Carolyn Johnson signed KDP Investments, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
KDP Investments, LLC's EIN is 35-2466839.
Download the official 2024 Form 5500 (PDF) for KDP Investments, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)KDP Investments, LLC'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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $2K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $610K | 14.3% | |
| VAN TARGET RETIRE 2030 REGISTERED INVESTMENT COMPANY | Common Stocks | — | — | $586K | 13.8% | |
| VANGUARD TOT INTL STK IND ADM REGISTERED INVESTMENT COMPANY | Mutual Funds | — | — | $502K | 11.8% | |
| VAN TARGET RETIRE 2025 210 REGISTERED INVESTMENT COMPANY VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $405K | 9.5% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $378K | 8.9% | |
| VAN TARGET RETIRE 2055 REGISTERED INVESTMENT COMPANY | Common Stocks | — | — | $330K | 7.7% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $279K | 6.6% | |
| VANGUARD GROWTH INDEX FUND ADM | Registered Investment Companies | — | — | $246K | 5.8% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $228K | 5.4% | |
| VAN TARG RETIRE 2060 REGISTERED INVESTMENT COMPANY | Common Stocks | — | — | $135K | 3.2% | |
| VANGUARD FEDERAL MM INV | Registered Investment Companies | — | — | $124K | 2.9% | |
| COHEN & STEERS REAL EST SEC Z | Registered Investment Companies | — | — | $97K | 2.3% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $70K | 1.7% | |
| AMF BOND FUND OF AMERICA R6 | Registered Investment Companies | — | — | $63K | 1.5% | |
| PARTICIPANT LOANS INTEREST RATES ( 5.25% TO 10.50%) | Bonds / Notes | — | — | $60K | 1.4% | |
| VANGUARD VALUE INDEX FUND ADMR | Registered Investment Companies | — | — | $54K | 1.3% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $29K | 0.7% | |
| AMERICAN FUNDS NEW WORLD R6 REGISTERED INVESTMENT COMPANY | Mutual Funds | — | — | $21K | 0.5% | |
| PIMCO INCOME FUND - INSTL | Registered Investment Companies | — | — | $17K | 0.4% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $9K | 0.2% | |
| FEDERATED HERMES INSTL HIYD BD | Registered Investment Companies | — | — | $7K | 0.2% | |
| VAN TARG RETIRE 2065 | Registered Investment Companies | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
