Marie Mitchell-Jackson signed The Kleinfelder Group, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The Kleinfelder Group, Inc.'s EIN is 68-0053138.
Download the official 2024 Form 5500 (PDF) for The Kleinfelder Group, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The Kleinfelder Group, Inc.'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 VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $210K | — |
| VANGUARD ADVISERS INC. | 23-2811930 | — | NONE | $56K | — |
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 Inst Index Fd Inst'l Registered Investment Company | Mutual Funds | — | — | $64.2M | 11.9% | |
| Vanguard U.S. Growth Adm Registered Investment Company | Mutual Funds | — | — | $58.7M | 10.9% | |
| Vanguard Tgt Retire 2030 Tr II Collective Trust | Common Collective Trusts | — | — | $41.9M | 7.8% | |
| VFTC TARGET RET 2030 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083978 / PN 001 | Common Collective Trust | — | — | $41.9M | 7.8% | |
| Vanguard Tgt Retire 2045 Tr II Collective Trust | Common Collective Trusts | — | — | $41.8M | 7.7% | |
| VFTC TARGET RET 2045 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083972 / PN 001 | Common Collective Trust | — | — | $41.8M | 7.7% | |
| Vanguard Tgt Retire 2035 Tr II Collective Trust | Common Collective Trusts | — | — | $39.4M | 7.3% | |
| VFTC TARGET RET 2035 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083976 / PN 001 | Common Collective Trust | — | — | $39.4M | 7.3% | |
| Vanguard Tgt Retire 2025 Tr II Collective Trust | Common Collective Trusts | — | — | $34.0M | 6.3% | |
| VFTC TARGET RET 2025 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083980 / PN 001 | Common Collective Trust | — | — | $34.0M | 6.3% | |
| Vanguard Tgt Retire 2050 Tr II Collective Trust | Common Collective Trusts | — | — | $31.9M | 5.9% | |
| VFTC TARGET RET 2050 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083970 / PN 001 | Common Collective Trust | — | — | $31.9M | 5.9% | |
| Vanguard Tgt Retire 2040 Tr II Collective Trust | Common Collective Trusts | — | — | $30.8M | 5.7% | |
| VFTC TARGET RET 2040 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083974 / PN 001 | Common Collective Trust | — | — | $30.8M | 5.7% | |
| Vanguard Tgt Retire 2055 Tr II Collective Trust | Common Collective Trusts | — | — | $23.0M | 4.3% | |
| VFTC TARGET RET 2055 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715091 / PN 001 | Common Collective Trust | — | — | $23.0M | 4.3% | |
| Vanguard Extend Mkt Index Inst Registered Investment Company | Mutual Funds | — | — | $20.2M | 3.7% | |
| Vanguard Windsor II Fund Adm Registered Investment Company | Mutual Funds | — | — | $18.9M | 3.5% | |
| Vanguard Int'l Growth Adm Registered Investment Company | Mutual Funds | — | — | $15.2M | 2.8% | |
| PIMCO STABLE INCOME FUND CLASS 1 SEI TRUST COMPANY · EIN 45-4367155 / PN 036 | Common Collective Trust | — | — | $14.9M | 2.8% | |
| Vanguard Total Bond Idx Inst Registered Investment Company | Common Collective Trusts | — | — | $14.5M | 2.7% | |
| Vanguard Tgt Retire 2060 Tr II Collective Trust | Common Collective Trusts | — | — | $14.3M | 2.6% | |
| VFTC TARGET RET 2060 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799419 / PN 001 | Common Collective Trust | — | — | $14.3M | 2.6% | |
| Vanguard Tgt Retire 2020 Tr II Collective Trust | Common Collective Trusts | — | — | $14.1M | 2.6% | |
| VFTC TARGET RET 2020 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083982 / PN 001 | Common Collective Trust | — | — | $14.1M | 2.6% | |
| BLACKROCK TOTAL RETURN BOND FUND T BLACKROCK INSTITUTIONAL TRUST COMPANY, NA · EIN 47-1246942 / PN 001 | Common Collective Trust | — | — | $13.6M | 2.5% | |
| Vanguard Total Intl Stk Inst Registered Investment Company | Mutual Funds | — | — | $13.4M | 2.5% | |
| Balanced Index Fund Inst Registered Investment Company | Common Collective Trusts | — | — | $12.0M | 2.2% | |
| Vanguard Tgt Retire Inc Tr II Collective Trust | Common Collective Trusts | — | — | $6.3M | 1.2% | |
| VFTC TARGET RET INCOME TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083967 / PN 001 | Common Collective Trust | — | — | $6.3M | 1.2% | |
| Victory Syca Est Value I Registered Investment Company | Common Stocks | — | — | $5.3M | 1.0% | |
| Vanguard Tgt Retire 2065 Tr II Collective Trust | Common Collective Trusts | — | — | $4.1M | 0.8% | |
| VFTC TARGET RET 2065 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6194314 / PN 001 | Common Collective Trust | — | — | $4.1M | 0.8% | |
| percent, maturing through January 2053 0 | Other securities | — | — | $3.9M | 0.7% | |
| Vanguard Self-Directed Brokerage Fund Self-directed Brokerage Accounts | Self-Directed Brokerage | — | — | $1.5M | 0.3% | |
| Principal Diver Inc Fd Inst Cl Registered Investment Company | Common Stocks | — | — | $600K | 0.1% | |
| Vanguard Fed Money Mkt Registered Investment Company | Mutual Funds | — | — | $304K | <0.1% | |
| Vanguard Tgt Retire 2070 Tr II Collective Trust | Common Collective Trusts | — | — | $99K | <0.1% | |
| VFTC TARGET RET 2070 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-7039453 / PN 001 | Common Collective Trust | — | — | $99K | <0.1% | |
| Vanguard Tgt Ret Inc Gr Tr II Collective Trust | Common Collective Trusts | — | — | $13K | <0.1% | |
| VFTC TARGET RET INC & GROWTH TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-6420194 / PN 001 | Common Collective Trust | — | — | $13K | <0.1% | |
| GALLIARD STABLE RETURN FUND C WELLS FARGO BANK, N.A. · EIN 52-2250946 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
