GIO CHIN-a-SEN signed Kamin LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Kamin LLC's EIN is 26-2128541.
Download the official 2024 Form 5500 (PDF) for Kamin LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Kamin LLC's plan includes ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), profit-sharing.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $42K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH | 13-5674085 | — | ADVISOR | $28K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 |
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 | |||||
|---|---|---|---|---|---|---|
| FID 500 Index Mutual Fund | Common Collective Trusts | — | — | $15.1M | 17.6% | |
| FID Blue Chip GR K6 Mutual Fund | Mutual Funds | — | — | $6.2M | 7.3% | |
| FID Freedom 2025 K6 Mutual Fund | Mutual Funds | — | — | $5.5M | 6.4% | |
| MIP CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $5.4M | 6.3% | |
| J H Enterprise I Mutual Fund | Other securities | — | — | $4.7M | 5.5% | |
| FID Freedom 2030 K6 Mutual Fund | Mutual Funds | — | — | $4.5M | 5.3% | |
| FID Freedom 2035 K6 Mutual Fund | Mutual Funds | — | — | $4.4M | 5.2% | |
| MFS Mid Cap Value R6 Mutual Fund | Mutual Funds | — | — | $3.3M | 3.9% | |
| FID Freedom 2045 K6 Mutual Fund | Mutual Funds | — | — | $3.1M | 3.6% | |
| FID Balanced K6 Mutual Fund | Mutual Funds | — | — | $2.7M | 3.2% | |
| FID Freedom 2040 K6 Mutual Fund | Mutual Funds | — | — | $2.3M | 2.7% | |
| Maturing at Various Dates Through January 2030 | Other securities | — | — | $2.1M | 2.5% | |
| PGIM Total Return Bond R6 Mutual Fund | Other securities | — | — | $2.1M | 2.4% | |
| FID GLB EX US Index Mutual Fund | Mutual Funds | — | — | $2.0M | 2.3% | |
| FID Freedom 2055 K6 Mutual Fund | Mutual Funds | — | — | $1.8M | 2.2% | |
| FID Freedom 2050 K6 Mutual Fund | Mutual Funds | — | — | $1.5M | 1.7% | |
| AF Amer Mutual R6 Mutual Fund | Other securities | — | — | $1.5M | 1.7% | |
| FID Freedom 2060 K6 Mutual Fund | Mutual Funds | — | — | $1.3M | 1.5% | |
| FID Small Cap Index Mutual Fund | Mutual Funds | — | — | $1.3M | 1.5% | |
| FID Mid Cap Index Mutual Fund | Mutual Funds | — | — | $1.1M | 1.3% | |
| COL Emerging Market 13 Mutual Fund | Other securities | — | — | $1.0M | 1.2% | |
| FID Freedom Inc K6 Mutual Fund | Mutual Funds | — | — | $1.0M | 1.2% | |
| EV Inc FND Boston R6 Mutual Fund | Common Stocks | — | — | $1.0M | 1.2% | |
| FID Intl Cap Appr K6 Mutual Fund | Mutual Funds | — | — | $1.0M | 1.2% | |
| FID Freedom 2065 K6 Mutual Fund | Mutual Funds | — | — | $638K | 0.7% | |
| JPM Government Bond R6 Mutual Fund | U.S. Treasuries | — | — | $604K | 0.7% | |
| FID Freedom 2020 K6 Mutual Fund | Mutual Funds | — | — | $559K | 0.7% | |
| FID Intl PR BD Index Mutual Fund | Mutual Funds | — | — | $466K | 0.5% | |
| C&S Realty Shares Z Mutual Fund | Other securities | — | — | $253K | 0.3% | |
| FID Small Cap Growth K6 Mutual Fund | Mutual Funds | — | — | $188K | 0.2% | |
| FID Freedom 2010 K6 Mutual Fund 869 * FID Freedom 2015 K6 Mutual Fund | Mutual Funds | — | — | $110K | 0.1% | |
| FID Total Bond K6 Mutual Fund | Mutual Funds | — | — | $48K | <0.1% | |
| FID Govt MMKT K6 Money Market Fund | Mutual Funds | — | — | $22K | <0.1% | |
| FID Freedom 2070 K6 Mutual Fund | Mutual Funds | — | — | $8K | <0.1% | |
| AS SPL Small Cap Value R6 Mutual Fund | Other securities | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| ADVISOR |
| $17K |
| — |
