Tracie Parent signed Kahler Slater, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Kahler Slater, Inc.'s EIN is 39-1099621.
Download the official 2024 Form 5500 (PDF) for Kahler Slater, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Kahler Slater, 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 |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $7K | — |
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NFP RETIREMENT INC |
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 Management Trust Company 500 Index N/R | Common Collective Trusts | — | — | $3.1M | 12.1% | |
| Harbor Capital Funds Harbor Capital Appreciation Institutional N/R | Other securities | — | — | $2.1M | 8.4% | |
| Vanguard Funds Instl Target Retirement 2045 N/R | Mutual Funds | — | — | $1.9M | 7.6% | |
| Dodge & Cox Stock N/R | Mutual Funds | — | — | $1.6M | 6.5% | |
| Vanguard Funds Mid Cap Index - Admiral N/R | Mutual Funds | — | — | $1.6M | 6.5% | |
| Vanguard Funds Instl Target Retirement 2035 N/R | Mutual Funds | — | — | $1.6M | 6.4% | |
| GREAT GRAY EUROPACIFIC GROWTH TRUST GREAT GRAY · EIN 38-7289844 / PN 001 | Common Collective Trust | — | — | $1.6M | 6.2% | |
| Vanguard Funds Instl Target Retirement 2040 N/R | Mutual Funds | — | — | $1.4M | 5.5% | |
| STABLE VALUE FUND FEE CLASS I1 GREAT GRAY · EIN 85-4031707 / PN 001 | Common Collective Trust | — | — | $1.4M | 5.4% | |
| Vanguard Funds Instl Target Retirement 2050 N/R | Mutual Funds | — | — | $1.3M | 5.0% | |
| Dodge & Cox Income Fund N/R | Mutual Funds | — | — | $1.3M | 4.9% | |
| Parnassus Investments Parnassus Core Equity Institutional N/R | Other securities | — | — | $919K | 3.6% | |
| Vanguard Funds Small Cap Index - Admiral N/R | Mutual Funds | — | — | $824K | 3.2% | |
| Vanguard Funds Instl Target Retirement 2055 N/R | Mutual Funds | — | — | $753K | 3.0% | |
| Vanguard Funds Instl Target Retirement 2030 N/R | Mutual Funds | — | — | $602K | 2.4% | |
| Pioneer Investments Strategic Income Y N/R | Other securities | — | — | $535K | 2.1% | |
| Fidelity Management Trust Company Emerging Markets Index Fund N/R | Common Collective Trusts | — | — | $518K | 2.0% | |
| Dimensional Fund Advisors International Small Company N/R | Mutual Funds | — | — | $446K | 1.8% | |
| Vanguard Funds Instl Target Retirement 2060 N/R | Mutual Funds | — | — | $346K | 1.4% | |
| Conestoga Capital Small Cap Institutional N/R | Mutual Funds | — | — | $250K | 1.0% | |
| Vanguard Funds Instl Target Retirement 2025 N/R | Mutual Funds | — | — | $202K | 0.8% | |
| Fidelity Management Trust Company Real Estate Index N/R | Mutual Funds | — | — | $188K | 0.7% | |
| Vanguard Funds Instl Target Retirement 2020 N/R | Mutual Funds | — | — | $174K | 0.7% | |
| SMALL CAP VALUE FUND II CL I1 GREAT GRAY · EIN 38-4097325 / PN 488 | Common Collective Trust | — | — | $89K | 0.4% | |
| Vanguard Funds Instl Target Retirement 2065 N/R | Mutual Funds | — | — | $82K | 0.3% | |
| Participant Loans Interest rate: 9.50% $0 | Bonds / Notes | — | — | $57K | 0.2% | |
| Vanguard Funds Target Retirement Income Inv N/R | Mutual Funds | — | — | $2K | <0.1% | |
| EMERGING MARKETS FUND CLASS I1 GREAT GRAY · EIN 86-1819869 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| ALISO VIEJO, CA |
| INVESTMENT ADVISOR |
| $52K |
| — |
