Neil McDonald signed KOCH Enterprises, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
KOCH Enterprises, Inc.'s EIN is 35-0447300.
Download the official 2024 Form 5500 (PDF) for KOCH Enterprises, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)KOCH Enterprises, 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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $168K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $33K | — |
| 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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Russell 1000 Growth Index I Mutual fund | Common Collective Trusts | — | — | $30.3M | 10.7% | |
| LARGE CAP GROWTH / JP MORGAN INVT M EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 141 | Pooled Separate Account | — | — | $23.1M | 8.1% | |
| PUTNAM STABLE VALUE FUND PUTNAM INVESTMENTS · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $18.7M | 6.6% | |
| George Putnam Balanced R6 Mutual fund | Mutual Funds | — | — | $17.4M | 6.1% | |
| T. ROWE PRICE RETIREMENT 2035 TRUST T. ROWE PRICE COLLECTIVE TRUSTS · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $15.9M | 5.6% | |
| Putnam Dynamic Asset Allocation GR R6 Mutual fund | Mutual Funds | — | — | $15.7M | 5.5% | |
| Dodge & Cox Stock Fund - I Mutual fund | Mutual Funds | — | — | $13.8M | 4.9% | |
| T. ROWE PRICE RETIREMENT 2030 TRUST T. ROWE PRICE COLLECTIVE TRUSTS · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $13.7M | 4.8% | |
| MFS International Intrinsic Value R6 Mutual fund | Mutual Funds | — | — | $12.3M | 4.3% | |
| Fidelity 500 Index Mutual fund | Common Collective Trusts | — | — | $12.0M | 4.2% | |
| T. ROWE PRICE RETIREMENT 2045 TRUST T. ROWE PRICE COLLECTIVE TRUSTS · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $11.6M | 4.1% | |
| T. ROWE PRICE RETIREMENT 2040 TRUST T. ROWE PRICE COLLECTIVE TRUSTS · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $11.6M | 4.1% | |
| T. Rowe Price Small-Cap Stock I Mutual fund | Other securities | — | — | $11.0M | 3.9% | |
| T. ROWE PRICE RETIREMENT 2025 TRUST T. ROWE PRICE COLLECTIVE TRUSTS · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $10.9M | 3.8% | |
| T. ROWE PRICE RETIREMENT 2050 TRUST T. ROWE PRICE COLLECTIVE TRUSTS · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $9.9M | 3.5% | |
| Vanguard S&P Mid-Cap 400 Index I Mutual fund | Mutual Funds | — | — | $9.5M | 3.3% | |
| T. ROWE PRICE RETIREMENT 2055 TRUST T. ROWE PRICE COLLECTIVE TRUSTS · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $7.4M | 2.6% | |
| Delaware Diversified Income R6 Mutual fund | Other securities | — | — | $6.3M | 2.2% | |
| T. ROWE PRICE RETIREMENT BALANCED T T. ROWE PRICE COLLECTIVE TRUSTS · EIN 38-7011316 / PN 001 | Common Collective Trust | — | — | $5.0M | 1.8% | |
| Vanguard Total Stock Mrk Index - Admiral Mutual fund | Mutual Funds | — | — | $5.0M | 1.7% | |
| T. ROWE PRICE RETIREMENT 2060 TRUST T. ROWE PRICE COLLECTIVE TRUSTS · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $4.2M | 1.5% | |
| T. ROWE PRICE RETIREMENT 2020 TRUST T. ROWE PRICE COLLECTIVE TRUSTS · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $3.9M | 1.4% | |
| Vanguard Total Bond Market Index Admiral Mutual fund | Mutual Funds | — | — | $3.1M | 1.1% | |
| Janus Henderson Balanced N Mutual fund | Mutual Funds | — | — | $2.5M | 0.9% | |
| T. ROWE PRICE RETIREMENT 2065 TRUST T. ROWE PRICE COLLECTIVE TRUSTS · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $2.5M | 0.9% | |
| Vanguard Total Intl Stock Index Admiral Mutual fund | Mutual Funds | — | — | $2.4M | 0.9% | |
| Fidelity Emerging Markets Index Mutual fund | Mutual Funds | — | — | $1.4M | 0.5% | |
| DWS REEF Real Estate Securities R6 Mutual fund | Other securities | — | — | $849K | 0.3% | |
| T. ROWE PRICE RETIREMENT 2015 TRUST T. ROWE PRICE COLLECTIVE TRUSTS · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $761K | 0.3% | |
| PIMCO Int Bond (USD-Hedged) I-2 Mutual fund | U.S. Treasuries | — | — | $630K | 0.2% | |
| T. ROWE PRICE RETIREMENT 2010 TRUST T. ROWE PRICE COLLECTIVE TRUSTS · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $268K | <0.1% | |
| T. ROWE PRICE RETIREMENT 2005 TRUST T. ROWE PRICE COLLECTIVE TRUSTS · EIN 61-6434302 / PN 001 | Common Collective Trust | — | — | $42K | <0.1% | |
| PUTNAM STABLE VALUE FUND PUTNAM INVESTMENTS · EIN 04-2884233 / PN 201 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| MORGAN STANLEY |
| — |
| NEW YORK, NY |
| INVESTMENT ADVISOR |
| $104K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| QDRO CONSULTANTS CO LLC | — | MEDINA, OH | OTHER | $300 | — |
