Kimberbell Kids LLC's EIN is 27-1185154.
Download the official 2024 Form 5500 (PDF) for Kimberbell Kids LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Kimberbell Kids 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.
| Provider | Nondisclosure info |
|---|---|
| 401GO, INC. | RECORDKEEPER |
| ADP BROKER-DEALER | RECORDKEEPER |
| ADP, INC. | RECORDKEEPER |
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 | |||||
|---|---|---|---|---|---|---|
| Victoryshares Short Term Bond ETF Exchange Traded Fund | Other securities | — | — | $316K | 19.9% | |
| Vanguard S&P 500 ETF Exchange Traded Fund | Common Collective Trusts | — | — | $208K | 13.1% | |
| Invesco Bulletshares 2025 Exchange Traded Fund | Mutual Funds | — | — | $205K | 12.9% | |
| Vanguard Target Retirement 2030 Inv Mutual Fund 81 Vanguard Target Retirement 2035 Inv Mutual Fund | Mutual Funds | — | — | $139K | 8.8% | |
| Vanguard Target Retirement 2060 Inv Mutual Fund | Mutual Funds | — | — | $112K | 7.1% | |
| Vanguard Target Retirement 2040 Inv Mutual Fund | Mutual Funds | — | — | $104K | 6.6% | |
| iShares Russell 1000 Growth ETF Exchange Traded Fund | Common Collective Trusts | — | — | $95K | 6.0% | |
| Vanguard Target Retirement 2045 Inv Mutual Fund | Mutual Funds | — | — | $90K | 5.7% | |
| iShares MSCI International Exchange Traded Fund | Other securities | — | — | $77K | 4.9% | |
| Vanguard Target Retirement 2050 Inv Mutual Fund | Mutual Funds | — | — | $52K | 3.3% | |
| Vanguard Target Retirement 2065 Inv Mutual Fund | Mutual Funds | — | — | $47K | 2.9% | |
| American Funds 2060 Trgt Date Retire Mutual Fund | Mutual Funds | — | — | $36K | 2.3% | |
| Vanguard Target Retirement 2055 Inv Mutual Fund | Mutual Funds | — | — | $30K | 1.9% | |
| Vanguard Target Retirement 2025 Inv Mutual Fund | Mutual Funds | — | — | $14K | 0.9% | |
| Notes Receivable from Participants Maturing from 2025 through 2027 at interest rates of 9.00% – 10.50% | Bonds / Notes | — | — | $9K | 0.6% | |
| Fidelity Large Cap Growth Inx Instl Prm Mutual Fund | Mutual Funds | — | — | $8K | 0.5% | |
| Fidelity US Bond Index Instl Prem Mutual Fund | Mutual Funds | — | — | $8K | 0.5% | |
| DFA International Large Cap Growth Mutual Fund | Mutual Funds | — | — | $6K | 0.4% | |
| Vanguard Target Retirement 2070 Inv Mutual Fund 134 Fidelity Info Tech ETF Exchange Traded Fund | Mutual Funds | — | — | $5K | 0.3% | |
| Vanguard Interm-Term Corp Bd Idx Admiral Mutual Fund | Common Collective Trusts | — | — | $5K | 0.3% | |
| Vanguard Health Care ETF Exchange Traded Fund | Mutual Funds | — | — | $3K | 0.2% | |
| Fidelity Blue Chip Growth Mutual Fund | Mutual Funds | — | — | $3K | 0.2% | |
| Vanguard Target Retirement 2020 Inv Mutual Fund | Mutual Funds | — | — | $3K | 0.2% | |
| Schwab Treasury Inflation Protected Sec Ind Mutual Fund | U.S. Treasuries | — | — | $2K | 0.1% | |
| Fidelity Mid Cap Index Instl Prem Mutual Fund | Mutual Funds | — | — | $2K | <0.1% | |
| Vanguard Small Cap Index Adm Mutual Fund | Mutual Funds | — | — | $2K | <0.1% | |
| American Century Small Cap Growth Mutual Fund | Other securities | — | — | $2K | <0.1% | |
| DFA US Large Company Mutual Fund | Mutual Funds | — | — | $2K | <0.1% | |
| INVESCO STABLE ASSET INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
