Ashley Beres signed KHS USA, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
KHS USA, Inc.'s EIN is 39-1145674.
Download the official 2024 Form 5500 (PDF) for KHS USA, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)KHS USA, Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), profit-sharing, a self-directed brokerage window.
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 | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $12K | — |
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 M anagement Trust Company Fidelity Contrafund K6 | Mutual Funds | — | — | $8.7M | 16.4% | |
| Fidelity M anagement Trust Company Fidelity Freedom 2030 K | Mutual Funds | — | — | $5.0M | 9.4% | |
| Fidelity M anagement Trust Company Fidelity Treasury Only M oney M arket | Mutual Funds | — | — | $3.1M | 5.8% | |
| Self-Directed Brokerage Accounts Segregated Funds Self-Directed Brokerage Accounts | Self-Directed Brokerage | — | — | $3.0M | 5.7% | |
| Fidelity M anagement Trust Company Fidelity Freedom 2040 K | Mutual Funds | — | — | $2.7M | 5.1% | |
| Fidelity M anagement Trust Company Fidelity Freedom 2035 K | Mutual Funds | — | — | $2.7M | 5.0% | |
| Fidelity M anagement Trust Company Fidelity Freedom 2025 K | Mutual Funds | — | — | $2.4M | 4.5% | |
| Fidelity M anagement Trust Company Fidelity Freedom 2055 K | Mutual Funds | — | — | $1.8M | 3.5% | |
| Fidelity M anagement Trust Company Fidelity Asset M anager 60% Fund | Mutual Funds | — | — | $1.7M | 3.2% | |
| Fidelity M anagement Trust Company Fidelity Freedom 2050 K | Mutual Funds | — | — | $1.7M | 3.1% | |
| Registered Investment Companies (continued) * Fidelity M anagement Trust Company Fidelity Freedom 2045 K | Mutual Funds | — | — | $1.6M | 3.1% | |
| Fidelity M anagement Trust Company Fidelity Small Cap Growth K6 Fund | Mutual Funds | — | — | $1.6M | 3.1% | |
| T. Rowe Price Dividend Growth Fund | Other securities | — | — | $1.6M | 3.1% | |
| Fidelity M anagement Trust Company Fidelity Low Priced Stock K6 | Mutual Funds | — | — | $1.6M | 3.0% | |
| Fidelity M anagement Trust Company Fidelity Freedom 2060 K | Mutual Funds | — | — | $1.1M | 2.2% | |
| Carillon Eagle M id Cap Growth R6 | Other securities | — | — | $971K | 1.8% | |
| Fidelity M anagement Trust Company Fidelity Intl Discovery K6 | Mutual Funds | — | — | $884K | 1.7% | |
| Fidelity M anagement Trust Company Fidelity US Bond Index | Mutual Funds | — | — | $879K | 1.6% | |
| Columbia Dividend Income Fund Class I3 | Other securities | — | — | $709K | 1.3% | |
| Fidelity M anagement Trust Company Fidelity Freedom 2020 K | Mutual Funds | — | — | $649K | 1.2% | |
| Vanguard M id-Cap Growth Index Fund | Common Collective Trusts | — | — | $634K | 1.2% | |
| Loomis Sayles Core Plus Bond Fund Class N | Other securities | — | — | $598K | 1.1% | |
| Fidelity M anagement Trust Company Fidelity International Index | Mutual Funds | — | — | $572K | 1.1% | |
| Fidelity M anagement Trust Company Fidelity M id Cap Index | Mutual Funds | — | — | $470K | 0.9% | |
| Fidelity M anagement Trust Company Fidelity Freedom 2065 K | Mutual Funds | — | — | $376K | 0.7% | |
| Cohen & Steers Realty Shares Fund | Other securities | — | — | $353K | 0.7% | |
| Victory Trivalent International Small-Cap Fund Class Y | Other securities | — | — | $333K | 0.6% | |
| Fidelity M anagement Trust Company Fidelity Freedom Inc K | Mutual Funds | — | — | $295K | 0.6% | |
| Common Collective Trust Fund * Fidelity M anagement Trust Company Fidelity M anaged Income Portfolio Class II | Common Collective Trusts | — | — | $291K | 0.5% | |
| MIP CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $291K | 0.5% | |
| Fidelity M anagement Trust Company Fidelity Strategic Income | Mutual Funds | — | — | $271K | 0.5% | |
| Fidelity M anagement Trust Company Fidelity Emerging M arkets Index | Mutual Funds | — | — | $255K | 0.5% | |
| Fidelity M anagement Trust Company Fidelity Small Cap Index | Mutual Funds | — | — | $237K | 0.4% | |
| Invesco Developing M arkets Funds Y | Mutual Funds | — | — | $208K | 0.4% | |
| PIF Small Cap R6 | Other securities | — | — | $172K | 0.3% | |
| Victory Trivalent International Small Cap Y | Other securities | — | — | $155K | 0.3% | |
| Fidelity M anagement Trust Company Fidelity Inflation-Protected Bond Index Fund | Common Collective Trusts | — | — | $143K | 0.3% | |
| Fidelity M anagement Trust Company Fidelity Freedom 2015 K | Mutual Funds | — | — | $102K | 0.2% | |
| BWG GLB OPP BOND IS | Other securities | — | — | $29K | <0.1% | |
| Fidelity M anagement Trust Company Fidelity Freedom 2070 K | Mutual Funds | — | — | $2K | <0.1% | |
| Fidelity M anagement Trust Company Fidelity Freedom 2010 K | Mutual Funds | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
