KAW Valley Engineering, Inc.'s EIN is 48-0937881.
Download the official 2024 Form 5500 (PDF) for KAW Valley Engineering, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)KAW Valley Engineering, 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 |
|---|---|---|---|---|---|
| KEATING FINANCIAL ADVISORY SERVICES | — | MANHATTAN, KS | NONE | $20K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2045 Mutual fund | Mutual Funds | — | — | $1.4M | 17.5% | |
| Vanguard Target Retirement 2040 Mutual fund | Mutual Funds | — | — | $659K | 8.5% | |
| Vanguard 500 Index Mutual fund | Common Collective Trusts | — | — | $602K | 7.7% | |
| Vanguard Target Retirement 2035 Mutual fund | Mutual Funds | — | — | $535K | 6.9% | |
| American Century Retirement Mutual fund | Other securities | — | — | $435K | 5.6% | |
| Vanguard Target Retirement 2030 Mutual fund | Mutual Funds | — | — | $424K | 5.4% | |
| American Century One Choice 2050 Mutual fund | Other securities | — | — | $404K | 5.2% | |
| JP Morgan Large Cap Growth Fund Mutual fund | Other securities | — | — | $381K | 4.9% | |
| Vanguard Equity Income Admiral Mutual fund | Mutual Funds | — | — | $285K | 3.7% | |
| American Funds American Balanced Mutual fund | Mutual Funds | — | — | $259K | 3.3% | |
| Columbian Contrarian Core Fund Mutual fund | Other securities | — | — | $226K | 2.9% | |
| American Century One Choice 2060 Mutual fund | Other securities | — | — | $223K | 2.9% | |
| Janus Henderson Entrepreneurial Mutual fund | Mutual Funds | — | — | $196K | 2.5% | |
| Vanguard REIT Index Admiral Mutual fund 594 Vanguard Small Cap Index Fund Mutual fund | Common Collective Trusts | — | — | $175K | 2.2% | |
| JP Morgan International Equity Fund Mutual fund | Other securities | — | — | $161K | 2.1% | |
| Fidelity 500 Index Funds Mutual fund | Common Collective Trusts | — | — | $137K | 1.8% | |
| American Century One Choice 2055 Mutual fund | Other securities | — | — | $115K | 1.5% | |
| MSIF Inception I Mutual fund | Other securities | — | — | $109K | 1.4% | |
| American Funds Growth Income Mutual fund | Mutual Funds | — | — | $101K | 1.3% | |
| Participant Loans 5.25% - 10.50% | Bonds / Notes | — | — | $88K | 1.1% | |
| Vanguard Small Cap Value Index Admiral Mutual fund | Mutual Funds | — | — | $66K | 0.8% | |
| Vanguard Strategic Small-Cap Equity Mutual fund | Mutual Funds | — | — | $64K | 0.8% | |
| PIMCO Income Institutional Mutual fund | Mutual Funds | — | — | $59K | 0.8% | |
| Vanguard Midcap Index Fund Mutual fund | Common Collective Trusts | — | — | $57K | 0.7% | |
| Janus Henderson Global Life Sciences Mutual fund | Mutual Funds | — | — | $52K | 0.7% | |
| Fidelity Advisor Total Bond Institution Mutual fund | Mutual Funds | — | — | $51K | 0.6% | |
| Ivy High Income Fund Mutual fund | Other securities | — | — | $50K | 0.6% | |
| Vanguard Strategic Equity Mutual fund | Mutual Funds | — | — | $50K | 0.6% | |
| Vanguard Information Technology Index Fund Mutual fund | Common Collective Trusts | — | — | $41K | 0.5% | |
| JP Morgan Mid Cap Value Fund Mutual fund | Other securities | — | — | $40K | 0.5% | |
| Davis New York Venture Mutual fund | Other securities | — | — | $40K | 0.5% | |
| Fidelity Advisor Freedom 2030 Mutual fund | Mutual Funds | — | — | $39K | 0.5% | |
| American Funds 2055 Target Date Mutual fund | Mutual Funds | — | — | $36K | 0.5% | |
| Vanguard Total Institutional Stock Index Mutual fund | Mutual Funds | — | — | $35K | 0.4% | |
| Fidelity Advisor Stock Selector Mid Cap Mutual fund | Mutual Funds | — | — | $20K | 0.3% | |
| Vanguard Midcap Value Index Admiral Mutual fund | Mutual Funds | — | — | $17K | 0.2% | |
| Victory RS Science and Technology Mutual fund | Other securities | — | — | $17K | 0.2% | |
| American Century One Choice 2030 Mutual fund 489 American Century One Choice 2035 Mutual fund | Other securities | — | — | $12K | 0.1% | |
| American Funds 2030 Target Date Mutual fund | Mutual Funds | — | — | $12K | 0.1% | |
| Nationwide Fixed Selection Option Guaranteed Investment Contract 719 Parnassus Corporate Equity Institutional Mutual fund | Stable Value | — | — | $9K | 0.1% | |
| DFA U.S. Targeted Value Mutual fund 836 Federal Government Obligations Mutual fund | Mutual Funds | — | — | $6K | <0.1% | |
| Trowe Price Comm Tech Mutual fund | Mutual Funds | — | — | $5K | <0.1% | |
| Vanguard Health Care Index Admiral Mutual fund | Mutual Funds | — | — | $4K | <0.1% | |
| American Century One Choice 2045 Mutual fund | Other securities | — | — | $3K | <0.1% | |
| Vanguard Utilities Index Fund Admiral Mutual fund 359 Vanguard Wellesley Income Fund Admiral Mutual fund | Common Collective Trusts | — | — | $2K | <0.1% | |
| Vanguard Total Bond Market Mutual fund | Mutual Funds | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
