Renee Morales signed K2 Insurance Services, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
K2 Insurance Services, LLC's EIN is 37-1643563.
Download the official 2024 Form 5500 (PDF) for K2 Insurance Services, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)K2 Insurance Services, LLC's plan includes a 401(k) feature, profit-sharing, a default investment (QDIA), a self-directed brokerage window, ERISA 404(c) participant direction.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $19K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MMA SECURITIES LLC | 22-3570392 | — | ADVISOR\BROKER/DEALER | $20K | — |
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 common collective trust] | Other | — | — | $40.9M | 95.4% | |
| TRP RET BLEND 2035 G T. ROWE PRICE TRUST COMPANY · EIN 37-6658473 / PN 001 | Common Collective Trust | — | — | $4.2M | 9.9% | |
| TRP RET BLEND 2045 G T. ROWE PRICE TRUST COMPANY · EIN 35-2611309 / PN 001 | Common Collective Trust | — | — | $4.0M | 9.4% | |
| TRP RET BLEND 2030 G T. ROWE PRICE TRUST COMPANY · EIN 35-7192509 / PN 001 | Common Collective Trust | — | — | $3.8M | 8.9% | |
| TRP RET BLEND 2040 G T. ROWE PRICE TRUST COMPANY · EIN 30-6596089 / PN 001 | Common Collective Trust | — | — | $2.7M | 6.3% | |
| TRP RET BLEND 2055 G T. ROWE PRICE TRUST COMPANY · EIN 30-1011718 / PN 001 | Common Collective Trust | — | — | $2.0M | 4.8% | |
| TRP RET BLEND 2050 G T. ROWE PRICE TRUST COMPANY · EIN 35-7192720 / PN 001 | Common Collective Trust | — | — | $1.4M | 3.3% | |
| TRP RET BLEND 2025 G T. ROWE PRICE TRUST COMPANY · EIN 37-6658226 / PN 001 | Common Collective Trust | — | — | $1.3M | 3.1% | |
| TRP RET BLEND 2010 G T. ROWE PRICE TRUST COMPANY · EIN 37-6658064 / PN 001 | Common Collective Trust | — | — | $1.2M | 2.8% | |
| TRP RET BLEND 2060 G T. ROWE PRICE TRUST COMPANY · EIN 35-7193113 / PN 001 | Common Collective Trust | — | — | $1.0M | 2.4% | |
| TRP RET BLEND 2065 G T. ROWE PRICE TRUST COMPANY · EIN 85-1790880 / PN 001 | Common Collective Trust | — | — | $788K | 1.8% | |
| TRP RET BLEND 2015 G T. ROWE PRICE TRUST COMPANY · EIN 37-6658059 / PN 001 | Common Collective Trust | — | — | $223K | 0.5% | |
| TRP RET BLEND 2005 G T. ROWE PRICE TRUST COMPANY · EIN 61-6590722 / PN 001 | Common Collective Trust | — | — | $49K | 0.1% |
