John C. Kimball signed Kimball Management's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Kimball Management's EIN is 74-3036721.
Download the official 2024 Form 5500 (PDF) for Kimball Management from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Kimball Management's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $11K | — |
| EMPOWER ADVISORY GROUP,LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $5K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
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 | |||||
|---|---|---|---|---|---|---|
| BLACKROCK 60/40 TARGET ALLOCATION K | Other securities | — | — | $1.9M | 26.5% | |
| VANGUARD 500 INDEX ADMIRAL | Common Collective Trusts | — | — | $1.4M | 20.3% | |
| BLACKROCK 80/20 TARGET ALLOCATION K | Other securities | — | — | $859K | 12.1% | |
| Key Guaranteed Portfolio Fund | Other securities | — | — | $577K | 8.1% | |
| VANGUARD SMALL CAP INDEX ADM | Mutual Funds | — | — | $375K | 5.3% | |
| PUTNAM LARGE CAP GROWTH CLASS R GREAT GRAY · EIN 86-1876640 / PN 001 | Common Collective Trust | — | — | $313K | 4.4% | |
| AMERICAN FUNDS NEW PERSPECTIVE R6 | Mutual Funds | — | — | $199K | 2.8% | |
| LARGE CAP VALUE FUND CLASS R1 GREAT GRAY · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $162K | 2.3% | |
| VANGUARD TOTAL BOND MARKET INDEX ADMIRAL | Mutual Funds | — | — | $157K | 2.2% | |
| EMPOWER INTERNATIONAL VALUE INSTL | Other securities | — | — | $132K | 1.9% | |
| Participant Loans | Participant loans | — | — | $123K | 1.7% | |
| VANGUARD MID CAP INDEX FUND - ADMIRAL | Common Collective Trusts | — | — | $113K | 1.6% | |
| VICTORY SYCAMORE ESTABLISHED VALUE R6 | Other securities | — | — | $102K | 1.4% | |
| LOOMIS SAYLES CORE PLUS BOND N | Other securities | — | — | $102K | 1.4% | |
| DFA GLOBAL REAL ESTATE SECURITIES PORT | Mutual Funds | — | — | $92K | 1.3% | |
| PUTNAM SMALL CAP GROWTH CL R GREAT GRAY · EIN 86-1846156 / PN 677 | Common Collective Trust | — | — | $91K | 1.3% | |
| DFA EMERGING MARKETS CORE EQUITY I | Mutual Funds | — | — | $83K | 1.2% | |
| DFA INFLATION-PROTECTED SECURITIES I | Mutual Funds | — | — | $76K | 1.1% | |
| BLACKROCK 20/80 TARGET ALLOCATION K | Other securities | — | — | $47K | 0.7% | |
| PIMCO INT BOND (USD-HEDGED) INSTL | U.S. Treasuries | — | — | $36K | 0.5% | |
| PGIM HIGH-YIELD R6 | Other securities | — | — | $32K | 0.5% | |
| BLACKROCK 40/60 TARGET ALLOCATION K | Other securities | — | — | $29K | 0.4% | |
| DFA COMMODITY STRATEGY I | Mutual Funds | — | — | $29K | 0.4% | |
| INVESCO INTERNATIONAL SMALL-MID COMPY R6 | Mutual Funds | — | — | $19K | 0.3% | |
| DFA US TARGETED VALUE I | Mutual Funds | — | — | $14K | 0.2% | |
| FRANKLIN UTILITIES R6 | Mutual Funds | — | — | $12K | 0.2% | |
| INVESCO GOLD & SPECIAL MINERALS R6 | Mutual Funds | — | — | $10K | 0.1% | |
| JPMORGAN MID CAP GROWTH R6 | Other securities | — | — | $5K | <0.1% | |
| FIDELITY FREEDOM INDEX 2035 INSTL PREM | 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.
| LEAFHOUSE FINANCIAL ADVISORS, LLC |
| — |
| AUSTIN, TX |
| OTHER |
| $3K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL, LLC | — | SAN DIEGO, CA | BROKER | $10K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WC ADMINISTRATORS, LLC | — | MIDVALE, UT | CONTRACT ADMIN | $5K | — |
