Elizabeth Jagielski signed Keith & Keith, Ltd.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Keith & Keith, Ltd.'s EIN is 56-1643967.
Download the official 2024 Form 5500 (PDF) for Keith & Keith, Ltd. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Keith & Keith, Ltd.'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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $86K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLS FARGO ADVISORS INS AGENCY LLC | 54-0910269 | — | OTHER SERVICES | $0 | — |
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 | |||||
|---|---|---|---|---|---|---|
| PRIN LGCAP S&P 500 INDEX SA-R5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $3.3M | 15.6% | |
| T. Rowe Price T. Rowe Large Cap Growth I SA-R5 | Common Stocks | — | — | $2.8M | 13.3% | |
| PRIN LARGECAP GROWTH I SA-R5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $2.8M | 13.3% | |
| PRIN SAM FLEXIBLE INCOME SA-R5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 108 | Pooled Separate Account | — | — | $2.4M | 11.3% | |
| PRIN DIVERSIFIED INTL SA-R5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015 | Pooled Separate Account | — | — | $1.7M | 8.0% | |
| PRIN CORE PLUS BOND SEP ACT-R5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 005 | Pooled Separate Account | — | — | $1.7M | 7.8% | |
| MORLEY STABLE VALUE VII FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $1.7M | 7.8% | |
| PRIN EQUITY INCOME SA-R5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 120 | Pooled Separate Account | — | — | $1.5M | 7.1% | |
| PRIN MIDCAP VALUE I SA-R5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 043 | Pooled Separate Account | — | — | $1.2M | 5.6% | |
| PRIN SMCAP S&P 600 INDEX SA-R5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $1.0M | 4.7% | |
| PRIN SAM CONS GROWTH SA-R5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 107 | Pooled Separate Account | — | — | $683K | 3.2% | |
| PRIN MIDCAP S&P 400 IDX SA-R5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $573K | 2.7% | |
| PGIM Jennison Md Cap Growth R Fund Mutual Fund | Other securities | — | — | $486K | 2.3% | |
| T. Rowe Price Rtmt 2060 R Fund Mutual Fund | Other securities | — | — | $450K | 2.1% | |
| PRIN SAM STRAT GROWTH SA-R5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 109 | Pooled Separate Account | — | — | $356K | 1.7% | |
| Macquarie Small Cap Value R Fund Mutual Fund | Other securities | — | — | $335K | 1.6% | |
| Participant Notes Receivable Interest rates range from 4.25% to 9.50% | Bonds / Notes | — | — | $296K | 1.4% | |
| PRIN SAM BALANCED SEP ACCT-R5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 105 | Pooled Separate Account | — | — | $189K | 0.9% | |
| PGIM Jennison Small Cap Value R Fund Mutual Fund | Other securities | — | — | $189K | 0.9% | |
| T. Rowe Price Rtmt 2030 R Fund Mutual Fund | Other securities | — | — | $144K | 0.7% | |
| PRIN SAM CONS BALANCED SA-R5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 106 | Pooled Separate Account | — | — | $140K | 0.7% | |
| T. Rowe Price Rtmt 2035 R Fund Mutual Fund | Other securities | — | — | $52K | 0.2% | |
| T. Rowe Price Rtmt 2050 R Fund Mutual Fund | Other securities | — | — | $34K | 0.2% | |
| T. Rowe Price Rtmt 2055 R Fund Mutual Fund | Other securities | — | — | $33K | 0.2% | |
| Fidelity Government Money Market Mutual Fund | Mutual Funds | — | — | $7K | <0.1% | |
| T. Rowe Price Rtmt 2065 R Fund Mutual Fund | Other securities | — | — | $6K | <0.1% | |
| Principal Life Insurance Company Insurance Company General Contract Interest | Common Stocks | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
