Katherine Kelly signed Kelly Tractor Co.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Kelly Tractor Co.'s EIN is 59-0197630.
Download the official 2024 Form 5500 (PDF) for Kelly Tractor Co. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Kelly Tractor Co.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EQUITABLE LIFE INSURANCE CO. | 13-5570651 | — | RECORD KEEPER | $149K | — |
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 | |||||
|---|---|---|---|---|---|---|
| POOLED SEPARATE ACCOUNT 65 EQUITABLEC · EIN 13-5570651 / PN 065 | Pooled Separate Account | — | — | $50.1M | 72.3% | |
| Equitable Life Insurance Company T. Rowe Price Blue Chip Growth I | Common Stocks | — | — | $17.4M | 25.1% | |
| Equitable Life Insurance Company Guaranteed Investment Option | Common Stocks | — | — | $16.7M | 24.0% | |
| Equitable Life Insurance Company Fidelity 500 Index Institutional Premium | Common Collective Trusts | — | — | $6.6M | 9.5% | |
| Equitable Life Insurance Company Vanguard Mid Cap Index ADM | Mutual Funds | — | — | $5.3M | 7.6% | |
| Equitable Life Insurance Company T. Rowe Price Retirement | Common Stocks | — | — | $2.3M | 3.3% | |
| Equitable Life Insurance Company Clearbridge International Growth IS | Common Stocks | — | — | $2.1M | 3.1% | |
| Equitable Life Insurance Company Vanguard Total Intl Stock Index Admiral | Mutual Funds | — | — | $1.8M | 2.6% | |
| Equitable Life Insurance Company T. Rowe Price Retirement | Common Stocks | — | — | $1.7M | 2.5% | |
| Equitable Life Insurance Company JP Morgan Equity Income R6 | Common Stocks | — | — | $1.7M | 2.4% | |
| Equitable Life Insurance Company Western Asset Core Plus Vit I | Common Stocks | — | — | $1.5M | 2.2% | |
| Equitable Life Insurance Company Vanguard Small Cap Index ADM | Mutual Funds | — | — | $1.5M | 2.1% | |
| Equitable Life Insurance Company AB Government Money Market I | Cash / Money Market | — | — | $1.4M | 2.1% | |
| maturing through August 2053. -0- | Other securities | — | — | $1.4M | 2.1% | |
| Equitable Life Insurance Company T. Rowe Price Retirement | Common Stocks | — | — | $1.1M | 1.6% | |
| Equitable Life Insurance Company American Funds Global Balanced R6 | Mutual Funds | — | — | $975K | 1.4% | |
| Equitable Life Insurance Company T. Rowe Price Retirement | Common Stocks | — | — | $920K | 1.3% | |
| Equitable Life Insurance Company T. Rowe Price Retirement | Common Stocks | — | — | $879K | 1.3% | |
| Equitable Life Insurance Company T. Rowe Price Retirement | Common Stocks | — | — | $686K | 1.0% | |
| Equitable Life Insurance Company T. Rowe Price Retirement | Common Stocks | — | — | $601K | 0.9% | |
| Equitable Life Insurance Company T. Rowe Price Retirement | Common Stocks | — | — | $574K | 0.8% | |
| Equitable Life Insurance Company T. Rowe Price Retirement | Common Stocks | — | — | $370K | 0.5% | |
| Equitable Life Insurance Company Vanguard VIF High Yield Bond | Mutual Funds | — | — | $305K | 0.4% | |
| Equitable Life Insurance Company Vanguard Small Cap Value Index Admiral | Mutual Funds | — | — | $191K | 0.3% | |
| Equitable Life Insurance Company T. Rowe Price Retirement | Common Stocks | — | — | $141K | 0.2% | |
| Equitable Life Insurance Company T. Rowe Price Retirement | Common Stocks | — | — | $65K | <0.1% | |
| Equitable Life Insurance Company T. Rowe Price Retirement | Common Stocks | — | — | $12K | <0.1% | |
| supervised, and subject to periodic examination by a state or federal agency, that prepared and certified the statements or information regarding assets so held in accordance with 29 CFR 2520.103-5. Our audit did not | Other securities | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
