Arthur Anderson signed Kencrest Services, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Kencrest Services, Inc.'s EIN is 25-1439925.
Download the official 2024 Form 5500 (PDF) for Kencrest Services, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Kencrest Services, Inc.'s plan includes ERISA 404(c) participant direction, 403(b) custodial accounts, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VALIC RETIREMENT SERVICES CO | 51-0396365 | — | NONE | $268K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard 500 Index Fund Admiral - | Common Collective Trusts | — | — | $7.0M | 12.7% | |
| Insurance contracts at contract value * Corebridge Financial Corebridge Fixed-Interest - | Other securities | — | — | $6.1M | 11.0% | |
| Vanguard Developed Markets Index Fund Admiral - | Common Collective Trusts | — | — | $4.5M | 8.1% | |
| American Funds Growth Fund of America R-6 - | Mutual Funds | — | — | $3.8M | 6.9% | |
| Vanguard Wellington Fund Admiral - | Mutual Funds | — | — | $3.7M | 6.8% | |
| Vanguard Windsor II Fund Admiral - | Mutual Funds | — | — | $3.5M | 6.4% | |
| Vanguard Total Bond Market Index Fund Admiral - | Common Collective Trusts | — | — | $3.4M | 6.2% | |
| American Funds Capital World Growth & Income Fund R-6 - | Mutual Funds | — | — | $3.3M | 6.0% | |
| Participant Loan Balance Interest rates from 3.25% to 8.50%, maturity dates through - | Bonds / Notes | — | — | $2.5M | 4.6% | |
| Vanguard Small Cap Index Admiral - | Mutual Funds | — | — | $2.0M | 3.7% | |
| Vanguard Mid Cap Index Admiral - | Mutual Funds | — | — | $1.9M | 3.6% | |
| American Funds EuroPacific Growth Fund R-6 - | Mutual Funds | — | — | $1.2M | 2.1% | |
| Calvert U S Large-Cap Growth Responsible Index Fund Class I - | Common Collective Trusts | — | — | $1.1M | 2.1% | |
| Massachusetts Financial Services Massachusetts Investors Trust Fund A - | Common Collective Trusts | — | — | $1.1M | 1.9% | |
| BlackRock Mid-Cap Growth - | Other securities | — | — | $1000K | 1.8% | |
| Eaton Vance High Income Opportunities Fund - | Other securities | — | — | $928K | 1.7% | |
| Invesco Real Estate R5 - | Mutual Funds | — | — | $787K | 1.4% | |
| DoubleLine Core Fixed Income Fund Institutional Class - | Other securities | — | — | $744K | 1.4% | |
| Massachusetts Financial Services Growth Fund Class A - | Other securities | — | — | $733K | 1.3% | |
| Janus Henderson Small Cap Value Fund - | Mutual Funds | — | — | $715K | 1.3% | |
| Federated Hermes MDT Small Cap Growth Fund Institutional Shares - | Other securities | — | — | $680K | 1.2% | |
| American Century Mid Cap Value Fund - | Other securities | — | — | $635K | 1.2% | |
| Columbia Dividend Income Fund A - | Other securities | — | — | $598K | 1.1% | |
| Vanguard Target Retirement 2050 Fund - | Mutual Funds | — | — | $572K | 1.0% | |
| Vanguard Target Retirement 2035 Fund - | Mutual Funds | — | — | $530K | 1.0% | |
| Dimensional Fund Advisors Inflation-Protected Securities Portfolio Institutional Class - | Mutual Funds | — | — | $432K | 0.8% | |
| Vanguard International Growth Admiral - | Mutual Funds | — | — | $410K | 0.7% | |
| Vanguard Target Retirement 2020 Fund - | Mutual Funds | — | — | $346K | 0.6% | |
| Vanguard Target Retirement Income Fund - | Mutual Funds | — | — | $192K | 0.4% | |
| Vanguard Target Retirement 2045 Fund - | Mutual Funds | — | — | $165K | 0.3% | |
| Massachusetts Financial Services Value Fund A - | Other securities | — | — | $164K | 0.3% | |
| Vanguard Target Retirement 2025 Fund - | Mutual Funds | — | — | $159K | 0.3% | |
| Vanguard Target Retirement 2040 Fund - | Mutual Funds | — | — | $70K | 0.1% | |
| Vanguard Target Retirement 2030 Fund - | Mutual Funds | — | — | $60K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
