DAWN LUNA signed Koorsen Fire & Security, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Koorsen Fire & Security, Inc.'s EIN is 35-1153549.
Download the official 2024 Form 5500 (PDF) for Koorsen Fire & Security, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Koorsen Fire & Security, 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 |
|---|---|---|---|---|---|
| NATIONWIDE | — | COLUMBUS, OH | RECORDKEEPER | $90K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERICAN PENSION ADVISORS, LTD. | — | INDIANAPOLIS, IN | THIRD PARTY ADMINISTRATO | $50K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds 2045 Target Date Retirement R6 Mutual Fund | Mutual Funds | — | — | $6.1M | 11.6% | |
| American Funds 2040 Target Date Retirement R6 Mutual Fund | Mutual Funds | — | — | $6.0M | 11.4% | |
| American Funds 2050 Target Date Retirement R6 Mutual Fund | Mutual Funds | — | — | $5.8M | 11.0% | |
| American Funds 2035 Target Date Retirement R6 Mutual Fund | Mutual Funds | — | — | $4.8M | 9.0% | |
| American Funds 2030 Target Date Retirement R6 Mutual Fund | Mutual Funds | — | — | $4.2M | 8.0% | |
| American Funds 2055 Target Date Retirement R6 Mutual Fund | Mutual Funds | — | — | $4.1M | 7.8% | |
| American Funds 2060 Target Date Retirement R6 Mutual Fund | Mutual Funds | — | — | $2.6M | 5.0% | |
| American Funds 2025 Target Date Retirement R6 Mutual Fund | Mutual Funds | — | — | $2.5M | 4.7% | |
| American Funds Growth Fund of America R6 Mutual Fund | Mutual Funds | — | — | $1.4M | 2.7% | |
| Notes receivable from participants Varying maturiy dates; Interest rates 4.25% - 9.50% | Bonds / Notes | — | — | $1.2M | 2.3% | |
| American Funds 2065 Target Date Retirement R6 Mutual Fund | Mutual Funds | — | — | $1.1M | 2.1% | |
| T. Rowe Price Health Sciences Fund Mutual Fund | Other securities | — | — | $947K | 1.8% | |
| Nationwide Fixed Select Option Investment contract | Other securities | — | — | $938K | 1.8% | |
| American Funds 2020 Target Date Retirement R6 Mutual Fund | Mutual Funds | — | — | $861K | 1.6% | |
| Vanguard 500 Index Fund Admiral Shares Mutual Fund | Common Collective Trusts | — | — | $750K | 1.4% | |
| PIMCO Total Return Fund Institutional Mutual Fund | Mutual Funds | — | — | $627K | 1.2% | |
| MainStay VP ProBlend Extended Term Portfolio Service Class Mutual Fund | Other securities | — | — | $519K | 1.0% | |
| American Funds Capital World Growth and Income Fund R6 Mutual Fund | Mutual Funds | — | — | $511K | 1.0% | |
| American Funds American Mutual R6 Mutual Fund | Mutual Funds | — | — | $499K | 0.9% | |
| JPMorgan Small Cap Equity Fund R5 Mutual Fund | Other securities | — | — | $407K | 0.8% | |
| Nationwide Bailard Technology & Science Fund Class A Mutual Fund | Other securities | — | — | $331K | 0.6% | |
| American Funds Income Fund of America R6 Mutual Fund | Mutual Funds | — | — | $331K | 0.6% | |
| American Funds 2010 Target Date Retirement R6 Mutual Fund | Mutual Funds | — | — | $319K | 0.6% | |
| American Funds New World Fund R6 Mutual Fund | Mutual Funds | — | — | $275K | 0.5% | |
| Principal High Yield Fund Institutional Class Mutual Fund | Other securities | — | — | $266K | 0.5% | |
| American Funds 2035 Target Date Retirement Fund R5 Mutual Fund | Mutual Funds | — | — | $261K | 0.5% | |
| Nationwide MidCap Market Index Fund R6 Mutual Fund | Common Collective Trusts | — | — | $251K | 0.5% | |
| Principal MidCap Fund Institutional Class Mutual Fund | Other securities | — | — | $240K | 0.5% | |
| Thornburg Small/MidCap Core Fund Class I Mutual Fund | Other securities | — | — | $239K | 0.5% | |
| TCW Securitized Bond Fund I Class Mutual Fund | Other securities | — | — | $233K | 0.4% | |
| Nationwide Government Money Market Fund R6 Interest-bearing cash | Cash / Money Market | — | — | $210K | 0.4% | |
| Dreyfus Technology Growth Fund Class A Mutual Fund ** 936 Eaton Vance Atlanta Capital SMID-Cap Fund Class A Mutual Fund | Mutual Funds | — | — | $200K | 0.4% | |
| Vanguard Growth Index Fund Admiral Shares Mutual Fund | Common Collective Trusts | — | — | $183K | 0.3% | |
| Invesco SteelPath MLP Income Fund Class A Mutual Fund ** 812 Jensen Quality Growth Fund Class J Mutual Fund | Mutual Funds | — | — | $172K | 0.3% | |
| American Funds 2045 Target Date Retirement Fund R5 Mutual Fund | Mutual Funds | — | — | $150K | 0.3% | |
| Neuberger Berman Genesis Fund Trust Class Mutual Fund | Other securities | — | — | $145K | 0.3% | |
| Fidelity Advisor Floating Rate High Income Fund Class A Mutual Fund | Mutual Funds | — | — | $130K | 0.2% | |
| Lord Abbett Developing Growth Fund Class A Mutual Fund | Mutual Funds | — | — | $124K | 0.2% | |
| Victory Pioneer Strategic Income Fund Class A Mutual Fund | Other securities | — | — | $118K | 0.2% | |
| MainStay VP ProBlend Moderate Term Portfolio Service Class Mutual Fund | Other securities | — | — | $113K | 0.2% | |
| Legg Mason ClearBridge MidCap Core Fund Class I Mutual Fund ** 1 Legg Mason Western Asset Core Bond Fund Class I Mutual Fund | Other securities | — | — | $112K | 0.2% | |
| PGIM Jennison Utility Fund Class A Mutual Fund | Other securities | — | — | $107K | 0.2% | |
| Vanguard Total International Stock Index Fund Admiral Shares Mutual Fund | Common Collective Trusts | — | — | $105K | 0.2% | |
| Thornburg International Equity Fund Class I Mutual Fund | Other securities | — | — | $105K | 0.2% | |
| RidgeWorth MidCap Value Equity Fund Institutional Class Mutual Fund | Other securities | — | — | $102K | 0.2% | |
| RidgeWorth Seix Corporate Bond Fund Class A Mutual Fund | Other securities | — | — | $102K | 0.2% | |
| Victory Small Company Opportunity Fund Class I Mutual Fund | Common Stocks | — | — | $94K | 0.2% | |
| PIMCO Real Return Fund Institutional Mutual Fund | Mutual Funds | — | — | $83K | 0.2% | |
| T. Rowe Price Spectrum Conservative Allocation Fund Mutual Fund | Other securities | — | — | $81K | 0.2% | |
| American Funds Capital World Bond R6 Mutual Fund | Mutual Funds | — | — | $73K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
