KEEN Project Solutions' EIN is 47-1521150.
Download the official 2024 Form 5500 (PDF) for KEEN Project Solutions from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)KEEN Project Solutions' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $55K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RBC CAPITAL MARKETS LLC | 41-1416330 | — | INVESTMENT ADVISOR | $0 | — |
| WILSHIRE ADVISORS LLC |
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.
| 95-2755361 |
| — |
| INVESTMENT ADVISOR |
| $0 |
| — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $3.2M | 31.3% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $1.1M | 10.6% | |
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $1.0M | 10.2% | |
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $1.0M | 9.9% | |
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $549K | 5.4% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $512K | 5.0% | |
| Fidelity Advisor New Insights Fund Mutual Fund | Mutual Funds | — | — | $428K | 4.2% | |
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $390K | 3.8% | |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $316K | 3.1% | |
| Putnam Small Cap Growth Fund Mutual Fund | Mutual Funds | — | — | $175K | 1.7% | |
| JPMorgan Large Cap Growth Fund Mutual Fund | Other securities | — | — | $174K | 1.7% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $172K | 1.7% | |
| BlackRock High Yield Bond Portfolio Mutual Fund | Other securities | — | — | $150K | 1.5% | |
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $147K | 1.4% | |
| PRIN MIDCAP VALUE I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 043 | Pooled Separate Account | — | — | $144K | 1.4% | |
| MFS Mid Cap Growth Fund Mutual Fund | Mutual Funds | — | — | $120K | 1.2% | |
| PRIN INTL EQUITY INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 121 | Pooled Separate Account | — | — | $107K | 1.1% | |
| New World Fund Inc Mutual Fund | Common Stocks | — | — | $73K | 0.7% | |
| MFS International Growth Fund Mutual Fund | Mutual Funds | — | — | $59K | 0.6% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $52K | 0.5% | |
| MFS Value Fund Mutual Fund | Mutual Funds | — | — | $51K | 0.5% | |
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $44K | 0.4% | |
| Principal SmallCap Value II Separate Account-Z Pooled Separate Account | Pooled Separate Accounts | — | — | $36K | 0.4% | |
| PRIN SMCAP VALUE II SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 096 | Pooled Separate Account | — | — | $36K | 0.4% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $31K | 0.3% | |
| Fidelity Total Bond Fund Mutual Fund | Mutual Funds | — | — | $29K | 0.3% | |
| MFS Blended Research Core Equity Fund Mutual Fund | Mutual Funds | — | — | $22K | 0.2% | |
| BlackRock Global Allocation Fund Inc Mutual Fund | Common Stocks | — | — | $17K | 0.2% | |
| Invesco Oppenheimer International Growth Fund Mutual Fund | Mutual Funds | — | — | $12K | 0.1% | |
| Principal Global Emerging Markets Separate Acct-Z Pooled Separate Account | Pooled Separate Accounts | — | — | $11K | 0.1% | |
| PRIN GLBL EMERG MARKETS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 013 | Pooled Separate Account | — | — | $11K | 0.1% | |
| PRIN LIFETIME HYB 2070 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $10K | <0.1% | |
| PRIN REAL ESTATE SECS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | — | — | $9K | <0.1% | |
| Principal Estate Securities Separate Account-Z Pooled Separate Account | Pooled Separate Accounts | — | — | $9K | <0.1% | |
| American US Government Securities Fund Mutual Fund | Other securities | — | — | $9K | <0.1% | |
| MFS International New Discovery Fund Mutual Fund | Mutual Funds | — | — | $9K | <0.1% | |
| Invesco Diversified Dividend Fund Mutual Fund | Mutual Funds | — | — | $7K | <0.1% | |
| JPMorgan Core Bond Fund Mutual Fund | Other securities | — | — | $6K | <0.1% | |
| Fixed Income Guaranteed Option Guaranteed Investment Contract | Stable Value | — | — | $2K | <0.1% |
