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)Kearney-National 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 |
|---|---|---|---|---|---|
| MILLIMAN, INC. | 91-0675641 | — | NONE | $51K | — |
| CHARLES SCHWAB TRUST BANK | 82-3967259 | — | NONE | $0 | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $0 | — |
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 | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $25.7M | 93.6% | |
| MORLEY STABLE VALUE FUND GARTMORE TRUST COMPANY · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $4.0M | 14.7% |
