Jacqueline Roberts signed Kizan Technologies, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Kizan Technologies, LLC's EIN is 61-1377783.
Download the official 2024 Form 5500 (PDF) for Kizan Technologies, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Kizan Technologies, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, 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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $47K | — |
| ASCENSUS | 82-3719843 | — | CONTRACT ADMINISTRATOR | $5K | — |
| 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.
| WILSHIRE ADVISORS LLC |
| 95-2755361 |
| — |
| INVESTMENT ADVISORY |
| $0 |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMANT | 36-4317381 | — | INV ADV PARTICIPANTS | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERIPRISE FINANCIAL SERVICES INC | 41-0973005 | — | OTHER SERVICES | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $2.2M | 18.1% | |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $1.9M | 15.5% | |
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $1.7M | 13.6% | |
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $1.3M | 10.8% | |
| iShares S&P 500 Index Fund Mutual fund | Common Collective Trusts | — | — | $826K | 6.8% | |
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $748K | 6.1% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $657K | 5.4% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $389K | 3.2% | |
| Lord Abbett Growth Lead Fund Mutual fund | Mutual Funds | — | — | $363K | 3.0% | |
| Lord Abbett High Yield Fund Mutual fund | Mutual Funds | — | — | $273K | 2.2% | |
| American Funds Growth Fund of America Mutual fund | Mutual Funds | — | — | $248K | 2.0% | |
| Notes receivable from participants Interest rates - 4.25% to 10.50% | Bonds / Notes | — | — | $210K | 1.7% | |
| Fidelity Large Cap Value Index Fund Mutual fund | Common Collective Trusts | — | — | $165K | 1.4% | |
| Fidelity Inflation-Protected Bond Index Fund Mutual fund | Common Collective Trusts | — | — | $120K | 1.0% | |
| Schwab International Index Fund Mutual fund | Common Collective Trusts | — | — | $113K | 0.9% | |
| iShares MSCI EAFE International Index Fund Mutual fund | Common Collective Trusts | — | — | $108K | 0.9% | |
| iShares Total US Stock Market Index Fund Mutual fund | Common Collective Trusts | — | — | $106K | 0.9% | |
| Guaranteed Option Fund Group annuity contract | Common Stocks | — | — | $98K | 0.8% | |
| Voya Mid Cap Opportunities Fund Mutual fund | Other securities | — | — | $95K | 0.8% | |
| Fidelity Mid Cap Index Fund Mutual fund | Common Collective Trusts | — | — | $81K | 0.7% | |
| Columbia Emerging Markets Fund Mutual fund | Other securities | — | — | $60K | 0.5% | |
| iShares Russell 2000 Small Cap Index Fund Mutual fund | Common Collective Trusts | — | — | $56K | 0.5% | |
| BlackRock Advantage Small Cap Core Fund Mutual fund | Other securities | — | — | $53K | 0.4% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $50K | 0.4% | |
| Fidelity Small Cap Growth Index Fund Mutual fund | Common Collective Trusts | — | — | $45K | 0.4% | |
| Lord Abbett Short Duration Income Fund Mutual fund | Mutual Funds | — | — | $43K | 0.4% | |
| iShares Russell Mid-Cap Index Fund Mutual fund | Common Collective Trusts | — | — | $39K | 0.3% | |
| Macquarie Mid Cap Income Oppor Mutual fund 652 Nuveen Real Estate Sec Sel R6 Mutual fund | Mutual Funds | — | — | $39K | 0.3% | |
| Lord Abbett Developing Growth Fund Mutual fund | Mutual Funds | — | — | $37K | 0.3% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $27K | 0.2% | |
| Carillon Eagle MidCap Growth Fund Mutual fund | Other securities | — | — | $24K | 0.2% | |
| American Funds Washington Mutual Fund Mutual fund | Mutual Funds | — | — | $20K | 0.2% | |
| PRIN LIFETIME HYB 2070 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $14K | 0.1% | |
| MFS Research Fund Mutual fund 303 Artisan Mid Cap Fund Mutual fund | Mutual Funds | — | — | $8K | <0.1% | |
| iShares Russell Small/Mid Cap Index Fund Mutual fund | Common Collective Trusts | — | — | $6K | <0.1% | |
| Calvert International Response Index Fund Mutual fund | Common Collective Trusts | — | — | $4K | <0.1% | |
| DFA US Sustainability Core 1 Fund Mutual fund | Mutual Funds | — | — | $1K | <0.1% | |
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME HYBR INC CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $0 | <0.1% |
