KMG Prestige Incorporated's EIN is 20-4416074.
Download the official 2024 Form 5500 (PDF) for KMG Prestige Incorporated from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)KMG Prestige Incorporated'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 |
|---|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | 93-1253576 | — | NONE | $101K | — |
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 | — | — | $16.5M | 88.1% | |
| Standard Insurance Company Stable Asset A | Common Stocks | — | — | $1.6M | 8.7% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $1.6M | 8.7% | |
| JPMorgan Large Cap Growth | Other securities | — | — | $1.5M | 8.1% | |
| MFS Intl Diversification R6 | Mutual Funds | — | — | $1.2M | 6.4% | |
| Dodge & Cox Income | Mutual Funds | — | — | $1.1M | 6.1% | |
| JPMorgan Mid Cap Growth R5 | Other securities | — | — | $1.0M | 5.6% | |
| MFS Value R6 | Mutual Funds | — | — | $985K | 5.3% | |
| JPMorgan US Equity R6 | Other securities | — | — | $967K | 5.2% | |
| Vanguard Mid Cap Idx Adm | Common Collective Trusts | — | — | $820K | 4.4% | |
| Vanguard Target Retire 2030 | Mutual Funds | — | — | $799K | 4.3% | |
| Vanguard Target Retire 2045 | Mutual Funds | — | — | $761K | 4.1% | |
| DFA US Targeted Value I | Mutual Funds | — | — | $639K | 3.4% | |
| Participant Loans 3.25%-8.50% | Bonds / Notes | — | — | $589K | 3.2% | |
| Vanguard Target Retire 2040 | Mutual Funds | — | — | $571K | 3.1% | |
| Vanguard Target Retire 2035 | Mutual Funds | — | — | $469K | 2.5% | |
| Vanguard Mid Cap Value Index Adm | Mutual Funds | — | — | $465K | 2.5% | |
| Vanguard Target Retire 2025 | Mutual Funds | — | — | $436K | 2.3% | |
| Vanguard Wellington Admiral | Mutual Funds | — | — | $435K | 2.3% | |
| Vanguard Target Retire 2055 | Mutual Funds | — | — | $357K | 1.9% | |
| Vanguard Target Retire 2050 | Mutual Funds | — | — | $357K | 1.9% | |
| T.Rowe Price Health Sciences | Other securities | — | — | $345K | 1.8% | |
| Vanguard Target Retire 2060 | Mutual Funds | — | — | $340K | 1.8% | |
| American Funds New Perspective | Mutual Funds | — | — | $266K | 1.4% | |
| Vanguard Sm Cap Idx Adm | Common Collective Trusts | — | — | $187K | 1.0% | |
| Vanguard Energy Index Adm | Mutual Funds | — | — | $174K | 0.9% | |
| Invesco Gold & Special Murls Y | Mutual Funds | — | — | $149K | 0.8% | |
| Vanguard Infl-Prot Sec Adm | Mutual Funds | — | — | $113K | 0.6% | |
| Vanguard Explorer Adm | Mutual Funds | — | — | $105K | 0.6% | |
| Cohen & Steers Instl Realty | Other securities | — | — | $91K | 0.5% | |
| Vanguard Target Retire 2020 | Mutual Funds | — | — | $75K | 0.4% | |
| PGIM High Yield Z | Other securities | — | — | $24K | 0.1% | |
| Vanguard Target Retirement Income | Mutual Funds | — | — | $17K | <0.1% | |
| Van Eck CM Commodity Index I | Other securities | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
