Brenda Johnson signed The Keffer Company's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The Keffer Company's EIN is 20-0510889.
Download the official 2024 Form 5500 (PDF) for The Keffer Company from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The Keffer Company'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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $51K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $0 | — |
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 | |||||
|---|---|---|---|---|---|---|
| PRIN LIFETM 2040 SEP ACCT-I1 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 078 | Pooled Separate Account | — | $0 | $6.2M | 17.6% | |
| PRIN LIFETM 2050 SEP ACCT-I1 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 079 | Pooled Separate Account | — | $0 | $5.4M | 15.5% | |
| PRIN LGCAP S&P 500 INDEX SA-I1 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $4.4M | 12.5% | |
| sPrin LifeTm 2020 Sep Acct-I1 | Pooled Separate Accounts | — | $0 | $4.4M | 12.5% | |
| PRIN LIFETM 2060 SEP ACCT-I1 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 130 | Pooled Separate Account | — | $0 | $3.6M | 10.4% | |
| PRIN LIFETM 2030 SEP ACCT-I1 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 077 | Pooled Separate Account | — | $0 | $3.3M | 9.4% | |
| PRIN DIV INTL SA-I5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015 | Pooled Separate Account | — | — | $1.4M | 4.1% | |
| sPrin LifeTm Str Inc SA-I1 | Pooled Separate Accounts | — | $0 | $1.4M | 4.1% | |
| PRINCIPAL SMALLCAP SEP ACCT-I2 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 029 | Pooled Separate Account | — | — | $1.4M | 4.0% | |
| Participant Loans | Participant loans | — | $0 | $1.4M | 4.0% | |
| PRIN LIQUID ASSETS SEP ACCT-I2 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 024 | Pooled Separate Account | — | $0 | $854K | 2.4% | |
| PRIN LARGECAP GROWTH I SA-I1 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $800K | 2.3% | |
| sPrin Fin Grp, Inc. Stock SA-R6 | Pooled Separate Accounts | — | $0 | $800K | 2.3% | |
| Principal SmallCap Sep Acct-I2 | Pooled Separate Accounts | — | $0 | $779K | 2.2% | |
| PRIN CORE PLUS BOND SEP ACT-I2 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 005 | Pooled Separate Account | — | — | $779K | 2.2% | |
| sPrin Div Intl SA-I5 | Pooled Separate Accounts | — | $0 | $779K | 2.2% | |
| PRIN LIFETM 2020 SEP ACCT-I1 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 076 | Pooled Separate Account | — | — | $750K | 2.1% | |
| sPrin LgCap S&P 500 Index SA-I1 | Pooled Separate Accounts | — | $0 | $750K | 2.1% | |
| sPrin Capital Appr SA-I1 | Pooled Separate Accounts | — | $0 | $669K | 1.9% | |
| sPrin Core Plus Bond Sep Act-I2 | Pooled Separate Accounts | — | $0 | $599K | 1.7% | |
| PRIN CAPITAL APPR SA-I1 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 119 | Pooled Separate Account | — | — | $599K | 1.7% | |
| PRIN LARGECAP VALUE III SA-I1 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 068 | Pooled Separate Account | — | — | $535K | 1.5% | |
| sPrin LargeCap Growth I SA-I1 | Pooled Separate Accounts | — | $0 | $535K | 1.5% | |
| PRIN LIFETM STR INC SA-I1 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 080 | Pooled Separate Account | — | — | $518K | 1.5% | |
| sPrin LargeCap Value III SA-I1 | Pooled Separate Accounts | — | $0 | $518K | 1.5% | |
| PRIN MIDCAP VALUE I SA-I1 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 043 | Pooled Separate Account | — | $0 | $456K | 1.3% | |
| PRIN EQUITY INCOME SA-I3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 120 | Pooled Separate Account | — | $0 | $370K | 1.1% | |
| PRIN LIFETM 2070 SEP ACCT-I1 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 179 | Pooled Separate Account | — | $0 | $357K | 1.0% | |
| PRIN MIDCAP S&P 400 IDX SA-I1 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | $0 | $344K | 1.0% | |
| PRIN U.S. PROPERTY SA-I3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 027 | Pooled Separate Account | — | $0 | $305K | 0.9% | |
| PRIN SMCAP S&P 600 INDEX SA-I1 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | $0 | $283K | 0.8% | |
| PRIN MIDCAP GROWTH SEP ACCT-I2 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 021 | Pooled Separate Account | — | $0 | $245K | 0.7% | |
| PRIN SMALLCAP GROWTH I SA-I1 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 070 | Pooled Separate Account | — | $0 | $164K | 0.5% | |
| PRIN REAL ESTATE SECS SA-I3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | — | $0 | $141K | 0.4% | |
| PRIN MIDCAP GROWTH III SA-I1 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 026 | Pooled Separate Account | — | $0 | $135K | 0.4% | |
| PRIN SMALLCAP VALUE II SA-I2 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 096 | Pooled Separate Account | — | $0 | $129K | 0.4% | |
| PRIN FIN GRP, INC. STOCK SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 086 | Pooled Separate Account | — | — | $62K | 0.2% | |
| Insurance Company GeneralGuaranteed Interest | Common Stocks | — | $0 | $62K | 0.2% |
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 |
|---|---|---|---|---|---|
| WILSHIRE ADVISORS LLC | 95-2755361 | — | INVESTMENT ADVISORY | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BDO USA, P.C. | 13-5381590 | — | ACCOUNTANT | $0 | — |
| FORVIS, LLP | 44-0160260 | — | ACCOUNTANT | $0 | — |
