Kelly Merrill signed Knowledge Systems & Research, in's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Knowledge Systems & Research, in's EIN is 16-1205014.
Download the official 2024 Form 5500 (PDF) for Knowledge Systems & Research, in from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Knowledge Systems & Research, in's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $325 | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HAZARD & SIEGEL ADVISORY SERVICES, | 20-0032740 |
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 | |||||
|---|---|---|---|---|---|---|
| TROWEPRICE RETIREMENT 2040 INV | Registered Investment Companies | — | — | $3.2M | 17.9% | |
| FIDELITY ADV GRTH OPPS I | Registered Investment Companies | — | — | $3.0M | 16.5% | |
| AMERICAN FUNDS WAMU - R6 | Registered Investment Companies | — | — | $2.2M | 12.3% | |
| TROWEPRICE RETIREMENT 2050 INV | Registered Investment Companies | — | — | $1.3M | 7.3% | |
| DIAMOND HILL SELECT Y | Registered Investment Companies | — | — | $1.3M | 7.0% | |
| T ROWE PRICE OVERSEAS STOCK | Registered Investment Companies | — | — | $1.2M | 6.5% | |
| TRP INTEGRATED US SC GR EQ INV | Registered Investment Companies | — | — | $955K | 5.3% | |
| TROWEPRICE RETIREMENT 2030 INV | Registered Investment Companies | — | — | $759K | 4.2% | |
| FEDERATED CAPITAL PRESERV SP FEDERATED INVESTORS TRUST CO · EIN 22-2712853 / PN 001 | Common Collective Trust | — | — | $697K | 3.9% | |
| AMERFUNDS SMALLCAP WORLD R6 | Registered Investment Companies | — | — | $603K | 3.4% | |
| AMERICAN FUNDS NEW WORLD R6 | Registered Investment Companies | — | — | $547K | 3.0% | |
| JPMORGAN US RSCH ENHANCED EQ R | Registered Investment Companies | — | — | $460K | 2.6% | |
| AMERFUNDS AMER BALANCED - R6 | Registered Investment Companies | — | — | $349K | 1.9% | |
| TROWEPRICE RETIRE 2020 INV | Registered Investment Companies | — | — | $317K | 1.8% | |
| PGIM TOTAL RETURN BOND R6 | Registered Investment Companies | — | — | $293K | 1.6% | |
| JPM GLOBAL BOND OPPS R6 | Registered Investment Companies | — | — | $291K | 1.6% | |
| AB GLOBAL BOND ADVISOR | Registered Investment Companies | — | — | $162K | 0.9% | |
| VANGUARD WELLESLEY INCOME-ADMR | Registered Investment Companies | — | — | $135K | 0.8% | |
| PIMCO REAL RETURN FUND - INSTL | Registered Investment Companies | — | — | $114K | 0.6% | |
| COHEN & STEERS REAL EST SEC I | Registered Investment Companies | — | — | $88K | 0.5% | |
| TRPRICE RETIREMENT 2010 INV | Registered Investment Companies | — | — | $28K | 0.2% | |
| TROWEPRICE RETIREMENT 2060 INV | Registered Investment Companies | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| INVESTMENT/FINANCIAL ADVI |
| $41K |
| — |
