Paula Buttner signed KWIK TRIP, Inc.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
KWIK TRIP, Inc.'s EIN is 39-1036365.
Download the official 2023 Form 5500 (PDF) for KWIK TRIP, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)KWIK TRIP, 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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $1.5M | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MARQUETTE ASSOCIATES | 36-3485298 | — | INVESTMENT ADVISORY | $81K | — |
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 | |||||
|---|---|---|---|---|---|---|
| VANGUARD TARGET RTMT 2030 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083979 / PN 001 | Common Collective Trust | — | — | $104.9M | 11.3% | |
| VANGUARD TARGET RTMT 2035 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083977 / PN 001 | Common Collective Trust | — | — | $98.2M | 10.6% | |
| VANGUARD TRGT RTMT 2050 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083969 / PN 001 | Common Collective Trust | — | — | $96.3M | 10.4% | |
| VANGUARD TARGET RTMT 2055 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715074 / PN 001 | Common Collective Trust | — | — | $85.5M | 9.2% | |
| VANGUARD TARGET RTMT 2045 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083973 / PN 001 | Common Collective Trust | — | — | $84.5M | 9.1% | |
| VANGUARD TARGET RTMT 2040 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083975 / PN 001 | Common Collective Trust | — | — | $81.1M | 8.8% | |
| VANGUARD TARGET RTMT 2025 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083981 / PN 001 | Common Collective Trust | — | — | $80.0M | 8.6% | |
| VANGUARD TARGET RTMT 2060 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799212 / PN 001 | Common Collective Trust | — | — | $69.2M | 7.5% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $40.0M | 4.3% | |
| VANGUARD TARGET RTMT 2065 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6190443 / PN 001 | Common Collective Trust | — | — | $27.7M | 3.0% | |
| VANGUARD TARGET RTMT 2020 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083983 / PN 001 | Common Collective Trust | — | — | $26.2M | 2.8% | |
| Hartford Core Equity Fund | Other securities | — | — | $16.8M | 1.8% | |
| Vanguard Target Retirement Income Trust I Fund | Mutual Funds | — | — | $15.6M | 1.7% | |
| VANGUARD TRGT RTMT INC TRST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083968 / PN 001 | Common Collective Trust | — | — | $15.6M | 1.7% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $10.2M | 1.1% | |
| Eaton Vance Small Cap Fund | Other securities | — | — | $6.4M | 0.7% | |
| American Funds EuroPacific Growth Fund | Mutual Funds | — | — | $5.6M | 0.6% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $4.4M | 0.5% | |
| Virtus KAR Mid Cap Core Fund | Other securities | — | — | $3.5M | 0.4% | |
| Vanguard Total International Stock Index Adm Fund | Mutual Funds | — | — | $3.4M | 0.4% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $3.3M | 0.4% | |
| Fidelity US Bond Index Fund | Common Collective Trusts | — | — | $2.9M | 0.3% | |
| Metropolitan West Total Return Bond Fund | Other securities | — | — | $2.7M | 0.3% | |
| VANGUARD TAR RET 2070 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-7035538 / PN 001 | Common Collective Trust | — | — | $1.7M | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
