Deborah Rosario signed Kitson & Partners Management SER's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Kitson & Partners Management SER's EIN is 26-1377793.
Download the official 2024 Form 5500 (PDF) for Kitson & Partners Management SER from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Kitson & Partners Management SER'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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $32K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY | 20-8764829 | — | INVESTMENT/FINANCIAL ADVI | $39K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $3.9M | 17.5% | |
| FRANKLIN GROWTH FUND R6 | Registered Investment Companies | — | — | $2.3M | 10.2% | |
| AMERFUNDS 2045 TARG DATERET R6 | Registered Investment Companies | — | — | $1.4M | 6.0% | |
| VANGUARD FEDERAL MM INV | Registered Investment Companies | — | — | $1.1M | 5.0% | |
| BNYM WORLDWIDE GROWTH Y | Registered Investment Companies | — | — | $1.1M | 4.9% | |
| AMERFUNDS 2035 TARG DATERET R6 | Registered Investment Companies | — | — | $894K | 4.0% | |
| INV SM CAP VAL R6 | Registered Investment Companies | — | — | $848K | 3.8% | |
| AMERFUNDS 2030 TARG DATERET R6 | Registered Investment Companies | — | — | $839K | 3.7% | |
| CLEARBRIDGE APPRECIATION FD IS | Registered Investment Companies | — | — | $755K | 3.3% | |
| JANUS HENDERSON ENTERPRISE N | Registered Investment Companies | — | — | $732K | 3.2% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $687K | 3.0% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $676K | 3.0% | |
| VICTORY ESTABLISHED VALUE R6 | Registered Investment Companies | — | — | $660K | 2.9% | |
| AMERFUNDS 2040 TARG DATERET R6 | Registered Investment Companies | — | — | $659K | 2.9% | |
| INVESCO EQUAL WEIGHT SP 500 R6 | Registered Investment Companies | — | — | $614K | 2.7% | |
| AMERFUNDS 2050 TARG DATERET R6 | Registered Investment Companies | — | — | $612K | 2.7% | |
| AMERFUNDS 2020 TARG DATERET R6 | Registered Investment Companies | — | — | $598K | 2.6% | |
| INVESCO COMSTOCK FUND - R6 | Registered Investment Companies | — | — | $528K | 2.3% | |
| AMERFUNDS AMER BALANCED - R6 | Registered Investment Companies | — | — | $526K | 2.3% | |
| PRINCIPAL HIGH YIELD FUND R6 | Registered Investment Companies | — | — | $488K | 2.2% | |
| LOOMIS SAYLES INV GRADE BOND N | Registered Investment Companies | — | — | $458K | 2.0% | |
| JANUS HENDERSON TRITON FUND N | Registered Investment Companies | — | — | $303K | 1.3% | |
| AMERICAN FUNDS EUROPAC GRO- R6 | Registered Investment Companies | — | — | $297K | 1.3% | |
| AMERFUNDS 2015 TARG DATERET R6 | Registered Investment Companies | — | — | $294K | 1.3% | |
| AMERFUNDS 2025 TARG DATERET R6 | Registered Investment Companies | — | — | $273K | 1.2% | |
| NUVEEN INT EQ INDEX R6 | Registered Investment Companies | — | — | $237K | 1.1% | |
| AMERICAN FUNDS 2055 TARGET R6 | Registered Investment Companies | — | — | $204K | 0.9% | |
| GOLDMAN SACHS INC BLDR R6 | Registered Investment Companies | — | — | $176K | 0.8% | |
| VANGUARD INTERMEDIATE TERM BON | Registered Investment Companies | — | — | $102K | 0.5% | |
| AMERFUNDS 2060 TARG DATERET R6 | Registered Investment Companies | — | — | $102K | 0.5% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
