Debra Prater signed Kirk Nationalease Administration Company's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Kirk Nationalease Administration Company's EIN is 34-1809423.
Download the official 2024 Form 5500 (PDF) for Kirk Nationalease Administration Company from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Kirk Nationalease Administration Company'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 | $37K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FISHER ASSET MANAGEMENT | 20-2480800 | — | OTHER SERVICES | $52K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard Tl Stk Mkt Idx Adm Fd | Common Collective Trusts | — | — | $714K | 12.0% | |
| BlackRock Lfpth Indx 2040 K Fd | Other securities | — | — | $603K | 10.1% | |
| Vanguard Sm Cap Index Adm Fund | Mutual Funds | — | — | $491K | 8.2% | |
| BlackRock Lfpth Indx 2055 K Fd | Other securities | — | — | $453K | 7.6% | |
| BlackRock Lfpth Indx 2030 K Fd | Other securities | — | — | $379K | 6.4% | |
| BlackRock Lfpth Indx 2050 K Fd | Other securities | — | — | $362K | 6.1% | |
| BlackRock Lfpth Indx 2045 K Fd | Other securities | — | — | $361K | 6.1% | |
| Vanguard Value Index Adm Fund | Mutual Funds | — | — | $306K | 5.1% | |
| Fisher Inv All Wrld Eq Col Cl3 | Other securities | — | — | $302K | 5.1% | |
| Vgd Infl-Prot Sec Adm Fund | Other securities | — | — | $229K | 3.8% | |
| BlackRock Lfpth Indx 2035 K Fd | Other securities | — | — | $199K | 3.3% | |
| JP Morgan Emerg Mkts Eq R6 Fd | Other securities | — | — | $193K | 3.2% | |
| FISHER INV ALL WRLD EQ COL CL3 SEI TRUST COMPANY · EIN 47-1327741 / PN 004 | Common Collective Trust | — | — | $193K | 3.2% | |
| Vanguard Total Wld St Idx Adm | Common Collective Trusts | — | — | $192K | 3.2% | |
| Fisher Inv US Fix Inc Coll Cl3 | Common Stocks | — | — | $190K | 3.2% | |
| Vanguard Wellesley Inc Adm Fd | Mutual Funds | — | — | $181K | 3.0% | |
| DFA Global Real Estate Sc I Fd | Mutual Funds | — | — | $150K | 2.5% | |
| Vanguard Ttl Bd Mkt Idx Adm Fd | Common Collective Trusts | — | — | $137K | 2.3% | |
| Vanguard Mid Cap Index Adm Fd | Mutual Funds | — | — | $131K | 2.2% | |
| Vgd Ttl Intl Stk Idx Adm Fd | Common Collective Trusts | — | — | $131K | 2.2% | |
| BlackRock Lfpth Idx 2060 K Fd | Common Collective Trusts | — | — | $78K | 1.3% | |
| Baird Core Plus Bond I Fund | Other securities | — | — | $71K | 1.2% | |
| Vangd Ttl Intl Bond Idx Adm Fd | Common Collective Trusts | — | — | $32K | 0.5% | |
| Vanguard Fed Money Mrkt Inv Fd | Mutual Funds | — | — | $30K | 0.5% | |
| Vanguard Growth Index Adm Fund | Mutual Funds | — | — | $13K | 0.2% | |
| Amer Funds Amer Bal R6 Fd | Other securities | — | — | $11K | 0.2% | |
| BlackRock Lfpth Idx 2065 K Fd | Common Collective Trusts | — | — | $10K | 0.2% | |
| FISHER INV US FIX INC COLL CL3 SEI TRUST COMPANY · EIN 47-1333674 / PN 005 | Common Collective Trust | — | — | $10K | 0.2% | |
| PGIM Glbl Totl Ret USD Hege R6 | Other securities | — | — | $3K | <0.1% | |
| PGIM High Yield R6 Fund | Other securities | — | — | $3K | <0.1% | |
| JP Morgan Mid Cap Value R6 Fd | Other securities | — | — | $2K | <0.1% | |
| BlackRock Lfpth Ind Rtrmt K Fd | Other securities | — | — | $617 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MONNIER & CO | 34-1236295 | — | ACCOUNTANT | $12K | — |
