Jenna Patrick signed KSS Acquisition Sales & Services, LLC DBA Smith Industries LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
KSS Acquisition Sales & Services, LLC DBA Smith Industries LLC's EIN is 20-2289508.
Download the official 2024 Form 5500 (PDF) for KSS Acquisition Sales & Services, LLC DBA Smith Industries LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)KSS Acquisition Sales & Services, LLC DBA Smith Industries 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 |
|---|---|---|---|---|---|
| JOHN HANCOCK LIFE INSURANCE COMPANY | 01-0233346 | — | RECORDKEEPER | $3K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENSION PLANNING CONSULTANTS INC | 85-0402842 | ALBUQUERQUE, NM | NONE | $7K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| AMERICAN FUNDS 2050TD JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $660K | 29.5% | |
| AMERICAN FUNDS 2045TD JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $342K | 15.3% | |
| JH LIFESTYLE BLEND AGGRESSIVE JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $241K | 10.8% | |
| AMERICAN FUNDS 2060TD JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $181K | 8.1% | |
| JH LIFESTYLE BLEND BALANCED JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $154K | 6.9% | |
| AMERICAN FUNDS 2030TD JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $132K | 5.9% | |
| AMERICAN FUNDS 2055TD JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $99K | 4.4% | |
| AMERICAN FUNDS 2040TD JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $79K | 3.5% | |
| AMERICAN FUNDS TD JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $77K | 3.5% | |
| John Hancock Lifestyle Blend Growth CIT # | Common Collective Trusts | — | — | $67K | 3.0% | |
| JH MID CAP GROWTH JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $67K | 3.0% | |
| AMERICAN FUNDS 2025TD JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $48K | 2.1% | |
| INDEX 500 FUND JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $30K | 1.3% | |
| AMERICAN FUNDS WASHINGTON MUTUAL JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $28K | 1.3% | |
| AMERICAN FUNDS 2035TD JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $26K | 1.2% | |
| JH LIFESTYLE BLEND MODERATE JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $24K | 1.1% | |
| VS BLUE CHIP GROWTH FUND JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $7K | 0.3% | |
| JH MID CAP GROWTH FUND JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $6K | 0.3% | |
| AMG RIVER ROAD MID CAP VALUE JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $5K | 0.2% | |
| VANGUARD EXPLORER JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $5K | 0.2% | |
| INTL EQUITY INDEX FUND JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $5K | 0.2% | |
| Participant Loans Interest rate at 6.50% 0 | Bonds / Notes | — | — | $5K | 0.2% | |
| JH LIFESTYLE BLN CONSERVATIVE JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $4K | 0.2% | |
| DFA U.S. SMALL CAP FUND JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $302 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
