Kathy McQueen signed KDM Signs, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
KDM Signs, Inc.'s EIN is 31-1120563.
Download the official 2024 Form 5500 (PDF) for KDM Signs, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)KDM Signs, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LINCOLN NATIONAL CORPORATION | 35-0472300 | — | SERVICE PROVIDER | $17K | — |
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 | |||||
|---|---|---|---|---|---|---|
| iShares S&P 500 Index Fund Institutional Mutual Fund | Common Collective Trusts | — | — | $4.6M | 24.2% | |
| JPMorgan Core Plus Bond Class A Mutual Fund | Other securities | — | — | $3.4M | 18.0% | |
| Lincoln Stable Value Account Investment Contract | Stable Value | — | — | $2.9M | 15.1% | |
| iShares MSCI EAFE International Index Fund Class A Mutual Fund | Common Collective Trusts | — | — | $1.6M | 8.5% | |
| Putnam Large Cap Value Fund Mutual Fund | Mutual Funds | — | — | $1.1M | 5.8% | |
| PGIM Total Return Bond Class R6 Mutual Fund | Other securities | — | — | $819K | 4.3% | |
| iShares Russell Mid Cap Index Mutual Fund | Other securities | — | — | $761K | 4.0% | |
| MFS Growth Class A Mutual Fund | Mutual Funds | — | — | $652K | 3.4% | |
| Victory Sycamore Established Value Class A Mutual Fund | Other securities | — | — | $592K | 3.1% | |
| Columbia Contrarian Core Class Mutual Fund | Other securities | — | — | $556K | 2.9% | |
| Thornburg Global Opportunities R4 Mutual Fund | Other securities | — | — | $396K | 2.1% | |
| MFS International Intrinsic Value - A Mutual Fund | Mutual Funds | — | — | $356K | 1.9% | |
| iShares Russell 2000 Small Cap Index Mutual Fund | Common Collective Trusts | — | — | $343K | 1.8% | |
| PIMCO Income Fund Class A Mutual Fund | Mutual Funds | — | — | $299K | 1.6% | |
| Neuberger Berman Mid Cap Growth - Adv Mutual Fund | Other securities | — | — | $224K | 1.2% | |
| Macquarie Small Cap Core Mutual Fund | Other securities | — | — | $133K | 0.7% | |
| PIMCO Stock Plus International US Dollar Hedged Institutional Class Mutual Fund | Mutual Funds | — | — | $116K | 0.6% | |
| Notes Receivable from Participants 4.25% - 9.50%, various maturities - $ | Bonds / Notes | — | — | $86K | 0.5% | |
| Columbia Balanced Class A Mutual Fund | Other securities | — | — | $56K | 0.3% | |
| Blackrock Global Allocation Investor Fund Mutual Fund | Other securities | — | — | $10K | <0.1% | |
| COLUMBIA TRUST STBL HIGH QLT INC FD AMERIPRISE TRUST COMPANY · EIN 87-2295015 / PN 036 | 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.
