Brian HUSS signed Kodiak Gypsum Mountain States LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Kodiak Gypsum Mountain States LLC's EIN is 80-0961989.
Download the official 2024 Form 5500 (PDF) for Kodiak Gypsum Mountain States LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Kodiak Gypsum Mountain States 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 |
|---|---|---|---|---|---|
| AMERICAN UNITED LIFE INSURANCE CO | 35-0145825 | — | NONE | $286K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| IFAM CAPITAL | 47-2600132 | — | NONE | $175K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT II AMERICAN UNITED LIFE INSURANCE CO · EIN 35-0145825 / PN 000 | Pooled Separate Account | — | — | $180.6M | 93.4% | |
| AUL** JPMorgan Smartret Blnd 2035 | Other securities | — | — | $47.5M | 24.5% | |
| JPMorgan Smartret Blnd 2045 | Other securities | — | — | $33.6M | 17.4% | |
| JPMorgan Smartret Blnd 2025 | Other securities | — | — | $29.4M | 15.2% | |
| JPMorgan Smartret Blnd 2055 | Other securities | — | — | $18.2M | 9.4% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $11.6M | 6.0% | |
| JPMorgan Smartret Blnd Inc | Common Stocks | — | — | $8.0M | 4.1% | |
| Alger Capital Appreciation Institutional Fund | Other securities | — | — | $7.0M | 3.6% | |
| Participants** Participant notes receivable - Various maturities and payment terms for notes receivable with interest rates ranging from 4.25 to 8.00 percent - | Other securities | — | — | $3.9M | 2.0% | |
| Fidelity Midcap Idx | Common Collective Trusts | — | — | $2.9M | 1.5% | |
| Vanguard Explorer | Mutual Funds | — | — | $2.3M | 1.2% | |
| MFS Value Fund | Mutual Funds | — | — | $2.1M | 1.1% | |
| American New Perspective Fund | Other securities | — | — | $2.0M | 1.1% | |
| JPMorgan Smartret Blnd 2030 | Other securities | — | — | $1.7M | 0.9% | |
| Fidelity SM Cap Index | Mutual Funds | — | — | $1.7M | 0.9% | |
| JPMorgan Smartret Blnd 2065 | Other securities | — | — | $1.5M | 0.8% | |
| American Century Mid Cap Value Inv | Other securities | — | — | $1.4M | 0.7% | |
| Prudential (Pgim) Total Return Bond Fund | Other securities | — | — | $1.4M | 0.7% | |
| JPMorgan Smartret Blnd 2040 | Other securities | — | — | $1.3M | 0.7% | |
| Fidelity Intl Index | Mutual Funds | — | — | $1.2M | 0.6% | |
| Prudential (Pgim) High-Yield | Other securities | — | — | $998K | 0.5% | |
| American EuroPacific Growth Fund | Other securities | — | — | $802K | 0.4% | |
| Amercent Smcap Val | Other securities | — | — | $772K | 0.4% | |
| Goldmansachs Money Market Governmental | Cash / Money Market | — | — | $676K | 0.3% | |
| Thornburg Limited Income Fund | Other securities | — | — | $448K | 0.2% | |
| Fidelity US Bond | Mutual Funds | — | — | $434K | 0.2% | |
| Invesco Developing Markets | Mutual Funds | — | — | $389K | 0.2% | |
| JPMorgan Smartret Blnd 2050 | Other securities | — | — | $389K | 0.2% | |
| Fidelity Real Estate Idx | Common Collective Trusts | — | — | $362K | 0.2% | |
| PIMCO Real Return Fund | Mutual Funds | — | — | $310K | 0.2% | |
| JPMorgan Smartret Blnd 2060 | Other securities | — | — | $191K | <0.1% | |
| Legg Mason Global Opportunities Bond Fund (Brandywine) | Other securities | — | — | $75K | <0.1% | |
| JPMorgan Smartret Blnd 2020 | Other securities | — | — | $24K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
