Killam Oil Co., Ltd.'s EIN is 74-2214450.
Download the official 2024 Form 5500 (PDF) for Killam Oil Co., Ltd. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Killam Oil Co., Ltd.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), 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 |
|---|---|---|---|---|---|
| CHARLES SCHWAB TRUST BANK | 82-3967259 | — | CUSTODIAN | $11K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BOKF, NA | 73-0780382 | — | TPA | $85K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Contra Fund (i) | Mutual Funds | — | — | $3.6M | 15.0% | |
| Vanguard Target Retirement 2020 FD 1 (i) | Mutual Funds | — | — | $2.1M | 8.5% | |
| Fidelity Global ex U.S. Index (i) | Mutual Funds | — | — | $1.9M | 8.0% | |
| Dodge and Cox Dodge and Cox Stock FU (i) | Mutual Funds | — | — | $1.8M | 7.6% | |
| Dodge and Cox Fidelity 500 Index (i) | Common Collective Trusts | — | — | $1.5M | 6.3% | |
| Vanguard Target Retirement 2030 FD 1 (i) | Mutual Funds | — | — | $1.3M | 5.4% | |
| JPMorgan T Rowe Price New Horizon Fund (i) | Mutual Funds | — | — | $1.2M | 5.0% | |
| Vanguard Target Retirement 2025 FD 1 (i) | Mutual Funds | — | — | $1.2M | 4.8% | |
| Vanguard Target Retirement 2035 FD 1 (i) | Mutual Funds | — | — | $1.1M | 4.7% | |
| Fidelity Small Cap Index (i) | Mutual Funds | — | — | $937K | 3.9% | |
| Cohen and Steers Dodge and Cox Income FD (i) | Mutual Funds | — | — | $929K | 3.9% | |
| Fidelity First Eagle Global Fund CL R6 (i) | Mutual Funds | — | — | $822K | 3.4% | |
| Charles Schwab Money Market Deposit Account (i) | Mutual Funds | — | — | $810K | 3.4% | |
| Vanguard Target Retirement 2045 FD 1 (i) | Mutual Funds | — | — | $674K | 2.8% | |
| Vanguard Target Retirement Incm Inv (i) | Mutual Funds | — | — | $459K | 1.9% | |
| Fidelity Mid Cap Index (i) | Mutual Funds | — | — | $457K | 1.9% | |
| Vanguard Target Retirement 2050 FD 1 (i) | Mutual Funds | — | — | $445K | 1.8% | |
| various maturity dates through 2037. -0- | Other securities | — | — | $382K | 1.6% | |
| First Eagle Invesco Oppenheimer Dev Mkts R (i) | Mutual Funds | — | — | $341K | 1.4% | |
| Charles Schwab Cohen and Steers Realty Instl Shares (i) | Mutual Funds | — | — | $316K | 1.3% | |
| T. Rowe Price Vanguard Developed Mkts Index ADM (i) | Mutual Funds | — | — | $285K | 1.2% | |
| Vanguard Target Retirement 2055 FD 1 (i) | Mutual Funds | — | — | $234K | 1.0% | |
| Charles Schwab Government Monday Fund (i) | Mutual Funds | — | — | $203K | 0.8% | |
| Vanguard Target Retirement 2060 FD 1 (i) | Mutual Funds | — | — | $179K | 0.7% | |
| Vanguard Target Retirement 2065 FD 1 (i) | Mutual Funds | — | — | $100K | 0.4% | |
| Invesco JPMorgan Mid Cap Value R6 (i) | Mutual Funds | — | — | $49K | 0.2% | |
| Fidelity Advisor Small Cap Value (i) | Mutual Funds | — | — | $42K | 0.2% | |
| Fidelity Inflation-Protected Bond (i) | Mutual Funds | — | — | $22K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
