Pete ALEX Kotarides signed KPM, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
KPM, LLC's EIN is 20-0071421.
Download the official 2024 Form 5500 (PDF) for KPM, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)KPM, LLC's plan includes profit-sharing, a 401(k) feature, 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 |
|---|---|---|---|---|---|
| ASCENSUS LLC | 11-3665754 | — | NONE | $3K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Century Growth R6 American Century 0 | Other securities | — | — | $2.2M | 12.3% | |
| DFA U.S. Targeted Value Portfolio I DFA 0 | Mutual Funds | — | — | $1.9M | 10.6% | |
| Fidelity International Index Fidelity 0 | Mutual Funds | — | — | $1.5M | 8.4% | |
| T. ROWE PRICE RETIREMENT 2030 TRUST T. ROWE PRICE · EIN 38-7010946 / PN 384 | Common Collective Trust | — | — | $1.4M | 7.6% | |
| Vanguard 500 Index Adm Vanguard 0 | Common Collective Trusts | — | — | $1.2M | 6.6% | |
| American Funds American Balanced R6 American Funds 0 | Mutual Funds | — | — | $1.1M | 6.0% | |
| Vanguard Equity Income Adm Vanguard 0 | Mutual Funds | — | — | $942K | 5.2% | |
| T. ROWE PRICE RETIREMENT 2060 TRUST T. ROWE PRICE · EIN 47-1088316 / PN 363 | Common Collective Trust | — | — | $845K | 4.7% | |
| T. ROWE PRICE RETIREMENT 2020 TRUST T. ROWE PRICE · EIN 36-7594871 / PN 378 | Common Collective Trust | — | — | $751K | 4.2% | |
| T. ROWE PRICE RETIREMENT 2040 TRUST T. ROWE PRICE · EIN 35-6941729 / PN 390 | Common Collective Trust | — | — | $745K | 4.1% | |
| (CL) Invesco Discovery R6 Invesco 0 | Mutual Funds | — | — | $741K | 4.1% | |
| T. ROWE PRICE RETIREMENT 2050 TRUST T. ROWE PRICE · EIN 30-6303214 / PN 396 | Common Collective Trust | — | — | $624K | 3.5% | |
| BlackRock Liquidity Funds FedFund Instl BlackRock 0 | Cash / Money Market | — | — | $594K | 3.3% | |
| American Funds US Government Sec R6 American Funds 0 | Mutual Funds | — | — | $489K | 2.7% | |
| Dodge & Cox Income Fund I Dodge 0 | Mutual Funds | — | — | $474K | 2.6% | |
| MFS Mid Cap Value R6 MFS 0 | Mutual Funds | — | — | $341K | 1.9% | |
| T. ROWE PRICE RETIREMENT 2045 TRUST T. ROWE PRICE · EIN 32-6199848 / PN 393 | Common Collective Trust | — | — | $294K | 1.6% | |
| Macquarie Mid Cap Growth R6 Macquarie 0 | Other securities | — | — | $268K | 1.5% | |
| Fidelity RealEstate Investment Portf Fidelity 0 | Mutual Funds | — | — | $258K | 1.4% | |
| Fidelity Mid Cap Index Fidelity 0 | Mutual Funds | — | — | $206K | 1.1% | |
| T. ROWE PRICE RETIREMENT 2015 TRUST T. ROWE PRICE · EIN 35-6941654 / PN 375 | Common Collective Trust | — | — | $195K | 1.1% | |
| Fidelity Small Cap Index Fidelity 0 | Mutual Funds | — | — | $134K | 0.7% | |
| T. ROWE PRICE RETIREMENT 2025 TRUST T. ROWE PRICE · EIN 37-6495447 / PN 381 | Common Collective Trust | — | — | $120K | 0.7% | |
| T. ROWE PRICE RETIREMENT 2055 TRUST T. ROWE PRICE · EIN 35-6941728 / PN 399 | Common Collective Trust | — | — | $107K | 0.6% | |
| T. ROWE PRICE RETIREMENT 2035 TRUST T. ROWE PRICE · EIN 36-7595013 / PN 387 | Common Collective Trust | — | — | $58K | 0.3% | |
| T. ROWE PRICE RETIREMENT 2065 TRUST T. ROWE PRICE · EIN 85-1763138 / PN 131 | Common Collective Trust | — | — | $19K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
