Brent Evans signed Key Cooperative's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Key Cooperative's EIN is 42-0242395.
Download the official 2024 Form 5500 (PDF) for Key Cooperative from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Key Cooperative'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 ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $18K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UNITED BENEFITS GROUP | — | KANSAS CITY, MO | CONTRACT ADMIN | $28K | — |
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 | |||||
|---|---|---|---|---|---|---|
| BLACKROCK LIFEPATH INDEX RETIREMENT GREAT GRAY · EIN 26-3773846 / PN 157 | Common Collective Trust | — | — | $6.2M | 20.2% | |
| BLACKROCK LIFEPATH INDEX 2035 FUND GREAT GRAY · EIN 26-3770263 / PN 152 | Common Collective Trust | — | — | $4.8M | 15.6% | |
| BLACKROCK LIFEPATH INDEX 2030 FUND GREAT GRAY · EIN 26-3770302 / PN 153 | Common Collective Trust | — | — | $3.5M | 11.5% | |
| BLACKROCK LIFEPATH INDEX 2040 FUND GREAT GRAY · EIN 26-3770208 / PN 151 | Common Collective Trust | — | — | $3.2M | 10.6% | |
| BLACKROCK LIFEPATH INDEX 2045 FUND GREAT GRAY · EIN 26-3770058 / PN 150 | Common Collective Trust | — | — | $2.4M | 7.9% | |
| BLACKROCK LIFEPATH INDEX 2050 FUND GREAT GRAY · EIN 26-3763061 / PN 149 | Common Collective Trust | — | — | $2.3M | 7.5% | |
| EI Fixed Account - Series Class I Fixed annuities N/A | Other securities | — | — | $1.7M | 5.6% | |
| BLACKROCK LIFEPATH INDEX 2055 FUND GREAT GRAY · EIN 46-3302432 / PN 178 | Common Collective Trust | — | — | $1.4M | 4.7% | |
| BLACKROCK LIFEPATH IDX 2065 FUND FE GREAT GRAY · EIN 38-4126295 / PN 000 | Common Collective Trust | — | — | $977K | 3.2% | |
| Fidelity 500 Index Mutual fund N/A | Common Collective Trusts | — | — | $933K | 3.1% | |
| BLACKROCK LIFEPATH INDEX 2060 FUND GREAT GRAY · EIN 47-2700166 / PN 158 | Common Collective Trust | — | — | $777K | 2.6% | |
| Fidelity Large Cap Growth Index Mutual fund N/A | Mutual Funds | — | — | $362K | 1.2% | |
| Notes receivable from participants Maturing 2025 - 2037 at interest rates of 4.25 - 9.50% - | Bonds / Notes | — | — | $306K | 1.0% | |
| Fidelity Mid Cap Index Mutual fund N/A | Mutual Funds | — | — | $205K | 0.7% | |
| PIMCO Income Instl Mutual fund N/A | Mutual Funds | — | — | $194K | 0.6% | |
| T. Rowe Price New Horizons Mutual fund N/A | Other securities | — | — | $169K | 0.6% | |
| SMALL CAP VALUE FUND II FEE CLASS R GREAT GRAY · EIN 38-4126250 / PN 000 | Common Collective Trust | — | — | $127K | 0.4% | |
| BlackRock Core Bond Mutual fund N/A | Other securities | — | — | $114K | 0.4% | |
| MFS Intl Diversification Mutual fund N/A | Mutual Funds | — | — | $95K | 0.3% | |
| BLACKROCK TOTAL RETURN BOND CL 6 GREAT GRAY · EIN 82-2941483 / PN 264 | Common Collective Trust | — | — | $94K | 0.3% | |
| Fidelity Small Cap Growth Index Mutual fund N/A 744 Fidelity Small Cap Index Mutual fund N/A | Mutual Funds | — | — | $87K | 0.3% | |
| Fidelity Mid Cap Value Index Mutual fund N/A | Mutual Funds | — | — | $77K | 0.3% | |
| BLACKROCK MSCI ACWI EX-U.S. INDEX R GREAT GRAY · EIN 81-1950980 / PN 013 | Common Collective Trust | — | — | $69K | 0.2% | |
| Blackrock Technology Opportunities Mutual fund N/A | Other securities | — | — | $64K | 0.2% | |
| Fidelity Inflation Protected Bond Index Mutual fund N/A | Mutual Funds | — | — | $52K | 0.2% | |
| Fidelity Real Estate Index Institutional Mutual fund N/A | Mutual Funds | — | — | $46K | 0.2% | |
| Fidelity Small Cap Value Index Mutual fund N/A | Mutual Funds | — | — | $42K | 0.1% | |
| Fidelity Large Cap Value Index Mutual fund N/A | Mutual Funds | — | — | $40K | 0.1% | |
| MID CAP GROWTH FUND FEE CLASS R1 GREAT GRAY · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $31K | 0.1% | |
| Fidelity Mid Cap Growth Index Mutual fund N/A | Mutual Funds | — | — | $26K | <0.1% | |
| PIMCO CommoditiesPlus Strategy Instl Mutual fund N/A | Mutual Funds | — | — | $12K | <0.1% | |
| T. Rowe Price Health Sciences Mutual fund N/A | Other securities | — | — | $2K | <0.1% | |
| BLACKROCK LIFEPATH INDEX 2025 FUND GREAT GRAY · EIN 26-3773730 / PN 154 | 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.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| INTELLICENTS INVESTMENT SOLUTIONS I | — | ALBERT LEA, MN | OTHER | $5K | — |
