Katherine Pasniewski signed Ewing Marion Kauffman School, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Ewing Marion Kauffman School, Inc.'s EIN is 27-1982958.
Download the official 2024 Form 5500 (PDF) for Ewing Marion Kauffman School, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Ewing Marion Kauffman School, Inc.'s plan includes a default investment (QDIA), profit-sharing, 403(b) custodial accounts.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS | 04-2647786 | — | RECORDKEEPER | -$628 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Freedom 2050 Fund Class K6 Mutual Fund | Mutual Funds | — | — | $1.8M | 40.5% | |
| Fidelity Freedom 2055 Fund Class K6 Mutual Fund | Mutual Funds | — | — | $617K | 14.1% | |
| Fidelity 500 Index Fund Mutual Fund | Common Collective Trusts | — | — | $535K | 12.2% | |
| Fidelity Freedom 2060 Fund Class K6 Mutual Fund | Mutual Funds | — | — | $413K | 9.4% | |
| Fidelity International Index Fund Mutual Fund | Common Collective Trusts | — | — | $272K | 6.2% | |
| Fidelity Freedom 2035 Fund Class K6 Mutual Fund | Mutual Funds | — | — | $175K | 4.0% | |
| Fidelity Freedom 2065 Fund Class K6 Mutual Fund | Mutual Funds | — | — | $150K | 3.4% | |
| Fidelity New Millennium Fund Mutual Fund 941 * Fidelity Small Cap Index Fund Mutual Fund | Common Collective Trusts | — | — | $107K | 2.4% | |
| Fidelity Freedom 2045 Fund Class K6 Mutual Fund | Mutual Funds | — | — | $93K | 2.1% | |
| Fidelity Mid Cap Index Fund Mutual Fund | Common Collective Trusts | — | — | $72K | 1.6% | |
| Fidelity Freedom 2040 Fund Class K6 Mutual Fund | Mutual Funds | — | — | $65K | 1.5% | |
| Fidelity Freedom 2030 Fund Class K6 Mutual Fund | Mutual Funds | — | — | $52K | 1.2% | |
| Fidelity Freedom 2025 Fund Class K6 Mutual Fund | Mutual Funds | — | — | $31K | 0.7% | |
| (1) * Fidelity OTC Portfolio Fund Mutual Fund 974 * Fidelity Blue Chip Growth Fund Class K Mutual Fund 988 * Fidelity Government Money Market Fund Class K6 Mutual Fund | Mutual Funds | — | — | $10K | 0.2% | |
| Fidelity Total Bond Fund Class K6 Mutual Fund | Mutual Funds | — | — | $3K | <0.1% | |
| Fidelity Real Estate Index Fund Mutual Fund | Common Collective Trusts | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
