Michael Murphy signed Kirkpatrick Management Company, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Kirkpatrick Management Company, Inc.'s EIN is 35-1291497.
Download the official 2024 Form 5500 (PDF) for Kirkpatrick Management Company, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Kirkpatrick Management Company, 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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $19K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $17K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIFTH THIRD BANK |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index | Common Collective Trusts | — | — | $1.4M | 25.9% | |
| Dodge & Cox Income X | Mutual Funds | — | — | $1.1M | 20.0% | |
| Fidelity International Index | Mutual Funds | — | — | $437K | 8.0% | |
| Federated Hermes Govt Obligation FD | Other securities | — | — | $432K | 7.9% | |
| T. Rowe Price Retirement Balanced Fund I ** 486 American Funds New World R6 | Mutual Funds | — | — | $374K | 6.9% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $300K | 5.5% | |
| Harbor Capital Appreciation Retirement | Other securities | — | — | $209K | 3.9% | |
| Fidelity Small Cap Index | Mutual Funds | — | — | $185K | 3.4% | |
| MFS Value R6 | Mutual Funds | — | — | $177K | 3.2% | |
| Participant Loans (4.25%-9.50%) | Bonds / Notes | — | — | $149K | 2.7% | |
| ALPS Smith Short Duration Bond I | Other securities | — | — | $137K | 2.5% | |
| MFS International Equity R6 | Mutual Funds | — | — | $136K | 2.5% | |
| Lord Abbett Bond Debenture R6 | U.S. Treasuries | — | — | $113K | 2.1% | |
| Invesco International Bond R6 | Mutual Funds | — | — | $94K | 1.7% | |
| Undiscovered MGRS Behavioral Values R6 | Other securities | — | — | $57K | 1.0% | |
| Baron Growth R6 | Other securities | — | — | $36K | 0.7% | |
| T. Rowe Price Retirement 2030 Fund I | Other securities | — | — | $27K | 0.5% | |
| T. Rowe Price Retirement 2035 Fund I | Other securities | — | — | $19K | 0.3% | |
| T. Rowe Price Retirement 2045 Fund I ** 576 T. Rowe Price Retirement 2050 Fund I | Other securities | — | — | $16K | 0.3% | |
| T. Rowe Price Retirement 2025 Fund I | Mutual Funds | — | — | $14K | 0.3% | |
| JHancock Disciplined Value Mid Cap R6 | Other securities | — | — | $10K | 0.2% | |
| T. Rowe Price Retirement 2055 Fund I | Other securities | — | — | $5K | <0.1% | |
| AB Small Cap Growth Z | Other securities | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| CINCINNATI, OH |
| INVESTMENT ADVISOR |
| $12K |
| — |
