ALEX Tatman signed Kiara, Inc.'s 2022 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Kiara, Inc.'s EIN is 37-1163401.
Download the official 2022 Form 5500 (PDF) for Kiara, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2022 Form 5500 (PDF)Kiara, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 |
|---|---|---|---|---|---|
| NEWPORT GROUP, INC. | 27-2037969 | — | RECORDKEEPER | $30K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| OPPENHEIMER & CO | 13-5657518 | — | ADVISOR | $86K | — |
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 | — | — | $31.4M | 43.9% | |
| WTRISC CIT III FOR METLIFE GROUP A WILMINGTON TRUST · EIN 26-0142858 / PN 094 | Common Collective Trust | — | — | $7.5M | 10.5% | |
| American Century Ultra 128,936.535 shares | Other securities | — | — | $7.0M | 9.8% | |
| Vanguard Equity Income Admiral 79,636.271 shares | Mutual Funds | — | — | $6.3M | 8.9% | |
| American Funds EuroPacific Growth 64,450.697 shares | Mutual Funds | — | — | $3.6M | 5.0% | |
| Baron Asset Fund 33,415.047 shares | Other securities | — | — | $3.0M | 4.2% | |
| Lord Abbett Total Return Fund 267,817.042 shares | Mutual Funds | — | — | $2.8M | 3.9% | |
| Victory Sycamore Established Value Fund 62,825.321 shares | Other securities | — | — | $2.5M | 3.5% | |
| Vanguard 500 Index Admiral 7,829.161 shares | Common Collective Trusts | — | — | $2.3M | 3.3% | |
| JPMorgan Small Cap Growth Fund 105,164.589 shares | Other securities | — | — | $2.2M | 3.0% | |
| American Beacon Small Cap Value 72,176.032 shares | Mutual Funds | — | — | $1.8M | 2.5% | |
| Templeton Foreign Fund 227,788.735 shares | Mutual Funds | — | — | $1.6M | 2.3% | |
| American Balanced Fund 47,895.101 shares | Other securities | — | — | $1.4M | 1.9% | |
| Blackrock LifePath Idx 2030 79,337.346 shares | Common Collective Trusts | — | — | $1.2M | 1.6% | |
| MFS Technology Fund 19,431.834 shares | Mutual Funds | — | — | $994K | 1.4% | |
| Blackrock Health Sciences Opportunities Portfolio 12,737.691 shares | Other securities | — | — | $868K | 1.2% | |
| Blackrock LifePath Idx 2040 33,254.264 shares | Common Collective Trusts | — | — | $525K | 0.7% | |
| Blackrock LifePath Idx Retirement Portfolio 29,316.234 shares | Common Collective Trusts | — | — | $382K | 0.5% | |
| Vanguard Mid Cap Index Admiral 1,517.100 shares | Mutual Funds | — | — | $335K | 0.5% | |
| Vanguard Total Institutional Index Admiral 10,313.615 shares | Mutual Funds | — | — | $308K | 0.4% | |
| Vanguard Small Cap Index Admiral 3,366.514 shares | Mutual Funds | — | — | $267K | 0.4% | |
| Blackrock LifePath Idx 2050 15,597.004 shares | Common Collective Trusts | — | — | $258K | 0.4% | |
| Blackrock LifePath Idx 2045 8,384.868 shares | Common Collective Trusts | — | — | $136K | 0.2% | |
| Blackrock LifePath Idx 2025 8,138.304 shares | Common Collective Trusts | — | — | $116K | 0.2% | |
| Blackrock LifePath Idx 2035 7,170.533 shares | Common Collective Trusts | — | — | $110K | 0.2% | |
| Vanguard Interm-Term Bond Index Admiral 7,505.529 shares | Mutual Funds | — | — | $89K | 0.1% | |
| Blackrock LifePath Idx 2055 1,942.445 shares | Common Collective Trusts | — | — | $33K | <0.1% | |
| Blackrock LifePath Idx 2060 1,529.628 shares | Common Collective Trusts | — | — | $23K | <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 |
|---|---|---|---|---|---|
| NEWPORT TRUST COMPANY | 27-4411131 | — | TRUSTEE | $15K | — |
