KERN Machinery, Inc.'s EIN is 26-0497941.
Download the official 2024 Form 5500 (PDF) for KERN Machinery, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)KERN Machinery, Inc.'s plan includes profit-sharing, a 401(k) feature, 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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE CO | 84-0467907 | GREENWOOD VILLAGE, CO | RECORDKEEPER | $23K | — |
| EMPOWER RETIREMENT | 84-0467907 | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $21K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
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 | |||||
|---|---|---|---|---|---|---|
| NT EXT Equity MKT IDX NL Tier 4 | Common Collective Trusts | — | — | $3.4M | 12.4% | |
| PUTNAM STABLE VALUE FUND PUTNAM INVESTMENT · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $3.3M | 12.1% | |
| HARBOR CAPITAL APPRECIATION CIT R HARBOR FUNDS · EIN 84-4022934 / PN 001 | Common Collective Trust | — | — | $2.1M | 7.6% | |
| NT COL S&P 500 IDX FD DC NL 4 NORTHERN TRUST GLOBAL INVESTMENTS CITS · EIN 45-6138589 / PN 002 | Common Collective Trust | — | — | $2.1M | 7.5% | |
| Vanguard 500 Index Admiral | Common Collective Trusts | — | — | $1.7M | 6.1% | |
| Vanguard Target Retirement 2045 Inv | Mutual Funds | — | — | $1.6M | 6.0% | |
| Vanguard Target Retirement 2025 Inv | Mutual Funds | — | — | $1.5M | 5.6% | |
| Vanguard Target Retirement 2035 Inv | Mutual Funds | — | — | $1.2M | 4.5% | |
| Vanguard Target Retirement 2040 Inv | Mutual Funds | — | — | $1.2M | 4.4% | |
| NT ACWI EX US IMI FD DC NL TIER 4 NORTHERN TRUST GLOBAL INVESTMENTS CITS · EIN 45-6138589 / PN 103 | Common Collective Trust | — | — | $1.1M | 3.9% | |
| Vanguard Target Retirement 2020 Inv | Mutual Funds | — | — | $1.1M | 3.9% | |
| Vanguard Target Retirement 2050 Inv | Mutual Funds | — | — | $1.1M | 3.9% | |
| FIAM CORE PLUS COMMINGLED POOL CL I FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 052 | Common Collective Trust | — | — | $1.0M | 3.8% | |
| NT AGG BOND INDEX FUND NL T4 NORTHERN TRUST GLOBAL INVESTMENTS CITS · EIN 46-6138589 / PN 088 | Common Collective Trust | — | — | $807K | 2.9% | |
| Vanguard Target Retirement Inc Inv | Mutual Funds | — | — | $601K | 2.2% | |
| GREAT GRAY TRUST EUROPACIFIC GROWTH GREAT GRAY · EIN 38-7289843 / PN 001 | Common Collective Trust | — | — | $558K | 2.0% | |
| Carillon Eagle Mid Cap Growth R6 | Other securities | — | — | $482K | 1.8% | |
| from 2025 to 2035 | Other securities | — | — | $430K | 1.6% | |
| Vanguard Target Retirement 2030 Inv | Mutual Funds | — | — | $410K | 1.5% | |
| PARTICIPANT LOANS VARIOUS | Participant loans | — | $381K | $381K | 1.4% | |
| Vanguard Target Retirement 2060 Inv | Mutual Funds | — | — | $355K | 1.3% | |
| Vanguard Target Retirement 2055 Inv | Mutual Funds | — | — | $336K | 1.2% | |
| MASSMUTUAL SMALL CAP GR EQ CIT FEE GREAT GRAY · EIN 38-7271375 / PN 756 | Common Collective Trust | — | — | $333K | 1.2% | |
| MFS MID CAP VALUE FUND CT GREAT GRAY · EIN 38-4139822 / PN 616 | Common Collective Trust | — | — | $153K | 0.6% | |
| American Beacon Small Cap Value R6 | Other securities | — | — | $91K | 0.3% | |
| Vanguard Target Retirement 2065 Inv | Mutual Funds | — | — | $53K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| CAP FINANCIAL PARTNERS, LLC |
| 84-0467907 |
| RALEIGH, NC |
| INVESTMENT ADVISOR |
| $58K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TROUG-RYDING COMPANY INC | — | WESTLAKE VILLAGE, CA | CONTRACT ADMIN | $2K | — |
