Patricia Young signed Key Lakes, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Key Lakes, Inc.'s EIN is 20-0871186.
Download the official 2024 Form 5500 (PDF) for Key Lakes, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Key Lakes, Inc.'s plan includes a 401(k) feature, a default investment (QDIA), ERISA 404(c) participant direction.
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 | $7K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $5K | — |
| Provider | Nondisclosure info |
|---|---|
| — | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Investments Fidelity 500 Index Fund | Common Collective Trusts | — | — | $1.8M | 19.1% | |
| Fidelity Investments Fidelity Blue Chip Growth | Mutual Funds | — | — | $1.3M | 13.7% | |
| T. Rowe Price TRP Blue Chip Growth Adv | Other securities | — | — | $826K | 9.0% | |
| PIMCO Total Return Adm | Mutual Funds | — | — | $743K | 8.1% | |
| Fidelity Investments Fidelity Mid Cap Stock | Mutual Funds | — | — | $733K | 8.0% | |
| Fidelity Investments Fidelity Freedom 2035 | Mutual Funds | — | — | $576K | 6.3% | |
| Fidelity Investments Fidelity Freedom 2040 | Mutual Funds | — | — | $572K | 6.2% | |
| Fidelity Investments Fidelity Freedom 2045 | Mutual Funds | — | — | $410K | 4.5% | |
| * Fidelity Investments Fidelity Government Money Market Fund | Mutual Funds | — | — | $403K | 4.4% | |
| Fidelity Investments Fidelity Freedom 2025 | Mutual Funds | — | — | $339K | 3.7% | |
| Fidelity Investments Fidelity Institutional Discovery | Mutual Funds | — | — | $215K | 2.3% | |
| Fidelity Investments Fidelity Freedom 2050 | Mutual Funds | — | — | $206K | 2.2% | |
| Fidelity Investments Fidelity Intermediate Treasury Bond Index | U.S. Treasuries | — | — | $189K | 2.1% | |
| American Beacon Funds ABF Large Cap Value Inv | Other securities | — | — | $181K | 2.0% | |
| Fidelity Investments Fidelity International Index Fund | Common Collective Trusts | — | — | $132K | 1.4% | |
| Secured by participants' vested account balance. * Notes receivable from participants -0- | Other securities | — | — | $117K | 1.3% | |
| Fidelity Investments Fidelity Freedom 2055 | Mutual Funds | — | — | $117K | 1.3% | |
| Fidelity Investments Fidelity Growth Strategies | Mutual Funds | — | — | $103K | 1.1% | |
| Fidelity Investments Fidelity Mid Cap Index | Mutual Funds | — | — | $85K | 0.9% | |
| Fidelity Investments Fidelity Freedom 2060 | Mutual Funds | — | — | $55K | 0.6% | |
| Fidelity Investments Fidelity Freedom 2030 | Mutual Funds | — | — | $51K | 0.6% | |
| Northern Trust Northern Small Cap Value Fund | Other securities | — | — | $35K | 0.4% | |
| Fidelity Investments Fidelity Freedom Income | Mutual Funds | — | — | $30K | 0.3% | |
| Fidelity Investments Fidelity Freedom 2065 | Mutual Funds | — | — | $29K | 0.3% | |
| John Hancock Disciplined Value Mid Cap R2 | Other securities | — | — | $12K | 0.1% | |
| Conestoga Small Cap Inv | Other securities | — | — | $12K | 0.1% | |
| Fidelity Investments Fidelity Freedom 2010 267 * Fidelity Investments Fidelity Freedom 2015 | Mutual Funds | — | — | $5K | <0.1% | |
| Fidelity Investments Fidelity Freedom 2070 | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
