Sylvia Vazquez signed K2 Intelligence, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
K2 Intelligence, LLC's EIN is 27-3778991.
Download the official 2024 Form 5500 (PDF) for K2 Intelligence, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)K2 Intelligence, LLC's plan includes automatic enrollment, 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 |
|---|---|---|---|---|---|
| FIDELITY WORKPLACE SERVICES, LLC | 04-3532603 | — | PLAN ADMINISTRATOR | $10K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY LLC | 20-8764829 | — | INVESTMENT ADVISOR | $62K | — |
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 | |||||
|---|---|---|---|---|---|---|
| S SHARES / UNITS * FID 500 Index | Mutual Funds | — | $30K | $6.1M | 21.8% | |
| AF Trgt Date 2045 R6 | Other securities | — | $120K | $2.5M | 9.1% | |
| Pioneer Fdmtl Grth Y | Other securities | — | $71K | $2.5M | 9.0% | |
| BNYM Intl Stock I | Other securities | — | $96K | $2.2M | 7.8% | |
| AF Trgt Date 2035 R6 | Other securities | — | $94K | $1.8M | 6.4% | |
| MFS Mid Cap Growth R3 | Mutual Funds | — | $56K | $1.6M | 5.7% | |
| AF Trgt Date 2055 R6 | Other securities | — | $57K | $1.5M | 5.4% | |
| AF Trgt Date 2050 R6 | Other securities | — | $70K | $1.5M | 5.2% | |
| PGIM Total Rtn Bd R6 | Other securities | — | $91K | $1.1M | 3.8% | |
| AF Trgt Date 2040 R6 | Other securities | — | $52K | $1.1M | 3.8% | |
| AF Trgt Date 2060 R6 | Other securities | — | $54K | $968K | 3.5% | |
| JH Dscpl Val MDCP R6 | Other securities | — | $30K | $801K | 2.9% | |
| AB Sm Cap Growth K | Other securities | — | $11K | $742K | 2.7% | |
| AF Trgt Date 2030 R6 | Other securities | — | $40K | $690K | 2.5% | |
| RT NY LIFE AA CL 0 RELIANCE TRUST COMPANY · EIN 46-6350416 / PN 001 | Common Collective Trust | — | — | $422K | 1.5% | |
| VRTS K Sm-Cap Val I | Other securities | — | $11K | $280K | 1.0% | |
| JPM US Value R6 | Other securities | — | $3K | $211K | 0.8% | |
| AF Trgt Dat 2065 R6 | Other securities | — | $12K | $207K | 0.7% | |
| FID Mid Cap Idx | Common Collective Trusts | — | $4K | $143K | 0.5% | |
| AF Trgt Date 2020 R6 | Other securities | — | $10K | $140K | 0.5% | |
| BlackRock High Yield Inst | Other securities | — | $17K | $118K | 0.4% | |
| AF Trgt Date 2025 R6 | Other securities | — | $7K | $110K | 0.4% | |
| FID Sm Cap Idx | Common Collective Trusts | — | $3K | $73K | 0.3% | |
| Invs Develop Mkt Y 948 | Other securities | — | — | $36K | 0.1% | |
| MONEY MARKET FUND * Fidelity Government Market K6 | Mutual Funds | — | $7K | $7K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
