Mike Knowles signed Knowles Enterprises, LLC's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Knowles Enterprises, LLC's EIN is 71-0965827.
Download the official 2023 Form 5500 (PDF) for Knowles Enterprises, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Knowles Enterprises, 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.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EQUITABLE LIFE INSURANCE COMPANY | 71-0965827 | — | RECORD KEEPER | $18K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT 65 EQUITABLE · EIN 20-3627707 / PN 065 | Pooled Separate Account | — | — | $1.9M | 94.8% | |
| Vanguard Target Retirement 2040 Pooled Separate Fund N/A | Mutual Funds | — | — | $641K | 31.5% | |
| Vanguard Target Retirement 2035 Pooled Separate Fund N/A | Mutual Funds | — | — | $525K | 25.8% | |
| Vanguard Target Retirement 2025 Pooled Separate Fund N/A | Mutual Funds | — | — | $194K | 9.5% | |
| Vanguard Target Retirement 2015 Pooled Separate Fund N/A | Mutual Funds | — | — | $157K | 7.7% | |
| Vanguard Target Retirement 2030 Pooled Separate Fund N/A | Mutual Funds | — | — | $132K | 6.5% | |
| Vanguard 500 Index Admiral Pooled Separate Fund N/A 783 * Notes receivable from participants Maturing 2022-2025 at interest rates of 4.25% - 6.50% - | Common Collective Trusts | — | — | $93K | 4.6% | |
| Vanguard Target Retirement 2045 Pooled Separate Fund N/A | Mutual Funds | — | — | $69K | 3.4% | |
| Vanguard Target Retirement 2050 Pooled Separate Fund N/A | Mutual Funds | — | — | $51K | 2.5% | |
| Vanguard Target Retirement 2055 Pooled Separate Fund N/A | Mutual Funds | — | — | $43K | 2.1% | |
| Vanguard Target Retirement 2020 Pooled Separate Fund N/A | Mutual Funds | — | — | $37K | 1.8% | |
| American Funds AMCAP R6 Pooled Separate Fund N/A | Mutual Funds | — | — | $32K | 1.6% | |
| Vanguard Target Retirement 2060 Pooled Separate Fund N/A | Mutual Funds | — | — | $21K | 1.0% | |
| Vanguard Explorer Admiral Pooled Separate Fund N/A | Mutual Funds | — | — | $15K | 0.7% | |
| Guaranteed Interest Option Guaranteed Interest Option N/A | Other securities | — | — | $12K | 0.6% | |
| DFA US Large Cap Value I Pooled Separate Fund N/A | Mutual Funds | — | — | $11K | 0.5% | |
| Vanguard International Growth ADM Pooled Separate Fund N/A | Mutual Funds | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
