JUDY Adams signed King Management Support Services, LLC's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
King Management Support Services, LLC's EIN is 52-2281236.
Download the official 2023 Form 5500 (PDF) for King Management Support Services, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)King Management Support Services, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | 84-0467907 | GREENWOOD VILLAGE, CO | RECORDKEEPER | $75K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UNITED BANK | — | VIENNA, VA | INVESTMENT ADVISOR | $40K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Growth Index - Admiral - | Mutual Funds | — | — | $2.8M | 14.8% | |
| Ishares S&P 500 Index K - | Common Collective Trusts | — | — | $2.0M | 10.3% | |
| Baird Aggregate Bond Inst - | Other securities | — | — | $1.9M | 10.2% | |
| Johcm International Select Inst - | Other securities | — | — | $1.8M | 9.6% | |
| Vanguard Target Retirement 2025 Inv - | Mutual Funds | — | — | $1.6M | 8.4% | |
| Vanguard High Dividend Yield Index - | Mutual Funds | — | — | $1.3M | 6.8% | |
| Adm Vanguard Target Retirement 2045 Inv - | Mutual Funds | — | — | $839K | 4.4% | |
| Vanguard Target Retirement 2030 Inv - | Mutual Funds | — | — | $701K | 3.7% | |
| Hartford Midcap R6 - | Other securities | — | — | $660K | 3.5% | |
| Vanguard Target Retirement 2050 Inv - | Mutual Funds | — | — | $618K | 3.3% | |
| Vanguard Balanced Index Fund - | Common Collective Trusts | — | — | $516K | 2.7% | |
| Admiral Vanguard Target Retirement 2035 Inv - | Mutual Funds | — | — | $508K | 2.7% | |
| DFA UA Targeted Value I - | Mutual Funds | — | — | $426K | 2.2% | |
| Vanguard Target Retirement 2040 Inv - | Mutual Funds | — | — | $411K | 2.2% | |
| Vanguard Target Retirement 2020 Inv - | Mutual Funds | — | — | $397K | 2.1% | |
| Vanguard Real Estate Index Admiral - | Mutual Funds | — | — | $397K | 2.1% | |
| Vanguard Inflation-Protected Secs Adm - | Mutual Funds | — | — | $353K | 1.9% | |
| Vanguard Target Retirement Income Inv - | Mutual Funds | — | — | $340K | 1.8% | |
| Fidelity Emerging Markets Index - | Mutual Funds | — | — | $288K | 1.5% | |
| Janus Henderson Venture N - | Mutual Funds | — | — | $250K | 1.3% | |
| Empower EI Fixed Account - Series Class II - | Other securities | — | — | $213K | 1.1% | |
| Vanguard Selected Value Inv - | Mutual Funds | — | — | $181K | 1.0% | |
| Vanguard Target Retirement 2055 Inv - | Mutual Funds | — | — | $158K | 0.8% | |
| Empower EI Fixed Account - Series Class II | Other securities | — | — | $135K | 0.7% | |
| Vanguard Target Retirement 2065 Inv - | Mutual Funds | — | — | $91K | 0.5% | |
| Notes receivable from Interest rates ranging from 4.25%-9.50% - | Bonds / Notes | — | — | $70K | 0.4% | |
| American Funds American Funds 2030 Trgt Date Retire - | Mutual Funds | — | — | $61K | 0.3% | |
| R3 Vanguard Target Retirement 2060 Inv - | Mutual Funds | — | — | $57K | 0.3% | |
| Empower EI Fixed Account - Series Class II | Other securities | — | $1K | $30K | 0.2% | |
| Vanguard Total Bond Market Index - | Mutual Funds | — | — | $25K | 0.1% | |
| Empower EI Fixed Account - Series Class Il 601 | Other securities | — | — | $14K | <0.1% | |
| Admiral American Funds American Funds 2050 Trgt Date Retire - | Mutual Funds | — | — | $2K | <0.1% | |
| Vanguard Developed Markets Index - | Mutual Funds | — | — | $1K | <0.1% | |
| Admiral American Funds American Funds 2055 Trgt Date Retire - | Mutual Funds | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
