AMY Castillo signed Ability KC's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Ability KC's EIN is 44-0552045.
Download the official 2023 Form 5500 (PDF) for Ability KC from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Ability KC's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEWPORT GROUP, INC. | 27-2037969 | — | RECORDKEEPER | $23K | — |
| LINCOLN NATIONAL CORPORATION | 35-0472300 | — | SERVICE PROVIDER | $10K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRIME CAPITAL INVESTMENT ADVIS | 82-1364595 |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| ADVISORY |
| $6K |
| — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Qualified Plan Advisors Growth Fund Mutual Funds | Other securities | — | — | $2.3M | 29.3% | |
| Qualified Plan Advisors Balanced Fund Mutual Funds | Other securities | — | — | $1.6M | 20.4% | |
| Lincoln Stable Value Account -Lngpa Traditional Annuity Contract ** 2 * TIAA Traditional Annuity Contract Traditional Annuity Contract | Stable Value | — | — | $561K | 7.2% | |
| Qualified Plan Advisors Aggressive Growth Fund Mutual Funds | Other securities | — | — | $530K | 6.8% | |
| Fidelity 500 Index Mutual Funds | Common Collective Trusts | — | — | $423K | 5.4% | |
| CREF Growth Variable Annuity Accounts | Mutual Funds | — | — | $355K | 4.6% | |
| CREF Stock Variable Annuity Accounts | Mutual Funds | — | — | $267K | 3.4% | |
| CREF Global Equities Variable Annuity Accounts | Mutual Funds | — | — | $161K | 2.1% | |
| CREF Money Market Variable Annuity Accounts | Mutual Funds | — | — | $154K | 2.0% | |
| Fidelity Advisor International Growth Class Z Mutual Funds | Mutual Funds | — | — | $148K | 1.9% | |
| PGIM Total Return Bond Class R6 Mutual Funds | Other securities | — | — | $148K | 1.9% | |
| Vanguard Mid Cap Index Admiral Shares Mutual Funds | Mutual Funds | — | — | $120K | 1.5% | |
| Qualified Plan Advisors Moderately Conservative Fund Mutual Funds | Other securities | — | — | $111K | 1.4% | |
| Vanguard Small Cap Index Admiral Shares Mutual Funds | Mutual Funds | — | — | $105K | 1.3% | |
| JP Morgan Large Cap Growth Class R6 Mutual Funds | Other securities | — | — | $100K | 1.3% | |
| CREF Equity Index Variable Annuity Accounts | Common Collective Trusts | — | — | $67K | 0.9% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $56K | 0.7% | |
| JP Morgan Mid Cap Growth Class R6 Mutual Funds | Other securities | — | — | $53K | 0.7% | |
| CREF Social Choice Variable Annuity Accounts | Mutual Funds | — | — | $52K | 0.7% | |
| Blackrock Strategic Global Bond Inc Class K Mutual Funds | Common Stocks | — | — | $47K | 0.6% | |
| Vanguard Equity Income Admiral Shares Mutual Funds | Mutual Funds | — | — | $46K | 0.6% | |
| American Century Small Cap Growth R6 Class Mutual Funds | Other securities | — | — | $44K | 0.6% | |
| Participants loans Various maturities through July 2028 - | Participant loans | — | — | $42K | 0.5% | |
| MFS International Diversification Class R6 Mutual Funds | Mutual Funds | — | — | $37K | 0.5% | |
| Nuveen Equity Index Mutual Funds | Common Collective Trusts | — | — | $34K | 0.4% | |
| Vanguard Short Term Investment Grade Admiral Shares Mutual Funds | Mutual Funds | — | — | $33K | 0.4% | |
| Nuveen Inflation Linked Bond Mutual Funds | Mutual Funds | — | — | $29K | 0.4% | |
| Vanguard Target Retirement 2055 Investor Shares Mutual Funds | Mutual Funds | — | — | $26K | 0.3% | |
| CREF Core Bond Variable Annuity Accounts | Mutual Funds | — | — | $26K | 0.3% | |
| Vanguard Target Retirement 2060 Investor Shares Mutual Funds | Mutual Funds | — | — | $24K | 0.3% | |
| Vanguard Target Retirement 2045 Investor Shares Mutual Funds | Mutual Funds | — | — | $20K | 0.3% | |
| Vanguard Mid Cap Value Index Admiral Shares Mutual Funds | Mutual Funds | — | — | $16K | 0.2% | |
| CREF Inflation-Linked Bond Variable Annuity Accounts | Mutual Funds | — | — | $13K | 0.2% | |
| Vanguard Target Retirement 2050 Investor Shares Mutual Funds | Mutual Funds | — | — | $13K | 0.2% | |
| Qualified Plan Advisors Conservative Growth Fund Mutual Funds | Other securities | — | — | $9K | 0.1% | |
| TIAA Access Lifecycle 2025 T4 Variable Annuity Accounts | Mutual Funds | — | — | $8K | 0.1% | |
| Vanguard Target Retirement 2035 Investor Shares Mutual Funds ** 140 Vanguard Target Retirement 2025 Investor Shares Mutual Funds | Mutual Funds | — | — | $8K | <0.1% | |
| Nuveen Real Estate Securities Select Mutual Funds | Mutual Funds | — | — | $6K | <0.1% | |
| Vanguard Target Retirement 2065 Investor Shares Mutual Funds | Mutual Funds | — | — | $5K | <0.1% | |
| Vanguard Treasury Money Market Investor Shares Money Market Fund | Mutual Funds | — | — | $5K | <0.1% | |
| Vanguard Small Cap Value Index Admiral Shares Mutual Funds | Mutual Funds | — | — | $4K | <0.1% | |
| Vanguard Target Retirement 2030 Investor Shares Mutual Funds | Mutual Funds | — | — | $4K | <0.1% | |
| TIAA Access Lifecycle 2035 T4 Variable Annuity Accounts | Mutual Funds | — | — | $4K | <0.1% | |
| Janus Henderson Global Equity Income Class N Mutual Funds | Mutual Funds | — | — | $4K | <0.1% | |
| Vanguard Target Retirement 2040 Investor Shares Mutual Funds | Mutual Funds | — | — | $3K | <0.1% | |
| Vanguard 500 Index Admiral Mutual Funds | Common Collective Trusts | — | — | $1K | <0.1% |
