Wade Palmer signed KOOL PAK, LLC's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
KOOL PAK, LLC's EIN is 20-0215577.
Download the official 2023 Form 5500 (PDF) for KOOL PAK, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)KOOL PAK, LLC'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 | $1K | — |
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 | |||||
|---|---|---|---|---|---|---|
| FISHER ALL WORLD EQUITY 3 SEI TRUST COMPANY · EIN 47-1327741 / PN 004 | Common Collective Trust | — | — | $568K | 20.8% | |
| BLACKROCK LIFEPATH 2030 FUND K | Registered Investment Companies | — | — | $452K | 16.5% | |
| BLACKROCK LIFEPATH 2035 K | Registered Investment Companies | — | — | $419K | 15.3% | |
| BR LP INDEX 2025 FUND - K | Registered Investment Companies | — | — | $366K | 13.4% | |
| BLACKROCK LIFEPATH RET FUND K | Registered Investment Companies | — | — | $234K | 8.6% | |
| FISHER US FIXED INC 3 SEI TRUST COMPANY · EIN 47-1333674 / PN 005 | Common Collective Trust | — | — | $111K | 4.1% | |
| VANGUARD TOTAL INTL BD IDX ADM | Registered Investment Companies | — | — | $110K | 4.0% | |
| BLACKROCK LIFEPATH 2040 FUND K | Registered Investment Companies | — | — | $94K | 3.5% | |
| VANG TOT STK MKT IDX - ADMIRAL | Registered Investment Companies | — | — | $73K | 2.7% | |
| BLACKROCK LIFEPATH 2055 FUND K | Registered Investment Companies | — | — | $71K | 2.6% | |
| BAIRD CORE PLUS BOND INSTL 86 REGISTERED INVESTMENT COMPANY BLACKROCK LIFEPATH 2050 FUND K | Registered Investment Companies | — | — | $70K | 2.6% | |
| BLACKROCK LIFEPATH 2045 FUND K | Registered Investment Companies | — | — | $42K | 1.5% | |
| BLACKROCK LIFEPATH 2065 K | Registered Investment Companies | — | — | $11K | 0.4% | |
| BLACKROCK LIFEPATH 2060 K | Registered Investment Companies | — | — | $10K | 0.4% | |
| PGIM HIGH YIELD FUND R6 | Registered Investment Companies | — | — | $2K | <0.1% | |
| VANGUARD TOT BND MKT IND- ADM | Registered Investment Companies | — | — | $2K | <0.1% | |
| VANGUARD FEDERAL MM INV | Registered Investment Companies | — | — | $2K | <0.1% | |
| VANGUARD GROWTH INDEX FUND ADM | Registered Investment Companies | — | — | $1K | <0.1% | |
| GOLDMAN SACHS SV CTF INST CL 1 THE GOLDMAN SACHS TRUST COMAPNY N.A · EIN 13-4019460 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
