LEAH Pilolli signed Kenan Advantage Group, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Kenan Advantage Group, Inc.'s EIN is 34-1950439.
Download the official 2024 Form 5500 (PDF) for Kenan Advantage Group, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Kenan Advantage Group, 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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $392K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AON INVESTMENTS USA INC | 36-3109431 | — | INVESTMENT ADVISORY | $63K | — |
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.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| 415 GROUP | 34-1341400 | — | ACCOUNTANT | $27K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| SSGA TARGET RET 2025 VI FD STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 315 | Common Collective Trust | — | $0 | $34.0M | 12.2% | |
| SSGA TARGET RET 2030 VI FD STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 316 | Common Collective Trust | — | $0 | $30.6M | 11.0% | |
| Insurance Company GeneralPRIN FIXED INC GUAR OPTION | Common Stocks | — | $0 | $25.6M | 9.2% | |
| SSGA TARGET RET 2035 VI FD STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 317 | Common Collective Trust | — | $0 | $19.9M | 7.1% | |
| SSGA TARGET RET 2020 VI FD STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 314 | Common Collective Trust | — | — | $19.3M | 6.9% | |
| sPRIN LIQUID ASSETS SEP ACCT-Z | Pooled Separate Accounts | — | $0 | $19.3M | 6.9% | |
| HARBOR CAPITAL APPREC CIT CL R HARBOR TRUST COMPANY, INC. · EIN 84-4022934 / PN 001 | Common Collective Trust | — | — | $18.3M | 6.6% | |
| Insurance Company GeneralPrincipal Guaranteed Option | Common Stocks | — | $0 | $18.3M | 6.6% | |
| Vanguard Ret Savings Tr IV | Common Collective Trusts | — | $0 | $16.8M | 6.0% | |
| SSGA TARGET RET 2040 VI FD STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 318 | Common Collective Trust | — | — | $15.5M | 5.6% | |
| Vanguard Ext Mk Index Adm Fd | Registered Investment Companies | — | $0 | $15.5M | 5.6% | |
| LOOMIS SAYLES COR PL FI INC F | Common Collective Trusts | — | $0 | $10.8M | 3.9% | |
| SSGA TARGET RET 2045 VI FD STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 319 | Common Collective Trust | — | — | $10.2M | 3.7% | |
| Vanguard Instl Idx Instl Fund | Registered Investment Companies | — | $0 | $10.2M | 3.7% | |
| SSGA TARGET RET INC VI FD STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 326 | Common Collective Trust | — | — | $8.4M | 3.0% | |
| HARBOR CAPITAL APPREC CIT CL R | Common Collective Trusts | — | $0 | $8.4M | 3.0% | |
| Transamerica Md Cp Vl Opp I Fd | Registered Investment Companies | — | $0 | $8.3M | 3.0% | |
| DFA US SMCAP VALUE I FUND | Registered Investment Companies | — | $0 | $7.8M | 2.8% | |
| SSGA TARGET RET 2050 VI FD STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 320 | Common Collective Trust | — | $0 | $7.4M | 2.7% | |
| Am Fds EuroPacific Grth R6 Fd | Registered Investment Companies | — | $0 | $6.9M | 2.5% | |
| Baron Growth Instl Fund | Registered Investment Companies | — | $0 | $6.5M | 2.3% | |
| SSgA Target Ret 2055 VI Fd | Common Collective Trusts | — | $0 | $6.3M | 2.3% | |
| Fidelity Contrafund K6 Fund | Registered Investment Companies | — | $0 | $6.3M | 2.3% | |
| LOOMIS SAYLES COR PL FI INC F LOOMIS SAYLES TRUST COMPANY LLC · EIN 84-6391546 / PN 010 | Common Collective Trust | — | — | $6.3M | 2.3% | |
| SSgA Target Ret 2045 VI Fd | Common Collective Trusts | — | $0 | $5.2M | 1.9% | |
| SSGA TARGET RET 2055 VI FD STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 325 | Common Collective Trust | — | $0 | $3.6M | 1.3% | |
| SSgA Target Ret 2065 VI Fd | Common Collective Trusts | — | $0 | $2.3M | 0.8% | |
| Dodge & Cox Stock X Fund | Registered Investment Companies | — | $0 | $2.3M | 0.8% | |
| SSgA Target Ret 2050 VI Fd | Common Collective Trusts | — | $0 | $1.9M | 0.7% | |
| SSgA Target Ret 2060 VI Fd | Common Collective Trusts | — | $0 | $1.7M | 0.6% | |
| SSGA TARGET RET 2060 VI FD STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 454 | Common Collective Trust | — | $0 | $1.2M | 0.4% | |
| Vgd Ttl Intl Stk Idx Inst Fund | Registered Investment Companies | — | $0 | $304K | 0.1% | |
| SSGA TARGET RET 2065 VI FD STATE STREET GLOBAL ADVISORS · EIN 32-6528132 / PN 049 | Common Collective Trust | — | — | $201K | <0.1% | |
| Vanguard MidCp Grth Idx Adm Fd | Registered Investment Companies | — | $0 | $201K | <0.1% | |
| Participant Loans | Participant loans | — | $0 | $120K | <0.1% | |
| PRIN LIQUID ASSETS SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 024 | Pooled Separate Account | — | — | $120K | <0.1% | |
| VANGUARD RET SAVINGS TR IV VANGUARD FIDUCIARY TRUST COMPANY · EIN 61-6451184 / PN 025 | Common Collective Trust | — | — | $1K | <0.1% | |
| Vanguard Ttl Bd Mkt Idx Adm Fd | Registered Investment Companies | — | $0 | $1K | <0.1% | |
| HARBOR CAPITAL APPREC CIT CL 5 GLOBAL TRUST COMPANY · EIN 80-6136981 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
