Linghan ZHOU signed KOBO Products, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
KOBO Products, Inc.'s EIN is 22-2841994.
Download the official 2024 Form 5500 (PDF) for KOBO Products, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)KOBO Products, 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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $4K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
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 | |||||
|---|---|---|---|---|---|---|
| STATE ST S&P 500 IDX VI STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 341 | Common Collective Trust | — | — | $4.4M | 27.6% | |
| MET GG SV 25554 - J WILMINGTON TRUST RISC CIT · EIN 26-0142858 / PN 094 | Common Collective Trust | — | — | $1.9M | 12.0% | |
| LARGE CAP VALUE R1 WILMINGTON TRUST COMPANY · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $1.5M | 9.5% | |
| ALGER CAPITAL APPRECIATION Z | Registered Investment Companies | — | — | $1.2M | 7.2% | |
| MFS MID CAP VALUE FUND - R6 | Registered Investment Companies | — | — | $857K | 5.3% | |
| STATE ST S&P MD CP IDX NL F STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 345 | Common Collective Trust | — | — | $658K | 4.1% | |
| FIDELITY ADVISOR BALANCED I | Registered Investment Companies | — | — | $620K | 3.9% | |
| JPM SMARTRETIREMENT INCOME R6 | Registered Investment Companies | — | — | $498K | 3.1% | |
| JPM SMARTRETIREMENT 2040 R6 | Registered Investment Companies | — | — | $463K | 2.9% | |
| JPM SMARTRETIREMENT 2055 R6 | Registered Investment Companies | — | — | $368K | 2.3% | |
| JPM SMARTRETIREMENT 2025 R6 | Registered Investment Companies | — | — | $357K | 2.2% | |
| JPM SMARTRRT 2060 - R6 | Registered Investment Companies | — | — | $336K | 2.1% | |
| MFS MID CAP GROWTH R6 | Registered Investment Companies | — | — | $304K | 1.9% | |
| JPM SMARTRETIREMENT 2020 R6 | Registered Investment Companies | — | — | $277K | 1.7% | |
| MFS GLOBAL EQUITY FUND R6 | Registered Investment Companies | — | — | $247K | 1.5% | |
| JPM SMARTRETIREMENT 2030 R6 | Registered Investment Companies | — | — | $237K | 1.5% | |
| TCW METWEST TOTAL RET BOND PL | Registered Investment Companies | — | — | $235K | 1.5% | |
| JPM SMARTRETIREMENT 2050 R6 | Registered Investment Companies | — | — | $215K | 1.3% | |
| STATE ST INTL IDX SEC LEND VI STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 334 | Common Collective Trust | — | — | $203K | 1.3% | |
| STATE ST RUSS SC IDX IV STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 337 | Common Collective Trust | — | — | $196K | 1.2% | |
| GS SMALL CAP GROW INSIGHTS R6 | Registered Investment Companies | — | — | $161K | 1.0% | |
| FIDELITY EMERGING MARKETS FUND | Registered Investment Companies | — | — | $157K | 1.0% | |
| JPM SMARTRETIREMENT 2045 R6 | Registered Investment Companies | — | — | $137K | 0.9% | |
| ALS SPECIAL SMALL CAP VALUE R6 | Registered Investment Companies | — | — | $107K | 0.7% | |
| JPM SMARTRETIREMENT 2035 R6 | Registered Investment Companies | — | — | $90K | 0.6% | |
| PIM RE REAL RETURN STRAT - INS | Registered Investment Companies | — | — | $46K | 0.3% | |
| NATIONWIDE BOND INDEX R6 | Registered Investment Companies | — | — | $38K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
