Gary Johnson signed Kalmar Solutions, LLC's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Kalmar Solutions, LLC's EIN is 71-0891083.
Download the official 2023 Form 5500 (PDF) for Kalmar Solutions, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Kalmar Solutions, LLC'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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $21K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COMMONWEALTH EQUITY SERVICES LLC DB | — | WALTHAM, MA | INVESTMENT ADVISOR | $22K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Annuity Insurance Company of America * Empower Trust Company, LLC and Empower Vanguard Value Index Fund Admiral Shares | Common Collective Trusts | — | — | $2.9M | 21.5% | |
| LARGE CAP GROWTH / JP MORGAN INVST EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 141 | Pooled Separate Account | — | — | $2.1M | 15.8% | |
| Annuity Insurance Company of America * Empower Trust Company, LLC and Empower Guaranteed Income Fund | Common Stocks | — | — | $2.1M | 15.3% | |
| Annuity Insurance Company of America * Empower Trust Company, LLC and Empower PIMCO Stocksplus International (USD-Hedged) | Mutual Funds | — | — | $1.6M | 11.7% | |
| MID CAP GROWTH I FUND (MANAGED BY I EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 409 | Pooled Separate Account | — | — | $1.0M | 7.6% | |
| CORE PLUS BOND / PGIM FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 299 | Pooled Separate Account | — | — | $749K | 5.6% | |
| Annuity Insurance Company of America * Participants Participant Loans | Common Stocks | — | — | $593K | 4.4% | |
| Annuity Insurance Company of America Institutional * Empower Trust Company, LLC and Empower T. Rowe Price Mid-Cap Value | Common Stocks | — | — | $410K | 3.1% | |
| DRYDEN S&P 500 INDEX FUND (IS PLATF EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 123 | Pooled Separate Account | — | — | $406K | 3.0% | |
| SMALL CAP VALUE / VICTORY FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 701 | Pooled Separate Account | — | — | $298K | 2.2% | |
| Annuity Insurance Company of America * Empower Trust Company, LLC and Empower Fidelity Advisor Small Cap Growth I | Mutual Funds | — | — | $292K | 2.2% | |
| Annuity Insurance Company of America * Empower Trust Company, LLC and Empower DFA Inflation-Protected Securities I | Mutual Funds | — | — | $263K | 2.0% | |
| Annuity Insurance Company of America * Empower Trust Company, LLC and Empower Dodge & Cox Global Bond X | Mutual Funds | — | — | $216K | 1.6% | |
| Annuity Insurance Company of America * Empower Trust Company, LLC and Empower MFS Global Real Estate R3 | Mutual Funds | — | — | $200K | 1.5% | |
| Annuity Insurance Company of America * Empower Trust Company, LLC and Empower American Funds New World R5E 1 Annuity Insurance Company of America * Empower Trust Company, LLC and Empower Columbia Global Technology Growth Adv | Mutual Funds | — | — | $187K | 1.4% | |
| Empower Trust Company, LLC and Empower American Funds American Balanced R6 | Mutual Funds | — | — | $152K | 1.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
