John Meyer signed Kalsec, Inc.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Kalsec, Inc.'s EIN is 38-2089140.
Download the official 2023 Form 5500 (PDF) for Kalsec, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Kalsec, 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$46K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $22K | — |
| Provider | Nondisclosure info |
|---|---|
| — | — |
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 Blue Chip Growth Fund | Mutual Funds | — | — | $19.5M | 20.2% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $8.9M | 9.2% | |
| Fidelity Freedom 2030 Fund | Mutual Funds | — | — | $6.2M | 6.5% | |
| Fidelity Freedom 2040 Fund | Mutual Funds | — | — | $5.2M | 5.4% | |
| Fidelity Freedom 2025 Fund | Mutual Funds | — | — | $4.9M | 5.0% | |
| Fidelity Freedom 2050 Fund | Mutual Funds | — | — | $4.5M | 4.7% | |
| Fidelity Puritan Fund | Mutual Funds | — | — | $4.3M | 4.5% | |
| Fidelity Freedom 2035 Fund | Mutual Funds | — | — | $3.9M | 4.0% | |
| Fidelity Mid Cap Stock Fund | Mutual Funds | — | — | $3.8M | 4.0% | |
| Fidelity Magellan Fund | Mutual Funds | — | — | $3.4M | 3.5% | |
| Fidelity Freedom 2045 Fund | Mutual Funds | — | — | $3.3M | 3.5% | |
| Fidelity Growth & Income Fund | Mutual Funds | — | — | $3.2M | 3.3% | |
| Fidelity Overseas Fund | Mutual Funds | — | — | $2.9M | 3.0% | |
| Fidelity Equity Dividend Income Fund | Mutual Funds | — | — | $2.5M | 2.6% | |
| Fidelity U.S. Bond Index Fund | Common Collective Trusts | — | — | $2.3M | 2.4% | |
| Fidelity Low Priced Stock Fund | Mutual Funds | — | — | $2.2M | 2.3% | |
| Fidelity Management Trust Company Common collective trust fund - Managed Income Portfolio II - Class 2 | Common Collective Trusts | — | — | $1.7M | 1.8% | |
| MIP CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $1.7M | 1.8% | |
| Fidelity Freedom 2055 Fund | Mutual Funds | — | — | $1.7M | 1.7% | |
| Fidelity International Index Fund | Common Collective Trusts | — | — | $1.5M | 1.5% | |
| Fidelity Growth Strategy Fund | Mutual Funds | — | — | $1.4M | 1.5% | |
| JPMorgan U.S. Small Company Inst | Common Stocks | — | — | $1.4M | 1.5% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $1.2M | 1.3% | |
| Fidelity Government Income Fund | Mutual Funds | — | — | $1.1M | 1.2% | |
| Fidelity Freedom 2020 Fund | Mutual Funds | — | — | $929K | 1.0% | |
| Fidelity Freedom 2060 Fund | Mutual Funds | — | — | $679K | 0.7% | |
| Fidelity Management Trust Company Baird Core Plus Bond Fund Class Institutional | Mutual Funds | — | — | $508K | 0.5% | |
| GQG Partners Emerging Markets Equity R6 | Other securities | — | — | $483K | 0.5% | |
| Participants Participant notes receivable with interest rates ranging from 4.50 to 9.50 percent - | Other securities | — | — | $446K | 0.5% | |
| Fidelity Freedom Income Fund | Mutual Funds | — | — | $219K | 0.2% | |
| Fidelity Freedom 2065 Fund | Mutual Funds | — | — | $180K | 0.2% | |
| Fidelity Freedom 2010 Fund | Mutual Funds | — | — | $176K | 0.2% | |
| Fidelity Freedom 2015 Fund | Mutual Funds | — | — | $60K | <0.1% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $32K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
