KERN, Inc.'s EIN is 22-3538481.
Download the official 2024 Form 5500 (PDF) for KERN, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)KERN, 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 |
|---|---|---|---|---|---|
| TRANSAMERICA FINANCIAL LIFE INSURAN | 36-6071399 | — | RECORDKEEPER | $52K | — |
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 | |||||
|---|---|---|---|---|---|---|
| TRANSAMERICA LIFE INSURANCE CO | Common Stocks | — | — | $2.4M | 19.4% | |
| FIDELITY ADVISOR TOTAL BOND RET ACC TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 203 | Pooled Separate Account | — | — | $2.4M | 19.4% | |
| TRANSAMERICA LIFE INSURANCE CO | Common Stocks | — | — | $1.8M | 14.6% | |
| FIDELITY ADVISOR NEW INSIGHTS RET TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 944 | Pooled Separate Account | — | — | $1.8M | 14.6% | |
| TRANSAMERICA LIFE INSURANCE CO | Common Stocks | — | — | $1.6M | 12.8% | |
| TA VANGUARD TOTAL STCK MRKT INDEX TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6081399 / PN 166 | Pooled Separate Account | — | — | $1.6M | 12.8% | |
| TRANSAMERICA LIFE INSURANCE CO | Common Stocks | — | — | $1.6M | 12.5% | |
| PUTNAM LARGE CAP VALUE RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 957 | Pooled Separate Account | — | — | $1.6M | 12.5% | |
| TRANSAMERICA STABLE VALUE CORE | Stable Value | — | — | $1.3M | 10.3% | |
| TRANSAMERICA LIFE INSURANCE CO | Common Stocks | — | — | $537K | 4.3% | |
| STATE STREET RUSSELL SM CAP VAL IND TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6081399 / PN 355 | Pooled Separate Account | — | — | $537K | 4.3% | |
| TRANSAMERICA LIFE INSURANCE CO | Common Stocks | — | — | $434K | 3.5% | |
| AMERICAN FUNDS NEW PERSPECTIVE RET TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6081399 / PN 255 | Pooled Separate Account | — | — | $434K | 3.5% | |
| PARTICIPANT NOTES RECEIVABLE | Other securities | — | — | $376K | 3.0% | |
| TRANSAMERICA LIFE INSURANCE CO | Common Stocks | — | — | $342K | 2.8% | |
| FIDELITY ADVISOR INTL CAP APPRECIAT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 202 | Pooled Separate Account | — | — | $342K | 2.8% | |
| TRANSAMERICA LIFE INSURANCE CO | Common Stocks | — | — | $311K | 2.5% | |
| JANUS HENDERSON ENTERPRISE RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6081399 / PN 881 | Pooled Separate Account | — | — | $311K | 2.5% | |
| TRANSAMERICA LIFE INSURANCE CO | Common Stocks | — | — | $285K | 2.3% | |
| DWS RREEF REAL ESTATE SECS RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 026 | Pooled Separate Account | — | — | $285K | 2.3% | |
| TRANSAMERICA LIFE INSURANCE CO | Common Stocks | — | — | $275K | 2.2% | |
| NYLI MACKAY HIGH YD CORP BD RET ACC TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6081399 / PN 347 | Pooled Separate Account | — | — | $275K | 2.2% | |
| TRANSAMERICA LIFE INSURANCE CO | Common Stocks | — | — | $261K | 2.1% | |
| BNY MELLON GLOBAL FIXED INCOME RET TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6081399 / PN 761 | Pooled Separate Account | — | — | $261K | 2.1% | |
| TRANSAMERICA LIFE INSURANCE CO | Common Stocks | — | — | $236K | 1.9% | |
| AMERICAN FUNDS NEW WORLD RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6081399 / PN 625 | Pooled Separate Account | — | — | $236K | 1.9% | |
| TRANSAMERICA LIFE INSURANCE CO | Common Stocks | — | — | $143K | 1.2% | |
| TRANSAMERICARETONTRK 2035 TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6081399 / PN 689 | Pooled Separate Account | — | — | $143K | 1.2% | |
| TRANSAMERICA LIFE INSURANCE CO | Common Stocks | — | — | $99K | 0.8% | |
| TRANSAMERICARETONTRK 2060 TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6081399 / PN 817 | Pooled Separate Account | — | — | $99K | 0.8% | |
| TRANSAMERICA LIFE INSURANCE CO | Common Stocks | — | — | $73K | 0.6% | |
| TRANSAMERICARETONTRK 2055 TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6081399 / PN 693 | Pooled Separate Account | — | — | $73K | 0.6% | |
| TRANSAMERICA LIFE INSURANCE CO | Common Stocks | — | — | $68K | 0.5% | |
| TRANSAMERICARETONTRK 2030 TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6081399 / PN 688 | Pooled Separate Account | — | — | $68K | 0.5% | |
| TRANSAMERICA LIFE INSURANCE CO | Common Stocks | — | — | $63K | 0.5% | |
| TRANSAMERICARETONTRK 2050 TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6081399 / PN 692 | Pooled Separate Account | — | — | $63K | 0.5% | |
| TRANSAMERICA LIFE INSURANCE CO | Common Stocks | — | — | $49K | 0.4% | |
| TRANSAMERICARETONTRK 2045 TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6081399 / PN 691 | Pooled Separate Account | — | — | $49K | 0.4% | |
| TRANSAMERICA LIFE INSURANCE CO | Common Stocks | — | — | $47K | 0.4% | |
| TRANSAMERICARETONTRK 2040 TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6081399 / PN 690 | Pooled Separate Account | — | — | $47K | 0.4% | |
| TRANSAMERICA LIFE INSURANCE CO | Common Stocks | — | — | $28K | 0.2% | |
| JPMORGAN CORE PLUS BOND RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 117 | Pooled Separate Account | — | — | $28K | 0.2% | |
| TRANSAMERICA LIFE INSURANCE CO | Common Stocks | — | — | $19K | 0.2% | |
| TRANSAMERICARETONTRK 2020 TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6081399 / PN 686 | Pooled Separate Account | — | — | $19K | 0.2% | |
| TRANSAMERICA LIFE INSURANCE CO | Common Stocks | — | — | $13K | 0.1% | |
| TRANSAMERICA RETIREONTRK 2065 TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 402 | Pooled Separate Account | — | — | $13K | 0.1% | |
| TRANSAMERICA LIFE INSURANCE CO | Common Stocks | — | — | $12K | 0.1% | |
| TRANSAMERICARETONTRK 2025 TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6081399 / PN 687 | Pooled Separate Account | — | — | $12K | 0.1% | |
| TRANSAMERICA LIFE INSURANCE CO | Common Stocks | — | — | $6K | <0.1% | |
| HARTFORD SCHRODERS INTERN'L STOCK TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 287 | Pooled Separate Account | — | — | $6K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
