J.F Kiely Service Co., LLC's EIN is 65-1191176.
Download the official 2024 Form 5500 (PDF) for J.F Kiely Service Co., LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)J.F Kiely Service Co., LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2030 Fund N/A | Mutual Funds | — | — | $7.2M | 29.5% | |
| Vanguard 500 Index Adm N/A | Common Collective Trusts | — | — | $5.9M | 23.9% | |
| Money Market Accounts Vanguard Federal Money Market Inv N/A | Mutual Funds | — | — | $4.8M | 19.8% | |
| Vanguard Target Retirement 2045 Fund N/A | Mutual Funds | — | — | $1.2M | 4.8% | |
| Vanguard Target Retirement 2055 Fund N/A | Mutual Funds | — | — | $792K | 3.2% | |
| Vanguard Target Retirement 2050 Fund N/A | Mutual Funds | — | — | $750K | 3.1% | |
| Vanguard Target Retirement 2035 Fund N/A | Mutual Funds | — | — | $718K | 2.9% | |
| Vanguard Target Retirement 2065 Fund N/A | Mutual Funds | — | — | $481K | 2.0% | |
| Vanguard Target Retirement 2060 Fund N/A | Mutual Funds | — | — | $339K | 1.4% | |
| exceed 5 years, other than for the purchase of a home. -0- | Other securities | — | — | $308K | 1.3% | |
| Vanguard LifeStrategy Moderate Gr Inv N/A 10 Vanguard Small-Cap ETF N/A | Mutual Funds | — | — | $282K | 1.2% | |
| Vanguard Target Retirement 2040 Fund N/A | Mutual Funds | — | — | $253K | 1.0% | |
| Vanguard Target Retirement Income Fund N/A 331 Vanguard Total Bond Market ETF N/A | Mutual Funds | — | — | $199K | 0.8% | |
| Vanguard Target Retirement 2020 Fund N/A | Mutual Funds | — | — | $195K | 0.8% | |
| Vanguard LifeStrategy Growth Inv N/A | Mutual Funds | — | — | $161K | 0.7% | |
| Vanguard European Stock Index ETF N/A | Mutual Funds | — | — | $112K | 0.5% | |
| Registered Investment Companies BlackRock iShares U.S. Treasury Bond ETF N/A | U.S. Treasuries | — | — | $21K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
