Mark Mazzella signed Keswick Pines, Inc.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Keswick Pines, Inc.'s EIN is 52-1761391.
Download the official 2023 Form 5500 (PDF) for Keswick Pines, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Keswick Pines, 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.
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2030 N/R | Mutual Funds | — | — | $1.4M | 41.9% | |
| Vanguard Target Retirement 2020 N/R | Mutual Funds | — | — | $429K | 13.0% | |
| Vanguard Target Retirement 2040 N/R | Mutual Funds | — | — | $332K | 10.1% | |
| Delaware Ivy Large Cap Growth I N/R | Mutual Funds | — | — | $253K | 7.7% | |
| Vanguard Target Retirement 2050 N/R | Mutual Funds | — | — | $230K | 7.0% | |
| Vanguard 500 Index Admiral N/R | Mutual Funds | — | — | $223K | 6.7% | |
| Participant Loans Interest rates 4.25% - 9.50% with $0 | Bonds / Notes | — | — | $102K | 3.1% | |
| Vanguard Wellesley Income Admiral N/R | Mutual Funds | — | — | $71K | 2.1% | |
| Vanguard Balanced Index ADM N/R 527 Mutual Fund PIMCO INT'L Bond Fund N/R 25 Common Collective Trust MetLife Stable Value Fund N/R | Mutual Funds | — | — | $48K | 1.5% | |
| BlackRock Health Sciences Opps Instl N/R | Mutual Funds | — | — | $45K | 1.4% | |
| Vanguard Target Retirement 2060 N/R | Mutual Funds | — | — | $38K | 1.2% | |
| Vanguard Mid Cap Index Admiral N/R | Mutual Funds | — | — | $30K | 0.9% | |
| Vanguard TTL Bond Mkt Index ADM N/R | Mutual Funds | — | — | $23K | 0.7% | |
| MFS Mid Cap Index Fund R6 N/R | Mutual Funds | — | — | $18K | 0.6% | |
| Vanguard Small Cap Index ADM N/R | Mutual Funds | — | — | $14K | 0.4% | |
| JP Morgan Core Plus Bond N/R | Mutual Funds | — | — | $11K | 0.3% | |
| Vanguard Developing Markets Index N/R | Mutual Funds | — | — | $10K | 0.3% | |
| Admiral Mutual Fund American Funds - EuroPacific N/R | Mutual Funds | — | — | $9K | 0.3% | |
| PIMCO Income Instl N/R | Mutual Funds | — | — | $9K | 0.3% | |
| Delaware Ivy Mid Cap Growth I N/R | Mutual Funds | — | — | $6K | 0.2% | |
| Hartford Dividend & Growth R6 N/R | Mutual Funds | — | — | $6K | 0.2% | |
| Cohen & Steers Instl Realty Shares N/R | Mutual Funds | — | — | $6K | 0.2% | |
| BlackRock Inflation Protected Bd I N/R | Mutual Funds | — | — | $2K | <0.1% | |
| American Century Strat Allc: Agrsv Inv N/R | Mutual Funds | — | — | $2K | <0.1% | |
| METLIFE STABLE VALUE FUND METROPOLITAN LIFE INSURANCE COMPANY · EIN 46-6625485 / PN 002 | 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.
