Jack Stephens signed Kehoe Designs, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Kehoe Designs, Inc.'s EIN is 36-4060542.
Download the official 2024 Form 5500 (PDF) for Kehoe Designs, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Kehoe Designs, 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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $8K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY LLC | — | CHICAGO, IL |
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 | |||||
|---|---|---|---|---|---|---|
| FIDELITY ADV FREEDOM 2055 - A | Registered Investment Companies | — | — | $609K | 14.7% | |
| NATIONWIDE S&P 500 INDEX FD -A | Registered Investment Companies | — | — | $474K | 11.5% | |
| FIDELITY ADV FREEDOM 2045 - A | Registered Investment Companies | — | — | $383K | 9.3% | |
| AB LARGE CAP GROWTH A | Registered Investment Companies | — | — | $368K | 8.9% | |
| INVESCO STABLE ASSET - ADP59 INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $277K | 6.7% | |
| FIDELITY ADV FREEDOM 2050 - A | Registered Investment Companies | — | — | $234K | 5.7% | |
| FIDELITY ADV FREEDOM 2035 - A | Registered Investment Companies | — | — | $190K | 4.6% | |
| FIDELITY ADV FREEDOM 2010 - A 118 REGISTERED INVESTMENT COMPANY FIDELITY ADVISOR FREEDOM 2040 | Registered Investment Companies | — | — | $155K | 3.7% | |
| FIDELITY ADV FREEDOM 2030 - A | Registered Investment Companies | — | — | $131K | 3.2% | |
| FIDELITY ADV FREEDOM 2060 A | Registered Investment Companies | — | — | $117K | 2.8% | |
| BLK REAL ESTATE SECUR - SVC | Registered Investment Companies | — | — | $112K | 2.7% | |
| MFS NEW DISCOVERY VALUE R3 | Registered Investment Companies | — | — | $111K | 2.7% | |
| CLEARBRIDGE SMALL CAP FI | Registered Investment Companies | — | — | $94K | 2.3% | |
| AMER MUTUAL FND- R3 | Registered Investment Companies | — | — | $91K | 2.2% | |
| AM FNDS WASH MUTUAL INV - R3 | Registered Investment Companies | — | — | $84K | 2.0% | |
| PGIM TOTAL RETURN BOND R2 | Registered Investment Companies | — | — | $63K | 1.5% | |
| VIRTUS NFJ MID-CAP VALUE A | Registered Investment Companies | — | — | $60K | 1.4% | |
| FIDELITY ADV FREEDOM 2025 - A | Registered Investment Companies | — | — | $58K | 1.4% | |
| FIDELITY ADV FREEDOM 2015 - A | Registered Investment Companies | — | — | $56K | 1.4% | |
| AMERICAN INFLATION LINK BD R3 | Registered Investment Companies | — | — | $50K | 1.2% | |
| AM FNDS EUROPACIFIC GROWTH -R3 | Registered Investment Companies | — | — | $48K | 1.2% | |
| MFS GROWTH R3 | Registered Investment Companies | — | — | $44K | 1.1% | |
| FIDELITY ADV FREEDOM INC - A | Registered Investment Companies | — | — | $41K | 1.0% | |
| PRINCIPAL SC SP600 IDX R3 | Registered Investment Companies | — | — | $37K | 0.9% | |
| BWGL GLB OP BD A | Registered Investment Companies | — | — | $34K | 0.8% | |
| FIDELITY ADVISOR STR DIV INC A | Registered Investment Companies | — | — | $33K | 0.8% | |
| LORD ABBETT HIGH YIELD FD R4 | Registered Investment Companies | — | — | $22K | 0.5% | |
| PUTNAM ASSET ALLOC BAL A | Registered Investment Companies | — | — | $16K | 0.4% | |
| LORD ABBETT BOND DEBENTURE R4 | Registered Investment Companies | — | — | $13K | 0.3% | |
| TEMPLETON FOREIGN FUND - A | Registered Investment Companies | — | — | $9K | 0.2% | |
| PUTNAM ASSET ALLOC GRTH A | Registered Investment Companies | — | — | $9K | 0.2% | |
| STATE ST S&P MD CP IDX NL J STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 347 | Common Collective Trust | — | — | $8K | 0.2% | |
| PUTNAM ASSET ALLOC CONS A 167 REGISTERED INVESTMENT COMPANY FIDELITY ADV FREEDOM 2020 - A | Registered Investment Companies | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| ADVISOR |
| $0 |
| — |
