ADAM Stomp signed KLX Energy Services Holdings, Inc.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
KLX Energy Services Holdings, Inc.'s EIN is 36-4904146.
Download the official 2023 Form 5500 (PDF) for KLX Energy Services Holdings, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)KLX Energy Services Holdings, 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 |
|---|---|---|---|---|---|
| JOHN HANCOCK | 01-0233346 | — | RETAINED BY EMPLOYER | $195K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALLIANT INSURANCE SERVICES, INC. | 33-0785439 | — | INVESTMENT ADVISORY | $52K | — |
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 | |||||
|---|---|---|---|---|---|---|
| NUVEEN TIAA LIFECYCLE IDX 2045 SEI TRUST COMPANY · EIN 85-3115258 / PN 040 | Common Collective Trust | — | — | $13.1M | 15.6% | |
| NUVEEN TIAA LIFECYCLE IDX 2050 SEI TRUST COMPANY · EIN 85-3138760 / PN 041 | Common Collective Trust | — | — | $10.5M | 12.5% | |
| NUVEEN TIAA LIFECYCLE IDX 2040 SEI TRUST COMPANY · EIN 85-3093428 / PN 039 | Common Collective Trust | — | — | $9.8M | 11.7% | |
| NUVEEN TIAA LIFECYCLE IDX 2035 SEI TRUST COMPANY · EIN 85-3078653 / PN 038 | Common Collective Trust | — | — | $9.5M | 11.3% | |
| NUVEEN TIAA LIFECYCLE IDX 2055 SEI TRUST COMPANY · EIN 85-3165477 / PN 042 | Common Collective Trust | — | — | $6.3M | 7.5% | |
| NUVEEN TIAA LIFECYCLE IDX 2025 SEI TRUST COMPANY · EIN 85-3015123 / PN 036 | Common Collective Trust | — | — | $4.4M | 5.3% | |
| NUVEEN TIAA LIFECYCLE IDX 2030 SEI TRUST COMPANY · EIN 85-3029802 / PN 037 | Common Collective Trust | — | — | $4.3M | 5.2% | |
| Fidelity 500 Index Fund (i) | Common Collective Trusts | — | — | $3.6M | 4.3% | |
| Metlife Stable Value Fund (i) | Stable Value | — | — | $2.7M | 3.2% | |
| RELIANCE TRUST CO SV FD CIT, 25053 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $2.7M | 3.2% | |
| NUVEEN TIAA LIFECYCLE IDX 2060 SEI TRUST COMPANY · EIN 85-3177591 / PN 043 | Common Collective Trust | — | — | $2.6M | 3.1% | |
| various maturity dates through 2041. -0- | Other securities | — | — | $2.3M | 2.7% | |
| NUVEEN TIAA LIFECYCLE IDX 2020 SEI TRUST COMPANY · EIN 85-2999137 / PN 035 | Common Collective Trust | — | — | $1.8M | 2.1% | |
| Vanguard Small-Cap Value Index Fund Admiral Shares (i) | Common Collective Trusts | — | — | $1.5M | 1.7% | |
| Principal Blue Chip Fund R6 (i) | Other securities | — | — | $1.4M | 1.7% | |
| Principal LargeCap Growth Fund I R6 (i) | Other securities | — | — | $1.4M | 1.6% | |
| NUVEEN TIAA LIFECYCLE IDX 2065 SEI TRUST COMPANY · EIN 85-3241339 / PN 047 | Common Collective Trust | — | — | $1.3M | 1.5% | |
| Vanguard Mid-Cap Value Index Fund Admiral Shares (i) | Common Collective Trusts | — | — | $866K | 1.0% | |
| Capital Research & Mgmt Co. American Funds New Perspective R4 Fund (i) | Mutual Funds | — | — | $780K | 0.9% | |
| Principal MidCap Fund R6 (i) | Other securities | — | — | $722K | 0.9% | |
| John Hancock Bond Fund R6 (i) | Other securities | — | — | $607K | 0.7% | |
| Hartford Mutual Funds International Opportunities R4 Fund (i) | Other securities | — | — | $574K | 0.7% | |
| Principal Equity Income Fund (i) | Other securities | — | — | $572K | 0.7% | |
| Cohen & Steers Real Estate Securities Fund (i) | Other securities | — | — | $528K | 0.6% | |
| Dimensional Fund Advisors US Vector Equity Portfolio Institutional Fund (i) | Mutual Funds | — | — | $492K | 0.6% | |
| Capital Research & Mgmt Co. American Funds Europacific Growth R4 Fund (i) | Mutual Funds | — | — | $447K | 0.5% | |
| Capital Research & Mgmt Co. American Funds New World R4 Fund (i) | Mutual Funds | — | — | $438K | 0.5% | |
| Undiscovered Managers Behavioral Value Fund R6 (i) | Other securities | — | — | $308K | 0.4% | |
| NUVEEN TIAA LIFECYCLE IDX 2015 SEI TRUST COMPANY · EIN 85-2959174 / PN 034 | Common Collective Trust | — | — | $274K | 0.3% | |
| Blackrock Advisors, LLC High Yield Bond Fund (i) | Other securities | — | — | $258K | 0.3% | |
| Principal SmallCap Growth Fund I R6 (i) | Other securities | — | — | $214K | 0.3% | |
| NUVEEN TIAA LIFECYCLE IDX 2010 SEI TRUST COMPANY · EIN 85-2937849 / PN 033 | Common Collective Trust | — | — | $190K | 0.2% | |
| Fidelity US Bond Index Fund (i) | Common Collective Trusts | — | — | $125K | 0.1% | |
| NUVEEN TIAA LC INDX RET INC R SEI TRUST COMPANY · EIN 85-2928955 / PN 044 | Common Collective Trust | — | — | $85K | 0.1% | |
| JP Morgan Funds Government Bond A Fund (i) | U.S. Treasuries | — | — | $69K | <0.1% | |
| Vanguard Real Estate Index Fund Admiral Shares (i) | Common Collective Trusts | — | — | $69K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CALVETTI FERGUSON | 13-4255527 | — | ACCOUNTANT | $22K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WEAVER AND TIDWELL, LLP | 75-0786316 | — | RETAINED BY EMPLOYER | $16K | — |
| CURCIO WEBB, LLC | 36-4171366 | — | RETAINED BY EMPLOYER | $10K | — |
