Robin WAHL signed KC Transportation, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
KC Transportation, Inc.'s EIN is 38-2719763.
Download the official 2024 Form 5500 (PDF) for KC Transportation, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)KC Transportation, Inc.'s plan includes a 401(k) feature, automatic enrollment, a default investment (QDIA), profit-sharing, 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 | $3K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RIVERBANK WEALTH MANAGEMENT | 45-3302176 | — | ADVISOR | $28K | — |
| STRATEGIC ADVISORS, INC. |
| Provider | Nondisclosure info |
|---|---|
| — | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Freedom 2025 Fund | Mutual Funds | — | — | $2.1M | 17.3% | |
| Fidelity Freedom 2030 Fund | Mutual Funds | — | — | $1.8M | 14.7% | |
| Fidelity Freedom 2035 Fund | Mutual Funds | — | — | $1.7M | 14.0% | |
| Fidelity Freedom 2050 Fund | Mutual Funds | — | — | $1.1M | 9.1% | |
| Fidelity Freedom 2040 Fund | Mutual Funds | — | — | $1.0M | 8.3% | |
| Fidelity Freedom 2045 Fund | Mutual Funds | — | — | $901K | 7.3% | |
| Fidelity 500 Index Fund - Premium Class | Common Collective Trusts | — | — | $585K | 4.7% | |
| T. Rowe Price Blue Chip Growth Fund | Other securities | — | — | $408K | 3.3% | |
| Fidelity Freedom 2055 Fund | Mutual Funds | — | — | $340K | 2.7% | |
| Participants Participant notes receivable with rates ranging from 4.25 to 9.5 percent - | Other securities | — | — | $312K | 2.5% | |
| Fidelity Freedom 2060 Fund | Mutual Funds | — | — | $310K | 2.5% | |
| Fidelity Freedom 2020 Fund | Mutual Funds | — | — | $290K | 2.3% | |
| Fidelity Freedom 2070 Fund * 817 Fidelity Management Trust Company Money market fund - Fidelity Government Money Market Fund | Mutual Funds | — | — | $194K | 1.6% | |
| Oakmark International Fund Investor Class | Other securities | — | — | $186K | 1.5% | |
| Fidelity Freedom 2065 Fund | Mutual Funds | — | — | $185K | 1.5% | |
| Fidelity Mid Cap Index Fund - Premium Class | Common Collective Trusts | — | — | $134K | 1.1% | |
| Vanguard Intermediate-Term Treasury Fund Admiral | Mutual Funds | — | — | $134K | 1.1% | |
| Dodge & Cox Balanced Fund | Mutual Funds | — | — | $117K | 0.9% | |
| Fidelity Management Trust Company Driehaus Emerging Markets Growth Fund | Mutual Funds | — | — | $108K | 0.9% | |
| Goldman Sachs High Yield Fund Institutional | Other securities | — | — | $89K | 0.7% | |
| Fidelity Real Estate Index Fund - Premium Class | Common Collective Trusts | — | — | $57K | 0.5% | |
| ClearBridge Large Cap Value Fund Class I | Other securities | — | — | $56K | 0.5% | |
| Carillon Eagle Small Cap Growth I | Other securities | — | — | $52K | 0.4% | |
| Goldman Sachs Mid Cap Value Fund Institutional Class | Other securities | — | — | $48K | 0.4% | |
| Fidelity Freedom Income Fund * 201 Fidelity Freedom 2010 Fund * 175 Fidelity Freedom 2015 Fund | Mutual Funds | — | — | $16K | 0.1% | |
| Goldman Sachs Mid Cap Growth Fund Institutional Class * 452 Federated Clover Small Value Institutional Shares | Other securities | — | — | $10K | <0.1% | |
| Fidelity Small Cap Index Fund - Premium Class | Common Collective Trusts | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 04-2654524 |
| — |
| ADVISOR |
| $5K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PLANTE MORAN | 33-1498605 | — | ACCOUNTANT/AUDITOR | $20K | — |
