KIM Taylor signed PK Management LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
PK Management LLC's EIN is 26-1291107.
Download the official 2024 Form 5500 (PDF) for PK Management LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)PK Management LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERICAN PORTFOLIOS ADVISORS, INC. | 93-0987232 | HOLBROOK, NY | ADVISOR | $69K | — |
| OSAIC WEALTH, INC. | 93-0987232 | JERSEY CITY, NJ | ADVISOR | $16K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Dividend Growth Fund Investor Shares 42,837.375 units | Mutual Funds | — | $43K | $1.6M | 9.2% | |
| Fidelity Contrafund 71,220.086 units | Mutual Funds | — | $71K | $1.5M | 8.8% | |
| Vanguard Target Retirement 2035 Fund 60,700.863 units | Mutual Funds | — | $61K | $1.5M | 8.6% | |
| Vanguard Target Retirement 2030 Fund 35,069.263 units | Mutual Funds | — | $35K | $1.3M | 7.8% | |
| Federated Hermes U.S. Treasury Cash Reserves IS 900,399.730 units | Cash / Money Market | — | $900K | $900K | 5.3% | |
| Vanguard Target Retirement 2040 Fund 20,384.253 units | Mutual Funds | — | $20K | $881K | 5.2% | |
| T. Rowe Price Equity Income Fund 25,295.332 units | Other securities | — | $25K | $876K | 5.2% | |
| Vanguard Target Retirement 2050 Fund 14,191.919 units | Mutual Funds | — | $14K | $707K | 4.2% | |
| Federated Hermes Strategic Income Fund Class IS 77,475.217 units | Other securities | — | $77K | $628K | 3.7% | |
| American Funds American Balanced Fund Class R-6 18,062.134 units | Mutual Funds | — | $18K | $620K | 3.7% | |
| Vanguard Target Retirement 2020 Fund 23,359.812 units | Mutual Funds | — | $23K | $619K | 3.7% | |
| BlackRock Global Allocation Fund, Inc. Institutional 25,937.034 units | Common Stocks | — | $26K | $485K | 2.9% | |
| Baron Growth Fund Institutional Shares 4,733.800 units | Other securities | — | $5K | $452K | 2.7% | |
| Vanguard Target Retirement 2025 Fund 23,362.159 units | Mutual Funds | — | $23K | $437K | 2.6% | |
| Vanguard Target Retirement 2045 Fund 13,470.924 units | Mutual Funds | — | $13K | $400K | 2.4% | |
| American Funds Capital World Growth Income Fund 5,678.116 units | Mutual Funds | — | $6K | $361K | 2.1% | |
| Vanguard Inflation-Protected Secur. Fund Admiral 14,799.448 units | Mutual Funds | — | $15K | $333K | 2.0% | |
| Vanguard Short-Term Federal Fund Admiral Shares 30,700.236 units | Mutual Funds | — | $31K | $312K | 1.8% | |
| American Funds EuroPacific Growth Fund Class R-6 5,574.936 units | Mutual Funds | — | $6K | $299K | 1.8% | |
| Cohen & Steers Realty Shares Fund Class L 4,377.266 units | Other securities | — | $4K | $288K | 1.7% | |
| Vanguard Total Bond Market Index Fund Admiral 29,705.181 units | Common Collective Trusts | — | $30K | $282K | 1.7% | |
| Notes receivable from participants Various maturity dates, 4.25%- $0 | Bonds / Notes | — | — | $260K | 1.5% | |
| American Funds New World Fund Class R-6 3,338.179 units | Mutual Funds | — | $3K | $257K | 1.5% | |
| Principal SmallCap Fund Class R6 8,107.724 units | Other securities | — | $8K | $231K | 1.4% | |
| Federated Hermes Total Return Bond Fund Inst. 24,643.221 units | Other securities | — | $25K | $230K | 1.4% | |
| Franklin Small Cap Growth Fund Class R6 7,782.465 units | Mutual Funds | — | $8K | $213K | 1.3% | |
| American Century Mid Cap Value Fund Investor 12,907.975 units | Other securities | — | $13K | $200K | 1.2% | |
| Vanguard Target Retirement 2055 Fund 3,598.471 units | Mutual Funds | — | $4K | $200K | 1.2% | |
| Vanguard Target Retirement 2065 Fund 5,047.196 units | Mutual Funds | — | $5K | $170K | 1.0% | |
| Vanguard Target Retirement Income Fund 10,150.328 units | Mutual Funds | — | $10K | $133K | 0.8% | |
| Dodge & Cox International Stock Fund Class I 1,893.511 units | Mutual Funds | — | $2K | $94K | 0.6% | |
| Vanguard Target Retirement 2060 Fund 1,594.782 units | Mutual Funds | — | $2K | $82K | 0.5% | |
| PIMCO CommodityRealReturn Strategy Fund 3,598.647 units | Mutual Funds | — | $4K | $47K | 0.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
