Madhavi Gosala signed Kellton Tech, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Kellton Tech, Inc.'s EIN is 47-4003633.
Download the official 2024 Form 5500 (PDF) for Kellton Tech, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Kellton Tech, Inc.'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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $9K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $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 | |||||
|---|---|---|---|---|---|---|
| FID 500 IND | Registered Investment Companies | — | — | $837K | 14.4% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $707K | 12.2% | |
| TRP RETIREMENT 2050 I | Registered Investment Companies | — | — | $700K | 12.1% | |
| TRP RETIREMENT 2060 I 519 REGISTERED INVESTMENT COMPANY TRP RETIREMENT 2035 I | Registered Investment Companies | — | — | $663K | 11.4% | |
| TRP RETIREMENT 2045 I | Registered Investment Companies | — | — | $643K | 11.1% | |
| TRP RETIREMENT 2040 I | Registered Investment Companies | — | — | $396K | 6.8% | |
| TRP RETIREMENT 2055 I | Registered Investment Companies | — | — | $260K | 4.5% | |
| VANGUARD DEV MKT INDEX ADMIRAL | Registered Investment Companies | — | — | $239K | 4.1% | |
| TRP RETIREMENT BALANCED I | Registered Investment Companies | — | — | $206K | 3.5% | |
| JPMORGAN LARGE CAP GROWTH R6 | Registered Investment Companies | — | — | $181K | 3.1% | |
| TRP RETIREMENT 2030 I | Registered Investment Companies | — | — | $152K | 2.6% | |
| TRP RETIREMENT 2065 I 177 REGISTERED INVESTMENT COMPANY FID MID CAP INDEX | Registered Investment Companies | — | — | $151K | 2.6% | |
| PIONEER BOND FUND - K | Registered Investment Companies | — | — | $128K | 2.2% | |
| VANGUARD WINDSOR II FD- ADM | Registered Investment Companies | — | — | $99K | 1.7% | |
| FID INTL CAP APPRECIATION K6 | Registered Investment Companies | — | — | $94K | 1.6% | |
| TRP RETIREMENT 2025 I | Registered Investment Companies | — | — | $86K | 1.5% | |
| INV DISC MID CAP GROWTH R6 | Registered Investment Companies | — | — | $85K | 1.5% | |
| TRP RETIREMENT 2005 I | Registered Investment Companies | — | — | $58K | 1.0% | |
| PIMCO RAE US SM INSTL | Registered Investment Companies | — | — | $29K | 0.5% | |
| TRP RETIREMENT 2020 I | Registered Investment Companies | — | — | $20K | 0.3% | |
| FID SMALL CAP INDEX | Registered Investment Companies | — | — | $19K | 0.3% | |
| JANUS HENDERSON TRITON FUND N | Registered Investment Companies | — | — | $18K | 0.3% | |
| TRP RETIREMENT 2015 I | Registered Investment Companies | — | — | $13K | 0.2% | |
| MFS MID CAP VALUE FUND - R6 | Registered Investment Companies | — | — | $3K | <0.1% | |
| PIMCO RAE INTL INSTL | Registered Investment Companies | — | — | $3K | <0.1% | |
| TRP RETIREMENT 2010 I | Registered Investment Companies | — | — | $3K | <0.1% | |
| INVESCO STABLE ASSET INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| STATE ST INTL IDX SECLEND VIII STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 336 | Common Collective Trust | — | — | $0 | <0.1% | |
| STATE ST RUSS SC IDX VIII STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 340 | Common Collective Trust | — | — | $0 | <0.1% | |
| STATE ST S&P 500 IDX IX STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 344 | Common Collective Trust | — | — | $0 | <0.1% | |
| STATE ST S&P MD CP IDX NL J STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 347 | 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.
