Janet Petersen signed Kalkomey Enterprises, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Kalkomey Enterprises, LLC's EIN is 75-2573168.
Download the official 2024 Form 5500 (PDF) for Kalkomey Enterprises, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Kalkomey Enterprises, LLC'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 | $13K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VISIONPOINT ADVISORY GROUP | 46-3329350 | — | ADVISOR | $13K | — |
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 Investments Fidelity 500 Index | Common Collective Trusts | — | — | $1.2M | 18.6% | |
| BlackRock LifePath Index 2030 Fund | Other securities | — | — | $1.1M | 17.6% | |
| BlackRock LifePath Index 2050 Fund | Other securities | — | — | $756K | 11.8% | |
| Fidelity Investments Fidelity Blue Chip Growth K6 Fund | Mutual Funds | — | — | $522K | 8.2% | |
| BlackRock LifePath Index 2045 Fund | Other securities | — | — | $489K | 7.6% | |
| BlackRock LifePath Index 2060 Fund | Other securities | — | — | $480K | 7.5% | |
| BlackRock LifePath Index 2040 Fund | Other securities | — | — | $466K | 7.3% | |
| BlackRock LifePath Index 2055 Fund | Other securities | — | — | $463K | 7.2% | |
| Fidelity Investments Fidelity Mid Cap Index | Mutual Funds | — | — | $207K | 3.2% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $171K | 2.7% | |
| BlackRock LifePath Index 2035 Fund | Other securities | — | — | $131K | 2.0% | |
| BlackRock International Fund | Other securities | — | — | $129K | 2.0% | |
| BlackRock LifePath Index 2065 Fund | Other securities | — | — | $65K | 1.0% | |
| INTL GROWTH II R1 GREAT GRAY TRUST COMPANY · EIN 38-4139842 / PN 619 | Common Collective Trust | — | — | $45K | 0.7% | |
| BlackRock LifePath Index Retire K | Other securities | — | — | $35K | 0.6% | |
| Cohen & Steers Investments Cohen & Steers Instl Realty Shares ** 703 * Fidelity Investments Fidelity Small Cap Index Fund ** 625 * Fidelity Investments Fidelity Government Money Market Fund ** 3 * Participant loans Interest rate range of 7.50% to 8.50% -0- | Common Collective Trusts | — | — | $34K | 0.5% | |
| Putnam Investment Management Putnam Large Cap Value Fund Class A | Mutual Funds | — | — | $25K | 0.4% | |
| PUTN LARGE CP VAL R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $25K | 0.4% | |
| JPMorgan Mid Cap Growth R6 | Other securities | — | — | $22K | 0.3% | |
| Jon Hancock Investments JHancock Disciplined Value Mid Cap R6 | Other securities | — | — | $18K | 0.3% | |
| CORE PLUS BOND R1 GREAT GRAY TRUST COMPANY · EIN 38-4116854 / PN 515 | Common Collective Trust | — | — | $11K | 0.2% | |
| Fidelity Investments Fidelity Government MMkt K6 | Mutual Funds | — | — | $7K | 0.1% | |
| American Century Investments American Century Small Cap Growth R6 | Other securities | — | — | $3K | <0.1% | |
| American Funds American Funds New World R6 | Mutual Funds | — | — | $1K | <0.1% | |
| AC SMALL CAP VALUE GREAT GRAY TRUST COMPANY, LLC · EIN 38-4126250 / PN 554 | Common Collective Trust | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
