Keylink Holdings, LLC's EIN is 20-3293066.
Download the official 2025 Form 5500 (PDF) for Keylink Holdings, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2025 Form 5500 (PDF)Keylink Holdings, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE CO OF | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $49K | — |
| EMPOWER ADVISORY GROUP LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $9K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $1.6M | 17.6% | |
| Fidelity Freedom Index 2035 Fund | Mutual Funds | — | — | $909K | 10.1% | |
| Alger Capital Appreciation Fund | Other securities | — | — | $857K | 9.5% | |
| Fidelity Freedom Index 2040 Fund | Mutual Funds | — | — | $804K | 8.9% | |
| Fidelity Freedom Index 2045 Fund | Mutual Funds | — | — | $644K | 7.1% | |
| Fidelity Global EX US Index Fund | Common Collective Trusts | — | — | $600K | 6.6% | |
| Fidelity Freedom Index 2055 Fund | Mutual Funds | — | — | $537K | 5.9% | |
| Fidelity Freedom Index 2050 Fund | Mutual Funds | — | — | $430K | 4.8% | |
| American Funds New Perspective Fund | Mutual Funds | — | — | $341K | 3.8% | |
| American Funds Washington Mutual Fund | Mutual Funds | — | — | $294K | 3.2% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $260K | 2.9% | |
| Fidelity Freedom Index 2030 Fund | Mutual Funds | — | — | $238K | 2.6% | |
| Fidelity Freedom Index 2060 Fund | Mutual Funds | — | — | $224K | 2.5% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $216K | 2.4% | |
| Empower Annuity Insurance Guaranteed contract investment Company of America EI Fixed Account - Series Class I | Common Stocks | — | — | $177K | 2.0% | |
| Empower T. Rowe Price Mid Cap Growth Fund | Other securities | — | — | $175K | 1.9% | |
| Fidelity US Bond Index Fund | Common Collective Trusts | — | — | $158K | 1.8% | |
| Clearbridge Small Cap Growth Fund | Other securities | — | — | $135K | 1.5% | |
| Participants Notes receivable from participants - various repayment schedules through July 2030, interest rates ranging from 5.25% to 10.50% - | Bonds / Notes | — | — | $134K | 1.5% | |
| Fidelity Freedom Index 2065 Fund | Mutual Funds | — | — | $67K | 0.7% | |
| T. Rowe Price Mid-Cap Value Fund | Other securities | — | — | $62K | 0.7% | |
| Fidelity Advisor Total Bond Fund | Mutual Funds | — | — | $50K | 0.6% | |
| Fidelity Freedom Index Income Fund | Mutual Funds | — | — | $44K | 0.5% | |
| Franklin Small Cap Value Fund | Mutual Funds | — | — | $33K | 0.4% | |
| American Funds American Balanced Fund | Mutual Funds | — | — | $32K | 0.3% | |
| Lord Abbett Bond Debenture Fund | U.S. Treasuries | — | — | $19K | 0.2% | |
| Fidelity Freedom Index 2020 Fund | Mutual Funds | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| CAMBRIDGE INVESTMENT RESEARCH INC |
| — |
| FAIRFIELD, IA |
| BROKER/ADVISE R |
| $0 |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BLUE CHIP RETIREMENT PLANS INC | 39-1974154 | MILWAUKEE, WI | CONTRACT ADMIN | $2K | — |
