Misti Carter signed Kent Moore Cabinets, Ltd.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Kent Moore Cabinets, Ltd.'s EIN is 74-1904799.
Download the official 2024 Form 5500 (PDF) for Kent Moore Cabinets, Ltd. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Kent Moore Cabinets, Ltd.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), profit-sharing, a self-directed brokerage window.
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 | $20K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY LLC | 20-8764829 | — | INVESTMENT ADVISOR | $58K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity FID CONTRAFUND | Mutual Funds | — | — | $6.8M | 21.1% | |
| Fidelity FID FREEDOM 2040 K | Mutual Funds | — | — | $3.3M | 10.2% | |
| Fidelity FID FREEDOM 2030 K | Mutual Funds | — | — | $2.6M | 8.1% | |
| MIP CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $1.9M | 5.9% | |
| Fidelity FID FREEDOM 2035 K | Mutual Funds | — | — | $1.7M | 5.1% | |
| PGIM TOTAL RTN BD R6 | Other securities | — | — | $1.6M | 5.1% | |
| Fidelity FID NASDAQ COMP INDX | Mutual Funds | — | — | $1.6M | 5.0% | |
| Fidelity FID FREEDOM 2045 K | Mutual Funds | — | — | $1.2M | 3.6% | |
| Fidelity FID FREEDOM 2025 K | Mutual Funds | — | — | $1.1M | 3.5% | |
| Fidelity FID FREEDOM 2050 K | Mutual Funds | — | — | $1.1M | 3.3% | |
| Various Maturity Date: various dates up to -0- | Other securities | — | — | $1.1M | 3.3% | |
| Fidelity FID FREEDOM 2055 K | Mutual Funds | — | — | $1.0M | 3.1% | |
| Fidelity FID 500 INDEX | Common Collective Trusts | — | — | $826K | 2.6% | |
| Allspring AS SPL SM CP VAL IS | Other securities | — | — | $792K | 2.5% | |
| Fidelity FID FREEDOM 2020 K | Mutual Funds | — | — | $777K | 2.4% | |
| ClearBridge CB INTL GRTH I | Mutual Funds | — | — | $726K | 2.2% | |
| Columbia COL SEL LG CP VAL I2 | Other securities | — | — | $678K | 2.1% | |
| Fidelity FID FREEDOM 2060 K | Mutual Funds | — | — | $558K | 1.7% | |
| BrokerageLink VARIOUS MUTUAL FUNDS | Other securities | — | — | $430K | 1.3% | |
| Driehaus EM GRTH INV | Other securities | — | — | $277K | 0.9% | |
| Allspring AS SPL MID CP VAL IS | Other securities | — | — | $255K | 0.8% | |
| Putnam INTL VAL R6 | Mutual Funds | — | — | $248K | 0.8% | |
| T. Rowe TRP INTL DISCOVERY | Other securities | — | — | $243K | 0.8% | |
| Fidelity FID FREEDOM 2065 K | Mutual Funds | — | — | $214K | 0.7% | |
| BrokerageLink T ROWE PRICE EXCHANGE TRD FDS INC | Mutual Funds | — | — | $143K | 0.4% | |
| BlackRock BLKRK HI YLD BD INST | Other securities | — | — | $135K | 0.4% | |
| T. Rowe TRP QM US SM-CP GR | Other securities | — | — | $132K | 0.4% | |
| BrokerageLink VANECK VECTORS ETF TR MORNINGSTAR WIDE | Other securities | — | — | $126K | 0.4% | |
| BrokerageLink CAPITAL GROUP GLOBAL GROWTH EQUITY SHARES | Common Stocks | — | — | $125K | 0.4% | |
| BrokerageLink AMERICAN CENTY ETF TR INTL EQT ETF | Other securities | — | — | $113K | 0.3% | |
| Fidelity FID EXTD MKT IDX | Common Collective Trusts | — | — | $92K | 0.3% | |
| Baron GROWTH INST | Other securities | — | — | $80K | 0.2% | |
| Fidelity FID GLB EX US IDX | Common Collective Trusts | — | — | $75K | 0.2% | |
| Cohen & Steers C&S REAL ESTATE I | Other securities | — | — | $74K | 0.2% | |
| BlackRock BLKRK INFL PROTEC IS | Other securities | — | — | $56K | 0.2% | |
| BWG GLB OPP BOND I | Other securities | — | — | $49K | 0.2% | |
| PIM EM MKTS BD INST | Other securities | — | — | $32K | <0.1% | |
| Fidelity FID FREEDOM INC K | Mutual Funds | — | — | $24K | <0.1% | |
| PIM COM REAL RET I | Common Stocks | — | — | $23K | <0.1% | |
| Fidelity FID FREEDOM 2015 K | Mutual Funds | — | — | $21K | <0.1% | |
| BrokerageLink FIDELITY CASH RESERVES | Mutual Funds | — | — | $3K | <0.1% | |
| Fidelity FID FREEDOM 2070 K | 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.
