Daryn Kinkoph signed Keltec, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Keltec, Inc.'s EIN is 34-1378057.
Download the official 2024 Form 5500 (PDF) for Keltec, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Keltec, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $17K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $6K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|
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.
| ENZA FINANCIAL LLC | — | INDEPENDENCE, OH | INVESTMENT ADVISOR | $6K | — |
| LEAFHOUSE FINANCIAL ADVISORS, LLC | — | AUSTIN, TX | INVESTMENT ADVISOR | $4K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERIPRISE FINANCIAL SERVICES LLC | — | MINNEAPOLIS MN, MN | BROKER/ADVISER | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Key Guaranteed Portfolio Fund Guaranteed Investment Contract (at contract value) | Stable Value | — | — | $2.7M | 30.2% | |
| PUTNAM RETIREMENT ADVANTAGE 2025 FU PUTNAM INVESTMENTS · EIN 26-1384344 / PN 263 | Common Collective Trust | — | — | $2.6M | 28.7% | |
| PUTNAM RETIREMENT ADVANTAGE 2065 FU PUTNAM INVESTMENTS · EIN 85-3582370 / PN 277 | Common Collective Trust | — | — | $726K | 8.1% | |
| PUTNAM RETIREMENT ADVANTAGE 2035 FU PUTNAM INVESTMENTS · EIN 26-0787945 / PN 261 | Common Collective Trust | — | — | $382K | 4.3% | |
| PUTNAM RETIREMENT ADV MATURITY FUND PUTNAM INVESTMENTS · EIN 26-0788428 / PN 268 | Common Collective Trust | — | — | $357K | 4.0% | |
| PUTNAM RETIREMENT ADVANTAGE 2030 FU PUTNAM INVESTMENTS · EIN 26-0788040 / PN 262 | Common Collective Trust | — | — | $335K | 3.7% | |
| Fidelity 500 Index Fund Registered Investment Company | Common Collective Trusts | — | — | $229K | 2.6% | |
| Fidelity Mid Cap Index Fund Registered Investment Company | Common Collective Trusts | — | — | $173K | 1.9% | |
| PUTNAM RETIREMENT ADVANTAGE 2055 FU PUTNAM INVESTMENTS · EIN 27-3616920 / PN 272 | Common Collective Trust | — | — | $172K | 1.9% | |
| CORE PLUS BOND FUND FEE CLASS R1 GREAT GRAY · EIN 38-4116854 / PN 515 | Common Collective Trust | — | — | $151K | 1.7% | |
| Fidelity International Index Fund Registered Investment Company | Common Collective Trusts | — | — | $148K | 1.6% | |
| Participant loans 3.25% - 9.50% $-0- | Bonds / Notes | — | — | $115K | 1.3% | |
| GREAT GRAY BLENDED RESRCH CORE EQTY GREAT GRAY · EIN 99-3500679 / PN 001 | Common Collective Trust | — | — | $106K | 1.2% | |
| PUTNAM RETIREMENT ADVANTAGE 2050 FU PUTNAM INVESTMENTS · EIN 26-0787670 / PN 258 | Common Collective Trust | — | — | $100K | 1.1% | |
| PUTNAM LARGE CAP GROWTH CLASS R GREAT GRAY · EIN 86-1876640 / PN 001 | Common Collective Trust | — | — | $95K | 1.1% | |
| Fidelity Inflation Protected Bond Index Fuind Registered Investment Company | Mutual Funds | — | — | $89K | 1.0% | |
| MID CAP GROWTH FUND FEE CLASS R1 GREAT GRAY · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $76K | 0.9% | |
| PUTNAM RETIREMENT ADVANTAGE 2040 FU PUTNAM INVESTMENTS · EIN 26-1384398 / PN 260 | Common Collective Trust | — | — | $74K | 0.8% | |
| Dfa Emerging Markets Core Equity Fund I Registered Investment Company | Mutual Funds | — | — | $69K | 0.8% | |
| PUTNAM RETIREMENT ADVANTAGE 2045 FU PUTNAM INVESTMENTS · EIN 26-1208510 / PN 259 | Common Collective Trust | — | — | $63K | 0.7% | |
| Fidelity Small Cap Index Fund Registered Investment Company | Common Collective Trusts | — | — | $51K | 0.6% | |
| Clearbridge International Growth Fund Is Registered Investment Company | Common Stocks | — | — | $37K | 0.4% | |
| Pgim High-Yield Fund R6 Registered Investment Company | Common Stocks | — | — | $30K | 0.3% | |
| PUTNAM RETIREMENT ADVANTAGE 2060 FU PUTNAM INVESTMENTS · EIN 47-5459433 / PN 273 | Common Collective Trust | — | — | $30K | 0.3% | |
| ALTA FEDERATED MDT SMALL CAP CORE ALTA TRUST · EIN 99-2666297 / PN 001 | Common Collective Trust | — | — | $18K | 0.2% | |
| Cohen & Steers Real Estate Securities Fund Z Registered Investment Company | Common Stocks | — | — | $15K | 0.2% | |
| American Funds American Balanced Fund R6 Registered Investment Company | Mutual Funds | — | — | $14K | 0.2% | |
| Large Cap Value Fund Class R1 Collective Investment Trust | Common Collective Trusts | — | — | $14K | 0.2% | |
| Pimco Int Bond (Usd-Hedged) Instl Fund Registered Investment Company | U.S. Treasuries | — | — | $14K | 0.2% | |
| FRANKLIN SMALL CAP VALUE GG TRUST C GREAT GRAY · EIN 38-4126289 / PN 594 | Common Collective Trust | — | — | $2K | <0.1% | |
| MID CAP VALUE FEE CLASS R1 GREAT GRAY · EIN 38-4139852 / PN 630 | Common Collective Trust | — | — | $0 | <0.1% |
