Kimrad Transport, LP's EIN is 20-1997383.
Download the official 2024 Form 5500 (PDF) for Kimrad Transport, LP from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Kimrad Transport, LP'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 |
|---|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | 93-1253576 | — | NONE | $108K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STEWART MARTIN DUDLEY WEBB, PC | 75-2290093 | — | AUDITOR | $17K | — |
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 | |||||
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT A STANDARD INSURANCE COMPANY · EIN 93-0242990 / PN 005 | Pooled Separate Account | — | — | $5.5M | 82.2% | |
| Vanguard Total Bond Market Index | Mutual Funds | — | — | $1.7M | 25.7% | |
| Standard Insurance Company Stable Asset Fund Group Annuity Contract | Common Stocks | — | — | $1.0M | 15.3% | |
| Vanguard 500 Index | Common Collective Trusts | — | — | $1.0M | 15.1% | |
| Vanguard Total International Stock Index | Mutual Funds | — | — | $846K | 12.6% | |
| Vanguard Growth Index | Mutual Funds | — | — | $556K | 8.3% | |
| JP Morgan JP Morgan Equity Income | Other securities | — | — | $504K | 7.5% | |
| Vanguard Small Cap Index | Mutual Funds | — | — | $287K | 4.3% | |
| Neuberger Berman Neuberger Berman Mid Cap Growth | Other securities | — | — | $180K | 2.7% | |
| Vanguard Mid Cap Value Index | Mutual Funds | — | — | $175K | 2.6% | |
| Participant loans Participant loans; 4.75% - 8.50% | Bonds / Notes | — | — | $168K | 2.5% | |
| Vanguard Balanced Index | Mutual Funds | — | — | $134K | 2.0% | |
| Voya Small Cap Growth Fund | Other securities | — | — | $24K | 0.4% | |
| Invesco Gold & Special Minerals | Mutual Funds | — | — | $21K | 0.3% | |
| Vanguard High-Yield Corporate Fund | Mutual Funds | — | — | $18K | 0.3% | |
| Vanguard Intermediate Term Treasury | Mutual Funds | — | — | $15K | 0.2% | |
| T. Rowe Price T. Rowe Price New Horizons | Other securities | — | — | $7K | 0.1% | |
| Allspring Special Allspring Special Small Cap Value Fund | Other securities | — | — | $6K | <0.1% | |
| American Funds American Funds New Perspective | Mutual Funds | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
