DAVE Roche signed Kendall Packaging Corporation's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Kendall Packaging Corporation's EIN is 39-1542665.
Download the official 2024 Form 5500 (PDF) for Kendall Packaging Corporation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Kendall Packaging Corporation's plan includes ERISA 404(c) participant direction, profit-sharing, 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $22K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SPECTRUM INVESTMENT ADVISORS INC | 39-1828175 | — | ADVISOR | $45K | — |
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 Balanced Fund | Mutual Funds | — | $2.1M | $2.5M | 11.9% | |
| Dodge & Cox Income X | Mutual Funds | — | $2.0M | $2.0M | 9.5% | |
| Fidelity Total Market Index PR | Common Collective Trusts | — | $1.0M | $1.6M | 7.6% | |
| Fidelity Contrafund | Mutual Funds | — | $1.1M | $1.6M | 7.4% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | $1.3M | $1.3M | 6.2% | |
| Vanguard Target Retirement 2025 | Mutual Funds | — | $1.2M | $1.3M | 5.9% | |
| MFS International Diversification | Mutual Funds | — | $1.1M | $1.2M | 5.5% | |
| Fidelity International Index PR | Mutual Funds | — | $892K | $961K | 4.5% | |
| Vanguard Target Retirement 2035 | Mutual Funds | — | $785K | $927K | 4.4% | |
| American Funds New World R5 | Mutual Funds | — | $680K | $759K | 3.6% | |
| Vanguard Value Index Adm | Mutual Funds | — | $486K | $709K | 3.3% | |
| Vanguard Target Retirement 2050 | Mutual Funds | — | $543K | $695K | 3.3% | |
| Vanguard Midcap Index Adm | Mutual Funds | — | $417K | $655K | 3.1% | |
| Vanguard Target Retirement 2040 | Mutual Funds | — | $552K | $639K | 3.0% | |
| MFS Mid Cap Value R6 | Mutual Funds | — | $498K | $631K | 3.0% | |
| Vanguard Growth Index Adm | Mutual Funds | — | $195K | $528K | 2.5% | |
| Vanguard Target Retirement 2030 | Mutual Funds | — | $455K | $503K | 2.4% | |
| Fidelity Small Cap Value Fund | Mutual Funds | — | $386K | $434K | 2.0% | |
| Vanguard Target Retirement 2045 | Mutual Funds | — | $348K | $431K | 2.0% | |
| JPM Global Bond Opporunity | Other securities | — | $322K | $315K | 1.5% | |
| Janus ASP Enterprise I | Mutual Funds | — | $225K | $272K | 1.3% | |
| Columbia Small Cap Index | Other securities | — | $281K | $265K | 1.2% | |
| Vanguard Target Retirement 2060 | Mutual Funds | — | $187K | $230K | 1.1% | |
| Vanguard REIT Index Adm | Mutual Funds | — | $183K | $184K | 0.9% | |
| BNYM Nat Res Y | Other securities | — | $170K | $156K | 0.7% | |
| Vanguard Target Retirement 2055 | Mutual Funds | — | $111K | $134K | 0.6% | |
| Participant Loans Interest rates ranging from 5.25% to 10.50% - | Bonds / Notes | — | — | $115K | 0.5% | |
| Fidelity Small Cap Growth Fund | Mutual Funds | — | $95K | $112K | 0.5% | |
| Vanguard Target Retirement Inc | Mutual Funds | — | $69K | $62K | 0.3% | |
| Vanguard Target Retirement 2070 | Mutual Funds | — | $34K | $36K | 0.2% | |
| Vanguard Target Retirement 2065 | Mutual Funds | — | $30K | $32K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
