Kevin Larsen signed Kirkham-Michael, Inc. and Affiliates' 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Kirkham-Michael, Inc. and Affiliates' EIN is 47-0467468.
Download the official 2023 Form 5500 (PDF) for Kirkham-Michael, Inc. and Affiliates from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Kirkham-Michael, Inc. and Affiliates' 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $713 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LION STREET FINANCIAL LLC | 80-0842559 | — | ADVISOR | $0 | — |
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 registered investment companies (mutual funds)] | Other | — | — | $12.1M | 97.2% | |
| [Assets held in common collective trust] | Other | — | — | $198K | 1.6% | |
| GALLIARD STBLE RTN M WELLS FARGO BANK, N.A. · EIN 94-6751924 / PN 001 | Common Collective Trust | — | — | $198K | 1.6% | |
| [Assets held in participant loans] | Other | — | — | $152K | 1.2% |
