Karen Davis signed KAHN Ventures, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
KAHN Ventures, Inc.'s EIN is 58-1360668.
Download the official 2024 Form 5500 (PDF) for KAHN Ventures, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)KAHN Ventures, Inc.'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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $117K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $86K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index | Common Collective Trusts | — | — | $25.0M | 17.1% | |
| Alliance Bernstein US Large Cap Growth CIT W Sers R | Common Collective Trusts | — | — | $11.0M | 7.5% | |
| WESTERN ASSET CORE PLUS BOND R1 GREAT GRAY · EIN 82-4391232 / PN 000 | Common Collective Trust | — | — | $11.0M | 7.5% | |
| T ROWE PRICE RETIREMENT 2050 TR-C T. ROWE PRICE COLLECTIVE TRUSTS · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $10.0M | 6.8% | |
| T ROWE PRICE RETIREMENT 2040 TR-C T. ROWE PRICE COLLECTIVE TRUSTS · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $8.7M | 5.9% | |
| MFS Intl Diversification R6 | Mutual Funds | — | — | $6.0M | 4.1% | |
| JP Morgan Equity Income R6 | Other securities | — | — | $5.5M | 3.8% | |
| Janus Henderson Enterprise N | Mutual Funds | — | — | $5.4M | 3.7% | |
| Fidelity Global ex US Index | Mutual Funds | — | — | $5.2M | 3.5% | |
| T ROWE PRICE RETIREMENT 2055 TR-C T. ROWE PRICE COLLECTIVE TRUSTS · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $4.9M | 3.4% | |
| T ROWE PRICE RETIREMENT 2030 TR-C T. ROWE PRICE COLLECTIVE TRUSTS · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $4.8M | 3.3% | |
| JP Morgan Government Mkt Instl | Other securities | — | — | $4.7M | 3.2% | |
| T ROWE PRICE RETIREMENT 2035 TR-C T. ROWE PRICE COLLECTIVE TRUSTS · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $4.6M | 3.1% | |
| T ROWE PRICE RETIREMENT 2045 TR-C T. ROWE PRICE COLLECTIVE TRUSTS · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $4.6M | 3.1% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $4.2M | 2.9% | |
| Fidelity Small Cap Index | Mutual Funds | — | — | $4.0M | 2.7% | |
| DFA US Small Cap Value Fund | Mutual Funds | — | — | $3.3M | 2.3% | |
| T ROWE PRICE RETIREMENT 2060 TR-C T. ROWE PRICE COLLECTIVE TRUSTS · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $3.1M | 2.1% | |
| Participant loans Interest rates range from 4.25% to 10.50% - | Bonds / Notes | — | — | $3.0M | 2.0% | |
| JP Morgan Core Plus Bond R6 | Other securities | — | — | $2.9M | 2.0% | |
| American Funds American Balanced R6 | Mutual Funds | — | — | $2.9M | 2.0% | |
| All Spring Special Mid Cap Value R6 | Other securities | — | — | $2.6M | 1.8% | |
| FEDERATED HERMES CAPITL PRESERVATIO FEDERATED INVESTORS · EIN 22-2712853 / PN 001 | Common Collective Trust | — | — | $2.5M | 1.7% | |
| Fidelity Short-Term Bond Index | Mutual Funds | — | — | $2.4M | 1.7% | |
| MFS Total Return Bond R6 | Mutual Funds | — | — | $2.4M | 1.6% | |
| T ROWE PRICE RETIREMENT 2025 TR-C T. ROWE PRICE COLLECTIVE TRUSTS · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $2.3M | 1.6% | |
| All Spring Small Company Growth R6 | Common Stocks | — | — | $2.1M | 1.5% | |
| American Funds New World R6 | Mutual Funds | — | — | $1.9M | 1.3% | |
| COHEN & STEERS U S REALTY CIT CLASS COHEN & STEERS REALTY SHARES · EIN 47-1211722 / PN 003 | Common Collective Trust | — | — | $1.5M | 1.1% | |
| T ROWE PRICE RETIREMENT 2020 TR-C T. ROWE PRICE COLLECTIVE TRUSTS · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $1.4M | 0.9% | |
| T ROWE PRICE RETIREMENT 2065 TR-C T. ROWE PRICE COLLECTIVE TRUSTS · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $1.2M | 0.8% | |
| JP Morgan US Government MMkt Instl | Other securities | — | — | $375K | 0.3% | |
| T ROWE PRICE RETIREMENT 2015 TR-C T. ROWE PRICE COLLECTIVE TRUSTS · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $140K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| ONEDIGITAL INVESTMENT ADVISORS LLC |
| — |
| DALLAS, TX |
| INVESTMENT ADVISOR |
| $73K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SMITH AND HOWARD PC | — | ATLANTA, GA | AUDITOR | $17K | — |
