Raymond Short signed Kennedy Krieger Institute's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Kennedy Krieger Institute's EIN is 52-0607971.
Download the official 2024 Form 5500 (PDF) for Kennedy Krieger Institute from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Kennedy Krieger Institute's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$449K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS LLC | 82-1434504 | — | INVESTMENT ADVISOR | $80K | — |
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 | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $429.3M | 96.8% | |
| MID CAP VALUE R1 GREAT GRAY TRUST COMPANY · EIN 38-4139822 / PN 616 | Common Collective Trust | — | — | $4.3M | 1.0% |
| STRATEGIC ADVISORS, INC. |
| 04-2654524 |
| — |
| ADVISOR |
| $77K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SC&H ATTEST SERVICES, P.C. | 52-1743645 | — | ACCOUNTANT/AUDITOR | $11K | — |
