Kilpatrick Rose Neath Funeral Home, Crematorium and Cemeteries, Inc.'s EIN is 72-0303980.
Download the official 2024 Form 5500 (PDF) for Kilpatrick Rose Neath Funeral Home, Crematorium and Cemeteries, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Kilpatrick Rose Neath Funeral Home, Crematorium and Cemeteries, 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 |
|---|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | 93-1253576 | — | NONE | $38K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KEMP AND ASSOCIATES LLC | 72-1480866 | — | NONE | $5K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Metropolitan West Total Return Bond Fund Class I (1) | Other securities | — | — | $1.1M | 26.2% | |
| Putnam Investments Putnam Stable Value Fund (1) | Stable Value | — | — | $856K | 19.7% | |
| PUTMAN FIDUCIARY TRUST COMPANY PUTNAM STABLE VALUE FUND · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $856K | 19.7% | |
| Vanguard 500 Index Admiral Fund (1) | Common Collective Trusts | — | — | $753K | 17.3% | |
| American funds Europacific Growth Fund Class R5 (1) | Mutual Funds | — | — | $422K | 9.7% | |
| New York Life MainStay Winslow Large Cap Growth Fund Class I (1) | Other securities | — | — | $320K | 7.4% | |
| MFS Value Fund Class R6 (1) | Mutual Funds | — | — | $263K | 6.1% | |
| Vanguard Small Cap Index Admiral Fund (1) | Mutual Funds | — | — | $162K | 3.7% | |
| MFS Mid Cap Growth Fund Class R5 (1) | Mutual Funds | — | — | $95K | 2.2% | |
| Virtus Ceredex Mid Cap Value Equity Fund Class I (1) | Other securities | — | — | $89K | 2.0% | |
| Vanguard Balanced Index Admiral Fund (1) | Mutual Funds | — | — | $75K | 1.7% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
