Craig Wells signed Key Benefit Administrators' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Key Benefit Administrators' EIN is 35-1450364.
Download the official 2024 Form 5500 (PDF) for Key Benefit Administrators from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Key Benefit Administrators' 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 |
|---|---|---|---|---|---|
| FUTUREPLAN BY ASCENSUS | 82-3719843 | INDIANAPOLIS, IN | TPA | $5K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONWIDE | — | COLUMNBUS, OH | INVESTMENT ADVISORY | $3K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Free Index 2025 | Mutual Funds | — | — | $2.7M | 12.3% | |
| Fidelity Free Index 2030 | Mutual Funds | — | — | $2.6M | 11.9% | |
| Fidelity Free Index 2015 | Mutual Funds | — | — | $2.3M | 10.5% | |
| Nationwide Fixed Select Contract | Other securities | — | — | $1.3M | 6.2% | |
| Fidelity Free Index 2035 | Mutual Funds | — | — | $1.3M | 5.9% | |
| State Street Balanced Index Fund - Class K | Common Collective Trusts | — | — | $1.2M | 5.4% | |
| Fidelity Free Index 2040 | Mutual Funds | — | — | $1.0M | 4.7% | |
| Fidelity Free Index 2045 | Mutual Funds | — | — | $961K | 4.4% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $836K | 3.9% | |
| Putnam Growth Opportunity Y | Mutual Funds | — | — | $805K | 3.7% | |
| Fidelity Free Index 2020 | Mutual Funds | — | — | $572K | 2.6% | |
| AB Large Cap Growth I | Other securities | — | — | $521K | 2.4% | |
| Principal MidCap R6 | Other securities | — | — | $443K | 2.0% | |
| Fidelity Free Index 2050 | Mutual Funds | — | — | $414K | 1.9% | |
| Fidelity Large Cap Value Index | Mutual Funds | — | — | $340K | 1.6% | |
| Vanguard WNDSR Admiral | Mutual Funds | — | — | $334K | 1.5% | |
| Fidelity Free Index 2055 | Mutual Funds | — | — | $333K | 1.5% | |
| DFA Intl Lgcap Gr | Mutual Funds | — | — | $321K | 1.5% | |
| Participant loans | Participant loans | — | $0 | $250K | 1.2% | |
| Victory Syc Established Value I | Other securities | — | — | $225K | 1.0% | |
| Fidelity Free Index 2060 | Mutual Funds | — | — | $168K | 0.8% | |
| Baird Corporate Plus Bond | Other securities | — | — | $131K | 0.6% | |
| Harbor Capital Appreciation Institutional | Other securities | — | — | $118K | 0.5% | |
| Fidelity Small Cap Index | Mutual Funds | — | — | $110K | 0.5% | |
| Nationwide Geneva Small Cap Growth | Other securities | — | — | $86K | 0.4% | |
| Fidelity Total Market Index | Common Collective Trusts | — | — | $80K | 0.4% | |
| Fidelity International Index | Mutual Funds | — | — | $78K | 0.4% | |
| PIMCO International Bdusdlrhdginst | Mutual Funds | — | — | $68K | 0.3% | |
| Nationwide S&P 500 Index Institutional | Common Collective Trusts | — | — | $62K | 0.3% | |
| Nuveen Large Cap Growth Index Fund - Class R6 + | Common Collective Trusts | — | — | $61K | 0.3% | |
| American Funds Inflation Linked Bond R6 | Mutual Funds | — | — | $59K | 0.3% | |
| Vanguard Total International Stock Index Admiral | Mutual Funds | — | — | $58K | 0.3% | |
| Blackrock Strategic Income Opportunity I | Other securities | — | — | $58K | 0.3% | |
| PIMCO Income Institutional | Mutual Funds | — | — | $57K | 0.3% | |
| T Rowe Price Dividend Growth | Mutual Funds | — | — | $54K | 0.3% | |
| Dodgecox International Stock | Other securities | — | — | $51K | 0.2% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $51K | 0.2% | |
| Vanguard Wlsly Income Admiral | Mutual Funds | — | — | $50K | 0.2% | |
| Goldman Sachs Gqgptnrintloppr RG | Other securities | — | — | $50K | 0.2% | |
| Artisan International Value | Other securities | — | — | $49K | 0.2% | |
| Fidelity Large Cap Growth Index | Mutual Funds | — | — | $47K | 0.2% | |
| American Funds New World R6 | Mutual Funds | — | — | $47K | 0.2% | |
| Nationwide Loomis All Cap Growth R6 | Other securities | — | — | $46K | 0.2% | |
| Avantis US Large Cap Value | Other securities | — | — | $45K | 0.2% | |
| Vanguard Total International Bond Index Admiral | Mutual Funds | — | — | $45K | 0.2% | |
| JPMorgan Large Cap Growth A | Other securities | — | — | $43K | 0.2% | |
| JPMorgan Equity Income A | Other securities | — | — | $40K | 0.2% | |
| Vanguard Inflation Protected Sec Admiral | Mutual Funds | — | — | $40K | 0.2% | |
| Avantis Emerging Markets Equity Fund - Inst Class | Other securities | — | — | $39K | 0.2% | |
| Fidelity Emerging Market Index | Mutual Funds | — | — | $38K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PROACCOUNT |
| 73-0988442 |
| COLUMBUS, OH |
| INVESTMENT ADVISORY |
| $3K |
| — |
| ACTIVE-PASSIVE/IRON-CO-FID-ORTH | 26-2409128 | SHAWNEE MISSION, KS | ADVISOR | $3K | — |
| BRADLEY RAY | — | INDIANAPOLIS, IN | INVESTMENT ADVISORY | $334 | — |
