Jessica Schwaller signed Kforce Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Kforce Inc.'s EIN is 59-3264661.
Download the official 2024 Form 5500 (PDF) for Kforce Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Kforce Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $235K | — |
| EMPOWER FINANCIAL SERVICES, INC. | — | GREENWOOD VILLAGE, CO | OTHER | $25 | — |
| 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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| NEW YORK, NY |
| INVESTMENT ADVISOR |
| $117K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WARREN AVERETT LLC | — | BIRMINGHAM AL, AL | AUDITOR | $20K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Growth Index Institutional Mutual Fund | Mutual Funds | — | — | $49.3M | 17.4% | |
| CAPITAL GROUP EUROPACIFIC GROWTH SA EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 000 | Pooled Separate Account | — | — | $37.8M | 13.4% | |
| Fidelity 500 Index Mutual Fund | Common Collective Trusts | — | — | $36.2M | 12.8% | |
| COLUMBIA DIVIDEND VALUE (IS PLATFOR EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 785 | Pooled Separate Account | — | — | $27.7M | 9.8% | |
| Guaranteed Income Fund Group Annuity Contract | Common Stocks | — | — | $26.1M | 9.2% | |
| Vanguard Small Cap Value Index Institutional Mutual Fund | Mutual Funds | — | — | $18.5M | 6.6% | |
| Blackrock Mid-Cap Growth Equity K Mutual Fund | Other securities | — | — | $15.7M | 5.6% | |
| CORE PLUS BOND / PGIM FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 299 | Pooled Separate Account | — | — | $13.7M | 4.8% | |
| Vanguard Small Cap Growth Index Institutional Mutual Fund | Mutual Funds | — | — | $13.3M | 4.7% | |
| American Funds American Balanced R6 Mutual Fund | Mutual Funds | — | — | $7.5M | 2.7% | |
| Vanguard Mid-Cap Value Index Admiral Mutual Fund | Mutual Funds | — | — | $6.8M | 2.4% | |
| Vanguard Mid Cap Index Fund - Admiral Mutual Fund | Common Collective Trusts | — | — | $4.9M | 1.7% | |
| Value * Kforce Inc. Common Stock | Common Stocks | — | — | $4.4M | 1.5% | |
| Vanguard Small Cap Index Admiral Mutual Fund | Mutual Funds | — | — | $4.1M | 1.4% | |
| Vanguard Global Equity Fund Mutual Fund | Mutual Funds | — | — | $3.8M | 1.4% | |
| maturing through 2039 Self-Directed Accounts Mutual Funds/Common Stock | Self-Directed Brokerage | — | — | $3.3M | 1.2% | |
| Notes receivable from participants Interest rates 4.25% to 9.50%, | Bonds / Notes | — | — | $2.5M | 0.9% | |
| Federated Hermes Opportunistic High Yield Bond IS Mutual Fund | Other securities | — | — | $1.6M | 0.6% | |
| PIMCO Real Return Institutional Mutual Fund | Mutual Funds | — | — | $1.4M | 0.5% | |
| DFA Intermediate Government Fixed Income Institutional Mutual Fund | Mutual Funds | — | — | $1.2M | 0.4% | |
| Vanguard Total International Bond Index Admiral Mutual Fund | Mutual Funds | — | — | $789K | 0.3% | |
| American Funds New World R6 Mutual Fund | Mutual Funds | — | — | $425K | 0.2% |
