2% | |
| T. Rowe Price Retirement 2005 Fund - I Class " | Other securities | — | — | $61K | <0.1% | |
| T. Rowe Price Retirement 2050 Fund - I Class " | Other securities | — | — | $20K | <0.1% | |
| Voya Gov Money Mkt Fund A Pooled separate account | Pooled Separate Accounts | — | — | $14K | <0.1% | |
| T. Rowe Price Retirement 2020 Fund - I Class " | Other securities | — | — | $3K | <0.1% |
