Keller Logistics Group, Inc.'s EIN is 34-1942414.
Download the official 2024 Form 5500 (PDF) for Keller Logistics Group, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Keller Logistics Group, Inc.'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 |
|---|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | 93-1253576 | — | NONE | $80K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VENTURE VISIONARY PARTNERS LLC | 83-4717882 | — | ADVISOR | $28K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $3.2M | 19.8% | |
| Vanguard Total Stock Market Index Admiral ** 1 Fidelity Advisor Total Bond Fund Class Z ** 183 Vanguard Total Bond Market Index Admiral | Common Collective Trusts | — | — | $2.7M | 17.1% | |
| Vanguard Total International Stock Index Admiral | Mutual Funds | — | — | $2.0M | 12.3% | |
| Standard Stable Asset Fund A | Other securities | — | — | $1.7M | 10.5% | |
| Vanguard Growth Index Admiral | Mutual Funds | — | — | $1.5M | 9.2% | |
| Vanguard Value Index Admiral | Mutual Funds | — | — | $1.3M | 7.9% | |
| Fidelity Balanced | Mutual Funds | — | — | $1.2M | 7.4% | |
| Vanguard Small Cap Index Admiral | Mutual Funds | — | — | $729K | 4.6% | |
| Vanguard Mid Cap Value Index Admiral | Mutual Funds | — | — | $513K | 3.2% | |
| NOTES RECEIVABLE FROM PARTICIPANTS, bearing interest at 3.25%-8.50%, with maturities through August 2034 0 | Bonds / Notes | — | — | $416K | 2.6% | |
| Vanguard Mid Cap Growth Index Admiral | Mutual Funds | — | — | $343K | 2.1% | |
| Hood River Small-Cap Growth Fund Retirement Shares | Other securities | — | — | $167K | 1.0% | |
| REGISTERED INVESTMENT COMPANIES Columbia Diversified Equity Income | Other securities | — | — | $155K | 1.0% | |
| MFS Mid Cap Value R6 | Mutual Funds | — | — | $119K | 0.7% | |
| Vanguard Mid Cap Index Admiral | Mutual Funds | — | — | $42K | 0.3% | |
| JPMorgan Mid Cap Growth R6 | Other securities | — | — | $37K | 0.2% | |
| DFA US Targeted Value | Mutual Funds | — | — | $3K | <0.1% | |
| MFS Massachusetts Investors GR Stk R3 | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
