Katherine Kinley signed Kinley Constuction Group, Ltd.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Kinley Constuction Group, Ltd.'s EIN is 75-2961608.
Download the official 2024 Form 5500 (PDF) for Kinley Constuction Group, Ltd. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Kinley Constuction Group, Ltd.'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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $3K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL SERVICE | 59-2937883 |
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 2040 TARG DATERET R6 | Registered Investment Companies | — | — | $2.1M | 16.6% | |
| AMERFUNDS 2020 TARG DATERET R6 | Registered Investment Companies | — | — | $1.5M | 12.4% | |
| AMERFUNDS 2030 TARG DATERET R6 | Registered Investment Companies | — | — | $890K | 7.2% | |
| CLEARBRIDGE APPRECIATION I | Registered Investment Companies | — | — | $777K | 6.3% | |
| AMERFUNDS 2045 TARG DATERET R6 | Registered Investment Companies | — | — | $663K | 5.3% | |
| VANGUARD FEDERAL MM INV | Registered Investment Companies | — | — | $663K | 5.3% | |
| AMERFUNDS 2060 TARG DATERET R6 | Registered Investment Companies | — | — | $652K | 5.3% | |
| LARGE CAP VALUE R1 WILMINGTON TRUST COMPANY · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $491K | 4.0% | |
| LARGE CAP GROWTH - R1 WILMINGTON TRUST COMPANY · EIN 82-4435820 / PN 375 | Common Collective Trust | — | — | $450K | 3.6% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $422K | 3.4% | |
| AMERFUNDS 2035 TARG DATERET R6 | Registered Investment Companies | — | — | $404K | 3.3% | |
| FID 500 IND | Registered Investment Companies | — | — | $402K | 3.2% | |
| MFS INTERNATIONAL GROWTH R6 | Registered Investment Companies | — | — | $354K | 2.9% | |
| AMERFUNDS 2050 TARG DATERET R6 | Registered Investment Companies | — | — | $317K | 2.6% | |
| AMERICAN FUNDS 2055 TARGET R6 | Registered Investment Companies | — | — | $312K | 2.5% | |
| FID SMALL CAP INDEX | Registered Investment Companies | — | — | $289K | 2.3% | |
| AMERICAN CENTURY MID CP VAL R6 | Registered Investment Companies | — | — | $220K | 1.8% | |
| AMER FUNDS NEW PERSP R6 | Registered Investment Companies | — | — | $216K | 1.7% | |
| AMERICAN FUNDS CAP WLD BOND R6 793 REGISTERED INVESTMENT COMPANY AMERFUNDS 2025 TARG DATERET R6 | Registered Investment Companies | — | — | $166K | 1.3% | |
| VAN WELLINGTON FUND - INV | Registered Investment Companies | — | — | $157K | 1.3% | |
| JPMORGAN SMALL CAP GROWTH R6 | Registered Investment Companies | — | — | $151K | 1.2% | |
| CORE BOND FUND R1 WILMINGTON TRUST CO · EIN 82-1986152 / PN 325 | Common Collective Trust | — | — | $135K | 1.1% | |
| JANHEN SMALL CAP VALUE FD - N | Registered Investment Companies | — | — | $102K | 0.8% | |
| AMERICAN FUNDS EUROPAC GRO- R6 | Registered Investment Companies | — | — | $98K | 0.8% | |
| CARILLON EAGLE MID CAP GRTH R6 | Registered Investment Companies | — | — | $86K | 0.7% | |
| INVESCO DEVELOPING MKTS R6 | Registered Investment Companies | — | — | $61K | 0.5% | |
| AMERFUNDS 2010 TARG DATERET R6 | Registered Investment Companies | — | — | $57K | 0.5% | |
| COHEN & STEERS REAL EST SEC Z | Registered Investment Companies | — | — | $51K | 0.4% | |
| FID INTERNATIONAL INDEX | Registered Investment Companies | — | — | $48K | 0.4% | |
| FID US BOND IND | Registered Investment Companies | — | — | $46K | 0.4% | |
| BNY MELLON NATURAL RESOURCES I | Registered Investment Companies | — | — | $45K | 0.4% | |
| FEDERATED HERMES INSTL HIYD BD | Registered Investment Companies | — | — | $44K | 0.4% | |
| AMF INFL LINKED BOND R6 | Registered Investment Companies | — | — | $16K | 0.1% | |
| AMERFUNDS 2015 TARG DATERET R6 | Registered Investment Companies | — | — | $11K | <0.1% | |
| VAN INTERM TERM TREASURY - INV | Registered Investment Companies | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| INVESTMENT/FINANCIAL ADVI |
| $37K |
| — |
