Meghan McAlpin signed KMD Brands' 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
KMD Brands' EIN is 61-1877172.
Download the official 2023 Form 5500 (PDF) for KMD Brands from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)KMD Brands' plan includes ERISA 404(c) participant direction, a 401(k) feature, profit-sharing.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $24K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MMA SECURITIES | 22-3570392 | — | ADVISOR | $15K | — |
| Provider | Nondisclosure info |
|---|---|
| — | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2035 - | Mutual Funds | — | — | $970K | 23.3% | |
| Vanguard Target Retirement 2045 - | Mutual Funds | — | — | $600K | 14.4% | |
| Vanguard Target Retirement 2060 - | Mutual Funds | — | — | $500K | 12.0% | |
| Vanguard Target Retirement 2055 - | Mutual Funds | — | — | $448K | 10.8% | |
| Vanguard Target Retirement 2050 - | Mutual Funds | — | — | $414K | 9.9% | |
| Vanguard Target Retirement 2040 - | Mutual Funds | — | — | $330K | 7.9% | |
| Vanguard 500 Index - | Common Collective Trusts | — | — | $231K | 5.5% | |
| Massachusetts Financial Services MFS Growth Fund - | Mutual Funds | — | — | $94K | 2.3% | |
| Vanguard Target Retirement 2065 - | Mutual Funds | — | — | $92K | 2.2% | |
| Vanguard Mid Cap Index - | Mutual Funds | — | — | $87K | 2.1% | |
| January 2028. -0- | Other securities | — | — | $58K | 1.4% | |
| Vanguard Target Retirement 2070 - | Mutual Funds | — | — | $52K | 1.2% | |
| Pacific Investment Management PGIM Total Return Bond Fund - | Other securities | — | — | $51K | 1.2% | |
| Vanguard Developing Markets Index - | Mutual Funds | — | — | $51K | 1.2% | |
| Putnam Large Cap Value - | Mutual Funds | — | — | $34K | 0.8% | |
| Vanguard Small Cap Index Fund - | Common Collective Trusts | — | — | $31K | 0.8% | |
| Vanguard Federal Money Market Fund - | Mutual Funds | — | — | $21K | 0.5% | |
| Carillon Tower Advisors Eagle Mid Cap Growth Fund - | Other securities | — | — | $19K | 0.5% | |
| Vanguard Target Retirement 2030 - | Mutual Funds | — | — | $19K | 0.4% | |
| Capital Research and Management American Funds New World Fund - | Mutual Funds | — | — | $17K | 0.4% | |
| Vanguard Target Retirement Inc - | Mutual Funds | — | — | $17K | 0.4% | |
| Neuberger Berman Small Cap Growth - | Other securities | — | — | $13K | 0.3% | |
| Hartford Funds International Opportunities Funds - | Other securities | — | — | $12K | 0.3% | |
| Vanguard Target Retirement 2025 - | Mutual Funds | — | — | $8K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
