Julianne KIM signed Dan Klores Communications, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Dan Klores Communications, LLC's EIN is 61-1568930.
Download the official 2024 Form 5500 (PDF) for Dan Klores Communications, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Dan Klores Communications, LLC's plan includes profit-sharing, 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 |
|---|---|---|---|---|---|
| SENTINEL PENSION ADVISORS | 04-3422848 | — | NONE | $35K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SENTINEL BENEFITS GROUP, LLC | 20-5916766 | — | NONE | $31K | — |
| CHARLES SCHWAB TRUST BANK |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard 500 Index Fund Mutual Fund | Common Collective Trusts | — | — | $4.5M | 20.7% | |
| Vanguard Equity Income Fund Mutual Fund | Mutual Funds | — | — | $2.8M | 12.8% | |
| MS Mid Cap Growth Fund Mutual Fund | Other securities | — | — | $2.2M | 9.9% | |
| T. Rowe Price Blue Chip Growth Fund Mutual Fund | Other securities | — | — | $1.8M | 8.2% | |
| Vanguard Target Retirement 2055 Fund Mutual Fund | Mutual Funds | — | — | $1.8M | 8.1% | |
| Great Gray Trust III MetLife Guarantee Account Contract Collective Investment Trust | Common Collective Trusts | — | — | $1.4M | 6.5% | |
| METLIFE STABLE VALUE 25554 J GREAT GRAY TRUST COMPANY · EIN 26-0142858 / PN 094 | Pooled Separate Account | — | — | $1.4M | 6.5% | |
| Invesco Oppenheimer Global Fund Mutual Fund | Mutual Funds | — | — | $1.2M | 5.4% | |
| Vanguard Target Retirement 2065 Fund Mutual Fund | Mutual Funds | — | — | $1.2M | 5.2% | |
| Vanguard Intermediate-Term Bond Index Fund Mutual Fund | Common Collective Trusts | — | — | $941K | 4.3% | |
| Vanguard Total International Stock Index Fund Mutual Fund | Common Collective Trusts | — | — | $875K | 4.0% | |
| Vanguard Target Retirement 2035 Fund Mutual Fund | Mutual Funds | — | — | $864K | 3.9% | |
| Vanguard Target Retirement 2045 Fund Mutual Fund | Mutual Funds | — | — | $564K | 2.6% | |
| Investments Allspring Special Small Cap Value Fund Mutual Fund | Other securities | — | — | $427K | 1.9% | |
| Vanguard Target Retirement 2025 Fund Mutual Fund | Mutual Funds | — | — | $306K | 1.4% | |
| MS Mid Cap Value Fund Mutual Fund | Other securities | — | — | $214K | 1.0% | |
| Vanguard Small Cap Growth Index Fund Mutual Fund | Common Collective Trusts | — | — | $173K | 0.8% | |
| BLACKROCK RUSSELL 2000 INDEX GREAT GRAY TRUST COMPANY · EIN 20-3802327 / PN 001 | Common Collective Trust | — | — | $59K | 0.3% | |
| BlackRock Strategic Income Opportunity Portfolio Fund Mutual Fund | Other securities | — | — | $54K | 0.2% | |
| BLACKROCK MID CAP EQUITY INDEX FUND GREAT GRAY TRUST COMPANY · EIN 20-3802327 / PN 003 | Common Collective Trust | — | — | $40K | 0.2% | |
| Vanguard Target Retirement Income Fund Mutual Fund | Mutual Funds | — | — | $16K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 82-3967259 |
| — |
| NONE |
| $8K |
| — |
