Corinne Patterson signed KPM Analytics Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
KPM Analytics Inc.'s EIN is 47-4847857.
Download the official 2024 Form 5500 (PDF) for KPM Analytics Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)KPM Analytics 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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $38K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $3K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LINSCO/PRIVATE LEDGER |
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 | |||||
|---|---|---|---|---|---|---|
| FIDELITY 500 INDEX Mutual Funds | Common Collective Trusts | — | — | $1.3M | 16.3% | |
| AMERICAN FUNDS 2035 TRGT DATE RETIREME R6 Mutual Funds | Mutual Funds | — | — | $907K | 11.6% | |
| EMPOWER KEY GUARANTEED PORTFOLIO FUND Fixed Annuities | Other securities | — | — | $698K | 8.9% | |
| PUTNAM LARGE CAP GROWTH R6 Mutual Funds | Mutual Funds | — | — | $636K | 8.2% | |
| PUTNAM GLOBAL TECHNOLOGY R6 Mutual Funds | Mutual Funds | — | — | $418K | 5.4% | |
| FIDELITY SMALL CAP INDEX Mutual Funds | Mutual Funds | — | — | $373K | 4.8% | |
| FRANKLIN SMALL-MID CAP GROWTH R6 Mutual Funds | Mutual Funds | — | — | $371K | 4.7% | |
| AMERICAN FUNDS 2030 TRGT DATE RETIREME R6 Mutual Funds | Mutual Funds | — | — | $287K | 3.7% | |
| AMERICAN FUNDS 2040 TRGT DATE RETIREME R6 Mutual Funds | Mutual Funds | — | — | $273K | 3.5% | |
| PUTNAM LARGE CAP VALUE TRUST I PUTNAM INVESTMENTS CIT · EIN 82-3639536 / PN 275 | Common Collective Trust | — | — | $262K | 3.4% | |
| AMERICAN FUNDS 2025 TRGT DATE RETIREME R6 Mutual Funds | Mutual Funds | — | — | $249K | 3.2% | |
| AMERICAN FUNDS 2045 TRGT DATE RETIREME R6 Mutual Funds | Mutual Funds | — | — | $209K | 2.7% | |
| FIDELITY MID CAP INDEX Mutual Funds | Mutual Funds | — | — | $208K | 2.7% | |
| AMERICAN FUNDS 2050 TRGT DATE RETIREME R6 Mutual Funds | Mutual Funds | — | — | $148K | 1.9% | |
| FIDELITY GLOBAL EX US INDEX Mutual Funds | Mutual Funds | — | — | $139K | 1.8% | |
| FIDELITY ADVISOR REAL ESTATE INCOME Z Mutual Funds | Mutual Funds | — | — | $138K | 1.8% | |
| AMERICAN FUNDS NEW WORLD R6 Mutual Funds | Mutual Funds | — | — | $132K | 1.7% | |
| AMERICAN FUNDS 2055 TRGT DATE RETIREME R6 Mutual Funds | Mutual Funds | — | — | $102K | 1.3% | |
| JANUS HENDERSON TRITON N Mutual Funds | Mutual Funds | — | — | $87K | 1.1% | |
| AMERICAN FUNDS AMERICAN HI INC TR R6 Mutual Funds | Mutual Funds | — | — | $78K | 1.0% | |
| JPMORGAN INTERNATIONAL FOCUS FUND R6 Mutual Funds | Other securities | — | — | $74K | 1.0% | |
| EMPOWER MULTI-SECTOR BOND INST Mutual Funds | Other securities | — | — | $71K | 0.9% | |
| LORD ABBETT DEVELOPING GROWTH R6 Mutual Funds | Mutual Funds | — | — | $68K | 0.9% | |
| AMERICAN FUNDS 2060 TRGT DATE RETIREME R6 Mutual Funds | Mutual Funds | — | — | $53K | 0.7% | |
| AMERICAN CENTURY EQUITY INCOME RB Mutual Funds | Other securities | — | — | $44K | 0.6% | |
| FEDERATED HERMES CLOVER SMALL VAL FD R6 Mutual Funds | Other securities | — | — | $43K | 0.5% | |
| NUVEEN INFLATION LINKED BOND RETAIL Mutual Funds | Mutual Funds | — | — | $40K | 0.5% | |
| AMERICAN FUNDS EUROPACIFIC GR R6 Mutual Funds | Mutual Funds | — | — | $37K | 0.5% | |
| PIMCO INCOME INSTL Mutual Funds | Mutual Funds | — | — | $35K | 0.4% | |
| AMERICAN FUNDS 2065 TRGT DATE RETIREME R6 Mutual Funds | Mutual Funds | — | — | $30K | 0.4% | |
| AMERICAN FUNDS AMERICAN BALANCED R6 Mutual Funds | Mutual Funds | — | — | $24K | 0.3% | |
| PIMCO INT BOND (USD-HEDGED) INSTL Mutual Funds | U.S. Treasuries | — | — | $21K | 0.3% | |
| AMERICAN FUNDS NEW WORLD R6 Mutual Funds | Mutual Funds | — | — | $19K | 0.2% | |
| AMERICAN FUNDS NEW PERSPECTIVE R6 Mutual Funds | Mutual Funds | — | — | $19K | 0.2% | |
| BRANDYWINEGLOBAL - GLOBAL OPPS BOND IS Mutual Funds ** 1 CLEARBRIDGE INTERNATIONAL GROWTH IS Mutual Funds | Other securities | — | — | $17K | 0.2% | |
| PGIM HIGH-YIELD R6 Mutual Funds | Other securities | — | — | $15K | 0.2% | |
| AMERICAN FUNDS 2020 TRGT DATE RETIREME R6 Mutual Funds | Mutual Funds | — | — | $14K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| SAN DIEGO, CA |
| BROKER/ADVISER |
| $0 |
| — |
