Casey Gfeller signed Kirksey Architects, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Kirksey Architects, Inc.'s EIN is 74-1954173.
Download the official 2024 Form 5500 (PDF) for Kirksey Architects, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Kirksey Architects, Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, 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 | -$38K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $7K | — |
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 | |||||
|---|---|---|---|---|---|---|
| s * Fidelity Contrafund Fund Class K 328,181 shares | Mutual Funds | — | $328K | $10.2M | 17.0% | |
| Fidelity Blue Chip Growth Fund Class K 36,475 shares | Mutual Funds | — | $36K | $8.3M | 13.9% | |
| Janus Henderson Balanced Fund Class T 177,087 shares | Mutual Funds | — | $177K | $8.1M | 13.4% | |
| Fidelity 500 Index Fund 18,969 shares | Common Collective Trusts | — | $19K | $3.9M | 6.4% | |
| Columbia Dividend Income Fund Institutional Class 107,706 shares | Other securities | — | $108K | $3.6M | 5.9% | |
| Fidelity Overseas Fund Class K 55,314 shares | Mutual Funds | — | $55K | $3.4M | 5.7% | |
| Vanguard Growth and Income Fund Admiral Shares 31,337 shares | Mutual Funds | — | $31K | $3.2M | 5.3% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | $2.8M | $2.8M | 4.7% | |
| Goldman Sachs Small/Mid Cap Growth Institutional Fund 114,083 shares | Other securities | — | $114K | $2.8M | 4.7% | |
| Guggenheim Total Return Bond Instl Fund 95,864 shares | Other securities | — | $96K | $2.2M | 3.7% | |
| Fidelity Small Cap Growth K6 Fund 101,847 shares | Mutual Funds | — | $102K | $1.8M | 3.0% | |
| Fidelity Mid Cap Index Fund 34,455 shares | Common Collective Trusts | — | $34K | $1.2M | 1.9% | |
| American Funds 2040 Target Date Retirement Fund Class R-6 48,611 shares | Mutual Funds | — | $49K | $999K | 1.7% | |
| DFA Emerging Markets Portfolio Institutional Class 33,758 shares | Mutual Funds | — | $34K | $964K | 1.6% | |
| Fidelity Small Cap Value Fund 44,802 shares | Mutual Funds | — | $45K | $912K | 1.5% | |
| American Funds 2045 Target Date Retirement Fund Class R-6 31,169 shares | Mutual Funds | — | $31K | $661K | 1.1% | |
| Cohen & Strs RI Est Opprtnts and Incm Fund 9,051 shares | Other securities | — | $9K | $595K | 1.0% | |
| PIMCO Short-Term Instl Fund 45,257 shares | Mutual Funds | — | $45K | $542K | 0.9% | |
| Allspring Special Mid Cap Value Fund – Class R6 10,486 shares | Other securities | — | $10K | $501K | 0.8% | |
| DFA U.S. Small Cap Portfolio Institutional Class 9,569 shares | Mutual Funds | — | $10K | $468K | 0.8% | |
| PIMCO Global Bond Opportunities Fund 48,277 shares | Mutual Funds | — | $48K | $460K | 0.8% | |
| American Funds 2050 Target Date Retirement Fund Class R-6 20,992 shares | Mutual Funds | — | $21K | $439K | 0.7% | |
| American Funds 2055 Target Date Retirement Fund Class R-6 11,478 shares | Mutual Funds | — | $11K | $303K | 0.5% | |
| American Funds 2025 Target Date Retirement Fund Class R-6 18,751 shares | Mutual Funds | — | $19K | $285K | 0.5% | |
| American Funds 2035 Target Date Retirement Fund Class R-6 13,530 shares | Mutual Funds | — | $14K | $258K | 0.4% | |
| American Funds 2060 Target Date Retirement Fund Class R-6 10,782 shares | Mutual Funds | — | $11K | $193K | 0.3% | |
| American Funds 2020 Target Date Retirement Fund Class R-6 7,389 shares | Mutual Funds | — | $7K | $99K | 0.2% | |
| American Funds 2065 Target Date Retirement Fund Class R-6 5,184 shares | Mutual Funds | — | $5K | $91K | 0.2% | |
| Victory Trivalent International Small-Cap Fund 1,515 shares | Other securities | — | $2K | $22K | <0.1% | |
| American Funds 2010 Target Date Retirement Fund Class R-6 1,521 shares | Mutual Funds | — | $2K | $18K | <0.1% | |
| American Funds 2030 Target Date Retirement Fund Class R-6 209 shares | Mutual Funds | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
