Peter Catanese signed Key Management Company's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Key Management Company's EIN is 48-1075300.
Download the official 2024 Form 5500 (PDF) for Key Management Company from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Key Management Company's 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 |
|---|---|---|---|---|---|
| NATIONWIDE | 31-4177100 | COLUMBUS, OH | RECORDKEEPER | $6K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GENTRY PRIVATE WEALTH | 27-1611173 | WICHITA, KS | ADVISOR | $38K | — |
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.
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| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ECONOMIC GROUP PENSION SERVICES | 13-3180178 | NEW YORK, NY | THIRD PARTY ADMIN | $8K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FlexPath Strategies Flex Focus Moderate Retirement Fund Class R1 - | Other securities | — | — | $2.5M | 45.9% | |
| FlexPath Strategies Flex Focus Moderate 2035 Fund Class R1 - | Other securities | — | — | $1.5M | 28.4% | |
| FlexPath Strategies Flex Focus Moderate 2045 Fund Class R1 - | Other securities | — | — | $544K | 10.0% | |
| FlexPath Strategies Flex Focus Moderate 2045 Fund Class R1 - | Other securities | — | — | $200K | 3.7% | |
| Nationwide Investor Destinations Moderately Aggressive Fund R6 - | Other securities | — | — | $183K | 3.4% | |
| Participant Loans Range of Interest Rates Range From 5.25% to 10.50% - | Bonds / Notes | — | — | $89K | 1.6% | |
| Federated Hermes U.S. Treasury Cash Reserves Fund Insitutional Shares - | Cash / Money Market | — | — | $76K | 1.4% | |
| Vanguard 500 Index Fund - Admiral - | Common Collective Trusts | — | — | $44K | 0.8% | |
| PGIM Jennison Utility Fund Class R6 - | Other securities | — | — | $36K | 0.7% | |
| Nationwide Investor Destinations Moderate Fund R6 - | Other securities | — | — | $27K | 0.5% | |
| Vanguard Total Bond Market Index Fund - Admiral - | Common Collective Trusts | — | — | $24K | 0.4% | |
| Columbia Dividend Income Inst2 - | Other securities | — | — | $17K | 0.3% | |
| Vanguard Total Stock Market Index Fund - Admiral - | Common Collective Trusts | — | — | $17K | 0.3% | |
| American Century Focus Dynamic Growth - | Other securities | — | — | $16K | 0.3% | |
| Baird Core Plus Bond Fund - Institutional - | Other securities | — | — | $13K | 0.2% | |
| Vanguard Developed Markets Index - Admiral - | Mutual Funds | — | — | $10K | 0.2% | |
| Fidelity 500 Index Fund - | Common Collective Trusts | — | — | $8K | 0.1% | |
| Vanguard Small Cap Index Fund - Admiral - | Common Collective Trusts | — | — | $8K | 0.1% | |
| Fidelity Select Technology Portfolio - | Mutual Funds | — | — | $6K | 0.1% | |
| Fidelity International Index Fund - | Common Collective Trusts | — | — | $5K | <0.1% | |
| Dodge & Cox International Stock fund Class I - | Mutual Funds | — | — | $5K | <0.1% | |
| J.P. Morgan Large Cap Growth Fund Class R6 - | Other securities | — | — | $5K | <0.1% | |
| Columbia Contrarian Core Inst3 - | Other securities | — | — | $5K | <0.1% | |
| Goldman Sachs GQG Partners International Opportunities Fund R6 - | Other securities | — | — | $5K | <0.1% | |
| Loomis, Sayles & Company Loomis All Capital Growth Fund R6 - | Common Stocks | — | — | $4K | <0.1% | |
| Avantis U.S. Large Cap Value Fund - | Other securities | — | — | $4K | <0.1% | |
| Avantis Emerging Markets Equity Fund - Institutional Class - | Other securities | — | — | $4K | <0.1% | |
| J.P. Morgan Equity Income Fund Class R5 - | Other securities | — | — | $3K | <0.1% | |
| Dimensional Fund Advisors Emerging Markets Core Equity 2 - | Mutual Funds | — | — | $3K | <0.1% | |
| PGIM Total Return Bond Fund Class R6 - | Other securities | — | — | $2K | <0.1% | |
| MFS Investment Management Mid Cap Growth Fund Class R6 - | Mutual Funds | — | — | $2K | <0.1% | |
| Diamond Hill Mid Cap Fund I - | Other securities | — | — | $2K | <0.1% | |
| Principal Global Real Estate R6 - | Other securities | — | — | $2K | <0.1% | |
| Nationwide Money market account - | Cash / Money Market | — | — | $2K | <0.1% | |
| Nationwide Fixed Select Option - | Other securities | — | — | $2K | <0.1% | |
| Legal & General Commodity Strategy Fund Insitutional Shares - | Other securities | — | — | $2K | <0.1% | |
| BlackRock High Yield Portfolio - Class K - | Other securities | — | — | $1K | <0.1% | |
| PIMCO Rest Return Institutional Fund - | Mutual Funds | — | — | $1K | <0.1% | |
| Vanguard Explorer Fund - Admiral - | Mutual Funds | — | — | $1K | <0.1% | |
| Avantis U.S. Small Cap Value Fund - Institutional Class - | Other securities | — | — | $1K | <0.1% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $294 | <0.1% |
