Kaley Group, Inc.'s EIN is 55-0754089.
Download the official 2023 Form 5500 (PDF) for Kaley Group, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Kaley Group, 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 |
|---|---|---|---|---|---|
| RAYMOND JAMES & ASSOCIATES INC | — | ST PETERSBURG, FL | INVESTMENT ADVISOR | $38K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| METRO BENEFITS INC | — | PITTSBURGH, PA | CONTRACT ADMIN | $9K | — |
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 | |||||
|---|---|---|---|---|---|---|
| American Funds 2030 Target Date Retirement (1) | Mutual Funds | — | — | $4.2M | 23.2% | |
| American Funds 2025 Target Date Retirement (1) | Mutual Funds | — | — | $2.3M | 12.9% | |
| American Funds 2040 Target Date Retirement (1) | Mutual Funds | — | — | $1.5M | 8.4% | |
| American Funds 2020 Target Date Retirement (1) | Mutual Funds | — | — | $1.4M | 7.5% | |
| American Funds 2035 Target Date Retirement (1) | Mutual Funds | — | — | $1.1M | 5.9% | |
| American Funds 2050 Target Date Retirement (1) | Mutual Funds | — | — | $1.0M | 5.9% | |
| American Funds 2045 Target Date Retirement (1) | Mutual Funds | — | — | $995K | 5.6% | |
| Vanguard 500 Index Fund Admiral (1) | Common Collective Trusts | — | — | $636K | 3.6% | |
| MFS Growth R6 (1) | Mutual Funds | — | — | $520K | 2.9% | |
| American Funds 2055 Target Date Retirement (1) | Mutual Funds | — | — | $504K | 2.8% | |
| American Funds Capital Income Builder (1) | Mutual Funds | — | — | $456K | 2.5% | |
| Vanguard Mid Cap Index Admiral (1) | Mutual Funds | — | — | $451K | 2.5% | |
| American Funds 2060 Target Date Retirement (1) | Mutual Funds | — | — | $449K | 2.5% | |
| American Funds Washington Mutual (1) | Mutual Funds | — | — | $435K | 2.4% | |
| American Funds 2015 Target Date Retirement (1) | Mutual Funds | — | — | $330K | 1.8% | |
| American Funds New Perspective (1) | Mutual Funds | — | — | $233K | 1.3% | |
| American Funds Investment CO of America (1) | Mutual Funds | — | — | $151K | 0.8% | |
| Vanguard Small Cap Index Fund Admiral (1) | Common Collective Trusts | — | — | $130K | 0.7% | |
| PIMCO Income Institutional (1) | Mutual Funds | — | — | $117K | 0.7% | |
| Participant * Notes Receivable Loans with interest rates of 4.25% - 9.50% 0 | Bonds / Notes | — | — | $103K | 0.6% | |
| American Funds Bond Fund of America (1) | Mutual Funds | — | — | $102K | 0.6% | |
| American Funds International Growth and Inc (1) | Mutual Funds | — | — | $67K | 0.4% | |
| EB MAGIC 40 STABLE VALUE FUND KEYBANK, NA · EIN 34-6903863 / PN 002 | Common Collective Trust | — | — | $63K | 0.3% | |
| American Funds Small Cap World (1) | Mutual Funds | — | — | $50K | 0.3% | |
| American Funds 2065 Target Date Fund (1) | Mutual Funds | — | — | $48K | 0.3% | |
| American Funds New World (1) | Mutual Funds | — | — | $38K | 0.2% | |
| Vanguard Real Estate Index Admiral (1) | Mutual Funds | — | — | $30K | 0.2% | |
| American Funds US Government Money Market (1) | Mutual Funds | — | — | $23K | 0.1% | |
| American Funds 2010 Target Date Retirement (1) | Mutual Funds | — | — | $15K | <0.1% | |
| American Funds Capital World Bond (1) | Mutual Funds | — | — | $8K | <0.1% | |
| Clearbridge International Growth (1) | Other securities | — | — | $7K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PERRY & ASSOCIATES CPAS A.C. | — | MARIETTA, OH | OTHER | $10K | — |
