AMY J Gilbert signed Kimball Electronics, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Kimball Electronics, Inc.'s EIN is 35-2047713.
Download the official 2024 Form 5500 (PDF) for Kimball Electronics, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Kimball Electronics, 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 |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $104K | — |
| VANGUARD ADVISERS INC. | 23-2811930 | — | NONE | $24K | — |
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 Institutional Index Fund | Common Collective Trusts | — | — | $21.5M | 14.0% | |
| Vanguard Target Retirement 2030 Fund | Mutual Funds | — | — | $13.4M | 8.7% | |
| Vanguard Total Bond Market Index Fund | Common Collective Trusts | — | — | $11.4M | 7.4% | |
| Vanguard Target Retirement 2035 Fund | Mutual Funds | — | — | $10.8M | 7.0% | |
| VFTC RETIREMENT TRUST III VANGUARD FIDUCIARY TRUST COMPANY · EIN 38-7041744 / PN 024 | Common Collective Trust | — | — | $10.4M | 6.7% | |
| JPMorgan Large Cap Growth Fund | Other securities | — | — | $9.7M | 6.3% | |
| Vanguard Target Retirement 2040 Fund | Mutual Funds | — | — | $9.2M | 6.0% | |
| Vanguard Target Retirement 2045 Fund | Mutual Funds | — | — | $8.3M | 5.4% | |
| Vanguard Target Retirement 2025 Fund | Mutual Funds | — | — | $8.1M | 5.3% | |
| Vanguard Small-Cap Index Fund Institutional Shares | Common Collective Trusts | — | — | $6.0M | 3.9% | |
| Vanguard Total International Stock Index Fund | Common Collective Trusts | — | — | $5.9M | 3.8% | |
| Vanguard Windsor II Fund | Mutual Funds | — | — | $5.7M | 3.7% | |
| Vanguard Target Retirement 2050 Fund | Mutual Funds | — | — | $5.6M | 3.6% | |
| Vanguard Target Retirement 2020 Fund | Mutual Funds | — | — | $4.4M | 2.9% | |
| Vanguard Target Retirement 2055 Fund | Mutual Funds | — | — | $4.0M | 2.6% | |
| Vanguard International Growth Fund | Mutual Funds | — | — | $3.4M | 2.2% | |
| Vanguard Target Retirement 2060 Fund | Mutual Funds | — | — | $3.2M | 2.1% | |
| Macquarie Small Cap Core Fund; Institutional Class | Other securities | — | — | $2.7M | 1.8% | |
| Kimball Electronics Stock Fund | Other securities | — | — | $2.5M | 1.7% | |
| Vanguard Target Retirement 2065 Fund | Mutual Funds | — | — | $2.0M | 1.3% | |
| Vanguard Target Retirement Income | Mutual Funds | — | — | $1.8M | 1.1% | |
| NOTES RECEIVABLE FROM PARTICIPANTS: Participant loans (maturing various dates in fiscal years through 2034 at interest rates of 5.25% to 10.5%) | Bonds / Notes | — | — | $1.6M | 1.1% | |
| Vanguard Inflation-Protected Securities Fund | Mutual Funds | — | — | $767K | 0.5% | |
| Dodge & Cox Income Fund Class I | Mutual Funds | — | — | $718K | 0.5% | |
| Vanguard Real Estate Index Fund | Common Collective Trusts | — | — | $648K | 0.4% | |
| Vanguard Target Retirement 2070 Fund | Mutual Funds | — | — | $50K | <0.1% | |
| Vanguard Cash Reserves Federal MM Fund Admiral Shares ** $ | Mutual Funds | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
