Maureen Lopez signed Komline-Sanderson's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Komline-Sanderson's EIN is 22-1442955.
Download the official 2024 Form 5500 (PDF) for Komline-Sanderson from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Komline-Sanderson's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | 06-1050034 | GREENWOOD VILLAGE, CO | RECORDKEEPER | $74K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BROWN ADVISORY MANAGEMENT LLC DBA B | 26-4560299 | BALTIMORE, MD | INVESTMENT ADVISOR | $50K |
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 | |||||
|---|---|---|---|---|---|---|
| Parnassus Core Equity Fund | Other securities | — | — | $7.8M | 17.7% | |
| Empower Annuity Insurance Company of America Guaranteed Income Fund | Common Stocks | — | — | $7.0M | 15.9% | |
| Empower Annuity Insurance Company of America T.Rowe Price LCG EQ (IS) | Common Stocks | — | — | $6.5M | 14.9% | |
| T. ROWE US LG CAP GROWTH EQTY (IS P EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 828 | Pooled Separate Account | — | — | $6.5M | 14.9% | |
| Vanguard Total Bond Index | Mutual Funds | — | — | $6.2M | 14.0% | |
| MFS International Eq R6 | Mutual Funds | — | — | $5.5M | 12.5% | |
| MFS Value Fund Class R6 | Mutual Funds | — | — | $2.2M | 5.0% | |
| Vanguard High Yield Corp Admiral | Mutual Funds | — | — | $1.1M | 2.5% | |
| Touchstone Mid Cap Y | Other securities | — | — | $1.1M | 2.4% | |
| Lord Abbett Lord Abbett Dev Gro R6 | Mutual Funds | — | — | $911K | 2.1% | |
| AMCENTURY SMALL CAP VALUE (IS PLATF EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 849 | Pooled Separate Account | — | — | $891K | 2.0% | |
| Vanguard 500 Index Admiral | Common Collective Trusts | — | — | $707K | 1.6% | |
| Allspring Special MCV R6 | Other securities | — | — | $658K | 1.5% | |
| MFS Mid Cap Growth Class R6 | Mutual Funds | — | — | $570K | 1.3% | |
| Calvert Small Cap Class I | Other securities | — | — | $448K | 1.0% | |
| Vanguard Growth Index Admiral Share | Mutual Funds | — | — | $428K | 1.0% | |
| Participants Participant Loans Rates at 4.25%-9.50% - | Bonds / Notes | — | — | $265K | 0.6% | |
| Fidelity Adv Intl Sc Z | Mutual Funds | — | — | $230K | 0.5% | |
| Vanguard Mid Cap Growth Index Admiral | Mutual Funds | — | — | $218K | 0.5% | |
| Vanguard Total Stock Index Admiral | Mutual Funds | — | — | $202K | 0.5% | |
| Vanguard Small Cap Index Admiral | Mutual Funds | — | — | $196K | 0.4% | |
| Vanguard Total World Stock Index Admiral | Mutual Funds | — | — | $150K | 0.3% | |
| American Funds American Funds New World R6 | Mutual Funds | — | — | $148K | 0.3% | |
| Vanguard Value Index Admiral | Mutual Funds | — | — | $140K | 0.3% | |
| MetWest Unconstrained Bond | Other securities | — | — | $104K | 0.2% | |
| Vanguard Small Cap Value | Mutual Funds | — | — | $100K | 0.2% | |
| Vanguard Total St Mark | Mutual Funds | — | — | $81K | 0.2% | |
| Vanguard Small Cap Growth | Mutual Funds | — | — | $54K | 0.1% | |
| Vanguard Mid Cap Index Fund | Common Collective Trusts | — | — | $45K | 0.1% | |
| Vanguard European Stock | Mutual Funds | — | — | $33K | <0.1% | |
| Vanguard Emerging Markets | Mutual Funds | — | — | $21K | <0.1% | |
| Invesco Equity & Income A | Mutual Funds | — | — | $8K | <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 |
|---|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | — | PHILADELPHIA, PA | AUDITOR | $19K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SMITH & DOWNEY PA | — | BALTIMORE, MD | ATTORNEY | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADVISED ASSETS GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $236 | — |
