Kelsch Associates, Inc.'s EIN is 23-2038439.
Download the official 2023 Form 5500 (PDF) for Kelsch Associates, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Kelsch Associates, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | 71-0294708 | — | SERVICE PROVIDOR | $7 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Registered Investment Companies Vanguard Target Retire 2035 Fund 11,499 | Mutual Funds | — | — | $267K | 8.3% | |
| Vanguard Target Retire 2040 Fund 10,369 | Mutual Funds | — | — | $257K | 8.0% | |
| * Voya Fixed Account 10,183 | Insurance Contracts | — | — | $254K | 7.9% | |
| Vanguard Target Reture 2025 Fund 11,733 | Mutual Funds | — | — | $236K | 7.3% | |
| American Funds Am Balanced R6 8,724 | Mutual Funds | — | — | $226K | 7.0% | |
| Vanguard Target Retire 2055 Fund 7,340 | Mutual Funds | — | — | $192K | 6.0% | |
| Vanguard Target Retire 2030 Fund 8,779 | Mutual Funds | — | — | $190K | 5.9% | |
| Vanguard Target Retire 2045 Fund 6,724 | Mutual Funds | — | — | $174K | 5.4% | |
| JP Morgan JPMorgan LgCp Grow Fund R6 2,714 | Other securities | — | — | $173K | 5.4% | |
| PIMCO Income Fund Ins 10,463 | Mutual Funds | — | — | $170K | 5.3% | |
| Vanguard Target Retire Inc Fund 10,985 | Mutual Funds | — | — | $161K | 5.0% | |
| Vanguard Mid - Cap Index Fund Adm 6,168 | Common Collective Trusts | — | — | $138K | 4.3% | |
| Vanguard Target Retire 2050 Fund 4,706 | Mutual Funds | — | — | $123K | 3.8% | |
| Vanguard Small-Cap Index Fund Adm 4,670 | Common Collective Trusts | — | — | $97K | 3.0% | |
| American Funds EuroPacific R6 4,085 | Mutual Funds | — | — | $76K | 2.4% | |
| Vanguard Target Retire 2060 Fund 2,739 | Mutual Funds | — | — | $73K | 2.3% | |
| Vanguard 500 Index Fund Adm 1,636 | Common Collective Trusts | — | — | $51K | 1.6% | |
| Participant Loans Loan Fund, 4.25% - 9.50% - | Bonds / Notes | — | — | $42K | 1.3% | |
| MSF MFS Value Fund R6 461 | Mutual Funds | — | — | $35K | 1.1% | |
| Vanguard Target Retire 2020 Fund 1,544 | Mutual Funds | — | — | $29K | 0.9% | |
| DFA Global Real Est Sec Pt Ins 1,475 | Mutual Funds | — | — | $25K | 0.8% | |
| Vanguard Total Interest Stock In F Adm 1,517 | Mutual Funds | — | — | $20K | 0.6% | |
| Vanguard Target Retire 2065 Fund 1,144 | Mutual Funds | — | — | $19K | 0.6% | |
| Voya Gv Mny Mkt F A (Hld Acct) 840 | Other securities | — | — | $11K | 0.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
