Lindsey Ruthers signed KDC US Holdings, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
KDC US Holdings, Inc.'s EIN is 20-8080530.
Download the official 2024 Form 5500 (PDF) for KDC US Holdings, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)KDC US Holdings, 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $391K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING LLC | 84-4519624 | — | ADVISOR | $75K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 |
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 | |||||
|---|---|---|---|---|---|---|
| BTC LP DYN RETIRE L BLACKROCK INST. TRUST COMPANY, N.A. · EIN 84-3263619 / PN 001 | Common Collective Trust | — | — | $22.9M | 13.8% | |
| BTC LP DYN 2035 L BLACKROCK INST. TRUST COMPANY, N.A. · EIN 38-7289857 / PN 001 | Common Collective Trust | — | — | $17.6M | 10.6% | |
| Fidelity FID 500 INDEX | Common Collective Trusts | — | — | $15.5M | 9.4% | |
| BTC LP DYN 2045 L BLACKROCK INST. TRUST COMPANY, N.A. · EIN 38-7289855 / PN 001 | Common Collective Trust | — | — | $15.3M | 9.2% | |
| BTC LP DYN 2030 L BLACKROCK INST. TRUST COMPANY, N.A. · EIN 84-3206030 / PN 001 | Common Collective Trust | — | — | $14.3M | 8.6% | |
| BTC LP DYN 2040 L BLACKROCK INST. TRUST COMPANY, N.A. · EIN 38-7289858 / PN 001 | Common Collective Trust | — | — | $12.7M | 7.7% | |
| BTC LP DYN 2050 L BLACKROCK INST. TRUST COMPANY, N.A. · EIN 38-7289860 / PN 001 | Common Collective Trust | — | — | $10.3M | 6.2% | |
| BTC LP DYN 2055 L BLACKROCK INST. TRUST COMPANY, N.A. · EIN 38-7289861 / PN 001 | Common Collective Trust | — | — | $9.6M | 5.8% | |
| AB US LG CP GR CIT L GREAT GRAY TRUST COMPANY · EIN 38-4116831 / PN 509 | Common Collective Trust | — | — | $6.7M | 4.0% | |
| MIP CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $5.5M | 3.3% | |
| BTC LP DYN 2060 L BLACKROCK INST. TRUST COMPANY, N.A. · EIN 38-7289862 / PN 001 | Common Collective Trust | — | — | $5.1M | 3.1% | |
| Participant Loans with Interest Rates 4.25% - 10.50% - | Bonds / Notes | — | — | $4.3M | 2.6% | |
| PUTN LG CP VAL TR IA PUTNAM FIDUCIARY TRUST CO · EIN 82-3639536 / PN 275 | Common Collective Trust | — | — | $4.3M | 2.6% | |
| Fidelity FID MID CAP IDX | Common Collective Trusts | — | — | $3.3M | 2.0% | |
| Invesco INVS DISCOVERY R6 | Mutual Funds | — | — | $2.8M | 1.7% | |
| Fidelity FID SM CAP IDX | Common Collective Trusts | — | — | $2.3M | 1.4% | |
| PGIM TOTAL RTN BD R6 | Other securities | — | — | $2.0M | 1.2% | |
| Fidelity FID INTL INDEX | Mutual Funds | — | — | $1.9M | 1.2% | |
| Fidelity FID DIVERSFD INTL K6 | Mutual Funds | — | — | $1.9M | 1.2% | |
| PIMCO INCOME INST | Mutual Funds | — | — | $1.8M | 1.1% | |
| BR MIDCAP GR EQ L1 GREAT GRAY TRUST COMPANY · EIN 20-3802327 / PN 003 | Common Collective Trust | — | — | $1.8M | 1.1% | |
| BTC LP DYN 2065 L BLACKROCK INST. TRUST COMPANY, N.A. · EIN 38-7289863 / PN 001 | Common Collective Trust | — | — | $1.6M | 1.0% | |
| John Hancock JH DSCPL VAL MDCP R6 | Other securities | — | — | $1.2M | 0.7% | |
| Fidelity FID SMALL CAP VALUE | Mutual Funds | — | — | $867K | 0.5% | |
| Fidelity FID US BOND IDX | Common Collective Trusts | — | — | $151K | <0.1% | |
| Fidelity FID GOVT MMKT | Mutual Funds | — | — | $1K | <0.1% | |
| BTC LP DYN 2025 Q BLACKROCK INST. TRUST COMPANY, N. A · EIN 85-1399579 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| BTC LP DYN 2030 Q BLACKROCK INST. TRUST COMPANY, N. A · EIN 85-1404566 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| BTC LP DYN 2040 Q BLACKROCK INST. TRUST COMPANY, N. A · EIN 85-1430499 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| BTC LP DYN 2050 Q BLACKROCK INST. TRUST COMPANY, N. A · EIN 85-1448812 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| BTC LP DYN 2060 Q BLACKROCK INST. TRUST COMPANY, N. A · EIN 85-1465174 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| BTC LP DYN 2065 Q BLACKROCK INST. TRUST COMPANY, N. A · EIN 85-1465437 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| BTC LP DYN 2035 Q BLACKROCK INST. TRUST COMPANY, N. A · EIN 85-1404929 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| BTC LP DYN 2045 Q BLACKROCK INST. TRUST COMPANY, N. A · EIN 85-1430799 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| BTC LP DYN RETIRE Q BLACKROCK INST. TRUST COMPANY, N. A · EIN 85-1484759 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| BTC LP DYN 2055 Q BLACKROCK INST. TRUST COMPANY, N. A · EIN 85-1449261 / PN 001 | 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.
| — |
| ADVISOR |
| $6K |
| — |
