Mark Kramer signed Kramer Beverage Co., LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Kramer Beverage Co., LLC's EIN is 22-3715581.
Download the official 2024 Form 5500 (PDF) for Kramer Beverage Co., LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Kramer Beverage Co., 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 |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $45K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund N/R | Mutual Funds | — | — | $9.2M | 23.6% | |
| Vanguard Fiduciary Trust Company Vanguard Target Retirement 2045 Fund N/R | Mutual Funds | — | — | $3.9M | 10.0% | |
| Vanguard Fiduciary Trust Company Vanguard Balanced Index Fund Admiral N/R | Common Collective Trusts | — | — | $2.9M | 7.5% | |
| Admiral Shares * Vanguard Fiduciary Trust Company Vanguard Developed Markets Index Fund N/R | Common Collective Trusts | — | — | $2.7M | 7.0% | |
| Vanguard Fiduciary Trust Company Vanguard Target Retirement 2030 Fund N/R | Mutual Funds | — | — | $2.5M | 6.5% | |
| Vanguard Fiduciary Trust Company Vanguard Mid-Cap Index Fund Admiral N/R | Common Collective Trusts | — | — | $2.4M | 6.0% | |
| Vanguard Fiduciary Trust Company Vanguard Target Retirement 2050 Fund N/R | Mutual Funds | — | — | $2.1M | 5.3% | |
| Vanguard Fiduciary Trust Company Vanguard Target Retirement 2035 Fund N/R | Mutual Funds | — | — | $2.1M | 5.3% | |
| Vanguard Fiduciary Trust Company Vanguard Target Retirement 2040 Fund N/R | Mutual Funds | — | — | $1.7M | 4.5% | |
| Vanguard Fiduciary Trust Company Vanguard Target Retirement 2055 Fund N/R | Mutual Funds | — | — | $1.5M | 4.0% | |
| Shares * Vanguard Fiduciary Trust Company Vanguard Total Bond Market Index Fund N/R | Common Collective Trusts | — | — | $1.5M | 3.8% | |
| Vanguard Fiduciary Trust Company Vanguard Target Retirement 2025 Fund N/R | Mutual Funds | — | — | $1.2M | 3.2% | |
| Vanguard Fiduciary Trust Company Vanguard Target Retirement 2060 Fund N/R | Mutual Funds | — | — | $1.1M | 2.8% | |
| Admiral * Vanguard Fiduciary Trust Company Vanguard Small-Cap Index Fund Admiral N/R | Common Collective Trusts | — | — | $737K | 1.9% | |
| Admiral Shares * Vanguard Fiduciary Trust Company Vanguard Total International Bond Index Fund N/R | Common Collective Trusts | — | — | $464K | 1.2% | |
| Participant Loans Interest rates: 4.25% - 9.50% $0 | Bonds / Notes | — | — | $423K | 1.1% | |
| Vanguard Fiduciary Trust Company Vanguard Target Retirement 2065 Fund N/R | Mutual Funds | — | — | $380K | 1.0% | |
| Fund Admiral Shr * Vanguard Fiduciary Trust Company Vanguard Target Retirement 2020 Fund N/R | Mutual Funds | — | — | $322K | 0.8% | |
| Shares * Vanguard Fiduciary Trust Company Vanguard Cash Reserves Federal MM Fund N/R | Mutual Funds | — | — | $302K | 0.8% | |
| Admiral Shares * Vanguard Fiduciary Trust Company Vanguard Emerging Markets Stock Index N/R | Mutual Funds | — | — | $280K | 0.7% | |
| Fidelity Inflation-Protected Bond Index Fund N/R | Common Collective Trusts | — | — | $189K | 0.5% | |
| Vanguard Fiduciary Trust Company Vanguard Target Retirement Income Fund N/R | Mutual Funds | — | — | $146K | 0.4% | |
| Shares * Vanguard Fiduciary Trust Company Vanguard Short-Term Treasury Index Fund N/R | Common Collective Trusts | — | — | $93K | 0.2% | |
| Vanguard Fiduciary Trust Company Vanguard Target Retirement 2070 Fund N/R | Mutual Funds | — | — | $39K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
