Cheryl Sammons signed Keller Group's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Keller Group's EIN is 62-1813315.
Download the official 2024 Form 5500 (PDF) for Keller Group from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Keller Group's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 |
|---|---|---|---|---|---|
| THE TRUST COMPANY OF TENNESSEE | 62-1291257 | — | NONE | $80K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| BlackRock Lifepath Index Retirement Fund K (1) | Other securities | — | — | $4.4M | 17.6% | |
| BlackRock Lifepath Index 2040 Fund K (1) | Other securities | — | — | $3.3M | 13.2% | |
| BlackRock Lifepath Index 2030 Fund K (1) | Other securities | — | — | $2.9M | 11.7% | |
| BlackRock Lifepath Index 2035 Fund K (1) | Other securities | — | — | $2.5M | 10.1% | |
| Vanguard 500 Index Fd #540 Adm Shs (1) | Common Collective Trusts | — | — | $1.6M | 6.4% | |
| BlackRock Lifepath Index 2045 Fund K (1) | Other securities | — | — | $1.4M | 5.7% | |
| BlackRock Lifepath Index 2055 Fund K (1) | Other securities | — | — | $1.4M | 5.7% | |
| BlackRock Lifepath Index 2050 Fund K (1) | Other securities | — | — | $890K | 3.6% | |
| Vanguard Growth Index Admiral (1) | Mutual Funds | — | — | $860K | 3.5% | |
| BlackRock Strategic Income Opps K (1) | Other securities | — | — | $816K | 3.3% | |
| Causeway International Value Instl (1) | Other securities | — | — | $581K | 2.3% | |
| BlackRock LifePath Index 2060 Fund K (1) | Other securities | — | — | $542K | 2.2% | |
| Goldman Sachs Goldman Sachs GQG Ptnrs Intl Opps R6 (1) | Other securities | — | — | $537K | 2.2% | |
| Vanguard Value Index Admiral #506 (1) | Mutual Funds | — | — | $503K | 2.0% | |
| JP Morgan JP Morgan Core Bond R6 (1) | Other securities | — | — | $417K | 1.7% | |
| Baird Aggregate Bond Inst (1) | Other securities | — | — | $416K | 1.7% | |
| JP Morgan JP Morgan Emerging Markets Equity R6 (1) | Other securities | — | — | $285K | 1.1% | |
| Participant notes receivable Notes bearing interest at rates ranging from 4.25% to 9.5%, to be repaid through 2029 – | Bonds / Notes | — | — | $239K | 1.0% | |
| Nationwide WCM Focused Small Cap R6 (1) | Other securities | — | — | $182K | 0.7% | |
| Conestoga Small Cap Inst'l (1) | Other securities | — | — | $176K | 0.7% | |
| Cohen & Steers Cohen & Steers Instl Realty Shrs (1) | Other securities | — | — | $164K | 0.7% | |
| BlackRock LifePath Index 2065 Fund K (1) | Other securities | — | — | $134K | 0.5% | |
| Vanguard Inflation-Protected Sec Fd Admiral (1) | Mutual Funds | — | — | $79K | 0.3% | |
| JP Morgan JPMorgan US Govt Mmkt Capital (1) | Other securities | — | — | $8K | <0.1% | |
| BlackRock Lifepath Index 2070 Fund K (1) | Other securities | — | — | $7K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
