JEFF Hall signed Kitware Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Kitware Inc.'s EIN is 14-1802694.
Download the official 2024 Form 5500 (PDF) for Kitware Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Kitware Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), a self-directed brokerage window.
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 | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $10K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Total Market Index Premium Mutual Fund | Common Collective Trusts | — | — | $7.8M | 14.1% | |
| Fidelity Freedom 2050 Mutual Fund | Mutual Funds | — | — | $5.4M | 9.7% | |
| Fidelity Blue Chip Growth Mutual Fund | Mutual Funds | — | — | $4.5M | 8.0% | |
| Fidelity Growth Company Mutual Fund | Mutual Funds | — | — | $3.8M | 6.8% | |
| Fidelity Freedom 2035 Mutual Fund | Mutual Funds | — | — | $3.6M | 6.4% | |
| Fidelity Freedom 2040 Mutual Fund | Mutual Funds | — | — | $3.3M | 5.9% | |
| Fidelity Contrafund Mutual Fund | Mutual Funds | — | — | $3.0M | 5.5% | |
| Fidelity Freedom 2045 Mutual Fund | Mutual Funds | — | — | $2.7M | 4.9% | |
| Fidelity OTC Portfolio Mutual Fund | Mutual Funds | — | — | $2.6M | 4.7% | |
| Fidelity Low Priced Stock Mutual Fund | Mutual Funds | — | — | $2.3M | 4.1% | |
| Fidelity Extended Market Index Premium Mutual Fund | Mutual Funds | — | — | $2.0M | 3.7% | |
| Fidelity Freedom 2055 Mutual Fund | Mutual Funds | — | — | $1.8M | 3.2% | |
| Fidelity International Index Premium Mutual Fund | Mutual Funds | — | — | $1.3M | 2.4% | |
| Fidelity Diversified International Fund Mutual Fund | Mutual Funds | — | — | $1.1M | 2.0% | |
| Fidelity Mid Cap Stock Mutual Fund | Mutual Funds | — | — | $1.0M | 1.9% | |
| Fidelity Freedom 2060 Mutual Fund | Mutual Funds | — | — | $895K | 1.6% | |
| Columbia Dividend Income Fund Mutual Fund | Other securities | — | — | $837K | 1.5% | |
| Parnassus Mid Cap Mutual Fund 222 PAX Ellevate Global Womens Index Ind Inv Mutual Fund 36 PIMCO Total Return Fund Mutual Fund | Mutual Funds | — | — | $548K | 1.0% | |
| Fidelity Freedom 2025 Mutual Fund | Mutual Funds | — | — | $533K | 1.0% | |
| Fidelity Freedom 2065 Mutual Fund | Mutual Funds | — | — | $510K | 0.9% | |
| Fidelity Invest Growth BD Mutual Fund | Mutual Funds | — | — | $416K | 0.8% | |
| Fidelity Real Estate Investment Mutual Fund | Mutual Funds | — | — | $391K | 0.7% | |
| Fidelity Small Cap Value Mutual Fund | Mutual Funds | — | — | $390K | 0.7% | |
| Fidelity Freedom 2030 Mutual Fund | Mutual Funds | — | — | $372K | 0.7% | |
| Fidelity Overseas Mutual Fund | Mutual Funds | — | — | $338K | 0.6% | |
| Principal Small Cap R5 Mutual Fund | Other securities | — | — | $269K | 0.5% | |
| Columbia Mid Cap Growth Fund Mutual Fund | Other securities | — | — | $258K | 0.5% | |
| Warner Bros Discovery Inc Common Stock 11 Workday Inc Com Common Stock 456 Zoom Video Communications Inc Common Stock 245 * Notes receivable from participants (2) 4.25%-9.50% | Bonds / Notes | — | — | $256K | 0.5% | |
| Fidelity Puritan Mutual Fund | Mutual Funds | — | — | $249K | 0.4% | |
| AMCENT Inflation-Adjs Bd Iv Mutual Fund | Other securities | — | — | $246K | 0.4% | |
| FAM Equity Income Mutual Fund 11 Hartford Schroders Intnl Stock Fund Mutual Fund | Other securities | — | — | $195K | 0.4% | |
| Fidelity Freedom Index 2050 Fund Mutual Fund | Mutual Funds | — | — | $151K | 0.3% | |
| Bankprov Amesbury Mass CD Cash | Cash / Money Market | — | — | $100K | 0.2% | |
| Fidelity Select Electronics Mutual Fund | Mutual Funds | — | — | $89K | 0.2% | |
| Vanguard Growth Index Admiral Mutual Fund | Mutual Funds | — | — | $79K | 0.1% | |
| Invesco Exchange Traded FD TR II Mutual Fund 181 Ishares INC MSCI EM ESG OPZ Mutual Fund 501 ISHARES TR Conv Bd Etf Mutual Fund | Mutual Funds | — | — | $66K | 0.1% | |
| Fidelity Cash Reserves Cash | Mutual Funds | — | — | $52K | <0.1% | |
| Ford Motor Company Common Stock 312 Gamestop Crop New Class A Common Stock | Common Stocks | — | — | $50K | <0.1% | |
| Fidelity Total Bond Mutual Fund | Mutual Funds | — | — | $37K | <0.1% | |
| Fidelity Select Enviornmental Svcs Mutual Fund | Mutual Funds | — | — | $12K | <0.1% | |
| Fidelity Select Chemicals Mutual Fund 88 * Fidelity Select Computers Mutual Fund | Mutual Funds | — | — | $12K | <0.1% | |
| Fid US Sustainability Index Fd Instl CL Mutual Fund | Mutual Funds | — | — | $12K | <0.1% | |
| Fidelity Sustainability US Mutual Fund 112 * Fidelity Select Technology Mutual Fund | Mutual Funds | — | — | $11K | <0.1% | |
| Fidelity Disruptive Automomation ETF Mutual Fund | Mutual Funds | — | — | $10K | <0.1% | |
| Fid Intl Sustainability Index Fd Instl Mutual Fund | Mutual Funds | — | — | $10K | <0.1% | |
| Fidelity Disruptive Tech ETF Mutual Fund | Mutual Funds | — | — | $8K | <0.1% | |
| Fidelity Disruptive Communications ETF Mutual Fund | Mutual Funds | — | — | $7K | <0.1% | |
| Fidelity Disruptive ETF Mutual Fund | Mutual Funds | — | — | $6K | <0.1% | |
| Fidelity Water Sustainability Fund Mutual Fund | Mutual Funds | — | — | $6K | <0.1% | |
| FIDELITY EQUITY INCOME Mutual Fund 14 * FIDELITY UTILITIES Mutual Fund 14 * FIDELITY 500 INDEX INSTITUTIONAL PREM Mutual Fund | Common Collective Trusts | — | — | $6K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
