Michelle Mitrovich signed Klosterman Baking Company, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Klosterman Baking Company, Inc.'s EIN is 31-0625594.
Download the official 2024 Form 5500 (PDF) for Klosterman Baking Company, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Klosterman Baking Company, Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, 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 | $11K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL LLC | 04-3046611 | — | ADVISOR | $41K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Columbia Contrarian Core Fund Inst. Class Mutual Fund | Other securities | — | — | $1.8M | 8.6% | |
| Fidelity 500 Index Fund Mutual Fund | Common Collective Trusts | — | — | $1.4M | 6.8% | |
| MFS Growth Fund Class R4 Mutual Fund | Mutual Funds | — | — | $1.4M | 6.8% | |
| FA STABLE VALUE III FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 026 | Common Collective Trust | — | — | $1.3M | 6.4% | |
| Fidelity Freedom 2025 Fund Class K6 Mutual Fund | Mutual Funds | — | — | $1.3M | 6.3% | |
| Fidelity Freedom 2050 Fund Class K6 Mutual Fund | Mutual Funds | — | — | $1.2M | 5.8% | |
| Fidelity Freedom 2030 Fund Class K6 Mutual Fund | Mutual Funds | — | — | $1.2M | 5.5% | |
| Fidelity Freedom 2040 Fund Class K6 Mutual Fund | Mutual Funds | — | — | $993K | 4.7% | |
| Columbia Dividend Income Fund Inst. Class Mutual Fund | Other securities | — | — | $946K | 4.5% | |
| Victory Established Value Fund Class I Mutual Fund | Other securities | — | — | $913K | 4.3% | |
| Fidelity Freedom 2045 Fund Class K6 Mutual Fund | Mutual Funds | — | — | $875K | 4.2% | |
| Fidelity Freedom 2055 Fund Class K6 Mutual Fund | Mutual Funds | — | — | $866K | 4.1% | |
| Fidelity Freedom 2035 Fund Class K6 Mutual Fund | Mutual Funds | — | — | $810K | 3.8% | |
| Fidelity Advisor Strategic Income Fund Class I Mutual Fund | Mutual Funds | — | — | $807K | 3.8% | |
| Fidelity Government Money Market Money Market Fund | Mutual Funds | — | — | $797K | 3.8% | |
| Fidelity Freedom 2060 Fund Class K6 Mutual Fund | Mutual Funds | — | — | $574K | 2.7% | |
| Fidelity Advisor Diversified Intl. Fund Class I Mutual Fund | Mutual Funds | — | — | $491K | 2.3% | |
| Fidelity Advisor Balanced Fund Class I Mutual Fund | Mutual Funds | — | — | $485K | 2.3% | |
| Participant Loans maturities $ - | Participant loans | — | — | $465K | 2.2% | |
| JH Enterprise Fund Class T Mutual Fund | Other securities | — | — | $445K | 2.1% | |
| Fidelity Advisor Small Cap Fund Class I Mutual Fund | Mutual Funds | — | — | $420K | 2.0% | |
| Fidelity Freedom 2065 Fund Class K6 Mutual Fund | Mutual Funds | — | — | $350K | 1.7% | |
| Fidelity Advisor Limited Term Bond Fund Class I Mutual Fund | Mutual Funds | — | — | $307K | 1.5% | |
| Fidelity Freedom 2020 Fund Class K6 Mutual Fund | Mutual Funds | — | — | $171K | 0.8% | |
| Fidelity Freedom 2015 Fund Class K6 Mutual Fund | Mutual Funds | — | — | $161K | 0.8% | |
| Fidelity Advisor Freedom Income Fund Class K6 Mutual Fund | Mutual Funds | — | — | $132K | 0.6% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
