Sydney Widmer signed Kgpco, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Kgpco, Inc.'s EIN is 41-1250049.
Download the official 2024 Form 5500 (PDF) for Kgpco, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Kgpco, 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 |
|---|---|---|---|---|---|
| TAX SHELTERED COMPENSATION, INC. | — | MAPLE GROVE, MN | CONTRACT ADMI ADVISOR | $37K | — |
| STRONG TOWER ADVISOR | — | MINNEAPOLIS, MN | INVESTMENT ADVISOR | $30K | — |
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 | |||||
|---|---|---|---|---|---|---|
| [Assets held in common collective trust] | Other | — | — | $105.1M | 98.0% | |
| MANNING & NAPIER RT 2040 CIT S MANNING & NAPIER CT OR SVF · EIN 02-0473209 / PN 022 | Common Collective Trust | — | — | $17.2M | 16.0% | |
| MANNNIG & NAPIER RT 2035 CIT S MANNING & NAPIER CT OR SVF · EIN 02-0473209 / PN 042 | Common Collective Trust | — | — | $14.3M | 13.4% | |
| MANNING & NAPIER RT 2045 CIT S MANNING & NAPIER CT OR SVF · EIN 02-0473209 / PN 043 | Common Collective Trust | — | — | $11.0M | 10.3% | |
| MANNING & NAPIER RT 2030 CIT S MANNING & NAPIER CT OR SVF · EIN 02-0473209 / PN 023 | Common Collective Trust | — | — | $9.3M | 8.7% | |
| MANNING & NAPIER RT 2050 CIT S MANNING & NAPIER CT OR SVF · EIN 02-0473209 / PN 027 | Common Collective Trust | — | — | $4.6M | 4.3% | |
| MANNING & NAPIER RT 2025 CIT S MANNING & NAPIER CT OR SVF · EIN 02-0473209 / PN 041 | Common Collective Trust | — | — | $4.5M | 4.2% | |
| MANNING & NAPIER RT 2055 CIT S MANNING & NAPIER CT OR SVF · EIN 02-0473209 / PN 044 | Common Collective Trust | — | — | $3.7M | 3.5% | |
| MANNING & NAPIER RT 2060 CIT S MANNING & NAPIER CT OR SVF · EIN 02-0473209 / PN 058 | Common Collective Trust | — | — | $3.7M | 3.4% | |
| PUTNAM STABLE VALUE FUND PUTNAM INVESTMENTS · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $2.9M | 2.7% | |
| MANNING & NAPER RT 2020 CIT S MANNING & NAPIER CT OF SVF · EIN 02-0476209 / PN 024 | Common Collective Trust | — | — | $1.7M | 1.6% | |
| MANNING & NAPIER RT INCOME CIT S MANNING & NAPIER CT OR SVF · EIN 02-0473209 / PN 026 | Common Collective Trust | — | — | $994K | 0.9% |
