Pamela Boyer signed Koppert Biological Systems, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Koppert Biological Systems, Inc.'s EIN is 38-3195931.
Download the official 2024 Form 5500 (PDF) for Koppert Biological Systems, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Koppert Biological Systems, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $14K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LEAFHOUSE FINANCIAL ADVISORS | — | AUSTIN, TX | OTHER | $2K | — |
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 | |||||
|---|---|---|---|---|---|---|
| INDEXSELECT MODERATE 2045 FUND CL I GREAT GRAY · EIN 81-4470950 / PN 308 | Common Collective Trust | — | — | $1.7M | 21.2% | |
| INDEXSELECT MODERATE 2055 FUND CL I GREAT GRAY · EIN 81-4484368 / PN 309 | Common Collective Trust | — | — | $1.5M | 19.0% | |
| RETIREGUIDE MOD GROWTH & INC ALTA TRUST · EIN 84-4096260 / PN 000 | Common Collective Trust | — | — | $1.1M | 13.6% | |
| RETIREGUIDE MODERATE GROWTH ALTA TRUST · EIN 84-4096529 / PN 000 | Common Collective Trust | — | — | $1.1M | 13.4% | |
| SSGA S&P 500 INDEX NL SER N STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 306 | Common Collective Trust | — | — | $708K | 8.7% | |
| INDEXSELECT MODERATE 2035 FUND CL I GREAT GRAY · EIN 81-4457845 / PN 307 | Common Collective Trust | — | — | $307K | 3.8% | |
| INDEXSELECT MODERATE 2065 FUND CL I GREAT GRAY · EIN 38-7275306 / PN 775 | Common Collective Trust | — | — | $301K | 3.7% | |
| RETIREGUIDE GROWTH ALTA TRUST · EIN 84-4095754 / PN 000 | Common Collective Trust | — | — | $243K | 3.0% | |
| RETIREGUIDE GROWTH & INCOME ALTA TRUST · EIN 84-4095989 / PN 000 | Common Collective Trust | — | — | $202K | 2.5% | |
| American Funds AMERICAN FUNDS AMERICAN BALANCED R6 | Mutual Funds | — | — | $148K | 1.8% | |
| PUTNAM LARGE CAP GROWTH CLASS R GREAT GRAY · EIN 86-1876640 / PN 000 | Common Collective Trust | — | — | $145K | 1.8% | |
| Participant loans Interest rates - 4.25% to 9.50% -0- | Bonds / Notes | — | — | $124K | 1.5% | |
| RETIREGUIDE CONS GROWTH & INC ALTA TRUST · EIN 84-4094462 / PN 000 | Common Collective Trust | — | — | $83K | 1.0% | |
| Fidelity INTERNATIONAL INDEX 138 Hartford Schroders HARTFORD SCHRODERS INTERNATIONAL STK SDR 79 JPMorgan MID CAP GROWTH R6 | Mutual Funds | — | — | $77K | 0.9% | |
| INDEXSELECT AGRESSIVE 2035 FUND CL GREAT GRAY · EIN 81-4393238 / PN 302 | Common Collective Trust | — | — | $74K | 0.9% | |
| LARGE CAP VALUE FUND CLASS R1 GREAT GRAY · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $61K | 0.7% | |
| American Funds AMERICAN FUNDS BOND FUND OF AMER R6 | Mutual Funds | — | — | $52K | 0.6% | |
| American Funds AMERICAN FUNDS NEW WORLD R6 49 DFA US TARGETED VALUE I | Mutual Funds | — | — | $50K | 0.6% | |
| RETIREGUIDE CONS GROWTH ALTA TRUST · EIN 84-4074165 / PN 000 | Common Collective Trust | — | — | $42K | 0.5% | |
| Empower Annuity Insurance Co. EI FIXED ACCOUNT - SERIES CLASS I | Common Stocks | — | — | $31K | 0.4% | |
| INDEXSELECT AGGRESSIVE 2055 FUND CL GREAT GRAY · EIN 81-4418048 / PN 304 | Common Collective Trust | — | — | $21K | 0.3% | |
| INDEXSELECT AGRESSIVE 2065 FUND I GREAT GRAY · EIN 38-7275305 / PN 774 | Common Collective Trust | — | — | $3K | <0.1% | |
| SSGA S&P MIDCAP INDEX FUND CLASS C STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 176 | Common Collective Trust | — | — | $94 | <0.1% | |
| INDEXSELECT CONSERVATIVE 2065 FUND GREAT GRAY · EIN 38-7275307 / PN 776 | Common Collective Trust | — | — | $87 | <0.1% | |
| MFS MID CAP VALUE FUND CL 2W GREAT GRAY · EIN 38-4139822 / PN 000 | Common Collective Trust | — | — | $29 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| OSAIC WEALTH INC. | — | JERSEY CITY, NJ | BROKER/ADVISOR | $0 | — |
| SECURITIES AMERICA INC. | — | LA VISTA, NE | BROKER/ADVISOR | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE BENEFIT ADVANTAGE, INC. | — | AUBURN HILLS, MI | CONTRACT ADMINISTRATOR | $2K | — |
