Abiola Bankole-Hameed signed The Kellen Company's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The Kellen Company's EIN is 36-2607505.
Download the official 2024 Form 5500 (PDF) for The Kellen Company from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The Kellen Company'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 |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $27K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY | 26-4310632 | — | INVESTMENT ADVISORY-PLAN | $33K | — |
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 | |||||
|---|---|---|---|---|---|---|
| MFS Value R6 Mutual Fund | Mutual Funds | — | — | $1.5M | 10.2% | |
| SCHRODER INTL ALPHA TRUST H1 SEI · EIN 83-2429244 / PN 009 | Common Collective Trust | — | — | $1.3M | 8.9% | |
| Vanguard Target Retirement 2050 Inv Mutual Fund | Mutual Funds | — | — | $1.2M | 8.4% | |
| Vanguard Target Retirement 2030 Inv Mutual Fund | Mutual Funds | — | — | $1.1M | 7.5% | |
| Fidelity 500 Index Mutual Fund | Common Collective Trusts | — | — | $1.1M | 7.5% | |
| CLEARBRIDGE LG CAP GR R2 LEGG MASON/WESTERN ASSET · EIN 74-2008758 / PN 183 | Common Collective Trust | — | — | $1.0M | 7.0% | |
| Vanguard Target Retirement 2035 Inv Mutual Fund | Mutual Funds | — | — | $947K | 6.6% | |
| BNYM MELLON SL MID CAP STOCK INDEX BNY MELLON · EIN 25-6078093 / PN 174 | Common Collective Trust | — | — | $598K | 4.1% | |
| Vanguard Target Retirement 2025 Inv Mutual Fund | Mutual Funds | — | — | $581K | 4.0% | |
| Vanguard Target Retirement 2040 Inv Mutual Fund | Mutual Funds | — | — | $560K | 3.9% | |
| JPMorgan Mid Cap Value L Mutual Fund | Other securities | — | — | $417K | 2.9% | |
| MFS Mid Cap Growth R6 Mutual Fund | Mutual Funds | — | — | $403K | 2.8% | |
| BNYM MELLON SL SMALL CAP 600 STOCK BNY MELLON · EIN 25-6078093 / PN 364 | Common Collective Trust | — | — | $382K | 2.6% | |
| Vanguard Target Retirement 2055 Inv Mutual Fund | Mutual Funds | — | — | $320K | 2.2% | |
| STATE STREET U.S. BD IDX CL XIV STATE STREET · EIN 90-0337987 / PN 477 | Common Collective Trust | — | — | $298K | 2.1% | |
| Invesco Global R6 Mutual Fund | Mutual Funds | — | — | $268K | 1.9% | |
| FEDERATED HERMES TOTAL RETURN BOND WILMINGTON TRUST · EIN 85-3992542 / PN 652 | Common Collective Trust | — | — | $233K | 1.6% | |
| Vanguard Target Retirement 2060 Inv Mutual Fund | Mutual Funds | — | — | $213K | 1.5% | |
| PGIM High Yield R6 Mutual Fund | Other securities | — | — | $212K | 1.5% | |
| Transamerica Stable Value Core Account Guaranteed Interest Account | Stable Value | — | — | $176K | 1.2% | |
| Vanguard Target Retirement Income Inv Mutual Fund | Mutual Funds | — | — | $154K | 1.1% | |
| November 2029 | Other securities | — | — | $149K | 1.0% | |
| Vanguard Target Retirement 2020 Inv Mutual Fund | Mutual Funds | — | — | $88K | 0.6% | |
| ClearBridge Small Cap Growth IS Mutual Fund | Other securities | — | — | $72K | 0.5% | |
| Vanguard Target Retirement 2065 Inv Mutual Fund | Mutual Funds | — | — | $50K | 0.3% | |
| STATE ST GL ALL CP EX US IDX CL II STATE STREET · EIN 04-0025081 / PN 444 | Common Collective Trust | — | — | $45K | 0.3% | |
| Hartford Schroders Emer Markets Equity SDR Mutual Fund | Other securities | — | — | $43K | 0.3% | |
| Macquarie Small Cap Value R6 Mutual Fund | Other securities | — | — | $39K | 0.3% | |
| Principal Global Real Estate Sec Inst Mutual Fund | Other securities | — | — | $37K | 0.3% | |
| PIMCO International Bond (USD Hedged) Instl Mutual Fund | Mutual Funds | — | — | $27K | 0.2% | |
| PIMCO Real Return Instl Mutual Fund | Mutual Funds | — | — | $14K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
