Marty Lehman signed The Kendall Group, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The Kendall Group, Inc.'s EIN is 38-2023622.
Download the official 2024 Form 5500 (PDF) for The Kendall Group, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The Kendall Group, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), life insurance.
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 | -$51K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $67K | — |
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 Growth Company | Mutual Funds | — | — | $46.6M | 20.2% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $30.1M | 13.1% | |
| TRP STABLE VALUE A T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $18.6M | 8.1% | |
| Dodge & Cox Stock | Mutual Funds | — | — | $17.7M | 7.7% | |
| Vanguard Target Ret 2035 | Mutual Funds | — | — | $14.6M | 6.3% | |
| Vanguard Target Ret 2030 | Mutual Funds | — | — | $13.6M | 5.9% | |
| Fidelity Ext Market Index | Mutual Funds | — | — | $10.2M | 4.5% | |
| Vanguard Target Ret 2040 | Mutual Funds | — | — | $9.5M | 4.1% | |
| Fidelity Diversified In | Mutual Funds | — | — | $8.5M | 3.7% | |
| Fidelity US Bond Index | Mutual Funds | — | — | $7.7M | 3.4% | |
| Fidelity Management Trust Company Dodge & Cox Income | Mutual Funds | — | — | $7.6M | 3.3% | |
| Vanguard Target Ret 2025 | Mutual Funds | — | — | $7.3M | 3.2% | |
| Vanguard Target Ret 2045 | Mutual Funds | — | — | $7.0M | 3.0% | |
| Fidelity Intl Index | Mutual Funds | — | — | $5.9M | 2.6% | |
| Vanguard Target Ret 2050 | Mutual Funds | — | — | $5.2M | 2.3% | |
| Hood River SMCP GR | Other securities | — | — | $3.6M | 1.6% | |
| WB Small Cap Value 1 | Other securities | — | — | $3.1M | 1.4% | |
| Participants Participant notes receivable - Bearing interest at rates ranging from 4.25 to 10.50 percent - | Other securities | — | — | $3.1M | 1.4% | |
| Vanguard Target Ret 2020 | Mutual Funds | — | — | $3.0M | 1.3% | |
| Vanguard Target Ret 2055 | Mutual Funds | — | — | $2.9M | 1.3% | |
| Vanguard Target Ret 2060 | Mutual Funds | — | — | $1.5M | 0.7% | |
| Vanguard Target Ret Income | Mutual Funds | — | — | $1.3M | 0.6% | |
| Vanguard Target Ret 2065 | Mutual Funds | — | — | $913K | 0.4% | |
| Vanguard INFL Prot ADM | Mutual Funds | — | — | $391K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
