David Buell signed KRG Management, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
KRG Management, LLC's EIN is 20-1453934.
Download the official 2024 Form 5500 (PDF) for KRG Management, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)KRG Management, LLC'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 |
|---|---|---|---|---|---|
| NEWPORT GROUP, INC. | 27-2037969 | — | RECORD-KEEPER | $42K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STIFEL, NICOLAUS & COMPANY, INC. | 43-0538770 | INDIANAPOLIS, IN | ADVISOR | $64K | — |
| PNC INSTITUTIONAL ASSET MANAGEMENT |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Date 2040 | Mutual Funds | — | — | $8.2M | 17.9% | |
| Vanguard Target Date 2030 | Mutual Funds | — | — | $5.2M | 11.4% | |
| Vanguard Total Stock Market Index Admiral | Common Collective Trusts | — | — | $4.2M | 9.2% | |
| Vanguard Target Date 2045 | Mutual Funds | — | — | $3.5M | 7.7% | |
| Vanguard Target Date 2035 | Mutual Funds | — | — | $2.7M | 5.9% | |
| American Balanced Fund R6 | Other securities | — | — | $2.5M | 5.5% | |
| Vanguard Target Date 2020 | Mutual Funds | — | — | $2.1M | 4.6% | |
| JPMorgan Large Cap Growth R6 | Other securities | — | — | $2.1M | 4.5% | |
| Vanguard Target Date 2050 | Mutual Funds | — | — | $1.7M | 3.7% | |
| JPMorgan U.S. Research Enhanced Equity | Other securities | — | — | $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 | Mutual Funds | — | — | $1.4M | 3.0% | |
| Vanguard Target Date 2055 | Mutual Funds | — | — | $1.3M | 2.8% | |
| Vanguard Mid Cap Index Admiral | Mutual Funds | — | — | $1.2M | 2.7% | |
| Vanguard Target Date 2060 | Mutual Funds | — | — | $828K | 1.8% | |
| Hartford Dividend and Growth | Other securities | — | — | $721K | 1.6% | |
| Vanguard Total Bond Market IX Admiral | Mutual Funds | — | — | $547K | 1.2% | |
| Vanguard Small Cap Index Admiral | Mutual Funds | — | — | $531K | 1.2% | |
| Vanguard Target Date 2010 | Mutual Funds | — | — | $506K | 1.1% | |
| American Europacific Growth R6 | Other securities | — | — | $446K | 1.0% | |
| American Funds New World R6 | Mutual Funds | — | — | $399K | 0.9% | |
| Vanguard High Yield Corporate Admiral | Mutual Funds | — | — | $313K | 0.7% | |
| Vanguard Developed Markets Index Fund | Common Collective Trusts | — | — | $304K | 0.7% | |
| MFS Global Growth R6 | Mutual Funds | — | — | $287K | 0.6% | |
| Participant Loans | Participant loans | — | $0 | $265K | 0.6% | |
| JPMorgan U.S. Small Company | Common Stocks | — | — | $263K | 0.6% | |
| Vanguard Explorer Fund Admiral | Mutual Funds | — | — | $243K | 0.5% | |
| Vanguard 500 Index | Common Collective Trusts | — | — | $236K | 0.5% | |
| PIMCO RAE US Small Fund | Mutual Funds | — | — | $208K | 0.5% | |
| Vanguard Target Date 2065 | Mutual Funds | — | — | $199K | 0.4% | |
| American Funds Bond R6 | Mutual Funds | — | — | $64K | 0.1% | |
| PIMCO Commodity Real Return | Mutual Funds | — | — | $52K | 0.1% | |
| Vanguard Real Estate Index Admiral | Mutual Funds | — | — | $26K | <0.1% | |
| Vanguard Target Date 2070 | Mutual Funds | — | — | $92 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 22-1146430 |
| — |
| ADVISOR |
| $38K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEWPORT TRUST COMPANY | 27-4411131 | — | TRUSTEE | $13K | — |
