Scott Carlson signed KOCH & Co., Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
KOCH & Co., Inc.'s EIN is 48-1090100.
Download the official 2024 Form 5500 (PDF) for KOCH & Co., Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)KOCH & Co., 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 | $46K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STIFEL NICOLAUS | 43-0538770 | — | INVESTMENT/FINANCIAL ADVI | $59K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| AMF GROWTH FUND OF AMERICA R6 | Registered Investment Companies | — | — | $4.1M | 21.0% | |
| AMERFUNDS AMER BALANCED - R6 | Registered Investment Companies | — | — | $2.4M | 12.3% | |
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $1.9M | 9.7% | |
| AMFUNDS CAP WRLD GR INC - R6 | Registered Investment Companies | — | — | $1.8M | 9.3% | |
| AMERICAN MUTUAL FUND -R6 | Registered Investment Companies | — | — | $1.5M | 7.6% | |
| AMERFUNDS SMALLCAP WORLD R6 | Registered Investment Companies | — | — | $1.2M | 6.1% | |
| AMERICAN US GOV MONEY MKT R6 | Registered Investment Companies | — | — | $868K | 4.4% | |
| AMERFUNDS 2045 TARG DATERET R6 | Registered Investment Companies | — | — | $866K | 4.4% | |
| AMERFUNDS 2040 TARG DATERET R6 | Registered Investment Companies | — | — | $471K | 2.4% | |
| VANGUARD MIDCAP GROWTH IDX ADM | Registered Investment Companies | — | — | $439K | 2.2% | |
| AMERFUNDS 2050 TARG DATERET R6 | Registered Investment Companies | — | — | $437K | 2.2% | |
| AMERFUNDS 2035 TARG DATERET R6 | Registered Investment Companies | — | — | $354K | 1.8% | |
| AMERFUNDS 2060 TARG DATERET R6 | Registered Investment Companies | — | — | $351K | 1.8% | |
| AMERFUNDS 2025 TARG DATERET R6 | Registered Investment Companies | — | — | $330K | 1.7% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $320K | 1.6% | |
| AMF BOND FUND OF AMERICA R6 | Registered Investment Companies | — | — | $316K | 1.6% | |
| AMERICAN FUNDS 2055 TARGET R6 | Registered Investment Companies | — | — | $303K | 1.5% | |
| AMERFUNDS 2020 TARG DATERET R6 | Registered Investment Companies | — | — | $281K | 1.4% | |
| AMERFUNDS 2030 TARG DATERET R6 | Registered Investment Companies | — | — | $267K | 1.4% | |
| VANGUARD FEDERAL MM INV | Registered Investment Companies | — | — | $232K | 1.2% | |
| VANG TOT STK MKT IDX - ADMIRAL | Registered Investment Companies | — | — | $200K | 1.0% | |
| AMERFUNDS 2065 TARG DATERET R6 | Registered Investment Companies | — | — | $114K | 0.6% | |
| AMERFUNDS 2015 TARG DATERET R6 | Registered Investment Companies | — | — | $3K | <0.1% | |
| AMERFUNDS 2010 TARG DATERET R6 | Registered Investment Companies | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
