KOS Services, LLC's EIN is 20-8757725.
Download the official 2024 Form 5500 (PDF) for KOS Services, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)KOS Services, 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 |
|---|---|---|---|---|---|
| NATIONWIDE | 31-4156830 | COLUMBUS, OH | RECORD KEEPER | $13K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CETERA INVESTMENT ADVISORS, LLC | 36-3120284 | EL SEGUNDO, CA | INVESTMENT ADVISORY | $19K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| NUVEEN LIFECYCLE INDEX 2050 CL R6 NATIONWIDE · EIN 31-4156830 / PN 000 | Pooled Separate Account | — | — | $710K | 17.4% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $567K | 13.9% | |
| FID 500 INDX NATIONWIDE · EIN 31-4156830 / PN 000 | Pooled Separate Account | — | — | $567K | 13.9% | |
| NUVEEN LIFECYCLE INDEX 2060 CL R6 NATIONWIDE · EIN 31-4156830 / PN 000 | Pooled Separate Account | — | — | $537K | 13.2% | |
| NUVEEN LIFECYCLE INDEX 2045 CL R6 NATIONWIDE · EIN 31-4156830 / PN 000 | Pooled Separate Account | — | — | $455K | 11.2% | |
| NUVEEN LIFECYCLE INDEX 2055 CL R6 NATIONWIDE · EIN 31-4156830 / PN 000 | Pooled Separate Account | — | — | $315K | 7.7% | |
| NUVEEN LIFECYCLE INDEX 2035 CL R6 NATIONWIDE · EIN 31-4156830 / PN 000 | Pooled Separate Account | — | — | $284K | 7.0% | |
| NUVEEN LIFECYCLE INDEX 2040 CL R6 NATIONWIDE · EIN 31-4156830 / PN 000 | Pooled Separate Account | — | — | $133K | 3.3% | |
| Guaranteed interest account * Nationwide Life Insurance Company Fixed Select Contract | Common Stocks | — | — | $110K | 2.7% | |
| Nationwide Life Insurance Company Investor Destinations Moderately Aggressive Fund Class R6 | Common Stocks | — | — | $97K | 2.4% | |
| NW INV DEST MOD AGGR R6 NATIONWIDE · EIN 31-4156830 / PN 000 | Pooled Separate Account | — | — | $97K | 2.4% | |
| JP Morgan Large Cap Growth Fund R6 | Other securities | — | — | $90K | 2.2% | |
| JPM LGCAP GR R6 NATIONWIDE · EIN 31-4156830 / PN 000 | Pooled Separate Account | — | — | $90K | 2.2% | |
| FID US BD INDX NATIONWIDE · EIN 31-4156830 / PN 000 | Pooled Separate Account | — | — | $70K | 1.7% | |
| Fidelity US Bond Index Fund | Common Collective Trusts | — | — | $70K | 1.7% | |
| Nationwide Life Insurance Company Geneva Small Cap Growth Fund | Common Stocks | — | — | $57K | 1.4% | |
| NW GENEVA SMCAPGR INST SVC NATIONWIDE · EIN 31-4156830 / PN 000 | Pooled Separate Account | — | — | $57K | 1.4% | |
| NUVEEN LIFECYCLE INDEX 2030 CL R6 NATIONWIDE · EIN 31-4156830 / PN 000 | Pooled Separate Account | — | — | $55K | 1.3% | |
| through August 2029 -0- | Other securities | — | — | $45K | 1.1% | |
| Fidelity Total Market Index Fund | Common Collective Trusts | — | — | $45K | 1.1% | |
| FID TTL MKT INDX NATIONWIDE · EIN 31-4156830 / PN 000 | Pooled Separate Account | — | — | $45K | 1.1% | |
| Principal Midcap R6 Fund | Other securities | — | — | $39K | 1.0% | |
| PRNCPL MDCAP R6 NATIONWIDE · EIN 31-4156830 / PN 000 | Pooled Separate Account | — | — | $39K | 1.0% | |
