Michelle Solinsky-Gaetz signed KI Mobility, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
KI Mobility, LLC's EIN is 20-3582298.
Download the official 2024 Form 5500 (PDF) for KI Mobility, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)KI Mobility, 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $33K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HAYS FINANCIAL GROUP | 41-1931920 | — | ADVISOR | $25K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity Freedom 2050 Fund | Mutual Funds | — | — | $2.0M | 13.9% | |
| Fidelity Freedom 2040 Fund | Mutual Funds | — | — | $2.0M | 13.4% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $1.8M | 12.5% | |
| Fidelity Freedom 2030 Fund | Mutual Funds | — | — | $1.7M | 11.7% | |
| Fidelity Freedom 2055 Fund | Mutual Funds | — | — | $1.1M | 7.3% | |
| Fidelity Freedom 2035 Fund | Mutual Funds | — | — | $1.0M | 6.9% | |
| Fidelity Freedom 2045 Fund | Mutual Funds | — | — | $887K | 6.1% | |
| Fidelity Freedom 2060 Fund | Mutual Funds | — | — | $707K | 4.8% | |
| Fidelity Freedom 2020 Fund | Mutual Funds | — | — | $534K | 3.6% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $352K | 2.4% | |
| Fidelity Freedom 2025 Fund | Mutual Funds | — | — | $352K | 2.4% | |
| Participants Participant Loans Rates from 4.25% to 9.50% - | Bonds / Notes | — | — | $343K | 2.3% | |
| MORLEY STABLE VALUE PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $343K | 2.3% | |
| JPMorgan Large Cap Growth Fund | Other securities | — | — | $229K | 1.6% | |
| Fidelity Freedom 2065 Fund | Mutual Funds | — | — | $191K | 1.3% | |
| American Funds American Funds American Mutual Fund | Mutual Funds | — | — | $174K | 1.2% | |
| American Funds American Funds New Perspective Fund | Mutual Funds | — | — | $145K | 1.0% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $143K | 1.0% | |
| MFS Institutional International Equity Fund | Mutual Funds | — | — | $109K | 0.7% | |
| AB Small Cap Growth Portfolio | Other securities | — | — | $108K | 0.7% | |
| Allspring Special Small Cap Value Fund | Other securities | — | — | $62K | 0.4% | |
| PGIM High Yield Fund | Other securities | — | — | $58K | 0.4% | |
| INVS CORE FI TR B1 INVESCO TRUST COMPANY · EIN 84-1126600 / PN 001 | Common Collective Trust | — | — | $53K | 0.4% | |
| MFS Mid Cap Growth Fund | Mutual Funds | — | — | $52K | 0.4% | |
| JPMorgan Government Bond Fund | U.S. Treasuries | — | — | $49K | 0.3% | |
| BlackRock Emerging Markets Fund | Other securities | — | — | $43K | 0.3% | |
| American Century American Century Mid Cap Value Fund | Other securities | — | — | $41K | 0.3% | |
| Cohen & Steers Cohen & Steers Realty Shares Fund | Other securities | — | — | $39K | 0.3% | |
| Fidelity Government Money Market Fund | Mutual Funds | — | — | $8K | <0.1% | |
| Fidelity Freedom 2015 Fund | Mutual Funds | — | — | $5K | <0.1% | |
| Fidelity Freedom 2070 Fund | 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.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WEALTH MANAGEMENT SYSTEMS INC | 22-3734996 | — | NONE | $0 | — |
