KKHC, Inc.'s EIN is 20-5236515.
Download the official 2024 Form 5500 (PDF) for KKHC, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)KKHC, Inc.'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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INC. CO OF AMERICA | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $5K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KERBERROSE WEALTH | — | SHAWANO, WI | INVESTMENT ADVISOR | $35K | — |
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 | |||||
|---|---|---|---|---|---|---|
| FLEXPATH INDEX MODERATE 2035 R1 GREAT GRAY · EIN 47-2478524 / PN 217 | Common Collective Trust | — | — | $3.1M | 40.3% | |
| FLEXPATH INDEX MODERATE RETIRE R1 GREAT GRAY · EIN 47-2248665 / PN 211 | Common Collective Trust | — | — | $946K | 12.2% | |
| FLEXPATH INDEX MODERATE 2045 R1 GREAT GRAY · EIN 47-2516187 / PN 220 | Common Collective Trust | — | — | $896K | 11.6% | |
| FLEXPATH INDEX MODERATE 2055 R1 GREAT GRAY · EIN 47-2563528 / PN 223 | Common Collective Trust | — | — | $602K | 7.8% | |
| STATE ST GBL EQ INDX NL CL C STATE STREET GLOBAL ADVISORS COLLECTIVE TRUST · EIN 90-0337987 / PN 000 | Common Collective Trust | — | — | $480K | 6.2% | |
| Vanguard Total World Stock Index Admiral Mutual Fund N/A | Mutual Funds | — | — | $478K | 6.2% | |
| FLEXPATH INDEX MODERATE 2065 R1 GREAT GRAY · EIN 38-7271379 / PN 760 | Common Collective Trust | — | — | $287K | 3.7% | |
| Vanguard Value Index Adm Mutual Fund N/A | Mutual Funds | — | — | $140K | 1.8% | |
| Baird Core Plus Bond Inst Mutual Fund N/A | Other securities | — | — | $66K | 0.8% | |
| Vanguard Small Cap Index Adm Mutual Fund N/A | Mutual Funds | — | — | $65K | 0.8% | |
| Vanguard Total Bond Market Index Admiral Mutual Fund N/A | Mutual Funds | — | — | $53K | 0.7% | |
| Vanguard Total Intl Bd Idx Admiral Mutual Fund N/A | Common Collective Trusts | — | — | $50K | 0.6% | |
| Vanguard Mid Cap Index Fund - Admiral Mutual Fund N/A | Common Collective Trusts | — | — | $46K | 0.6% | |
| Federated Hermes Govt Obl Advisor Mutual Fund N/A | Other securities | — | — | $28K | 0.4% | |
| Vanguard Total Intl Stock Index Admiral Mutual Fund N/A | Mutual Funds | — | — | $20K | 0.3% | |
| Vanguard Growth Index Adm Mutual Fund N/A | Mutual Funds | — | — | $8K | <0.1% | |
| Vanguard Total Stock Mkt Idx Adm Mutual Fund N/A | Common Collective Trusts | — | — | $6K | <0.1% | |
| STATE ST INFL PROTCT BND INX SL CL STATE STREET GLOBAL ADVISORS COLLECTIVE TRUST · EIN 90-0337987 / PN 000 | Common Collective Trust | — | — | $5K | <0.1% | |
| FLEXPATH INDEX AGG 2065 FUND CL R1 GREAT GRAY · EIN 38-7271378 / PN 759 | Common Collective Trust | — | — | $381 | <0.1% | |
| FLEXPATH INDEX MODERATE 2025 R1 GREAT GRAY · EIN 47-2285799 / PN 214 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH INDEX AGGRESSIVE 2045 R1 GREAT GRAY · EIN 47-2503540 / PN 219 | Common Collective Trust | — | — | $0 | <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 |
|---|---|---|---|---|---|
| BLUE CHIP RETIREMENT PLANS, INC. | — | MILWAUKEE, WI | TPA | $4K | — |
