Stefan McDaniel signed Kalmbach Feeds, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Kalmbach Feeds, Inc.'s EIN is 31-1162375.
Download the official 2024 Form 5500 (PDF) for Kalmbach Feeds, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Kalmbach Feeds, Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, automatic enrollment, 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 | $66K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TFO WEALTH PARTNERS LLC | 20-1017513 | — | ADVISOR | $56K | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| VANG ToT BD MKT ADM Mutual Fund | Other securities | — | — | $5.1M | 8.6% | |
| FID 500 INDEX Mutual Fund | Common Collective Trusts | — | — | $4.9M | 8.3% | |
| VANG DEV MKT IDX ADM Mutual Fund | Common Collective Trusts | — | — | $4.1M | 7.0% | |
| VANG TARGET RET 2050 Mutual Fund | Other securities | — | — | $4.0M | 6.6% | |
| DFA US CORE EQ 21 Mutual Fund | Mutual Funds | — | — | $3.7M | 6.3% | |
| VANG TARGET RET 2035 Mutual Fund | Other securities | — | — | $3.4M | 5.7% | |
| VANG TARGET RET 2060 Mutual Fund | Other securities | — | — | $3.1M | 5.1% | |
| VANG TARGET RET 2055 Mutual Fund | Other securities | — | — | $3.0M | 5.0% | |
| VANG TARGET RET 2045 Mutual Fund | Other securities | — | — | $2.3M | 3.8% | |
| VANG GROWTH IDX ADM Mutual Fund | Common Collective Trusts | — | — | $2.1M | 3.6% | |
| VANG TARGET RET 2030 Mutual Fund | Other securities | — | — | $2.1M | 3.6% | |
| VANG VALUE IDX ADM Mutual Fund | Common Collective Trusts | — | — | $2.1M | 3.5% | |
| VANG MIDCAP IDX ADM Mutual Fund | Common Collective Trusts | — | — | $2.0M | 3.4% | |
| GABELLI US MM I Mutual Fund | Other securities | — | — | $2.0M | 3.3% | |
| VANG TARGET RET 2065 Mutual Fund | Other securities | — | — | $1.7M | 2.9% | |
| DFA INTL CORE EQ I Mutual Fund | Mutual Funds | — | — | $1.7M | 2.9% | |
| With Various Maturities -0- | Other securities | — | — | $1.5M | 2.6% | |
| VANG TARGET RET 2025 Mutual Fund | Other securities | — | — | $1.4M | 2.4% | |
| VANG TARGET RET INC Mutual Fund | Common Stocks | — | — | $1.4M | 2.3% | |
| VANG SM CAP IDX ADM Mutual Fund | Common Collective Trusts | — | — | $1.2M | 2.0% | |
| VAN REAL EST IDX ADM Mutual Fund | Common Collective Trusts | — | — | $1.0M | 1.7% | |
| VANG MDCPGR IDX ADM Mutual Fund | Common Collective Trusts | — | — | $984K | 1.7% | |
| VANG SMCPVL IDX ADM Mutual Fund | Common Collective Trusts | — | — | $829K | 1.4% | |
| DFA EMRG MKT CORE EQ Mutual Fund | Mutual Funds | — | — | $811K | 1.4% | |
| VANG TARGET RET 2040 Mutual Fund | Other securities | — | — | $791K | 1.3% | |
| Fidelity Brokerage Self Directed Brokerage Accounts | Self-Directed Brokerage | — | — | $658K | 1.1% | |
| VANG ToT STK MKT ADM Mutual Fund | Other securities | — | — | $550K | 0.9% | |
| VANG SMCP GR IDX ADM Mutual Fund | Common Collective Trusts | — | — | $490K | 0.8% | |
| VANG TARGET RET 2070 Mutual Fund | Other securities | — | — | $215K | 0.4% | |
| DFA US SOC CORE EQ 2 Mutual Fund | Mutual Funds | — | — | $171K | 0.3% | |
| DFA INTL SOC CREQ IS Mutual Fund | Mutual Funds | — | — | $61K | 0.1% | |
| DFA EM SOC CORE EQ Mutual Fund | Mutual Funds | — | — | $20K | <0.1% | |
| VANG ST BOND IDX ADM Mutual Fund | U.S. Treasuries | — | — | $5K | <0.1% | |
| GOLDMAN SACHS STABLE VALUE COLLECTI THE GOLDMAN SACHS TRUST COMPANY NA · EIN 13-4166989 / PN 025 | Common Collective Trust | — | — | $0 | <0.1% |
