Arthur Cathcart signed Kenco Management Services, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Kenco Management Services, LLC's EIN is 26-1454906.
Download the official 2024 Form 5500 (PDF) for Kenco Management Services, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Kenco Management Services, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER AND S | 13-5674085 | — | RECORDKEEPER | $459K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| IRA GROUP | 58-1989031 | — | CONSULTANT | $58K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| N/A Fidelity Investments Fidelity 500 Index Fund N/A | Common Collective Trusts | — | — | $14.3M | 8.9% | |
| N/A Fidelity Investments Fidelity Advisor Growth Opportunities Fund Class Z N/A | Mutual Funds | — | — | $10.9M | 6.7% | |
| N/A The Vanguard Group, Inc. Vanguard Target Retirement 2035 Fund N/A | Mutual Funds | — | — | $10.4M | 6.5% | |
| N/A Dodge & Cox Dodge & Cox Income Fund N/A | Mutual Funds | — | — | $9.6M | 5.9% | |
| N/A The Vanguard Group, Inc. Vanguard Target Retirement 2030 Fund N/A | Mutual Funds | — | — | $8.8M | 5.4% | |
| N/A The Vanguard Group, Inc. Vanguard Equity Income Admiral N/A | Mutual Funds | — | — | $8.3M | 5.1% | |
| N/A The Vanguard Group, Inc. Vanguard Wellington Admiral Fund N/A | Mutual Funds | — | — | $8.1M | 5.0% | |
| N/A The Vanguard Group, Inc. Vanguard Target Retirement 2055 Fund N/A | Mutual Funds | — | — | $8.0M | 5.0% | |
| N/A The Vanguard Group, Inc. Vanguard Target Retirement 2045 Fund N/A | Mutual Funds | — | — | $7.6M | 4.7% | |
| N/A The Vanguard Group, Inc. Vanguard Target Retirement 2050 Fund N/A | Mutual Funds | — | — | $7.3M | 4.5% | |
| N/A The Vanguard Group, Inc. Vanguard Target Retirement 2040 Fund N/A | Mutual Funds | — | — | $7.3M | 4.5% | |
| N/A Fidelity Investments Fidelity International Index Fund N/A | Common Collective Trusts | — | — | $7.1M | 4.4% | |
| N/A Fidelity Investments Fidelity Mid Cap Index Fund N/A | Common Collective Trusts | — | — | $6.9M | 4.3% | |
| N/A The Vanguard Group, Inc. Vanguard Target Retirement 2025 Fund N/A | Mutual Funds | — | — | $6.8M | 4.2% | |
| Participant loans Interest rates at 4.25% to 9.75% - | Bonds / Notes | — | — | $5.6M | 3.4% | |
| Merrill Lynch Retirement Bank Account N/A | Other securities | — | — | $5.4M | 3.3% | |
| N/A Massachusetts Financial Services Mid Cap Growth Fund Class R6 N/A | Other securities | — | — | $5.2M | 3.2% | |
| N/A Fidelity Investments Fidelity Small Cap Index Fund N/A | Common Collective Trusts | — | — | $3.9M | 2.4% | |
| N/A The Vanguard Group, Inc. Vanguard Target Retirement 2060 Fund N/A | Mutual Funds | — | — | $3.7M | 2.3% | |
| N/A Fidelity Investments Fidelity U.S Bond Index Fund N/A | Common Collective Trusts | — | — | $3.4M | 2.1% | |
| N/A The Vanguard Group, Inc. Vanguard Target Retirement 2065 Fund N/A | Mutual Funds | — | — | $1.8M | 1.1% | |
| N/A The Vanguard Group, Inc. Federal Money Market Fund N/A | Mutual Funds | — | — | $1.7M | 1.1% | |
| Merrill Lynch Self-Directed Retirement Account (1) N/A | Self-Directed Brokerage | — | — | $1.7M | 1.0% | |
| N/A The Vanguard Group, Inc. Vanguard Target Retirement 2020 Fund N/A | Mutual Funds | — | — | $1.5M | 0.9% | |
| N/A Cohen & Steers Cohen & Steers Institutional Realty Shares N/A | Other securities | — | — | $1.4M | 0.9% | |
| N/A American Funds American New World Fund N/A | Mutual Funds | — | — | $1.0M | 0.6% | |
| N/A BlackRock High Yield Portfolio Fund N/A | Other securities | — | — | $957K | 0.6% | |
| N/A Victory Capital Victory Sycamore Established Value Fund N/A | Other securities | — | — | $885K | 0.5% | |
| N/A Allspring Global Investment Allspring Special Small Cap R6 N/A | Other securities | — | — | $528K | 0.3% | |
| N/A The Vanguard Group, Inc. Vanguard Explorer Admiral N/A | Mutual Funds | — | — | $397K | 0.2% | |
| N/A The Vanguard Group, Inc. Vanguard Target Retirement Income Fund N/A | Mutual Funds | — | — | $307K | 0.2% | |
| N/A Pimco International Bond Fund N/A | Mutual Funds | — | — | $113K | <0.1% | |
| N/A Hartford Funds Hartford International Value Fund Class R6 N/A | Other securities | — | — | $40K | <0.1% | |
| N/A Franklin Templeton Investments ClearBridge International Growth Fund Class I N/A | Mutual Funds | — | — | $7K | <0.1% | |
| Merrill Lynch Settlement Cash Account N/A | Cash / Money Market | — | — | $5K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
