Sharon Cross signed Kessler Foundation's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Kessler Foundation's EIN is 31-1562134.
Download the official 2024 Form 5500 (PDF) for Kessler Foundation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Kessler Foundation'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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $39K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| INTAC ACTUARIAL SERVICES INC | 22-2446239 | — | OTHER SERVICES | $0 | — |
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 | |||||
|---|---|---|---|---|---|---|
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $5.4M | 15.5% | |
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $4.6M | 13.1% | |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $2.3M | 6.5% | |
| Principal Funds Inc Large Cap S&P 500 Index Instl Fund | Common Collective Trusts | — | — | $1.9M | 5.6% | |
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $1.9M | 5.5% | |
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $1.8M | 5.1% | |
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $1.7M | 4.9% | |
| JP Morgan Funds Large Cap GR R6 Fund | Other securities | — | — | $1.4M | 4.1% | |
| Principal Trust Company Fixed Income Guaranteed Option | Common Stocks | — | — | $1.4M | 4.0% | |
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $1.0M | 3.0% | |
| Principal Trust Company LifeTime Hybrid Income CIT Z30 | Common Collective Trusts | — | — | $792K | 2.3% | |
| PRIN LIFE TIME HYBR INC CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $792K | 2.3% | |
| TIAA-CREF Trust Company Traditional Non Benefit Responsive | Mutual Funds | — | — | $720K | 2.1% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $715K | 2.0% | |
| Principal Funds Inc Core Fixed Income R6 Fund | Common Stocks | — | — | $700K | 2.0% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $659K | 1.9% | |
| Columbia Funds Dividend Income I3 Fund | Other securities | — | — | $624K | 1.8% | |
| Vanguard Dev Mkts Index Adm Fd | Mutual Funds | — | — | $572K | 1.6% | |
| Driehaus Capital Management LLC Emerging Markets Growth Inst Fund | Other securities | — | — | $490K | 1.4% | |
| Fidelity Management and Research Small Cap Index Fund | Common Collective Trusts | — | — | $332K | 0.9% | |
| Notes receivable from participants Various maturity dates through 2037 and interest | Other securities | — | — | $329K | 0.9% | |
| TIAA-CREF Trust Company Stock R1 | Mutual Funds | — | — | $314K | 0.9% | |
| Principal Funds Inc Capital Appreciation Inst Fund | Common Stocks | — | — | $285K | 0.8% | |
| Vanguard Mid Cap Index Adm Fd | Mutual Funds | — | — | $263K | 0.8% | |
| TIAA-CREF Trust Company Nuveen Mid Cap Growth Retire | Mutual Funds | — | — | $249K | 0.7% | |
| PIMCO Income Institutional Fund | Mutual Funds | — | — | $239K | 0.7% | |
| TIAA-CREF Trust Company Nuveen Core Equity Retirement | Mutual Funds | — | — | $226K | 0.6% | |
| TIAA-CREF Trust Company Global Equities R1 | Mutual Funds | — | — | $214K | 0.6% | |
| Franklin Templeton Small Cap Growth R6 Fund | Mutual Funds | — | — | $210K | 0.6% | |
| Principal Funds Inc MidCap Value I Inst Fund | Common Stocks | — | — | $208K | 0.6% | |
| TIAA-CREF Trust Company Money Market R1 | Mutual Funds | — | — | $194K | 0.6% | |
| TIAA-CREF Trust Company Equity Index R1 | Common Collective Trusts | — | — | $192K | 0.5% | |
| Principal Funds Inc Real Estate Securities R6 Fund | Common Stocks | — | — | $192K | 0.5% | |
| Artisan Mid Cap Instl Fund | Other securities | — | — | $188K | 0.5% | |
| BlackRock Advisors, LLC High Yield Bond K Fund | Other securities | — | — | $180K | 0.5% | |
| TIAA-CREF Trust Company Nuveen Large Cap Value Retire | Mutual Funds | — | — | $177K | 0.5% | |
| TIAA-CREF Trust Company Nuveen Quant Sm Cp Eq Retire | Mutual Funds | — | — | $162K | 0.5% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $155K | 0.4% | |
| Franklin Templeton Small Cap Value R6 Fund | Mutual Funds | — | — | $151K | 0.4% | |
| TIAA-CREF Trust Company Growth R1 | Mutual Funds | — | — | $149K | 0.4% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $121K | 0.3% | |
| JP Morgan Funds Core Plus Bond R6 Fund | Other securities | — | — | $112K | 0.3% | |
| TIAA-CREF Trust Company Social Choice R1 | Mutual Funds | — | — | $110K | 0.3% | |
| TIAA-CREF Trust Company Nuveen Lifecycle 2025 Retire | Mutual Funds | — | — | $101K | 0.3% | |
| TIAA-CREF Trust Company Nuveen S&P 500 Index Retire | Common Collective Trusts | — | — | $99K | 0.3% | |
| TIAA-CREF Trust Company Nuveen Large Cap Resp Eq Rtmt | Mutual Funds | — | — | $96K | 0.3% | |
| TIAA-CREF Trust Company Nuveen Mid Cap Value Retire | Mutual Funds | — | — | $93K | 0.3% | |
| TIAA-CREF Trust Company Nuveen Real Est Sec Sel Rtmt | Mutual Funds | — | — | $71K | 0.2% | |
| TIAA-CREF Trust Company Core Bond R1 | Mutual Funds | — | — | $71K | 0.2% | |
| TIAA-CREF Trust Company Nuveen Internatl Equity Retire | Mutual Funds | — | — | $41K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
