Ryan Pierce signed Keller Williams Realty, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Keller Williams Realty, LLC's EIN is 74-2756628.
Download the official 2024 Form 5500 (PDF) for Keller Williams Realty, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Keller Williams Realty, LLC'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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $47K | — |
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 | |||||
|---|---|---|---|---|---|---|
| AMERFUNDS 2045 TARG DATERET R6 | Registered Investment Companies | — | — | $13.2M | 16.0% | |
| VAN INSTITUTIONAL IDX - INST | Registered Investment Companies | — | — | $10.9M | 13.2% | |
| AMERFUNDS 2040 TARG DATERET R6 | Registered Investment Companies | — | — | $9.5M | 11.4% | |
| AMERFUNDS 2050 TARG DATERET R6 | Registered Investment Companies | — | — | $8.4M | 10.1% | |
| AMERICAN FUNDS 2055 TARGET R6 | Registered Investment Companies | — | — | $7.8M | 9.4% | |
| AMERFUNDS 2035 TARG DATERET R6 | Registered Investment Companies | — | — | $6.0M | 7.2% | |
| AMERFUNDS 2030 TARG DATERET R6 | Registered Investment Companies | — | — | $4.4M | 5.3% | |
| AMERFUNDS 2025 TARG DATERET R6 | Registered Investment Companies | — | — | $3.9M | 4.7% | |
| AMERFUNDS 2060 TARG DATERET R6 | Registered Investment Companies | — | — | $3.5M | 4.2% | |
| PUTNAM STABLE VALUE FUND 15 PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $2.8M | 3.4% | |
| AMERFUNDS 2015 TARG DATERET R6 | Registered Investment Companies | — | — | $1.9M | 2.3% | |
| AMERFUNDS 2020 TARG DATERET R6 | Registered Investment Companies | — | — | $1.2M | 1.5% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $1.2M | 1.4% | |
| AB LARGE CAP GROWTH FUND Z | Registered Investment Companies | — | — | $1.1M | 1.3% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $1.1M | 1.3% | |
| AMERFUNDS 2010 TARG DATERET R6 | Registered Investment Companies | — | — | $881K | 1.1% | |
| PUTNAM LARGE CAP VALUE R6 | Registered Investment Companies | — | — | $869K | 1.0% | |
| VANGUARD TOT INTL STK IND ADM | Registered Investment Companies | — | — | $784K | 0.9% | |
| PIMCO INCOME FUND - INSTL | Registered Investment Companies | — | — | $538K | 0.6% | |
| AMERFUNDS 2065 TARG DATERET R6 | Registered Investment Companies | — | — | $514K | 0.6% | |
| VANGUARD TOT BND MKT IND- ADM | Registered Investment Companies | — | — | $382K | 0.5% | |
| INVESCO DISCOVERY R6 | Registered Investment Companies | — | — | $370K | 0.4% | |
| JOHN HANCOCK DISC VALUE MC R6 | Registered Investment Companies | — | — | $301K | 0.4% | |
| BLACKROCK MIDCAP GROWTH EQ K | Registered Investment Companies | — | — | $293K | 0.4% | |
| FIDELITY ADV SMALL CAP VAL Z | Registered Investment Companies | — | — | $233K | 0.3% | |
| DFA EMG MKT CORE EQ 2 I | Registered Investment Companies | — | — | $179K | 0.2% | |
| AMERICAN FUNDS EUROPAC GRO- R6 | Registered Investment Companies | — | — | $109K | 0.1% | |
| JOHN HANCOCK BOND FUND - R6 | Registered Investment Companies | — | — | $94K | 0.1% | |
| COHEN & STEERS REALTY SHARES Z | Registered Investment Companies | — | — | $84K | 0.1% | |
| M&N RAINIER INT DISC Z | Registered Investment Companies | — | — | $14K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
