Tom Wolfgram signed KERN Regional Center's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
KERN Regional Center's EIN is 23-7115846.
Download the official 2023 Form 5500 (PDF) for KERN Regional Center from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)KERN Regional Center's plan includes a defined-benefit pension formula.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INS CO OF AMERICA | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENSIONMARK FINANCIAL GROUP LLC | — | SANTA BARBARA, CA | INVESTMENT ADVISOR | $44K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| VANGUARD LONG-TERM INVESTMENT-GRADE VANGUARD · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | $38.1M | $38.1M | 69.1% | |
| VANGUARD SHORT-TERM BOND INDEX ADM VANGUARD · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | $2.7M | $5.1M | 9.2% | |
| PGIM TOTAL RETURN BOND Z PGIM INVESTMENTS · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | $1.1M | $4.6M | 8.4% | |
| FIDELITY ADVISOR TOTAL BOND M FIDELITY INVESTMENTS · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | $1.1M | $4.6M | 8.3% | |
| Investments - * Empower Annuity Ins. Co. of America Guaranteed Fund | Common Stocks | — | $1.6M | $1.7M | 3.1% | |
| PIMCO INCOME A PIMCO · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | $229K | $1.1M | 1.9% | |
| MFS VALUE R3 MFS · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| INVESCO DEVELOPING MARKETS Y INVESCO · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| COLUMBIA HIGH YIELD BOND ADV COLUMBIA MGMT INVESTMENT ADVISERS · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| DWS RREEF REAL ESTATE SECURITIES S DWS · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| JPMORGAN US EQUITY R4 JPMORGAN · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| AMERICAN FUND NEW WORLD R4 AMERICAN FUNDS · EIN 90-0342269 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PIONEER FUNDAMENTAL GROWTH Y AMUNDI US · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| T.ROWE PRICE NEW HORIZONS T.ROWE PRICE · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| MASSMUTUAL SMALL CAP OPPS SVC MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| MASSMUTUAL INFL-PROT AND INC SVC MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| JPMORGAN LARGE CAP GROWTH R4 JPMORGAN · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| AMERICAN FUNDS CAPITAL WORLD GR&INC AMERICAN FUNDS · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PUTNAM INTERNATIONAL CAPITAL OPP A PUTNAM · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| FIDELITY ADVISOR(R) STRATEGIC INCOM FIDELITY INVESTMENTS · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| DELAWARE SMALL CAP VALUE INSTL DELAWARE FUNDS BY MACQUARIE · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
