Kirby Risk Corporation's EIN is 35-0805247.
Download the official 2024 Form 5500 (PDF) for Kirby Risk Corporation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Kirby Risk Corporation'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 ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $99K | — |
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 | |||||
|---|---|---|---|---|---|---|
| *Stable Asset Fund 1.85% | Guaranteed Income / GIC | — | — | $23.0M | 17.8% | |
| EQUITY INDEX FUND F BLACKROCK COLLECTIVE TRUST FUNDS · EIN 94-3262720 / PN 001 | Common Collective Trust | — | $340K | $18.3M | 14.1% | |
| Touchstone Large Cap Focused Fund Y 219,520 shares | Other securities | — | $220K | $15.5M | 12.0% | |
| T. Rowe Price Retirement 2030 Fund 308,961 shares | Other securities | — | $309K | $7.9M | 6.1% | |
| Dodge and Cox Income Fund 634,009 shares | Mutual Funds | — | $634K | $7.8M | 6.1% | |
| Vanguard Total Intl Stock Index Admiral Fund 239,261 shares | Mutual Funds | — | $239K | $7.6M | 5.9% | |
| Oakmark Fund 48,010 shares | Other securities | — | $48K | $7.3M | 5.6% | |
| Vanguard Small Cap Index Fund 63,272 shares | Common Collective Trusts | — | $63K | $7.3M | 5.6% | |
| Dodge and Cox Stock Fund 14,903 shares | Mutual Funds | — | $15K | $3.8M | 3.0% | |
| JPMorgan Mid Cap Value Fund L 95,744 shares | Other securities | — | $96K | $3.5M | 2.7% | |
| American Funds EuroPacific Growth Fund 62,115 shares | Mutual Funds | — | $62K | $3.3M | 2.6% | |
| Great West T. Rowe Price Mid Cap Growth Fund 617,219 shares | Other securities | — | $617K | $3.3M | 2.5% | |
| Vanguard Inflation Protected Securities Fund 124,029 shares | Mutual Funds | — | $124K | $2.8M | 2.2% | |
| T. Rowe Price Retirement 2045 Fund 116,825 shares | Other securities | — | $117K | $2.6M | 2.0% | |
| Wasatch Core Growth Institutional Fund 27,793 shares | Other securities | — | $28K | $2.6M | 2.0% | |
| Maturing from January 2025 to September 2054 | Other securities | — | — | $1.9M | 1.5% | |
| T. Rowe Price Retirement 2035 Fund 83,685 shares | Other securities | — | $84K | $1.8M | 1.4% | |
| T. Rowe Price Retirement 2025 Fund 99,008 shares | Other securities | — | $99K | $1.6M | 1.3% | |
| T. Rowe Price Retirement 2050 Fund 79,057 shares | Other securities | — | $79K | $1.5M | 1.2% | |
| T. Rowe Price Retirement 2040 Fund 44,121 shares | Other securities | — | $44K | $1.3M | 1.0% | |
| T. Rowe Price Retirement 2020 Fund 72,153 shares | Other securities | — | $72K | $1.3M | 1.0% | |
| T. Rowe Price Retirement 2055 Fund 19,404 shares | Other securities | — | $19K | $386K | 0.3% | |
| Principal Diversified Real asset Inst 27,156 shares | Other securities | — | $27K | $303K | 0.2% | |
| T. Rowe Price Retirement Balanced Fund 19,202 shares | Other securities | — | $19K | $254K | 0.2% | |
| T. Rowe Price Retirement 2015 Fund 19,615 shares | Other securities | — | $20K | $247K | 0.2% | |
| T. Rowe Price Retirement 2065 Fund 16,929 shares | Other securities | — | $17K | $218K | 0.2% | |
| T. Rowe Price Retirement 2060 Fund 6,336 shares | Other securities | — | $6K | $105K | <0.1% | |
| T. Rowe Price Retirement 2010 Fund 5,359 shares | Other securities | — | $5K | $81K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
