Priscilla Alden signed King & King Architects, LLP's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
King & King Architects, LLP's EIN is 15-0511125.
Download the official 2024 Form 5500 (PDF) for King & King Architects, LLP from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)King & King Architects, LLP's plan includes a 401(k) feature, profit-sharing, ERISA 404(c) participant direction, a default investment (QDIA).
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 | $19K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NORTHWESTERN MUTUAL WEALTH MGMT CO | 39-2018056 | — | ADVISOR | $20K | — |
| STRATEGIC ADVISORS, INC. |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Freedom 2045 K6 Mutual fund - 138,472 shares | Mutual Funds | — | — | $2.0M | 9.5% | |
| Fidelity Freedom 2050 K6 Mutual fund - 126,691 shares | Mutual Funds | — | — | $1.9M | 8.8% | |
| Fidelity 500 Index Mutual fund - 8,511 shares | Common Collective Trusts | — | — | $1.9M | 8.7% | |
| Fidelity Freedom 2040 K6 Mutual fund - 114,462 shares | Mutual Funds | — | — | $1.4M | 6.7% | |
| Fidelity Blue Chip Growth K6 Mutual fund - 35,156 shares | Mutual Funds | — | — | $1.4M | 6.7% | |
| Fidelity Freedom 2060 K6 Mutual fund - 80,454 shares | Mutual Funds | — | — | $1.3M | 6.0% | |
| American Funds Washington Mutual Investors Fund Mutual fund - 17,549 shares | Mutual Funds | — | — | $1.1M | 5.3% | |
| Fidelity Contrafund K6 Mutual fund - 27,434 shares | Mutual Funds | — | — | $989K | 4.6% | |
| Fidelity Freedom 2035 K6 Mutual fund - 54,518 shares | Mutual Funds | — | — | $918K | 4.3% | |
| Fidelity Freedom 2030 K6 Mutual fund - 46,827 shares | Mutual Funds | — | — | $877K | 4.1% | |
| American Funds Europacific Fund R6 Mutual fund - 14,266 shares | Mutual Funds | — | — | $854K | 4.0% | |
| Fidelity International Index Mutual fund - 14,769 shares | Mutual Funds | — | — | $826K | 3.8% | |
| PIMCO Total Return Institutional Class Mutual fund - 87,535 shares | Mutual Funds | — | — | $755K | 3.5% | |
| Fidelity Mid Cap Index Mutual fund - 19,262 shares | Mutual Funds | — | — | $693K | 3.2% | |
| American Funds New World R6 Mutual fund - 7,529 shares | Mutual Funds | — | — | $665K | 3.1% | |
| DFA US Small Cap Value Mutual fund - 10,387 shares | Mutual Funds | — | — | $489K | 2.3% | |
| Fidelity Small Cap Mutual fund - 14,474 shares | Mutual Funds | — | — | $401K | 1.9% | |
| Fidelity Freedom 2025 K6 Mutual fund - 25,664 shares | Mutual Funds | — | — | $371K | 1.7% | |
| Fidelity Low-Priced ST K6 Mutual fund - 21,185 shares | Mutual Funds | — | — | $332K | 1.5% | |
| C&S Inst Realty Mutual fund - 5,766 shares | Other securities | — | — | $281K | 1.3% | |
| American Funds Balanced R6 Mutual fund - 6,695 shares | Mutual Funds | — | — | $248K | 1.2% | |
| Janus Henderson Enterprise Fund Mutual fund - 1,645 shares | Mutual Funds | — | — | $248K | 1.2% | |
| Fidelity Freedom 2065 K6 Mutual fund - 15,252 shares | Mutual Funds | — | — | $223K | 1.0% | |
| Fidelity Freedom 2055 K6 Mutual fund - 12,523 shares | Mutual Funds | — | — | $218K | 1.0% | |
| Fidelity US Bond Index Mutual fund - 18,627 shares | Mutual Funds | — | — | $193K | 0.9% | |
| Fidelity Government Market Money market fund - 146,027 shares | Mutual Funds | — | — | $146K | 0.7% | |
| Fidelity Inflation Protected Bond Index Fund Mutual fund - 14,959 shares | Common Collective Trusts | — | — | $138K | 0.6% | |
| American Funds Capital World Bond Fund Mutual fund - 8,186 shares | Mutual Funds | — | — | $133K | 0.6% | |
| Notes receivable from participants Loans, bearing interest at 4.25% to 9.50% - | Bonds / Notes | — | — | $93K | 0.4% | |
| Fidelity Freedom 2020 K6 Mutual fund - 3,785 shares | Mutual Funds | — | — | $57K | 0.3% | |
| Fidelity Government Income Mutual fund - 5,573 shares | Mutual Funds | — | — | $51K | 0.2% | |
| PGIM High Yield R6 Mutual fund - 9,087 shares | Other securities | — | — | $44K | 0.2% | |
| Fidelity Freedom 2015 K6 Mutual fund - 1,445 shares | Mutual Funds | — | — | $17K | <0.1% | |
| Fidelity Freedom 2070 K6 Mutual fund - 49 shares ** 564 * Fidelity Freedom Inc K6 Mutual fund - 691 shares | Mutual Funds | — | — | $8K | <0.1% | |
| Fidelity Multi Asset Index Mutual fund - 26 shares | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 04-2654524 |
| — |
| ADVISOR |
| $6K |
| — |
