Jessica Church signed Keller Management Services, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Keller Management Services, LLC's EIN is 52-1691496.
Download the official 2024 Form 5500 (PDF) for Keller Management Services, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Keller Management Services, LLC'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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | 06-1050034 | GREENWOOD VILLAGE, CO | RECORDKEEPER | $172K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KESTRA ADVISORY SERVICES LLC | 35-2552359 | — | NONE | $58K | — |
| CITRIN COOPERMAN & COMPANY LLP |
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 | |||||
|---|---|---|---|---|---|---|
| Admiral Vanguard 500 Index Fund Admiral Mutual Fund | Common Collective Trusts | — | — | $72.5M | 23.2% | |
| Admiral Vanguard Total International Stock Fund Mutual Fund | Mutual Funds | — | — | $57.8M | 18.5% | |
| Empower Guaranteed Income Fund Investment Contract | Other securities | — | — | $42.6M | 13.6% | |
| Vanguard Mid Cap Index Fund Mutual Fund | Common Collective Trusts | — | — | $32.4M | 10.4% | |
| Trust Vanguard Small Cap Index Fund Mutual Fund | Common Collective Trusts | — | — | $25.8M | 8.3% | |
| Vanguard Total Bond Market Index Fund Mutual Fund | Common Collective Trusts | — | — | $24.7M | 7.9% | |
| T. ROWE US LG CAP GROWTH EQTY (IS P EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 828 | Pooled Separate Account | — | — | $18.7M | 6.0% | |
| LARGE CAP VALUE FUND III CL I1 GREAT GRAY · EIN 38-7289865 / PN 001 | Common Collective Trust | — | — | $10.2M | 3.3% | |
| PRUDENTIAL CORE PLUS BOND FUND PGIM INVESTMENTS · EIN 23-6994310 / PN 165 | Common Collective Trust | — | — | $5.4M | 1.7% | |
| GREAT GRAY EUROPACIFIC GROWTH TRUST GREAT GRAY · EIN 38-7289844 / PN 001 | Common Collective Trust | — | — | $5.2M | 1.7% | |
| Participant Loans Interest rates (3.25% $- | Bonds / Notes | — | — | $3.9M | 1.2% | |
| Fidelity Small Cap Growth K6 Mutual Fund | Mutual Funds | — | — | $2.8M | 0.9% | |
| Admiral BlackRock High Yield Portfolio Fund Mutual Fund | Other securities | — | — | $2.7M | 0.9% | |
| SMALL CAP VALUE FUND III CL I1 GREAT GRAY · EIN 38-7289846 / PN 001 | Common Collective Trust | — | — | $2.6M | 0.8% | |
| Fidelity Emerging Markets K Mutual Fund | Mutual Funds | — | — | $2.2M | 0.7% | |
| INVESCO INTERNATIONAL SMALL MID TR INVESCO · EIN 47-1449068 / PN 001 | Common Collective Trust | — | — | $1.4M | 0.5% | |
| BlackRock Strategic Global Bond Fund Mutual Fund | Other securities | — | — | $1.2M | 0.4% | |
| SA/INVESCO SMALL CAP GROWTH STRATEG EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 293 | Pooled Separate Account | — | — | $0 | <0.1% | |
| SMALL CAP VALUE / VICTORY FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 701 | Pooled Separate Account | — | — | $0 | <0.1% | |
| MID CAP GROWTH I1 GREAT GRAY · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $0 | <0.1% | |
| MID CAP VALUE I1 GREAT GRAY · EIN 38-4139852 / PN 630 | Common Collective Trust | — | — | $0 | <0.1% | |
| EMERGING MARKETS CIT GREAT GRAY · EIN 86-1819869 / PN 672 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| NEW YORK, NY |
| OTHER |
| $23K |
| — |
