Sarah Santora signed KEE Safety, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
KEE Safety, Inc.'s EIN is 16-1170198.
Download the official 2024 Form 5500 (PDF) for KEE Safety, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)KEE Safety, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, 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 | $23K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LAWLEY RETIREMENT ADVISORS, LLC | 27-4034238 | — | INVESTMENT ADVISOR | $10K | — |
| Provider | Nondisclosure info |
|---|---|
| — | — |
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 | |||||
|---|---|---|---|---|---|---|
| FID FRDM BLD 2025 K6 Mutual Fund - | Mutual Funds | — | — | $3.2M | 17.3% | |
| FID FRDM BLD 2045 K6 Mutual Fund - | Mutual Funds | — | — | $2.6M | 13.9% | |
| FID FRDM BLD 2040 K6 Mutual Fund - | Mutual Funds | — | — | $1.9M | 10.6% | |
| FID FRDM BLD 2050 K6 Mutual Fund - | Mutual Funds | — | — | $1.9M | 10.6% | |
| FID FRDM BLD 2035 K6 Mutual Fund - | Mutual Funds | — | — | $1.8M | 9.7% | |
| FID 500 INDEX Mutual Fund - | Common Collective Trusts | — | — | $1.1M | 6.1% | |
| FID FRDM BLD 2055 K6 Mutual Fund - | Mutual Funds | — | — | $1.1M | 6.1% | |
| JPM LG CAP GROWTH R6 Mutual Fund - | Other securities | — | — | $655K | 3.6% | |
| FID MID CAP GR IDX Mutual Fund - | Common Collective Trusts | — | — | $640K | 3.5% | |
| FID FRDM BLD 2020 K6 Mutual Fund - | Mutual Funds | — | — | $480K | 2.6% | |
| FID FRDM BLD 2030 K6 Mutual Fund - | Mutual Funds | — | — | $468K | 2.6% | |
| FID FRDM BLD 2060 K6 Mutual Fund - | Mutual Funds | — | — | $393K | 2.1% | |
| FID FRDM BLD 2065 K6 Mutual Fund - | Mutual Funds | — | — | $323K | 1.8% | |
| FID GOVT MMKT K6 Money market fund - 787 * Notes Receivable from Participants Various maturities, interest rates ranging from 5.25% to 10.50% - | Mutual Funds | — | — | $235K | 1.3% | |
| MORLEY STABLE VALUE PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $225K | 1.2% | |
| AF WASH MUTL INV R6 Mutual Fund - | Other securities | — | — | $202K | 1.1% | |
| AF NEW PERSPECT R6 Mutual Fund - | Other securities | — | — | $176K | 1.0% | |
| FID SM CAP IDX Mutual Fund - | Common Collective Trusts | — | — | $155K | 0.8% | |
| MFS VALUE R6 Mutual Fund - | Mutual Funds | — | — | $99K | 0.5% | |
| C&S REAL ESTATE Z Mutual Fund - | Other securities | — | — | $95K | 0.5% | |
| AF HIGH INCOME R6 Mutual Fund - | Other securities | — | — | $92K | 0.5% | |
| PUTNAM SM CAP GR R6 Mutual Fund - $ | Mutual Funds | — | — | $85K | 0.5% | |
| MFS MID CAP VALUE R6 Mutual Fund - | Mutual Funds | — | — | $75K | 0.4% | |
| FID MID CAP IDX Mutual Fund - | Common Collective Trusts | — | — | $71K | 0.4% | |
| AF BALANCED R6 Mutual Fund - | Other securities | — | — | $61K | 0.3% | |
| FID INTL CAP APPR K6 Mutual Fund - | Mutual Funds | — | — | $58K | 0.3% | |
| AF BOND FD AMER R6 Mutual Fund - | Other securities | — | — | $41K | 0.2% | |
| FKLN SM CAP VALUE R6 Mutual Fund - | Other securities | — | — | $23K | 0.1% | |
| AF NEW WORLD R6 Mutual Fund - | Other securities | — | — | $21K | 0.1% | |
| AF INFL LINKED BD R6 Mutual Fund - | Other securities | — | — | $19K | 0.1% | |
| IS MSCI EAFE INTL IS Mutual Fund - | Other securities | — | — | $8K | <0.1% | |
| AF CAP WORLD BOND R6 Mutual Fund - | Other securities | — | — | $5K | <0.1% | |
| FID FRDM BLD INC K6 Mutual Fund - | Mutual Funds | — | — | $5K | <0.1% | |
| MFS INTL DIVRSN R6 Mutual Fund - | Mutual Funds | — | — | $5K | <0.1% |
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 |
|---|---|---|---|---|---|
| ONEAL CPA | 87-1534373 | — | ACCOUNTANT/AUDITOR | $18K | — |
