Evelyn Seong signed Kiswire, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Kiswire, Inc.'s EIN is 58-2348658.
Download the official 2024 Form 5500 (PDF) for Kiswire, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Kiswire, Inc.'s plan includes 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 |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $65K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY | 26-4310632 | — | INVESTMENT ADVISORY- PLAN | $39K | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Pimco StksPls Intl (USD- Hedged) l | Mutual Funds | — | — | $2.9M | 17.3% | |
| JPMORGAN LARGE CAP GROWTH R6 Mutual fund; 24,662 shares | Other securities | — | $25K | $2.1M | 12.5% | |
| FIDELITY 500 INDEX Mutual fund; 9,452 shares | Common Collective Trusts | — | $9K | $1.9M | 11.7% | |
| VANGUARD EQUITY-INCOME ADM Mutual fund; 19,337 shares | Mutual Funds | — | $19K | $1.7M | 10.3% | |
| RELIANCE/METLIFE STABLE 25053 CL 0 METLIFE · EIN 46-6625485 / PN 001 | Common Collective Trust | — | $5K | $1.0M | 6.3% | |
| AMERICAN FUNDS 2035 TRGT DATE RETIRE R6 Mutual fund; 39,327 shares | Mutual Funds | — | $39K | $749K | 4.5% | |
| VOYA INTERMEDIATE BOND R6 Mutual fund; 86,512 shares | Other securities | — | $87K | $746K | 4.5% | |
| COLUMBIA SMALL CAP INDEX INSTL2 Mutual fund; 29,909 shares | Other securities | — | $30K | $712K | 4.3% | |
| FIDELITY MID CAP INDEX Mutual fund; 15,911 shares | Mutual Funds | — | $16K | $537K | 3.3% | |
| PRINCIPAL MIDCAP VALUE I R6 Mutual fund; 32,894 shares | Other securities | — | $33K | $512K | 3.1% | |
| AMERICAN FUNDS 2040 TRGT DATE RETIRE R6 Mutual fund; 24,223 shares | Mutual Funds | — | $24K | $498K | 3.0% | |
| PIMCO INTERNATIONAL BOND (USD HEDGED) INSTL Mutual fund; 44,742 shares | Mutual Funds | — | $45K | $444K | 2.7% | |
| VANGUARD GNMA ADM Mutual fund; 44,948 shares | Agency / Mortgage-Backed | — | $45K | $410K | 2.5% | |
| AMERICAN FUNDS 2030 TRGT DATE RETIRE R6 Mutual fund; 21,671 shares | Mutual Funds | — | $22K | $375K | 2.3% | |
| NUVEEN REAL ESTATE SECS SELECT R6 Mutual fund; 17,321 shares | Mutual Funds | — | $17K | $312K | 1.9% | |
| AMERICAN FUNDS 2025 TRGT DATE RETIRE R6 Mutual fund; 19,876 shares | Mutual Funds | — | $20K | $302K | 1.8% | |
| AMERICAN FUNDS 2055 TRGT DATE RETIRE R6 Mutual fund; 8,108 shares | Mutual Funds | — | $8K | $214K | 1.3% | |
| AMERICAN FUNDS 2045 TRGT DATE RETIRE R6 Mutual fund; 9,147 shares | Mutual Funds | — | $9K | $194K | 1.2% | |
| T. ROWE PRICE GLOBAL STOCK Mutual fund; 1,573 shares | Other securities | — | $2K | $99K | 0.6% | |
| AMERICAN FUNDS 2020 TRGT DATE RETIRE R6 Mutual fund; 6,642 shares | Mutual Funds | — | $7K | $89K | 0.5% | |
| AMERICAN FUNDS 2050 TRGT DATE RETIRE R6 Mutual fund; 3,815 shares | Mutual Funds | — | $4K | $80K | 0.5% | |
| CLEARBRIDGE SMALL CAP GROW IS Mutual fund; 1,974 shares | Other securities | — | $2K | $78K | 0.5% | |
| AMERICAN FUNDS 2060 TRGT DATE RETIRE R6 Mutual fund; 3,182 shares | Mutual Funds | — | $3K | $57K | 0.3% | |
| AMERICAN FUNDS NEW WORLD Mutual fund; 612 shares | Mutual Funds | — | — | $47K | 0.3% | |
| UNDISCOVERED MGRS BEHAVIORAL VALUE R6 Mutual fund; 316 shares | Other securities | — | — | $27K | 0.2% | |
| Transamerica Trust Company Cash Reserve Account | Cash / Money Market | — | — | $13K | <0.1% | |
| AMERICAN FUNDS 2015 TRGT DATE RETIRE R6 Mutual fund; 979 shares | Mutual Funds | — | — | $12K | <0.1% | |
| Notes receivable from participants Loans at interest rate of 10% | Participant loans | — | — | $9K | <0.1% | |
| AMERICAN FUNDS 2010 TRGT DATE RETIRE R6 Mutual fund; 203 shares | Mutual Funds | — | — | $2K | <0.1% |
