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, 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 | $3K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $11K | — |
| Provider | Nondisclosure info |
|---|---|
| — | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Freedom 2035 | Mutual Funds | — | — | $3.8M | 14.7% | |
| Fidelity Management Trust Company Fidelity 500 Index Fund | Common Collective Trusts | — | — | $3.5M | 13.4% | |
| Fidelity Contrafund | Mutual Funds | — | — | $2.8M | 11.0% | |
| Fidelity Freedom 2030 | Mutual Funds | — | — | $2.6M | 10.1% | |
| Fidelity Freedom 2040 | Mutual Funds | — | — | $2.6M | 10.0% | |
| Fidelity Freedom 2045 | Mutual Funds | — | — | $1.3M | 5.2% | |
| Fidelity Freedom 2050 | Mutual Funds | — | — | $1.2M | 4.8% | |
| Fidelity Freedom 2025 | Mutual Funds | — | — | $927K | 3.6% | |
| Fidelity International Index Fund | Common Collective Trusts | — | — | $861K | 3.3% | |
| Fidelity Freedom 2055 | Mutual Funds | — | — | $654K | 2.5% | |
| Participants Participant notes receivable bearing interest at rates ranging between 4.25 and 9.50 percent - | Other securities | — | — | $637K | 2.5% | |
| Fidelity Stock Selector Large Cap Value Fund | Mutual Funds | — | — | $623K | 2.4% | |
| Fidelity Value Fund | Mutual Funds | — | — | $622K | 2.4% | |
| Fidelity US Bond Index Fund | Common Collective Trusts | — | — | $613K | 2.4% | |
| Fidelity Management Trust Company Money market fund - Fidelity Government Money Market Fund | Mutual Funds | — | — | $502K | 1.9% | |
| Fidelity Government Income Fund | Mutual Funds | — | — | $325K | 1.3% | |
| GQG Partners Emerging Markets Equity Fund | Other securities | — | — | $311K | 1.2% | |
| Fidelity Stock Selector Mid Cap Fund | Mutual Funds | — | — | $285K | 1.1% | |
| Fidelity International Discovery Fund | Mutual Funds | — | — | $275K | 1.1% | |
| Fidelity Total Bond Fund | Mutual Funds | — | — | $203K | 0.8% | |
| Victory RS Partners Fund | Other securities | — | — | $183K | 0.7% | |
| Fidelity Freedom 2020 | Mutual Funds | — | — | $178K | 0.7% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $114K | 0.4% | |
| Fidelity Freedom 2015 | Mutual Funds | — | — | $49K | 0.2% | |
| Fidelity Freedom 2065 | Mutual Funds | — | — | $38K | 0.1% | |
| Fidelity Freedom Income Fund | Mutual Funds | — | — | $37K | 0.1% | |
| Fidelity Mid Cap IndexFund | Mutual Funds | — | — | $9K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
