Dennis Stout signed Kearney-National, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Kearney-National, Inc.'s EIN is 36-2392007.
Download the official 2024 Form 5500 (PDF) for Kearney-National, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MILLIMAN, INC. | 91-0675641 | — | NONE | $61K | — |
| CHARLES SCHWAB BANK | 82-3967259 | — | NONE | $6K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fd Mutual Fund | Common Collective Trusts | — | $2.5M | $3.8M | 35.7% | |
| Pimco Income Fd Institutional Cl Mutual Fund | Mutual Funds | — | $3.5M | $3.1M | 29.2% | |
| Fidelity Intl Index Fd Mutual Fund | Mutual Funds | — | $1.1M | $1.1M | 10.3% | |
| DFA GLBL Real Estate SEC Port Inst Mutual Fund | Mutual Funds | — | $670K | $590K | 5.5% | |
| Vanguard Small Cap Growth Index Admiral Mutual Fund | Mutual Funds | — | $231K | $450K | 4.2% | |
| Vanguard Mid-Cap Growth Index Admiral Mutual Fund | Mutual Funds | — | $187K | $445K | 4.1% | |
| Fuller & Thaler Behavioral Sm Cap Eq R6 Mutual Fund | Other securities | — | $272K | $425K | 4.0% | |
| Carillon Scout Mid Cap Fd I Mutual Fund | Other securities | — | $299K | $332K | 3.1% | |
| Invesco Oppenheimer Dev Mkts Fd Y Mutual Fund | Mutual Funds | — | $298K | $290K | 2.7% | |
| Charles Schwab Bank Sweep for Employee Interest-bearing cash | Mutual Funds | — | $119K | $119K | 1.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
