KARA Anderson signed Kldiscovery Holdings Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Kldiscovery Holdings Inc.'s EIN is 81-0787151.
Download the official 2024 Form 5500 (PDF) for Kldiscovery Holdings Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Kldiscovery Holdings Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, 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 | $72K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING LLC | 84-4519624 | — | ADVISOR | $35K | — |
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 | |||||
|---|---|---|---|---|---|---|
| AC IN RETIRE TR IX GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $76.3M | 60.6% | |
| BLKRK EQUITY INDEX GREAT GRAY TRUST COMPANY, LLC · EIN 20-3802168 / PN 001 | Common Collective Trust | — | — | $16.8M | 13.4% | |
| AMERICAN CENTURY RD 2045 TR IX Common/collective trust | Common Collective Trusts | — | — | $13.5M | 10.7% | |
| AMERICAN CENTURY RD 2040 TR IX Common/collective trust | Common Collective Trusts | — | — | $12.7M | 10.1% | |
| AMERICAN CENTURY RD 2035 TR IX Common/collective trust | Common Collective Trusts | — | — | $12.0M | 9.6% | |
| AMERICAN CENTURY RD 2030 TR IX Common/collective trust | Common Collective Trusts | — | — | $10.8M | 8.6% | |
| FID CONTRAFUND K6 Registered investment company | Mutual Funds | — | — | $10.1M | 8.0% | |
| AMERICAN CENTURY RD 2050 TR IX Common/collective trust | Common Collective Trusts | — | — | $8.6M | 6.8% | |
| AMERICAN CENTURY RD 2025 TR IX Common/collective trust | Common Collective Trusts | — | — | $7.9M | 6.3% | |
| AMERICAN CENTURY RD 2055 TR IX Common/collective trust | Common Collective Trusts | — | — | $5.8M | 4.6% | |
| AMERICAN CENTURY RD 2060 TR IX Common/collective trust | Common Collective Trusts | — | — | $3.2M | 2.6% | |
| BR MID CAP EQ IDX R GREAT GRAY TRUST COMPANY · EIN 20-3802327 / PN 003 | Common Collective Trust | — | — | $3.0M | 2.4% | |
| BLKRK R2000 IDX R GREAT GRAY TRUST COMPANY · EIN 20-3802587 / PN 004 | Common Collective Trust | — | — | $2.6M | 2.1% | |
| AMERICAN CENTURY IN RETIRE TR IX Common/collective trust | Common Collective Trusts | — | — | $1.9M | 1.5% | |
| PRINCIPAL EQUITY INC PRINCIPAL GLOBAL INVESTORS TRUST · EIN 85-0572066 / PN 001 | Common Collective Trust | — | — | $1.9M | 1.5% | |
| BLKRK MD CP GR EQ K Registered investment company | Common Stocks | — | — | $1.9M | 1.5% | |
| MORLEY STABLE VALUE PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $1.8M | 1.4% | |
| JH TRITON N Registered investment company | Common Stocks | — | — | $1.4M | 1.1% | |
| AF EUROPAC GROWTH R6 Registered investment company | Common Stocks | — | — | $1.4M | 1.1% | |
| JH DSCPL VAL MDCP R6 Registered investment company | Common Stocks | — | — | $1.3M | 1.0% | |
| DFA US TARGET VALUE Registered investment company | Mutual Funds | — | — | $1.3M | 1.0% | |
| BLACKROCK HIGH YLD BD K Registered investment company | Common Stocks | — | — | $1.2M | 0.9% | |
| BR MSCI ACWI EX US R BLACKROCK INST. TRUST COMPANY, N.A. · EIN 45-2912262 / PN 001 | Common Collective Trust | — | — | $1.1M | 0.9% | |
| PGIM TOT RET BOND LP GREAT GRAY TRUST COMPANY · EIN 38-4097323 / PN 471 | Common Collective Trust | — | — | $744K | 0.6% | |
| PIMCO INCOME INST Registered investment company | Mutual Funds | — | — | $741K | 0.6% | |
| INVS DEVELOP MKT R6 Registered investment company | Common Stocks | — | — | $561K | 0.4% | |
| BR US DEBT INDEX GREAT GRAY TRUST COMPANY · EIN 20-3802445 / PN 010 | Common Collective Trust | — | — | $365K | 0.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
