Shirley Horner signed K-Flex USA LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
K-Flex USA LLC's EIN is 56-2249271.
Download the official 2024 Form 5500 (PDF) for K-Flex USA LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)K-Flex USA 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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $23K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CETERA INVESTMENT ADVISERS LLC |
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 | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $9.0M | 92.4% | |
| [Assets held in common collective trust] | Other | — | — | $506K | 5.2% | |
| METLIFE REL ST VAL 25053 - 35 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $506K | 5.2% | |
| [Assets held in participant loans] | Other | — | — | $232K | 2.4% |
| 36-3258176 |
| — |
| INVESTMENT/FINANCIAL ADVI |
| $6K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIRST ALLIED ADVISORY SERVICES, INC | 20-4187012 | — | INVESTMENT/FINANCIAL ADVI | $16K | — |
