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Original filing (PDF)20251008214946NAL0006325985001
KRG MANAGEMENT, LLC
Form 5500
FILING_RECEIVED
KITE REALTY GROUP 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
225
Accounts w/ balance
356
Plan assets (EOY)
$45.7M
Net assets (EOY)
$45.7M
How this plan invests
This plan
1 pooled trust
Schedule D
34 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KRG MANAGEMENT, LLC.
Plan sponsor
Name
KRG MANAGEMENT, LLC
EIN
20-1453934
Address
30 SOUTH MERIDIAN STREET · SUITE 1100 · INDIANAPOLIS, IN · 46204
Phone
(317) 577-5600
Industry
Real Estatesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-08
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2S · Automatic enrollment
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BARNES DENNIG AND CO.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsAdvisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STIFEL, NICOLAUS & COMPANY, INC. | 43-0538770 | INDIANAPOLIS, IN | ADVISOR | $64K | — |
| PNC INSTITUTIONAL ASSET MANAGEMENT | 22-1146430 | — | ADVISOR | $38K | — |
Trustee
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEWPORT TRUST COMPANY | 27-4411131 | — | TRUSTEE | $13K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEWPORT GROUP, INC. | 27-2037969 | — | RECORD-KEEPER | $42K | — |
Investments
33 direct securities · 1 pooled fund· $45.5M(100% of reported assets)
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.
Uncategorized
$44.1M
33 holdings
Common Collective Trust
$1.5M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Date 2040 | — | — | — | $8.2M | 17.9% | |
| Vanguard Target Date 2030 | — | — | — | $5.2M | 11.4% | |
| Vanguard Total Stock Market Index Admiral | — | — | — | $4.2M | 9.2% | |
| Vanguard Target Date 2045 | — | — | — | $3.5M | 7.7% | |
| Vanguard Target Date 2035 | — | — | — | $2.7M | 5.9% | |
| American Balanced Fund R6 | — | — | — | $2.5M | 5.5% | |
| Vanguard Target Date 2020 | — | — | — | $2.1M | 4.6% | |
| JPMorgan Large Cap Growth R6 | — | — | — | $2.1M | 4.5% | |
| Vanguard Target Date 2050 | — | — | — | $1.7M | 3.7% | |
| JPMorgan U.S. Research Enhanced Equity | — | — | — | $1.6M | 3.4% | |
| T ROWE PRICE STABLE VALUE FUND A T. ROWE PRICE · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $1.5M | 3.2% | |
| Vanguard Target Date 2025 | — | — | — | $1.4M | 3.0% | |
| Vanguard Target Date 2055 | — | — | — | $1.3M | 2.8% | |
| Vanguard Mid Cap Index Admiral | — | — | — | $1.2M | 2.7% | |
| Vanguard Target Date 2060 | — | — | — | $828K | 1.8% | |
| Hartford Dividend and Growth | — | — | — | $721K | 1.6% | |
| Vanguard Total Bond Market IX Admiral | — | — | — | $547K | 1.2% | |
| Vanguard Small Cap Index Admiral | — | — | — | $531K | 1.2% | |
| Vanguard Target Date 2010 | — | — | — | $506K | 1.1% | |
| American Europacific Growth R6 | — | — | — | $446K | 1.0% | |
| American Funds New World R6 | — | — | — | $399K | 0.9% | |
| Vanguard High Yield Corporate Admiral | — | — | — | $313K | 0.7% | |
| Vanguard Developed Markets Index Fund | — | — | — | $304K | 0.7% | |
| MFS Global Growth R6 | — | — | — | $287K | 0.6% | |
| Participant Loans | — | — | $0 | $265K | 0.6% | |
| JPMorgan U.S. Small Company | — | — | — | $263K | 0.6% | |
| Vanguard Explorer Fund Admiral | — | — | — | $243K | 0.5% | |
| Vanguard 500 Index | — | — | — | $236K | 0.5% | |
| PIMCO RAE US Small Fund | — | — | — | $208K | 0.5% | |
| Vanguard Target Date 2065 | — | — | — | $199K | 0.4% | |
| American Funds Bond R6 | — | — | — | $64K | 0.1% | |
| PIMCO Commodity Real Return | — | — | — | $52K | 0.1% | |
| Vanguard Real Estate Index Admiral | — | — | — | $26K | <0.1% | |
| Vanguard Target Date 2070 | — | — | — | $92 | <0.1% |
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