The Kleingers Group's EIN is 31-1368100.
Download the official 2024 Form 5500 (PDF) for The Kleingers Group from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The Kleingers Group'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 |
|---|---|---|---|---|---|
| RELIANCE TRUST | — | WHITE PLAINS, NY | NONE | $30K | — |
| ADP, INC. | 13-3036745 | — | NONE | $15K | — |
| PENTEGRA TRUST | — | WHITE PLAINS, NC | NONE | $8K | — |
| MESIROW FINANCIAL | — | CHICAGO, IL | NONE | $6K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Black Rock High Yield Fund Mutual Fund ** 105 Fidelity Freedom Index 2035 Fund Mutual Fund | Mutual Funds | — | — | $2.7M | 14.0% | |
| State Street Equity 500 Index Fund Mutual Fund | Common Collective Trusts | — | — | $2.6M | 13.5% | |
| Fidelity Freedom Index 2030 Fund Mutual Fund | Mutual Funds | — | — | $1.7M | 8.7% | |
| Fidelity Freedom Index 2045 Fund Mutual Fund | Mutual Funds | — | — | $1.5M | 8.1% | |
| American Funds The Growth Fund Mutual Fund | Mutual Funds | — | — | $1.2M | 6.2% | |
| Fidelity Freedom Index 2040 Fund Mutual Fund | Mutual Funds | — | — | $1.1M | 5.8% | |
| Fidelity Freedom Index 2050 Fund Mutual Fund | Mutual Funds | — | — | $1.0M | 5.4% | |
| DFA Commodity Strategy Institutional Mutual Fund ** 969 Vanguard Mid-Cap Index Fund Mutual Fund | Common Collective Trusts | — | — | $963K | 5.1% | |
| T. Rowe Price International Equity Fund Mutual Fund | Other securities | — | — | $804K | 4.2% | |
| Fidelity Freedom Index 2055 Fund Mutual Fund | Mutual Funds | — | — | $750K | 3.9% | |
| T. Rowe Price Dividend Growth Fund Mutual Fund | Other securities | — | — | $699K | 3.7% | |
| Fidelity Freedom Index 2060 Fund Mutual Fund | Mutual Funds | — | — | $565K | 3.0% | |
| Vanguard Small Cap Index Fund Mutual Fund | Common Collective Trusts | — | — | $520K | 2.7% | |
| Fidelity Freedom Index 2020 Fund Mutual Fund | Mutual Funds | — | — | $499K | 2.6% | |
| Vanguard Intermediate-Term Bond Index Fund Mutual Fund | Common Collective Trusts | — | — | $424K | 2.2% | |
| Fidelity Freedom Index 2025 Fund Mutual Fund | Mutual Funds | — | — | $393K | 2.1% | |
| Fidelity Freedom Index 2065 Fund Mutual Fund | Mutual Funds | — | — | $372K | 2.0% | |
| Vanguard Windsor Fund Mutual Fund | Mutual Funds | — | — | $358K | 1.9% | |
| Black Rock Total Return Fund Mutual Fund | Other securities | — | — | $286K | 1.5% | |
| Met Life Stable Value Fund Common/Collective Trust | Stable Value | — | — | $253K | 1.3% | |
| METLIFE REL ST VAL 25053-0 RELIANCE TRUST COMPANY · EIN 42-6625485 / PN 001 | Common Collective Trust | — | — | $253K | 1.3% | |
| Goldman Sachs Inflation Protected Securities Fund Mutual Fund | Other securities | — | — | $127K | 0.7% | |
| Principal Real Estate Securities Fund Mutual Fund | Other securities | — | — | $94K | 0.5% | |
| As of December 31, 2024 * Notes receivable from participants Interest from 5.75% to $ - | Bonds / Notes | — | — | $61K | 0.3% | |
| T. Rowe Price Overseas Stock Fund Mutual Fund | Other securities | — | — | $41K | 0.2% | |
| Fidelity Freedom Index Income Fund Mutual Fund | Mutual Funds | — | — | $39K | 0.2% | |
| Vanguard Small Cap Value Index Fund Mutual Fund | Common Collective Trusts | — | — | $11K | <0.1% | |
| Janus Henderson Triton Fund Mutual Fund | Mutual Funds | — | — | $3K | <0.1% | |
| MFS Total Return Fund Mutual Fund | Mutual Funds | — | — | $2K | <0.1% | |
| Nuveen Small Cap Blend Index Fund Mutual Fund | Common Collective Trusts | — | — | $1K | <0.1% | |
| American Century Emerging Markets Mutual Fund | Other securities | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