| Fidelity International Index Fund | Common Collective Trusts | — | — | $38K | 0.9% | |
| FID INTL INDX NATIONWIDE · EIN 31-4156830 / PN 000 | Pooled Separate Account | — | — | $38K | 0.9% | |
| Fidelity Adv Util I ** 1 Goldman Sachs GQG Partners International Opportunities Fund | Mutual Funds | — | — | $31K | 0.8% | |
| GDMNSCS GQGPTNRINTLOPPR R6 NATIONWIDE · EIN 31-4156830 / PN 000 | Pooled Separate Account | — | — | $31K | 0.8% | |
| DODGE & COX INTL STCK FD CL I NATIONWIDE · EIN 31-4156830 / PN 000 | Pooled Separate Account | — | — | $31K | 0.8% | |
| NW LOOMIS ALLCAP GR R6 NATIONWIDE · EIN 31-4156830 / PN 000 | Pooled Separate Account | — | — | $29K | 0.7% | |
| AVANTIS U.S. LARGE CAP VALUE FUND NATIONWIDE · EIN 31-4156830 / PN 000 | Pooled Separate Account | — | — | $27K | 0.7% | |
| American Funds The Growth Fund of America | Mutual Funds | — | — | $26K | 0.6% | |
| AMFDS GR FD AM R6 + NATIONWIDE · EIN 31-4156830 / PN 000 | Pooled Separate Account | — | — | $26K | 0.6% | |
| Avantis Emerging Markets Equity Fund Institutional Class | Other securities | — | — | $23K | 0.6% | |
| AVANTS EMRG MKT EQ INST NATIONWIDE · EIN 31-4156830 / PN 000 | Pooled Separate Account | — | — | $23K | 0.6% | |
| JP Morgan Core Bond Fund R6 ** 329 JP Morgan Equity Income Fund R5 | Other securities | — | — | $23K | 0.6% | |
| JPM EQ INC R5 NATIONWIDE · EIN 31-4156830 / PN 000 | Pooled Separate Account | — | — | $23K | 0.6% | |
| NUVEEN LIFECYCLE INDEX 2065 CL R6 NATIONWIDE · EIN 31-4156830 / PN 000 | Pooled Separate Account | — | — | $17K | 0.4% | |
| Cohen & Steers Real Estate Securities Fund | Other securities | — | — | $17K | 0.4% | |
| COHENSTRS REALEST SEC Z NATIONWIDE · EIN 31-4156830 / PN 000 | Pooled Separate Account | — | — | $17K | 0.4% | |
| DIAMOND HILL MDCAP I NATIONWIDE · EIN 31-4156830 / PN 000 | Pooled Separate Account | — | — | $15K | 0.4% | |
| PGIM Total Return Bond R6 | Other securities | — | — | $15K | 0.4% | |
| PGIM TTL RTN BD R6 NATIONWIDE · EIN 31-4156830 / PN 000 | Pooled Separate Account | — | — | $15K | 0.4% | |
| Massachusetts Financial Services Midcap Growth Fund R6 | Other securities | — | — | $14K | 0.3% | |
| MFS MDCAP GR R6 NATIONWIDE · EIN 31-4156830 / PN 000 | Pooled Separate Account | — | — | $14K | 0.3% | |
| Principal Global Real Estate Fund | Other securities | — | — | $14K | 0.3% | |
| PRNCPL GLBL REALEST R6 NATIONWIDE · EIN 31-4156830 / PN 000 | Pooled Separate Account | — | — | $14K | 0.3% | |
| LEGAL & GENERAL COMMODITY STRAT FD NATIONWIDE · EIN 31-4156830 / PN 000 | Pooled Separate Account | — | — | $12K | 0.3% | |
| Nationwide Life Insurance Company Investor Destinations Aggressive R6 | Common Stocks | — | — | $9K | 0.2% | |
| NW INV DEST AGGR R6 NATIONWIDE · EIN 31-4156830 / PN 000 | Pooled Separate Account | — | — | $9K | 0.2% | |
| American Funds New World Fund | Mutual Funds | — | — | $8K | 0.2% |
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 |
|---|---|---|---|---|---|
| CETERA RETIREMENT PLAN SPECIALISTS | 94-3324288 | SAINT CLOUD, MN | PENSION CONSULTING | $6K | — |
