KIM KOCH signed Kimberly S KOCH's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Kimberly S KOCH's EIN is 73-1723493.
Download the official 2024 Form 5500 (PDF) for Kimberly S KOCH from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Kimberly S KOCH's plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), profit-sharing.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $42K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANICAL PARTNERS LLC | 26-0058143 | — | INVESTMENT ADVISOR | $13K | — |
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 | |||||
|---|---|---|---|---|---|---|
| [Assets held in common collective trust] | Other | — | — | $12.2M | 88.2% | |
| MODERATE MAP GREAT GRAY TRUST COMPANY · EIN 46-3768480 / PN 182 | Common Collective Trust | — | — | $4.4M | 31.5% | |
| GROWTH MAP GREAT GRAY TRUST COMPANY · EIN 46-3773972 / PN 183 | Common Collective Trust | — | — | $3.2M | 22.9% | |
| CONSERVATIVE MAP GREAT GRAY TRUST COMPANY · EIN 46-3750663 / PN 181 | Common Collective Trust | — | — | $2.1M | 14.8% | |
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $1.5M | 10.9% | |
| AGGRESSIVE MAP GREAT GRAY TRUST COMPANY · EIN 46-3787800 / PN 184 | Common Collective Trust | — | — | $1.3M | 9.6% | |
| INCOME MAP GREAT GRAY TRUST COMPANY · EIN 46-3745190 / PN 180 | Common Collective Trust | — | — | $535K | 3.9% | |
| TRP BLUE CHIP GR T6 T. ROWE PRICE TRUST COMPANY · EIN 80-0470272 / PN 002 | Common Collective Trust | — | — | $457K | 3.3% | |
| JH DSCPL VALUE P1 JOHN HANCOCK TRUST COMPANY LLC · EIN 85-6153745 / PN 037 | Common Collective Trust | — | — | $135K | 1.0% | |
| [Assets held in participant loans] | Other | — | — | $108K | 0.8% | |
| RT NY LIFE AA CL 0 RELIANCE TRUST COMPANY · EIN 46-6350416 / PN 001 | Common Collective Trust | — | — | $106K | 0.8% | |
| GG EUROPAC GROWTH CT GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289843 / PN 001 | Common Collective Trust | — | — | $41K | 0.3% | |
| MM SM CAP GROWTH CT GREAT GRAY TRUST COMPANY, LLC · EIN 38-7271375 / PN 756 | Common Collective Trust | — | — | $34K | 0.2% | |
| [Assets held in interest-bearing cash] | Other | — | — | $16K | 0.1% | |
| GG EUROPAC GROWTH CT GREAT GRAY EUROPACIFIC GROWTH TRUST · EIN 38-7289844 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
